Other Services

Business Succession and Estate planning

An important consideration for all business owners, no matter how big or small, should be an eventual exit strategy. This can take many forms, and we can draw on years of experience to assist in formalising a plan that achieves your wishes and goals.

Just as it is important to have a succession plan for a business, all individuals should also have a valid will that ensures their wishes are carried out. We can help by discussing options and recommending legal practitioners that can draft the required documentation.

Edwards & Partners are also experienced in estate administration so can assist executors in meeting their obligations to manage an estate efficiently and for the benefit of the beneficiaries. The role of an executor is an essential part of any estate, so to have friendly, efficient professionals to help with matters such as reporting, document lodgement, communicating with legal representatives and general administration can be very comforting.

Mergers and Acquisitions

Buying a business or merging with another business is a big step and one that is frequently very emotional, so to have independent professionals working with you can be very beneficial. The qualified team at Edwards and Partners can help in a number of areas, including:

• An independent review of the transaction, your reasoning and whether it meets your objectives
• Carrying out due financial diligence
• Preparation of financial forecasts
• Assisting with finance applications
• Assistance with contract negotiations
• Recommending other professionals such as lawyers
• Assistance with business planning

Other Services

At Edwards & Partners we employ a qualified team with the highest levels of ethics, who are dedicated to providing a wide range of financial services to our clients. Where required, we have a network of equally well qualified and committed specialists that complement the services we already provide. While we don’t offer services in the following areas, we can facilitate them on behalf of our clients.

• Legal services
  • Contract law
  • Complex Tax
  • Family law
  • Wills etc
• Auditing
  • SMSF Audits
  • Other audits
• Financial Planning
• Bookkeeping