Considered advice for groups that have outgrown the ordinary.
For larger private groups and corporates, the questions change. We work quietly alongside boards and their advisers on the matters that don't fit a price list.
Consolidation reviews, inter-entity loan management, and restructuring advice for groups where the original structure no longer fits the business.
R&D Tax Incentive claims prepared and defended — from eligibility assessment and activity categorisation through to AusIndustry registration and ATO schedules.
Financial and tax due diligence support, vendor-side preparation, and post-acquisition integration — including earn-out structuring and working capital adjustments.
Management accounts and board packs built around the decisions your directors actually need to make — not just the numbers the software produces by default.
Sale of business, asset disposal, and succession planning — structuring exits to minimise CGT exposure and applying the small business CGT concessions where available.
We slot in as your technical resource, working alongside your existing advisers — lawyers, bankers, wealth managers — without stepping on anyone's toes or creating noise.
Every engagement is scoped before work begins. No open-ended retainers. You know the cost before you commit, and we tell you when scope changes — before it affects the bill.
Work is led and reviewed by a director, not delegated to a junior after the first meeting. You get the same people at the table from kickoff to delivery.
Request a confidential briefing.
A short call to understand the situation. No pitch, no pressure — just a conversation about whether we can help.