Once we understand your unique situation, our expertise allows us to tailor our support to your precise needs.


Independent business valuations for business mergers, acquisitions or minority investments; business sales, carve-outs, or minority divestments; start ups seeking seed funding or Series A, B, etc; succession planning and exit; shareholder disputes, or divorce; compulsory acquisitions; or business restructures as part of a turnaround strategy.


Building, auditing, and stress testing three-way financial models that are tailored to your needs, whether for a new business venture, a minority investment, project finance, corporate mergers, leveraged buyout, and infrastructure models. Includes scenario analysis and sensitivity testing. We can help with all levels of complexity.


As experienced due diligence advisors we can leverage our combined expertise and alliances to provide you with financial, commercial, and/or legal due diligence- whichever you require; and ensure you are well equipped for the negotiations, SPA signing, completion mechanisms, and post-deal operations.


If you are looking to make a growth-orientated capex investment for your business, we can appraise the value of that investment, prepare a business case and build a financial model, giving you confidence ib the potential value of your investment (e.g. internal rate of return, net present value, payback period).


Full business plan preparation including financial projections, sales & operational strategy, competitive analysis and the marketing plan. We also assist in the re-development of business plans to support a pivot in strategy or other significant changes.

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We service clients through two channels: directly (e.g. business owners and entrepreneurs) and on a white label basis (e.g. other accountants and advisors that require our expertise)

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Our past engagements have covered our full suite of services and a broad range of industries and business sizes

PPA to allocate goodwill & intangible assets on acquisition, for a large ASX-listed telecommunications company

Acquisition target screening, valuation and buy-side due diligence for a client in the education industry (c. $30m revenue)

Business valuation for the purposes of a shareholder restructure, for an electrical installation company (c. $15m revenue); executed successfully.

Financial model audit & improvement for an M&A roll-up in the consumer goods industry (c. $25m client)

Buy-side due diligence for the successful acquisition of a health & fitness company (c. $8m revenue)

Financial model audit for the Independent Expert Report valuation of an ASX-listed mining co. (c.$50m turnover)

Capex project decision support for starting an educational institution starting a new branch for c. $35m; impemented successfully

Business valuation of an HR Fintech company for the purpose of a capital raising. Rounds successfully closed

Valuation for the purpose of asset protection for a construction services company (c. $20m revenue); successful outcome for client

Valuation of an IT services company in payroll systems, for a shareholder restructure which was successfully implemented

Acquisition target screening and valuations for a mid-market client (>$50m revenue) in the agriculture industry.

Business valuation for the purposes of a shareholder restructure, for an electrical installation company (c. $15m revenue); executed successfully.

Business valuation for the successful sale of a logistics company generating c. $25m p.a. revenue

Buy-side due diligence and risk identification on four potential targets for a client in the chemical industry (c. $15m revenue targets)

Business valuation for the successful sale of a cafe chain generating c. $5m annual revenue

Financial model audit & improvement for the potential acquisition of aged care homes and caravan parks (c.$75m revenue client)

Buy-side due diligence for the successfully executed acquisition of a mobile food company generating c. $15m revenue

Financial nodel audit for the valuation of an agriculture business (c. $50m revenue), which was successfully acquired by the client

Business valuation for the purpose of family settlement for a medical equipment company (c. $10m revenue); executed successfully

Outsourced CFO for numerous SME clients to prepare them for audits, which in turn enabled a more efficient process for the auditors