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BUSINESS STRATEGY SERVICES

The role of Business Strategist to a business can include all or any of the following services

  

 *  Independent Board member

  

*   Business and succession planning

  

*   Strategies to create or transfer wealth outside the business

  

*    Education strategies and funding

  

*    Retirement planning strategies

  

*      Estate Planning with your legal advisor

  

*    Analysis and review of personal risk

  

*    Financial education to assist your planning and family succession

  

To assist you to choose the range and level of services to suit your requirements, we will discuss with you what each service involves and how it is delivered. Meeting dates and events will be scheduled 12 months in advance.

  

All services are provided on a fee for service basis charged either as an hourly rate or as a fixed fee. Payment terms are 30 days from invoice date.

  

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