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.
Succession planning is essential for every business. Whether that business is family-owned, a partnership, a not-for-profit, government agency or a private or publicly owned business. Pitcher Partners’ Business Radar reports show that businesses who succession plan are more confident in their decision-making processes and about the future success of the business. Many businesses fall into chaos, […]
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 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 […]
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?
Karen has 26 years of industry experience and specialises in working with private enterprises and their high-net-worth family owners. A well-rounded professional, she takes a hands-on approach with the owners, CFOs, and family members by providing them with financial and tax advice and practical solutions with a commercial focus. Advising clients in property development, professional […]
Having worked in the advisory space on accounting and tax issues for private family groups, SMEs, business subsidiaries of multinationals, and trusts, Linda has a multi-faceted understanding of the middle market. Harnessing a personable and proactive approach to client service, Linda strongly values open and honest communication to build strong longstanding client relationships. She truly […]
Pitcher Partners has released its second annual Business Radar (PPBR) report canvassing the trends, challenges and opportunities faced by middle-market businesses across Australia.
Joining Pitcher Partners in 2004, Debbie has worked with private business and high net worth individual clients on a range of advisory matters, including management accounting, budgeting, cash flow management, business structuring and taxation advice. She became a partner of the Melbourne firm in 2021. Having worked with clients across a diverse industry base, Debbie has taken her learning from each engagement to grow continually, which has been a key focus throughout her […]
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