Corporate & advisory

Support for what comes next.

Company compliance, practical business advice, finance applications and planning support brought together in one relationship.

Discuss your requirements
Professionals building a trusted business relationship
01

CIPC, company & secretarial services

Company registrations, statutory maintenance and records that remain current and organised.

  • Company registrations and name changes
  • CIPC annual returns
  • Director appointments and resignations
  • Registered office and company information changes
  • Beneficial ownership submissions
  • Deregistrations and reinstatements
  • Memorandum of Incorporation assistance
  • Share certificates and share registers
  • Share allotments and transfers
  • Director and shareholder resolutions
  • Statutory record maintenance
02

COIDA services

Assistance with Compensation Fund registrations and ongoing employer compliance matters.

  • Compensation Fund registrations
  • Return of Earnings submissions
  • Letters of Good Standing
  • Employer-detail updates
  • Assistance with outstanding COIDA compliance matters
03

Business consulting

Practical advice to help owners understand performance, address challenges and identify opportunities.

  • Financial performance and profitability analysis
  • Cash-flow management
  • Budget preparation and forecasting
  • Internal control reviews
  • Accounting process improvements
  • Business structure reviews
  • Risk identification
  • Strategic planning support
  • Management reporting
  • Business continuity and succession planning
  • Assistance with buying or selling a business
04

Bank loan & finance applications

Preparation of the financial information commonly required by banks and other funders.

  • Financial statements and management accounts
  • Cash-flow forecasts and budgets
  • Business plans
  • Supporting financial schedules
  • Loan repayment calculations
  • Financial ratio analysis
  • Responses to information requests
  • Compilation of finance application packs

Approval remains subject to the financial institution's assessment, requirements and credit criteria.

05

Estate planning & insurance coordination

Planning support for continuity, estate liquidity and appropriate professional coordination.

  • Estate planning and liquidity calculations
  • Review of assets and liabilities
  • Will-planning support
  • Executor appointments and estate-administration support
  • Estate accounts and tax returns
  • Trust and succession planning
  • Introductions to trusted short- and long-term insurance brokers

Insurance advice and intermediary services are provided by appropriately licensed financial services providers. Our role is to identify potential risks and coordinate where appropriate.

Ready when you are

Planning a business or personal next step?

Let us help organise the financial, compliance and supporting information around the decision.

Request a consultation
WhatsApp