Steven is one of the Partners responsible for the Business Consulting Services division at Nexia Edwards Marshall. That division provides the firm’s tax and financial reporting services to clients together with business improvement planning, cashflow improvement strategies, due diligence on purchases & mergers and specialist advice in most areas of tax and duties including GST, FBT and CGT.Steven has been a qualified financial adviser for 15 years. Steven capitalises on both his financial planning experience and extensive tax knowledge to deliver comprehensive solutions for his clients throughout their lives, in both their business and personal endeavours. He specialises in preparing clever financial plans to guide clients towards maximising their ‘after tax’ wealth. One of Steven’s great advantages over many other financial planners is his knowledge of taxation law, the small business CGT concessions and his ability to use this knowledge in the financial plans he prepares and implements for clients.The forward looking, goal driven nature of financial planning is replicated in the financial and business advice that is targeted to achieve his business clients’ objectives. Steven concentrates on introducing strategies and actions to improve his clients’ financial position every year. Steven is focused on assisting clients with profit improvement and cash flow management. Steven has extensive experience with franchise arrangements, business valuations, budgeting, forecasting and management accounting. He has assisted many clients to work through issues related to the purchase or sale of businesses and has developed his own 7 point succession planning methodology.