BUSINESS ADVISORY
at Morton Watson and Young, our business advisory services offer clients assistance with both specialist consulting questions along with the ability to bring in the expertise of our team for more internal reporting to business managers
Business & Investment Structuring
Business Valuations
Cash Flows, Forecasts and Budgeting
Management Reporting & Outsourced CFO Services
ADVISORY SERVICES:
Business Structure and Setup:
Selecting the appropriate business structure (e.g., sole trader, partnership, company, trust) to optimize tax benefits, protect assets and limit liability.
Business Valuation:
Providing accurate valuations for business sales, mergers, or acquisitions for prospective business owners or exiting business owners.
Cash Flow Management:
Helping businesses manage their cash flow to maintain liquidity and operational efficiency.
Budgeting and Forecasting:
Creating financial plans to forecast future revenues, expenses, and profitability along with KPI metrics.
Outsourced CFO function:
Engaging one of our consultants to handle the strategic financial responsibilities of a company, rather than having an in-house CFO. This service is typically used by small to mid-sized businesses that may not have the resources or need for a full-time CFO but still require expert financial management.
Succession Planning:
Developing plans for business owners to transition ownership, often with the help of a strategic advisor and legal counsel.