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07 3231 9100

07 3231 9100

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About
What We Do
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360 Questionnaire

Getting to know you and your priorities within your business by seeing where Whitehill Keir can assist you.

This review is for you, and to see what is most important to you. Simply fill this out and one of our friendly team will be back in touch to discuss further and book in an initial consultation.

Businessman working on his laptop and holding a paper

Getting to know your business

What are your top three challenges you expect to face in the next 12 months(Required)

Growing revenue

Improving or maintaining margins

Reducing overheads

Funding growth

Improving cash flow

New business or asset acquisition

Debt reduction

Other

Comments

Risk management

Which of these do you consider to be significant risks (select all that apply)(Required)

Risk of loss of a key person

Dependence on one main customer

Dependence on key suppliers

Internal systems and controls

Adapting to new technology

Managing taxation risks

Asset protection

Other

Comments

Succession & exit strategies

How ready is your business for sale or your exit? (select all that apply)(Required)

You can take a holiday and the business will still operate well?

Key employees are incentivised

You know what the market will pay for your business

Potential buyers have been identified

My current structure is ready for sale and/ or a new equity participant

Comments

Estate planning

Do you have adequate plans in place for the following:(Required)

Funding for retirement

Incapacity or death

Comments

Wealth creation

Untitled(Required)

I have plans to create wealth outside of my business

My investment performance is reviewed regularly

Comments

General Information

Name(Required)

First Last

Mobile Number(Required)

Company Name(Required)

What brought you here today?(Required)

An accounting team with a difference.

Our accountants can’t wait to work with you to create confidence and stability in your organisation. Chat with one of our experts to get started.

Talk to an expert

Or call us on (07) 3231 9100

About Us

2024

Whitehill Keir |

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