Key points Start succession planning early to allow time for the next generation to gain experience and ensure a smooth transition. Clearly define roles, ownership structure, and your ongoing involvement to avoid emotional and financial complications. Estate planning is essential to protect assets, provide for all beneficiaries, and ensure fair distribution of wealth When passing […]
With an impressive 17-year tenure at the firm, Benjamin has expertly advised clients across a broad range of industries. His speciality lies within the property and construction industry, and he has an impressive 15 year track record supporting large property development groups, in particular with respect to large scale broad acre developments and in the […]
Key points 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 […]
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.
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 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 […]
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. […]
We often say to clients that you need to prepare for the worst and hope for the best. When it comes to estate planning, it is tempting to stick your head in the sand. However, the consequences of not having the right estate plan can be catastrophic, especially for family members and loved ones. What […]
Key points Start planning your business sale well in advance, ideally five years, to maximise value and control your exit strategy. Clearly define your goals for the sale, including financial outcomes, legacy, and employee continuity, to guide how and to whom you sell. Understand your business’s current and potential value to ensure you’re prepared for […]
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.
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