Australia

Private and family businesses are the heart of many communities, blending the pursuit of business success with maintaining family values. These businesses often face the dual challenge of growing the business while planning for future generations. Imagine having the peace of mind that comes from knowing your business is structured for success, your cash flow is optimised, and your strategic plans are robust and forward-thinking. William Buck is here to help you achieve just that. We offer bespoke support in succession planning, wealth preservation and family governance. Our family and private client services help your business thrive across generations, ensuring your family legacy continues to prosper.

Our services

Business structuring and formation

Getting your business structure right is essential for optimising your tax position, enabling future growth, and protecting your assets. Our team of experts can help you establish the most effective business structure, evaluate an existing structure, or design and implement a restructure.

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Cash flow management and budgeting

Steady cash flow is critical to maintaining operations and managing growth and unexpected expenses. Our team can help prepare tailored financial plans and forecasts to help optimise your business’s working capital and maintain a sustainable cash position.

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Strategic Business Planning Consultants

In today’s commercial environment, the ability to make strategic and timely decisions can give you a competitive advantage. Our strategic business consultants allow you to look at the business holistically, assess its strengths, weaknesses, opportunities and threats and optimise resources to position the business to meet its goals.

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Performance analysis and management accounting

We recognise that effective financial management is a key driver of operational efficiency and profitability. Our integrated Management Reporting services are designed to provide you with the clarity and tools you need to make informed decisions and support growth.

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Family governance

By educating future generations on leadership and ownership, we help safeguard your business’s future, ensuring it remains resilient and well-positioned for growth.

We work with you to understand your business and industry, provide the expertise and support you need to navigate the complexities of family governance, allowing you to focus on what matters most.

Our robust governance frameworks support family alignment, accountability and risk management, while facilitating smooth decision-making and seamless operations.

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Succession Planning

One of the more challenging issues a family business must contend with is managing the succession of the business to the next generation. Our specialists will take the emotion and potential for disputes out of the succession planning process by developing a clear plan that considers family members.

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Business Valuation Services

Business valuations are a great tool when considering a transaction, assessing a new project or trying to source funding. Our team combines technical expertise, industry knowledge and commercial experience to provide technically supportable and objective valuations. We can help you understand the ‘value impact’ of any business decision and the best ways to maximise returns.

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Wealth Creation Strategies

Our integrated offering means our Wealth team work closely with our Business Advisory and Tax teams to understand the interaction between your investments, transactions, tax planning and ownership structures. This end-to-end model ensures the most tax-effective and profitable outcome for your business and personal wealth.

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Family Office Services

As trusted advisors to some of the wealthiest families in Australia and New Zealand, we approach each engagement with care and confidentiality and provide a highly sophisticated, bespoke service. We create strategies that align with your vision and coordinate a team of experts to help you achieve your goals.

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More resources for Private and family businesses

Strategic planning
Tips to developing a robust written business strategy to increase the probability of your business’ success.

Business plan checklist
Ensure you meet all the requirements for a robust business plan and raise the capital you need.

Tax Rates and thresholds
Our interpretation of the relevant superannuation and taxation laws as at 1 July 2024 for the latest Tax Rates and Thresholds.

Exit Smart Report
Our latest William Buck Exit Smart Report measuring the preparedness of Australian businesses.

Private and family business insights

23 July 2024 |Minutes to read: 4

Family Office, Do I Need One?

It seems that nearly every affluent family in Australia is either establishing a family office or seeking...
26 June 2024 |Minutes to read: 4

Family Office and the value of good governance before financial strategy

In a Family Office, addressing family dynamics and establishing good governance should occur before developing or executing...
16 November 2023 |Minutes to read: 4

How wealthy does my family need to be to establish a Family Office?

A common question that wealth managers are asked is, “How wealthy does my family need to be...
27 September 2022 |Minutes to read: 4

Four reasons to consider a multi-family office

Why should wealthy families use a multi-family office? What is it and how is it different from...
15 June 2022 |Minutes to read: 4

Investing during market volatility

A client concerned about investing during market volatility asked, “Why wouldn’t I just throw all my money...
19 March 2021 |Minutes to read: 4

What makes a Family Office investor different?

Successful investors will often think and behave differently to most. This is particularly true when it comes...

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