Business Succession Planning Sydney

The D.O.S.Partnership®

our

Services

Unique Processes

A new, better and different way to address your challenges read more>>

We help business owners transform their lives, address many of the issues surrounding business life and secure a financial future for themselves and their families. We do this through the creative application of unique processes designed to solve a particular problem or deal more effectively with it in the future.

Each unique process is a custom designed thinking process, entirely client focused and through which we provide leadership, relationship and creativity. Each unique process is based on the clients most important aspirations and creates a greater sense of personal control and predictability in their life.

All the thinking within the process is that of the client. We help them to articulate their fears (and then lessen them), build confidence about their strengths and get them excited about their opportunities.

We offer business owners a new, better and different way to address the challenges presented by business succession, buy/sell arrangements, estate planning and asset protection. Our efficient systems allow us to deliver significant value to our clients for a modest investment.

Our unique processes in the form of The Business Succession Gatekeeper™, The Equitable Distribution Gameplan™ and the Entrepreneur First™ are special programs and not for everyone. They are best suited for clients who want to be the architects of their decisions, who want to take charge of the process and who want to maintain as much control as possible.

So whether your vision is business, personal or a superb blend of both, with The D.O.S. Partnership you can count on a unique support system as you drive your vision to reality.

Insurance Solutions

Funding mechanism providing capital & protecting wealth

On the other hand , for those who do not need what our special programs provide or alternatively have in place the legal agreements but lack the essential funding mechanisms, we tailor insurance solutions to support their legal and financial obligations.

Business owners also have need to protect themselves and their business partners against events such as death, serious illness or disablement. It is so important to build a safety net around the business and to plan for the future.

It is also important to do this using an approach that puts their own personal and family interests up front, outside of the distractions and complexities of the business. And to do it while things are going well!

Our experience with business owners has led us to design a multi-layered life risk management process, the Entrepreneur First ™ which brings simplicity and security to their affairs. It is focused on the business owner first but, as an added bonus, has also been designed to recognise and support the needs of family members.

Partner Access Program

A unique support
system for the "future
focused" entrepreneur

Our goal is to help clients build bigger futures. Fundamental to our approach is identifying in each client's life, the factors and conditions that reinforce their level of personal confidence and then putting in place the structures and support systems to protect that confidence. Increasing confidence is the single most important human ability and individuals with confidence can learn and accomplish anything.

Allied to this is the concept of unique ability. Clients are encouraged to identify their special skills and strengths and we provide the tools to enable them to do this. This approach recognizes that while operating in their area of individual genius they are most productive, most focused. Their confidence remains at high levels during this time. Identifying their own special skills and strengths makes them more aware and accepting of the individual capabilities others possess.

When clients enter into our processes, they embark on a unique experience, a journey to drive their vision to reality. Personal confidence and unique ability are integral components. As they progress down the path leading to their goals there is often a need to provide external support.

Our Partner Access Program ™ evolved from this situation and has continued to do so over many many years. It is an external "partners in action" program, an exclusive arrangement for clients of The D.O.S. Partnership ® . It is an extensive network of professional advisers and talented people spanning more than 30 industries, providing special skills and strengths to compliment those of our clients and deliver the outcomes consistent with client expectations.

Our Distinguishing
Edge

Unique understanding evolved over three
decades

The D.O.S. Partnership's distinguishing edge is our unique understanding – understanding evolved over three decades of working with entrepreneurial business owners to help them identify and develop a road map to drive their vision to reality.

Understanding how we come to make decisions, what we are afraid of, what excites us and what really works well for us is something few people if any, take the time to explore. These powerful emotions of fear, excitement and confidence can be both paralysing and motivating. They can hold us back, prevent us from achieving.

Identifying and acknowledging them can be the crossover point, moving them from paralysing emotions to motivating emotions thus releasing enormous energy to work in a positive way.

Our approach to value creation by providing leadership, relationship and creativity places the client firmly in control of his or her life. The creation of a unique process directly out of client thinking provides the structure by which they gain and then maintain, control.

As a result they have greater insight into their individual capability and a clearly defined track to run on, one that has been created by them, for them and represents their measurement for making progress. It is not someone else's criteria for measurement, it is their own. It increases their personal confidence and the ability to do!

Our processes enable clients to transform their sense of direction, confidence and capabilities related to their futures. Our strategic tools and concepts further enhance the relationship by supporting clients as they grow in depth, scope, value creation, reputation and profitability.

So, if you are an entrepreneurial business owner with a focus on the future, The D.O.S. Partnership ® offers you a unique support system: one which will help you build a bigger future. And all along the way the skills and expertise within our Partner Access Program™ are there to deliver highly comprehensive, personalised service. You have exclusivity.