Paul specialises in providing personal and business wealth protection through life and disability insurance advice for professionals, entrepreneurs, and business owners. With over 12 years in the insurance industry, together with his previous experience across a range of industries, Paul has built a strong knowledge of the diverse insurance requirements and personalised solutions required for […]
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.
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 […]
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