Our Services

We are here to help you achieve financial freedom

Financial freedom is something we all dream about. We help everyday business tackle life’s financial challenges. No matter which stage you are at on your financial journey, we’re here to help. All our services are tailored to you and your unique financial circumstances, needs, and wants. Our commitment to you doesn’t stop at implementation of your strategy. We back our advice by providing our clients with extensive options and help keep you tracking towards your goals. With the right people on your side you can feel financially liberated.

When your business is experiencing challenging times and you wonder what your next step should be, you need to understand all the options. The right move might be to sell for the best possible price and invest your funds elsewhere. Whether you are a small business owner and planning to retire or already retired our purpose is to understand your needs and work with you to set realistic goals that through careful planning are achievable. However, you might still have passion for the business you’ve built, and just need a partner with capital and fresh ideas who can take you to the next level. Sometimes you just need to step back, get expert advice, implement new strategies, and then move ahead bigger and better.

At Levels Investment, we can offer various arrangements and solutions based on your needs and future goals. We will examine your current threats and challenges, as well as opportunities, and together determine the best path forward. Let us be a trusted partner in your business success. If you're looking for advice, guidance and options to help secure your financial future you've come to the right place. At Levels Investment our free one on one consultation may be just what you’re looking for.

How We Help

  • When you decide that selling your small or medium business is your best option, we may be able to purchase your business and operate it through Levels Investment. We will then implement new strategies, procedures, growth targets, marketing and personnel to turn your budding plant into a towering oak tree. Our strong belief is that business acquisition must be a win-win for all parties. So we will provide a current and fair valuation to give you the best price possible. We will also negotiate arrangements for existing staff, any training required, and a settlement period. Our goal is a smooth and stress-free transition for you. No matter what industry you’re in or services you provide, we have the necessary expertise in negotiating business acquisitions in an honest and transparent way. Your business will be in good hands with us.

  • When your business is going through challenging times, it can be tempting to cut your losses and sell. But if you still love the business and see a future with it, there are other options. Bringing on the right partner could not just save your business, but take it to an exciting new level. At Levels Investment, we are a strategic capital partner for small and medium businesses. We purchase a percentage of your business and then work with you to develop new growth strategies and business processes. Essentially, we cover operations procedures, finances, employment, marketing and sales, while you continue to manage the business. We also put an exit strategy in place for when the time comes to part ways.

    We offer three types of partnership arrangements:

    Silent partnership – We provide capital but have no control over management or employment. Our return on investment is a set dividend per month.

    Minority partnership – We purchase a minority stake in the business, and help implement marketing and sales strategies, and the basic business structure. Our return on investment is a set percentage based on growth and profit, and a minimum payback per month.

    Majority partnership – We purchase more than half of the business, and determine the business and management processes going forward. Our return on investment is a set percentage of profit and a minimum payback per month. Negotiated terms for management, staff, lease and marketing.

  • We work with progressive companies to empower their people to be happier and more productive in life and at work. We design and manage innovative benefit strategies to help companies support, attract and support their people.

    We build lasting client relationships by empowering you to make informed financial decisions that will make you feel confident about your future.

  • In today’s marketplace, every business has its own value and its own position in within its industry. So we take the time to fully analyse your business and needs before negotiating the fairest pricing for both parties.

    For business purchases, the pricing will be determined by the industry, and then aspects of your individual business.

    For partnership and management arrangements, the pricing will be determined through negotiations with the current owner or management.

WHY CHOOSE LEVELS INVESTMENT

  • Experience

    Years of experience has allowed us to build a reputation for integrity, intelligence, diversity and professionalism which we take pride in serving our clients.

  • Trust

    At Levels Investment our goal is to be a trusted partner for business owners and to achieve the best outcome for them.

  • Tailored to you

    No matter which stage you are at on your financial journey, we’re here to help. All our services are tailored to you and your unique financial circumstances, needs, and wants.

Want to know more?

We’d love to meet you and see how we can help you achieve the future you want.

Book an obligation-free call with us so we can answer all your questions and help you plan the next stage for your business