what we do

services  /  business services & advisory

services

Business Services & Advisory

Our business and advisory services play important roles in supporting the success of our clients, by providing specialised expertise and support in a wide range of areas.

succession planning

Transferring your business or investments to the next generation can be difficult, contact us to understand your options.

small business cgt concessions

budget and modelling

Is your business looking to take the next step but you are unsure how? Do you require advice with regard to a business transaction? Do you require specific taxation advice? Having confidence about your businesses direction and probable outcomes is key to achieving your goals.

business and tax advisory

structuring

Are you looking to establish a business or investment? Outgrown your current structure? We can help you find the right structure that suits your needs now and your plans into the future.

cash flow analysis

due dilligence

Ensure your hard earned assets and financial security is maintained by ensuring you have the appropriate strategy and structure in place.

asset protection

yes, I need this!

Budgeting and financial modelling assists greatly with your ability as a business owner or stakeholder to make informed decisions. We can assist with preparing annual budgets, long range forecasts or specific financial modelling.

Managing your cash flow is of the upmost importance for all businesses, whether you are looking to fund expansion or work your way through business challenges we can help you plan for the future.

We can help you navigate a potential investment or product and assist reviewing financial records and contracts, as well as analysing the potential risks and rewards.

Looking to exit or restructure your business? There are tax concessions that may be available to you. Please contact us to see if the Small Business CGT concessions may apply to you.

"Matthew Withers has been assisting my wife and I for taxation purposes for some years now and we cannot recommend him highly enough! His knowledge with current tax incentives, the ability to process our tax returns and provide valuable advice on how best to manage our small business has been much appreciated. Best of all, he provides this service in a friendly and attentive manner.

BRENDAN – Macedon ranges video & i.t solutions

"Review #2 goes right here. Vice paleo bitters before they sold out, single-origin coffee marfa subway dollar toast iceland. Mlkshk,  tousled flannel celiac pork belly roof party. Poke vexillologist vaporware."

"I tripled my sales using your method!"

"To add more reviews, just duplicate this canvas view and swap out the text and photo. Vice paleo bitters before they sold out, single-origin coffee marfa subway tile tilde activated."

"Working with you was a dream. Thank you!!"