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A Robertson Business Agents is a professional agency, with a team of business planners, all focused on you achieving the very best result. We look at each strategic business unit within your business, your assets, trends and the current market which you are operating within before we commence planning for the future. We consider options such as strategic alliances, mergers or key position placements which we address prior to sale or succession, for each business on an individual basis making the solutions which we deliver tailored to meet your unique needs.
Leonard Robertson is Director of A Robertson Planning and is a CPA with over 20 years experience in assisting businesses reach their potential through effective planning and efficient financial management. Leonard is also an accredited Associate of the Institute for Independent Business which opens up a comprehensive professional network to provide solutions for any challenges that may arise.
Leonard’s experience is reflected in his ability to professionally assess and prepare the business for sale and to develop contracts which meet the needs of the vendor.
Our services include:
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Full Business brokerage for buyers and sellers |
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Business Advisory |
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Business readiness assessments |
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Strategies to improve value |
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Reasonable market estimates |
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Information memorandums |
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Financial analysis |
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Support network of other professionals |
It is a great relief, and thanks again for your efforts, it was an excellent effort to sell it in this current environment. We cannot thank you enough for the work you have done . Daniel Hussein Business Owner
“Leonard Robertson made a significant difference to my business exit strategy, focusing on doing the right things and doing things right. I have now sold my business and am very satisfied with the result.”
- David Miles, MD