Guiding business owners in pursuit of their goals is what we do. Further details on our most popular business advisory services are listed below.

Profit Optimisation

We work with businesses to help them maximise profit. We have found that there are generally one or two areas a business is deficient in which significantly impacts on profitability. Our experience allows us to identify the problem areas quickly, conduct appropriate reviews and advise on actions to be taken.

New Business Establishment

Do you have a great idea, product or service but don’t know all the steps you need to take to get your business established? Getting the foundations right from the very beginning can save you significant headaches (and dollars!) in the short, medium and long term.

There is no one size fits all approach when it comes to business structuring, and we work with you to determine the most appropriate structure for your business, taking account of all relevant considerations including taxation, asset protection and business succession.

We can also assist with the strategic direction of your business from the very beginning, help you with your business plan and provide valuable commercial advice to help you kick off your business on the right note.

Business Purchases and Sales

Buying or selling a business is likely to be one of the most important decisions you ever make. Don’t chance it alone. We know what to look out for and how to negotiate the best result for you.

If you are buying a business we can assist you with:

  • Review of the financial information to provide an independent assessment of the business

  • Advice on any potential issues which could arise

  • Negotiation of the purchase price and terms

  • The due diligence process

  • Tax and structuring advice to ensure the most appropriate trading structure for your circumstances

If you are selling a business we can assist you with:

  • Pre-sale advice to ensure your business is optimised for sale

  • Compilation of Information Memorandum or sale document

  • Advice on the avenues available for selling your business

  • Qualification of potential buyers

  • Negotiation of the sale price and terms

  • Tax advice to ensure the best possible result for owners

Business Strategy

One of our greatest passions is helping business owners with the strategic direction of their business.

What we have found is that most businesses do not set appropriate strategic goals. This makes it extremely difficult for them to chart their strategic direction.

While we encourage all businesses to formulate a strategic plan, we are not advocates for lengthy strategic planning documents. What we do advocate is having a concise strategy document with a clear plan and actions, that is monitored and reviewed regularly.

The benefits of having a strategic plan can include:

  • Improved profitability

  • Reduced stress for owners

  • Time savings due to reduced distractions

  • Morale boost for staff

We have developed a unique and efficient framework to help you determine the strategic goals and direction for your business. This allows us to facilitate the entire strategic planning process for your business, from initial strategy development through to ongoing monitoring and review.

Budgeting and KPI’s

A budget is an extremely powerful tool to help businesses achieve the financial (and non-financial) results they desire. Having clearly defined targets gives the business a measuring stick and provides clarity on the expectations required of staff (whether communicated directly or indirectly).

We can work with you to set a budget which is appropriate for your business, and to determine appropriate key performance indicators (KPI's) to measure progress.

We can also design the reporting framework required to support the budget and provide ongoing monitoring and feedback.


According to data released by the Australian Securities & Investments Commission in December 2019, 51% of Australian company failures during the 2018/2019 financial year were attributable to inadequate cash flow or high cash use.

The number one tool for managing cash flow is a cash flow forecast and every business should have one.

We have the ability to prepare 3-way integrated cash flow forecasts which also project Profit & Loss and Balance Sheet positions. This becomes a handy tool not only for managing cash flow but also for improving business performance.

Finance Structuring

Do you have debt or are you looking to borrow? If so, we can not only help you maximise or preserve the tax benefits of your borrowings, but also ensure that the exposure of the debt against your other assets is minimised as much as possible.

We have relationships with numerous banks and brokers and can help you structure the right deal for your circumstances. Let us help so you get the best result!

Contact Details

Level 3, 1060 Hay Street

Send us a Message