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Moving from CFO to CEO: 5 tips for the top job

Lateral hires support succession and a CFO is often uniquely placed to step up as CEO Making the jump can minimise business disruption, retain business knowledge and leverage relationships Team trust, an ability to influence and broad business knowledge can ready a CFO for the top job In a dynamic talent market it’s more important […]

Before untying the knot

January is best known for making (and breaking) resolutions, but it’s also when many couples start divorce proceedings —and that can deliver a financial shock, particularly for women. While some might welcome starting a new chapter in the new year, women can find themselves more susceptible to financial challenges following a divorce, faced with a sudden decline in household income and wealth.

Peter Monnock

Peter has been in the financial services industry for over 15 years and during this time has focused on providing personal insurance solutions for clients. This significant depth of knowledge allows him to design insurance portfolios to provide protection, should life circumstances unexpectedly change. Primarily working with professionals and business owners who benefit from more […]

Selling a business or succession planning? Tips for attracting a search fund

Trade buyers and private equity have been the traditional acquirers of businesses in Australia, but search funds are increasing in popularity across the corporate finance landscape, particularly for transactions less than $50 million. Search funds can potentially widen the pool of buyers for a business but these funds are attracted to specific features that boards […]

Robert Hughes

Robert is an expert in advisory for the pharmacy sector. He is passionate about guiding pharmacists through the process of purchasing their pharmacy, being a successful pharmacy owner and achieving their short and long-term goals. Throughout his career, which spans over 15 years, Robert has developed expertise in working with community pharmacists to help them […]

Lisa Tsoulakis

A highly regarded professional, Lisa has an impressive career spanning more than 20 years. During her tenure with Pitcher Partners’ Adelaide firm, she has gained significant experience providing accounting and compliance services and advice, including business structuring, tax planning, finance applications, business structuring and general taxation advice and strategies to a diverse range of clients. […]

Dealmakers 2023

Merger and acquisition (M&A) activity was more subdued in 2022 following the frenzy of activity in 2021. Despite the challenging conditions, dealmakers remain upbeat about Australia’s overall deal prospects and mid-market opportunities in the year ahead.

Leanne Martinez

Leanne has built and developed an exemplary career spanning 15 years in financial services. Her clients value her holistic advice that informs her strategic wealth creation solutions across all dimensions of family wealth including retirement planning, wealth creation and protection, self-managed superannuation and estate planning. Leanne is passionate about working alongside women, supporting them with […]

Jon Bode

Jon is a Principal at Pitcher Partners’ Adelaide firm, specialising in providing management and taxation advice to a variety of private clients and small to medium size businesses. A multi-talented professional, his expertise lies in family and business advisory, managing compliance requirements, structural and entity reviews, as well as taxation matters. A client focused relationship […]

Preparing for an Acquisition

There are many reasons why you might be interested in an acquisition. Perhaps you want to scale quickly and combining with a competitor might be the approach?

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