BUSINESS ADVISERS

Transform your business by partnering with your
own trusted, specialised Business and Legal advisers

We are here to assist

We are a team of business experts, CFO’s and lawyers that collectively assist in providing bespoke, independent, innovative and strategic advice that allow our clients to grow strategically, generate greater revenues and increase profitability. Our team has extensive corporate advisory experience, honed over many years of working as advisors across a range of sectors.

 

Our team is made up of highly respected experts, with decades of experience and knowledge across a broad range of industries and jurisdictions. Our strength is our diversity and ability to embrace unique tailor made options that assist our clients navigate through the various challenges their businesses encounter.

Our team has extensive corporate & legal
advisory experience specialising

CFO BUSINESS ADVISERS

Our Approach & Methodology

Our approach is centred on delivering practical cost effective solutions to improve our client’s financial management, systems and profitability. We are not accountants, bookkeepers or financials controllers reporting to management. We simply provide your business with an independent assessment and proactive systems to compliment your business and with your team.

Our services are diverse, ranging from business advisory & restructure, employment & workplace relations matters, mergers & acquisitions, capital raising, asset management, project management performance & strategy reporting. We assist in integrating your day to day operations, analysing and reporting on your company’s finances with an eye to reducing costs, increasing efficiency and helping you grow your business.

Our packages are tailor made to each clients specific needs and to suit their budget. Whether you require our services on an hourly basis, 3 days per week or 1 day per month, we are flexible to work within your requirements and adapt to your requirements as your business demands changed

Our Values & Principles

Dedicated to building and assisting growing businesses through the delivery of strategic business, legal and CFO services;

We approach every business with positivity and enthusiasm to bring about the results achieved with team work and comminated individuals.

Our Values

Dedicated in the way we maintain the highest standards expected of experienced and professionally qualified CFOs and lawyers.
Working with you to achieve the maximum potential of your business

CFO SERVICES

We have experience across a broad range of services including restructuring, budgeting, forecasting and system implementation or up-skilling your current financial team through our coaching and mentoring as follows;

BUSINESS GROWTH STRATEGY

If you are looking for business growth in your business a dedicated CFO will assist with strategies evaluating process improvements, business efficiencies and business growth.

​CASH FLOW MANAGEMENT

It is important to recognise that cash flow is not a single entity but a function of various elements and variables that affect the growth and success of your business.We assist on guiding you through a cash flow strategies to ensure your business remains cash flow positive in various periods and stages of your business cycle.

MERGERS & ACQUISITIONS and IPO OPPORTUNITIES

We act for both Australian and overseas clients in connection with mergers, acquisitions, sales and joint ventures across a wide range of industries. We assist in providing advice on acquisition strategy, pre-transaction structuring and due diligence. As your business partner, we facilitate in negotiations for the preparation and review of appropriate sale documentation and completion of merger and acquisition transactions. We also advise clients in relation to all post-acquisition arrangements such as the introduction and implementation of group policies and procedures and identifying sources of professional expertise such as recruitment, banking and accounting service providers

FOREIGN INVESTMENT ADVISORY

We specialise in advising Chinese, Singaporean, Greek and Philippine enterprises and individuals seeking to invest in Australia. Our clients are mainly active investors who wish to acquire either trading businesses which they intend to manage and operate or to acquire commercial real estate for the purpose of managing and operating a business. We assist with foreign investment approval applications and liaise with the Foreign Investment Review Board (FIRB) on our clients’ behalf.

BUSINESS ADVISORY

We assist small and medium sized organisations in many aspects of their business transactions. Our team of business advisers, CFO’s and lawyers are experienced and provide practical solutions to business owners in a variety of industries and professions through assessing current systems and implementing business and financial strategies to turnaround and take their business to the next level. Whether it is working with you to protect your assets, finance your business growth, or develop an exit strategy to maximise your business sale, we offer practical and innovative solutions to ensure you achieve your business goals.

BUDGETING & FORECASTING

If you need to provide forecasting for funding purposes or wish to use a forecasting model on an ongoing basis that incorporates your financials to support where your business is going, engaging our services may assist your business go to the next level.

CORPORARE ADVISORY & RESTRUCTURE

Our highly experienced team have successfully restructured organisations across a variety of industries in time-critical situations and have a strong track record of assisting business’s build sustainable platforms for growth. We work closely with key stakeholders in identifying and resolving issues affecting profitability, cashflow efficiencies and protecting enterprise longevity through the development of financial, operational and strategic analysis as well as management team assessments. Our goal is to get businesses and organisations back on track by putting them on the course to future growth.

STRATEGIC BUSINESS PLANNING

We assist in developing a clear strategy, strategic plan or business plan as a building block for future growth. We ensure your business states where the business is going, the strategies to achieve those outcomes, who is accountable for the strategy and the timeframes and measures to ensure they are achieved.

EMPLOYMENT ADVISORY AND COMPLIANCE

We recognise employment law is an integral part of every business. We can assist in preparing, reviewing and updating employment agreements, letters of engagement and contractor and consultancy agreements. Workplace relations are regulated by a complex web of state and federal legislation, and as your business partner, we can ensure your policies and procedures regarding recruitment and termination as well as harassment and discrimination policies and procedures are in place to safeguard your business.

BOARD ADVISORY SERVICES & CORPORATE GOVERNANCE

One of the milestone developments of your business will be the creation of an advisory board. It could be the next step in reporting and governance to a board of directors. Whilst it is important to have an industry specialist and someone strong in governance such as a lawyer, having a member to represent your business is key to the success of the advisory board.

FUNDING & CAPITAL RAISING

We assist in your debt or equity funding requirements by ensuring your business is represented in the best manner when pitching for funding through our well established network of banking contacts, venture capital and private equity funds.

OUTSOURCING SERVICES AND RESOURCES

With the recent success of the “work from home” model, many companies have started to look at outsourcing as a viable option. Despite outsourcing been in practice for many years, many companies have not given this serious consideration until now. Companies now realise that outsourcing provides significant cost savings and much-needed flexibility for their work force. We provide exceptional workforce support across a range of with our primary focus in assisting businesses successfully increase their margins and grow sustainably with the assistance of offshore staff.

BUSINESS SUCCESSION ADVISORY AND IMPLEMENTATION

We have many years of experience in advising family and other private companies on business succession issues. We have the necessary expertise in wills and estate planning as well as business and corporate law to confidently advise on strategies to address the most complex sets of factual circumstances, potential problems and desired outcomes.

Ask Us Anything. anytime.