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Treatment of your information: As chartered accountants, auditors and financial planners, we are ethically bound by stringent professional requirements. Under those guidelines we must treat such information as confidential. To further add comfort to you in the provision of this information, we will provide you with a signed confidentiality agreement before provision of any such information to us.

0-5 years
6-10 years
10 or more years
$0-$500k
$501k - $1m
$1m - $2m
$2m - $5m
$5m plus
0 - 5 Staff
6-10 Staff
10 or more Staff
0 - 5 Owners
5 or more Owners
0 - 5 Family
5+ Family
Company
Trust
Sole Trader
Partnership
Self Managed Superannuation
Multiple structures are used
Cashflow
Business Growth
Creditors/ATO
Lack of direction
Exit Strategy/Succession
Yes, we can retire
Re-invest
I don't know
Yes
No
I don't know
Yes
No
Yes
No
Yes
No
Yes
No

Meeting venue is at 84 Pitt Street Sydney.