Author Archives: Karen Conlon
Looking into Investment Strategies? Consider Asset Allocation
When looking into investment strategies for capital growth, the topic of asset allocation may have cropped up.  It is a strategy wherein individuals invest and then divide their investment portfolios between…
Continue readingFrom a successful start-up to a profitable exit – we’re the experts in every stage of your business’s life
Whether you’re looking to finance a new venture or extract maximum value from the sale of an old one, we can give you the very best advice and expertise. In the early…
Continue readingCorporate Finance Services
When you can’t afford to get it wrong Every successful business reaches landmark points when important decisions have to be made about expansion, mergers, acquisitions, disposals, and so on. These are critical…
Continue readingFrom a successful start-up to a profitable exit – we’re the experts in every stage of your business’s life
Whether you’re looking to finance a new venture or extract maximum value from the sale of an old one, we can give you the very best advice and expertise. In the early…
Continue readingTax savings that improve your bottom line
As a successful business owner, you must be keenly aware of the need to reduce costs to maintain profitability. One area where we find there is often room for improvement is tax…
Continue readingTwo reasons why you should change your accountant
1. If you are not receiving an appropriate level of service In our experience, businesses often outgrow their original accountancy firms. As a business grows it requires more sophisticated services and more…
Continue readingChanging your Accountancy firm is the last thing you should do!
Actually, nothing could be further from the truth. If your business is growing or anticipating growth and your existing accountancy firm cannot provide the level of service you need to support that…
Continue readingTax savings that improve your bottom line
As a successful business owner, you must be keenly aware of the need to reduce costs to maintain profitability. One area where we find there is often room for improvement is tax…
Continue readingHoping for a long, comfortable retirement?
Are you confident you will you have sufficient income to enjoy a long retirement at a standard of living that you are accustomed to? Or will you have to continue working long…
Continue readingDon’t let the Taxman disinherit your family!
Imagine if, after all your hard work, up to 40% of your accumulated wealth over $275,000 were to go to the Taxman when you died! Unfortunately, that’s a real possibility thanks to…
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