Reduce business risks and create value.

Unmanaged risks leave you exposed and reduce business balue when it’s time to sell.

If there was a simple legal solution to an obvious risk that you haven’t addressed or appreciated the significance of, wouldn’t you do something about it?

Business & Risk Advisory

We now offer a complimentary Business Review & Risk Consultation for clients and referrals.

Discuss your business with our Accredited Specialist (Commercial Litigation), Sam Roberts, for up to 90 minutes and get his valuable insights into the risks relevant to your business and personal circumstances, the reality of ignoring or procrastinating about them and the latest risk mitigation options and strategies available. Bring your co-owners or partner. Find out how reducing business risks will create value for your business.

We will address the following and more:

  • Current Issues
  • Business & Asset Structuring
  • Management Agreements
  • Shareholder Loans
  • Finance & Securities
  • Leases & Continuing Agreements
  • Litigation & Insurance
  • Everyday Contracts
  • Limitation & Exclusion Clauses
  • Credit Management & Bad Debts
  • Employees
  • Intellectual Property
  • Advertising
  • Company Law & Insolvency
  • Business Succession Planning

Book Your Free Business Review & Risk Consultation

Don’t get caught out.

If you’ve never had an expert Commercial Lawyer consider all the legal matters that impact on your business and advise you how to reduce business and personal risks and create business value, book your Free Business Risk Consult now.

Optional Written Report

If at the end of the Consult you would like Sam to confirm his advices or any part of it, we may charge you for this Report at Sam’s standard hourly rate capped at $750 plus GST.

Have you considered?

  • What problems do you think a buyer would identify if your business was currently for sale?
  • What if there are simple legal solutions to obvious risks that should be addressed? What if you didn’t know about them or appreciate the gravity of the risk?
  • What if you could reduce your tax and protect your assets at the same time?
  • What would happen if the business became liable to pay compensation or damages or if something happened that made the business insolvent?
  • How important is it to you to know that your personal assets, family and lifestyle are protected from business risks?
  • How much more confident would you be in business and easier it would be to sell your business if you knew you had all your legal affairs in order?

Book a Consult

Call 02 4952 3901 to book the next available Free Review & Business Risk Consult or complete the form below and one of our friendly staff will contact you to arrange a mutually convenient time

Not an existing client? Ask your Accountant for a referral or engage us to assist you with a problem or issue that is already apparent.

Book Your Free Business Review & Risk Consultation

Business & Company
10/09/2018 by Amanda Crosbie

ATO Director Penalties: What Company Directors Need to do to Avoid Personal Liability

Under the ATO’s Director Penalty regime company Directors can be personally liable for company obligations. The Director Penalty regime applies to unpaid “PAYG” withholding amounts and unpaid GST and Superannuation Guarantee Charge “SGC” obligations. The effect of the Director Penalty regime is that if a company of which a person is a Director fails to […]

Business & Company
27/03/2018 by Sam Roberts

Safe Harbour & Directors’ Liability for Insolvent Trading

On 19 September 2017 amendments, to the Corporations Act 2001 commenced which create a “safe harbour” for Directors to protect them from personal liability for debts incurred by an insolvent company in certain circumstances. Why the need for Safe Harbour Prior to the amendments, the provisions of the Corporations Act governing corporate insolvency focused on the need […]

Building & Construction Law
6/06/2017 by Amanda Crosbie

Common Misconceptions about Contracting in the Building & Construction Industry and what to do to avoid getting caught out.

When I ask clients whether a written contract was in place or whether variations had been documented, too often I receive the following response “no there was no contract, we just agreed to it” or “I didn’t think it was necessary it was a small job“. Firstly, it is an incorrect assumption that just because […]

Business & Company
14/06/2016 by Sam Roberts

Why ignorance of loan balances can lead to tax nightmares.

Do you own a private company? Have you received payments not accounted for as wages or salaries this financial year? As 30 June approaches it is time to ensure your business affairs are in order. This includes ensuring you have Division 7A Loan Agreements in place, where necessary. What is Division 7A? Division 7A of […]

Business & Company
28/01/2015 by Sam Roberts

Consequences of not making Effective Business Contracts

As an Accredited Specialist in Commercial Litigation I have dealt with all kinds of business disputes. By far the most common cause of commercial disputes is the failure of the parties to adequately record the terms of their agreement in writing. This is particularly common in the building and construction industry. When there is an […]

Property & Estates
16/08/2013 by Sam Roberts

Why Asset Protection is fundamental to proper Estate Planning

Is Asset Protection Relevant for Me? We all work hard to accumulate wealth to fund our lifestyle and retirement and tp provide a head start for our loved ones but most people do not take adequate steps to protect their wealth from unforeseen events or third party claims,. People who carry on a business, have […]

Business & Company
16/08/2013 by Sam Roberts

Introduction to Business Succession Planning

Congratulations on taking the first step to protect your interest in your co-owned business. Business Succession Planning is essential for protecting your interest in a co-owned business and is an integral part of every business co-owner’s individual Estate Planning. “Business Succession Planning” means: Planning for the sale or purchase of a co-owners’ interest in a […]

Business & Company
16/08/2013 by Sam Roberts

What is a Buy/Sell Option Agreement?

