Business Structures

The business structure should balance between your short and long term objectives, succession plans, prevailing taxation laws and likely future developments, accessing the privileges of limited liability compliance and regulatory considerations and business risks. We work alongside with you and implementing the optimal structure for your organization.

  • Access to funding options and operational efficiencies to grow your business, achieve your goals and maximise wealth
  • Confidence your business structure is the most tax efficient in both the short and the long term
  • Minimisation of compliance costs
  • Transition of ownership in the case of family business succession
  • Risk minimisation and asset protection

Strategic Planning

CPTB provides you with highly qualified and experienced professionals who will deliver the required technical expertise, market intelligence and business acumen for maximum business benefits. Working alongside business owners and management teams, we will challenge assumptions and create innovative and leading edge solutions to enable the right decisions based on sound analysis.

  • Developing a comprehensive strategic business plan to drive high performance
  • Optimising revenue growth opportunities
  • Unlocking digital possibilities to engage audiences and deliver cost efficiencies
  • Refining business process improvement
  • Establishing an enduring business succession plan
  • Defining metrics of organisational performance and the goal achievement plan
  • Identifying and implementing IT strategy and plan to support business practice
  • Guiding the project management and governance process
  • Assess and avoid risk associated with business, cost and price analysis and financial modelling

Board Advisory

Our CPTB advisory boards are made up of professionals and executives that lend credibility and invaluable advice to your business. Even the best business owners can get lost in the detail; an advisory board provides stable, knowledgeable and reliable support to help you maintain a strategic focus for your business.

  • Negotiating a period of high growth
  • Considering the options when looking to raise funds
  • Identifying ways to maximise shareholder returns
  • Strategy development and review
  • CEO recruitment and performance management
  • Succession planning
  • Mediation between the business owners and CEO
  • Connection with external resources (e.g. technical expertise)

Employment Incentive Share Scheme

An Employee Share Ownership Plan (ESOP) can assist your business to retain staff, improve performance, encourage employees to invest professionally in the business they work in and more closely align employees performance with company financial and business objectives.

ESOP design is critical to the success of your plan. CPTB forms a project team to ensure your business has the right expertise from the beginning and guide you through all legal, taxation and other regulatory issues.

To decide whether an ESOP is appropriate for your business, a business needs to consider its remuneration strategy.  An ESOP is a long term remuneration strategy. If your business is trying to achieve a result in a relatively short period of time, a short term strategy may be more appropriate. A short term strategy could include annual bonuses linked to business unit performance. ESOP’s and short term strategies do not need to be exclusive. CPTB can assist you to work through your design options and decide on the most appropriate ESOP for your business.

Management Consulting Services

In today’s competitive global landscape, businesses operate in an ever evolving and complex environment full of unprecedented cross-border challenges. Management Consulting Services at CPTB is dedicated to the internationalization of Australia and foreign-based enterprises seeking to venture into overseas markets, finding unexplored ways to stimulate further growth and fully maximise strategic potential.

AFSL Services

CPTB is experienced in successfully helping companies apply, acquire and vary for their own Australian Financial Services license (AFSL). We make it easy and efficient to manage your own license by taking care of the process from beginning to end.

  • Assisting with determining your license authorisations
  • Assisting with responsible manager selection
  • Providing a checklist which sets out the steps required in the application process
  • Preparing the application
  • Assisting to prepare the proofs required to be submitted with the application
  • Preparing responses to any queries on the application
  • Reviewing the draft license issued by ASIC
  • Providing a licensee compliance manual tailored to your business
  • Providing a Financial Services Guide template
  • Providing a Responsible Manager training session at your office