Key points: A successful retirement isn’t defined by maximising your sale price – it’s about creating the freedom, flexibility and time to enjoy the life you’ve worked so hard to build. Delaying succession planning can reduce business value and limit exit options, making early preparation essential for achieving the outcome you want. Business owners need […]
Levi Holdsworth is a Principal in the Private Business and Family Advisory division, specialising in working with middle market clients with a distinctly personal approach. With over 15 years’ experience, he advises privately owned businesses, high-net-worth individuals and family offices across industries including property, hospitality, investment, and entrepreneurial start-ups. Bringing a grounded, commercial perspective shaped […]
Alex specialises in advising mid-market businesses, private equity investors and listed companies on mergers and acquisitions, financial due diligence and valuations. He supports clients across both buy-side and sell-side engagements, with experience spanning the full transaction lifecycle from pre-deal preparation through to execution. He has worked across a range of transactions including business sales, acquisitions and capital […]
As a Director in the Tax team at Pitcher Partners’ Perth, Joshua brings over 20 years of experience advising private businesses and family groups on practical, commercially grounded tax outcomes. Clients value his ability to cut through complexity, simplifying technical tax issues, identifying risk early, and translating intricate rules into clear options they can act […]
Key points ACCC reforms are reshaping deals, not stopping them Regulatory change has become the top challenge, but other headwinds have eased The merger reforms need fine-tuning, particularly to protect smaller transactions Two key pinch points keep corporate dealmakers awake at night – costs and time. And this was the feared impact of the ACCC merger reforms that […]
Key points Business structures should change as the business grows – A structure that suited your start‑up phase may not support increased scale, complexity or risk. Regular review ensures it still aligns with how the business operates today. Risk and tax efficiency evolve over time – Growth increases exposure to legal, financial and compliance risk. […]
Rupert is a corporate finance specialist with nearly eleven years of industry experience, specialising in mergers and acquisitions and financial analysis. Since joining Pitcher Partners in November 2022, he has demonstrated exceptional commercial acumen and strategic thinking, progressing to Client Director in February 2024. Driven by a genuine passion for delivering transformative outcomes, Rupert takes […]
Key points Establish a realistic timeline – succession is rarely a quick process. The most successful transitions typically unfold over three to five years. For family-run pubs, this transition carries particular weight. These establishments often represent legacies, community landmarks, and family traditions spanning generations. Identify suitable successors, recognising that family members may not always be […]
Sebastian specialises in providing Personal and Business Wealth Protection (Life and Disability Insurance) advice for professionals, entrepreneurs, and business owners. With over 15 years in financial services, together with experience in many different business sectors, Sebastian has a strong knowledge of diverse insurance requirements and personalised solutions. Sebastian is dedicated to assisting his clients in […]
Together with Mergermarket, we surveyed 60 dealmakers for their 2025 M&A predictions, and now we’re revealing the insights – tune in to see if the M&A market holds momentum. Our Dealmakers report reveals there are plenty of reasons for Australia’s mid-market to remain cautiously optimistic. But what does that mean for you? Our Corporate Finance […]
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