Introduction to Business Succession Planning What is a Buy/Sell Option Agreement? A Buy/Sell Option Agreement is an agreement between co-owners of a business granting each other options to buy or sell their respective interests upon the occurrence of specified Option Events. The Option Events are typically: the Death of a co-owner; the Permanent Disablement of […]

Business & Company
16/08/2013 by Sam Roberts

What is a Shareholders’ Agreement?

Introduction to Business Succession Planning What is a Buy/Sell Option Agreement? Why do I need a Buy/Sell Option Agreement? What is a Shareholders’ Agreement A Shareholders’ Agreement (similar to a Partnership Agreement) is an Agreement between two (2) or more co-owners of a business setting out their agreements with respect to the management and control of […]

Business & Company
16/08/2013 by Sam Roberts

Why do I need a Shareholders’ Agreement (Partnership Agreement)?

Introduction to Business Succession Planning What is a Buy/Sell Option Agreement? Why do I need a Buy/Sell Option Agreement? What is a Shareholders’ Agreement? Why do I need a Shareholders’ Agreement (Partnership Agreement)? Anyone who is a co-owner in a business should have a Shareholders’ Agreement (if the business is carried on by a company) […]

Business & Company
16/08/2013 by Sam Roberts

Risks of not making a legal Buy/Sell Agreement

Introduction to Business Succession Planning What is a Buy/Sell Option Agreement? Why do I need a Buy/Sell Option Agreement? What is a Shareholders’ Agreement? Why do I need a Shareholders’ Agreement (Partnership Agreement)? Funding the Purchase Price under a Business Succession Plan CGT & Insurance Proceeds Self Ownership of Personal Insurance Implications for Self Ownership […]

Business & Company
18/05/2011 by Sam Roberts

Advanced Estate Planning for Business Owners

What good is a Will if you lose all your assets during your lifetime? Advanced Estate Planning includes planning for the preservation of your wealth during your lifetime as well as planning for the succession of that wealth to intended beneficiaries in the most advantageous manner upon death. It requires a careful assessment of you […]

Business & Company
18/05/2011 by Sam Roberts

Business Explodes from Within

Early in my career I had a client whose husband was a partner in a successful local business and who had recently suffered a stroke. He would never be able to work again. The business was worth about $1,300,000.00 but it relied heavily on the skill of the now disabled partner to thrive. The wife […]

Building & Construction Law
3/05/2011 by Sam Roberts

New to Security of Payment Laws

The Building and Construction Industry Security of Payment Act 1999 (NSW) applies to almost everyone who works in the building and construction industry or who supplies related goods or services. This includes quantity surveyors, planning consultants, project managers, engineers, carpenters, electricians, painters, pest inspectors etc. However, it does not apply if you do work directly […]

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Testimonials

I have worked with many ….  you “stand above the rest” in your profession.

It has been a great  pleasure working with you as an ultimate professional on this matter. There are very few that can measure up to your professionalism. I have worked with many ….  you “stand above the rest” in your profession.

Geoff Page, Chartered & Forensic Accountant

Leonard & Page Pty Limited

 


You amazed us with your energy and knowledge, you are a champion.

I would like to thank you and your team for assisting myself and Andrew with the restructure.  You amazed us with your energy and knowledge, you are a champion.

After working with others it is refreshing to have you on our side.  Thanks also from all our staff for assisting in securing their future.

Paul Barwick, Director.

MCA Engineering


Sam is extremely knowledgeable about the commercial and legal aspects of generating wealth from business.

Sam is extremely knowledgeable about the commercial and legal aspects of generating wealth from people’s greatest asset – their business.”

Michael Craddock


Sam took the time to understand our business and worked closely with us to create a contract that was easy for our clients to read and understand while providing us with the required level of legal protection.

“We worked with Sam from Roberts Legal to develop a service level contract for use with our clients. Sam took the time to understand our business and worked closely with us to create a contract that was easy for our clients to read and understand while providing us with the required level of legal protection. I would recommend Sam and the Roberts Legal team to anyone who is after a solicitor who will take the time to understand their needs and requirements or after a solicitor who can talk to them in plain English.”

Tristan HoughMyrtec


Sam has an in depth knowledge in commercial areas of the law which is invaluable to us as accountants.

“I have just started working with Sam and find he has an in depth knowledge in commercial areas of the law which is invaluable to us as accountants. I would recommend Sam to any of my business clients.”

Richard McArtney, Bentley’s Accountants Newcastle Pty Ltd