Business Advice

We are here to help you with your business planning needs from start-ups through to succession/sale planning we can help in the following areas:

  • Business structure establishment
  • Risk Minimisation and asset protection
  • Profit Maximising strategies
  • Budget & Cash flow forecasting
  • Managing bank relations.
  • Succession & estate planning
  • Purchase/merger or sale/wind up of business advice.

Business Advice & Structuring

Choosing the right structure for your business is an essential first step n getting things off to the right start. We specialise in advising and creating an appropriate company and trust structures to run your business through.

We can help you protect your assets from both business or other risks. We can use companies and trusts to segregate your property and investments and keep them safe.  

We can help you make the most profit out of your business. This can be done by helping you to identify and understand the key financial drivers/stress points of your business. Once you know what they are you can run your business in a financially efficient way.

We can prepare budgets and cash flow forecasts for your, these can be used to help with bank finance or as management tools to benchmark your progress against.

At times bank can impose significant reporting requirements on businesses in exchange for finance. We can make this a lot easier by managing the relationship with the bank and meeting the banks’ information and reporting requirements.

Planning to sell your business or pass it down to a successor, we can help make sure the transition is handled smoothly and prepare your business for sale or succession. Estate planning for businesses is more complicated. We can help in conjunction with your solicitor make it easier.

We can help you evaluate the financial viability of a business you are thinking of buying. Either as a standalone purchase or as an addition to your existing business. Time to wind up your business we can take care of the asset disposals and deregistration’s

Training for Your Inhouse Accountants & Bookkeepers

We offer training for your team members and can provide recommendations and implementation of accounting software for your business, including MYOB (MYOB Live, MYOB Essentials and MYOB Accounts Right), Xero and cash flow manager, Single Touch Payroll Compliance.

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Contact Us

We are based in Highett, 16km from Melbourne CBD

Phone: (03) 9553 3800

Office Location

328 Highett Road Highett VIC 3190

Mailing Address

PO Box 94 Highett VIC 3190

Office Hours

Monday – Friday: 9am to 5pm

After Hours

We are available for after-hours appointments and house/premises calls on request (Available for Melbourne South-East and Bayside Suburbs).

Have a Question or Need to Make an Appointment? Get in Touch:

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