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 […]
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 […]
The long-awaited transfer of business ownership from retiring boomers could kick up a gear in 2025, with 85% of dealmakers believing this will be the top deal driver in 2025, up from just 37% in 2024. But only half of dealmakers believe Australian mid-markets are well-prepared for a change in leadership, and one in four […]
Key points Businesses should reflect on 2024 performance to set realistic, data-informed goals for 2025 Strategic goal-setting in 2025 with new mandatory climate reporting requirements Embracing AI, digital transformation, and succession planning is essential for long-term competitiveness and resilience As businesses step into 2025, the need for clear, actionable business goals has never been more […]
Key points Baby Boomers own 40% of SMEs, with 1 million seeking exit strategies over the next decade 1. Succession planning requires clear goals, suitable successors, and structured leadership development 1. A realistic, multi-year timeline ensures smooth leadership transition and business continuity With over a million Baby Boomer business owners preparing to retire, succession planning […]
In this episode, Pitcher Partners Sydney Private Wealth Partner, Jordan Kennedy and Corporate Finance Partner, Andy Hough will dissect the steps of preparing a succession plan and discuss what business leaders need to keep in mind when considering selling a business. In a world where clarity and peace of mind are more important than ever, we are […]
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