Tre Ponte Corporate: Michael Vail

About

We are a Business Advisory and Accounting business, which has been operating in one form or another,from sole trader, through partnership, to now being an incorporated trading company, in greater Brisbane, for over 40-years. We are a CPA branded firm, and the two principals, Michael Vail and Loretta Seamer, are both Fellows of this well recognised industry organisation; Certified Practising Accountants - Australia.

We focus into the key foundation areas of any business, be it large or small; Cash-Flow, Growth, Profit, Asset Protection & Succession, as without a good understanding and subsequent focus by the business owner into these areas, the business will likely fail within three to five years.

We will set-up your accounts, and complete your bookkeeping, whilst training and educating you as the months pass; with the eventual aim of you taking over your data entry completely, and knowing exactly how the business health is from week to week. The keeping of the books of a business is not a once a quarter, or year task; but one undertaken each week.

You must understand your Break-Even Points, and the Cost Structure of your business, as only then will you know where to focus the effort. Profitability comes from three basic areas; Sales Volume, Price per Unit of Sale and/or Expenses. Ask us to complete this analysis for your business.

Growth is about Marketing. Is there a plan? How, Where, Why & When; these are very important questions. Growth can not be at any price; and cash-flow budgets must be prepared to see where planned growth is profitable, based upon certain assumptions etc.

Asset Protection is all about owning income producing assets within the right structure; one that is efficient, and also cost effective for you the client, yet gives the long-term flexibility required, because situations change and develop over time. This is a very important conversation, as choice of structure may have long-term implications for Capital Gains Tax events at a future stage and also Succession Planning for the business and yourselves as individuals.

Last but by no means least, is Succession Planning for the business and yourselves. There are usually three choices for a business owner.

1) An inter generational sale within the family.

2) A sale within the company to management.

3) A trade sale to industry.

Sometimes there is no choice, as the business has become quite run-down and is not attractive. You may not be able to give it away as all the goodwill is tied-up in an owner. Consequently the owner just shuts the door, and walks away.

It will take roughly three to five years to make a good business 'Sale-Ready'. If this is a conversation you would like to have, please contact this office for an obligation-free chat about the issues, as we may be able to help you achieve your planned outcome.

We also offer Business Advisory and Consulting Services, specialising in Medical, Hospitals and other Health care. We also have expertise in Farming, Rural & Pastoral businesses. There is also expertise in the retail, manufacturing and wholesale markets. Please call for more information as to how we may assist you.

We run successful, well-attended seminars, designed to inform and educate; and delivered by Partners, Directors and leaders of business. The seminars are held on a Quarterly basis, on topical subjects across investment, marketing, family business, business sale, family law and succession, capital gains tax etc. Please call the office to find-out when the next topic will be offered for your selection and information.