Firm
Services
Accounting
- How to build a 13-week cash flow forecast
- The balance sheet, explained for business owners
- A practical BAS preparation checklist
- Setting up a chart of accounts that actually helps you run the business
- Choosing accounting software — what to look for
- GST in Australia — when to register and how it works
- Management accounts vs compliance accounts — why you need both
- A simple month-end close routine for small businesses
- Payroll, Single Touch Payroll and super — the essentials for employers
- How to read your profit and loss statement
Business structuring
- Bucket companies: how they work and where they go wrong
- Discretionary (family) trusts explained
- Division 7A: taking money out of your company the right way
- Holding and operating companies: separating risk from assets
- Partnerships: when they work and when they don't
- Restructuring an existing business: what to consider before you move
- Why every company with two or more owners needs a shareholders agreement
- Sole trader or company? How to choose
- Structuring your business today for a sale tomorrow
- Unit trusts for co-owners and joint ventures
Buying a business
- Buying a business vs starting one — an honest comparison
- Earn-outs — bridging the gap on price
- A financial due diligence checklist for business buyers
- Finding businesses for sale, including off-market opportunities
- The first 100 days after you buy a business
- SDE vs EBITDA — how small businesses are really valued
- Self-funded search vs search fund — which path suits you?
- Setting your acquisition criteria before you start looking
- Vendor finance explained — how sellers help fund the deal
- What is entrepreneurship through acquisition?
Selling a business
- Asset sale vs share sale: what changes for buyer and seller
- Employee entitlements when a business changes hands
- Selling a business as a going concern: how GST works
- How much is my business worth?
- What goes into an information memorandum
- Letters of offer and heads of agreement: what to put in writing early
- Preparing your business for sale: what to do 12–24 months out
- The red flags buyers find in your numbers
- Small business CGT concessions: an overview for sellers
- Working capital and stock adjustments at settlement
Finance & growth
- AML/CTF reforms: what the 2026 changes mean for accountants, lawyers, real estate agents and their clients
- Building wealth outside your business: the principles
- Business funding options in Australia: debt, equity and everything between
- Buy-sell agreements between business partners
- Succession planning for family businesses
- The KPIs worth tracking as your business grows
- Paying yourself: salary, dividends and distributions
- Preparing a business loan application your bank will take seriously
- SMSFs and business real property: a general overview
- Superannuation basics for business owners