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Kelly Partners Group Holdings Pty Ltd
       
 
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Additional information
 
Kelly Partners Group Holdings Pty Ltd
 
 
Mission statement: 

Kelly+ Partners exists to serve business owners and indiv duals,
We do this by helping clients to:
*  get control of their financial universe
*  understand their financial objectives
*  achieve their financial goals
while providing an opportunity to members of our team to achieve personal goals, and as an organisation, improve the communities within which we work
Overview: 

Valuation
Business Owners identify that they are working to grow the value of their businesses but seldom measure that value.

Business valuation is a process and a set of procedures used to estimate the economic value of an owner's interest in a business.

Kelly+Partners undertakes valuations of private business for many reasons including:

To assist in determining the price parties in a transaction are willing to pay or receive for a business
Resolve disputes related to taxation, divorce litigation
Allocate business purchase price among business assets
Establish a formula for estimating the value of partners' ownership interest for buy-sell agreements
Many other business and legal purposes
Strategy development and optimisation
By applying many of the proven methodologies adopted by successful professional investors, we can provide you without a from fresh perspective on the opportunities for your business. From consideration of geographic expansion opportunities to the development of additional products or services, we assist you develop a strategy and implementation plan that is outcome focussed and minimises risk. We also assist you with considering the appropriateness of your people and business systems to support your intended strategy.

Acquisition transaction assistance
Being disciplined in considering all of the critical factors in making an acquisition or merging with another business can be the difference between success and failure. Drawing on our deep experience in assisting clients make value-adding acquisition, we can assist you run an efficient and comprehensive process that will give you greater confidence of being able to realise the intended benefits of the strategy.

Balance sheet and capital optimisation
At various stages of the business cycle, the funding requirements for your business will change. The efficiency of your funding structure and the systems deployed to manage cash all impact the value of your business and the cash available for you to reinvest or enjoy. We can assist you put in place the right funding structures for your business and manage your working capital to ensure that cash is most efficiently deployed.

Succession Planning
Succession planning is a success when planned well ahead of time…sadly very few do.

Succession planning is a process for understanding the needs of the Business Owner in facilitating the future of the business after their own tenure. It involves identifying and developing internal and/or external talent to take the business forward.

Planning for succession increases the availability of a pool of talent and/or buyers for a business.

Selling your business
Selling your business for maximum benefit: legacy, lifestyle and financial.

Kelly+Partners assist buyers and sellers of privately held business’ in the buying and selling process. We assist by:

Preparing the Owners and the Business for sale
Valuing of the business
Advertising it for sale with or without disclosing its identity
Handle the initial potential buyer interviews, discussions, and negotiations with prospective buyers
Facilitate the progress of the due diligence investigation and generally assist with the business sale
Profit and share schemes
Schemes to retain key staff through shares and profit incentives

Many leading companies are using employee share and profit schemes to attract and retain key staff members. These schemes have become increasingly popular as fewer high performers want to work for a straight salary, and are often proposed to increase staff engagement.

Kelly+Partners designs schemes that are individually tailored to an organisation's objectives:

Profit share schemes
Equity schemes
KPI driven bonus schemes
Service period schemes
Proficiency schemes
Performance schemes
History: 

The firm was founded in a serviced office of 20 square metres in 2006 and has grown to be one of the top 40 accounting firms in Australia, though the heritage of clients in antecedent firms go back some 90 years.

We have always worked on the maxim that 'the quality of our business must be our best business card' and to this end we are proud to invite prospective clients to look at our business first before deciding whether we can add any value to your business.

The clients of the Firm were its true Founders. These clients wanted an integrated forward looking financial advice solution that dealt with the full range of personal and business needs of the Australian business owner.

Together with market leading accounting and taxation services Kelly+Partners integrates specialist taxation advisory, corporate audit, superannuation and business advisory services.

Now with offices in North Sydney, South West Sydney, Western Sydney, Norwest and Central Coast, Kelly+Partners offers a client experience and solution that finally delivers what so many previously have promised: an integrated business and personal financial services solution.


 
 
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