Business Sale Advisors

When you’re considering a change, seeking reliable financial advice for the sale of your business is the intelligent first step. Protect your interests and secure the best possible result with the support of our experienced Advisors.

Make sure you know what’s lurking beneath

Making the decision to sell your business is one fraught with complexities, so it’s vital to have all of your ducks in a row before they paddle into a new pond.

Whether you’re selling your business or considering your options, knowing where to start in what can seem to be a complicated process is critical to protecting your interests. Our expert advisors can steer you in the right direction by completing a business health check, helping you make informed decisions about the potential of your business.

Our team are the experts when it comes to providing financial advice for business sales. We understand the intricacies of the sale process and can help you stay on track to ensure you achieve your desired outcome confidently. We’ll help you manage due diligence processes, including collating all relevant documentation in the Virtual Data Room. We can even manage negotiations of non-binding offers, MOU, and sale purchase agreements so that you can focus your attention on the bigger picture.

Accounting and Tax Compliance is the foundation of our organisation

We’ll provide advice in relation to capital gains tax, and advise on the best approach to structure your business sale.

We share the load

With our professional support, we can mitigate the stress from the life-changing process of selling your business.

Our Financial Advisory Services

'It's accrual world'

Our most common services are listed below, but let us buy you a coffee to discuss your specific requirements.

Financial statements and tax returns

Many organisations undervalue the importance of accurate and timely financial reporting.  Whilst you might not get as excited by the numbers as we do, we pride ourselves of our preparation; and our ability to keep up to date with the latest legislation changes to ensure the best possible tax position for your structure.

Management Reporting Packs

If you are a proactive business owner…wouldn’t it be nice to have a good grasp on the financial position of your business, with insights provided to help you make decisions NOW.  Well our Management Report Packs allow just that with a full set of financials completed monthly/quarterly, and a detailed analysis provided.  Take the guess work out of running your business.

Taxation Planning

Every year, many of our clients participate in our tax planning.  Tax planning is the process of preparing your tax position for the end of the financial year before time, so that you can see what tax implications you may be faced with.  The advantage of seeing it before time, means that we can setup structures or plan the best course to ensure you get the most optimised tax position possible.

Structuring and asset protection

The correct structure setup is not only the best way to ensure you have the most optimal tax structure, it is critical for asset protection.  The risks of operating a business are great; so you need to ensure that you are operating in a structure that offers you the greatest protection.  We help by providing advice around the most optimal structure for you.

Virtual CFO

The highest performing teams are assembled with mutually reinforcing strengths.  Numbers are our strength…so what better way to ensure that your business is performing optimally than getting one of our team involved on a regular basis.  From Payroll assistance, to cashflow management, our Virtual CFO services will ease your financial management concerns.

Other compliance

Along with year end compliance, our accounting firm in Melbourne also handles all other regulatory compliance services such as Business Activity Statement preparation, IAS, PAYG summaries, Payroll Tax, Land Tax, R&D concessions and more.

Meet Our Business Sale Advisor Team

Have we piqued your interest?

Let us buy you a coffee to discuss your requirements.