Business Advisory

While we provide peace of mind through taking care of the usual accounting and tax compliance matters, our real value lies in seeking to help you address business challenges and uncover opportunities. We do this by developing a deep understanding of your needs, challenges and ambitions and take a proactive approach in working with you across all facets of the business. By offering fresh insights and perspectives combined with practical and pragmatic advice we can assist you to make critical business decisions with confidence. 

Whether it is working with you to protect your assets, fund your business for growth, or develop an exit strategy to maximise your return for a comfortable retirement, our advisers devise practical solutions to help you achieve your goal.

Strategy Consulting

Corporate Restructuring 


Business Valuation

Tax Planning

Strategy Consulting

  • Entity rationalisation or strategies

  • Entry and Exit strategy

  • Expense management and financial reporting

  • Family payroll and employment activities

  • Estate and wealth transfer planning

  • Risk management and asset protection planning

  • Co-ordinating legal, investment & tax advice in administering your affairs

  • Investment monitoring and reporting


Corporate Restructuring & Turnaround

CFO Strategic Partners are experienced in undertaking the following tasks as part of a restructuring and turnaround role:


  • Review of existing information systems to ensure the provision of accurate and timely financial information

  • Assessment of financial performance to establish strengths and weaknesses of particular business units or product lines

  • Engage with management to assess potential strategies for profit improvement


  • Implementation of best practice financial management and governance procedures

  • Consider potential strategies to improve cashflow management

  • Preparation of cashflow forecasts and budgets including what-if scenarios and sensitivity analysis

  • Consider potential balance sheet restructuring including capital raisings, lender and creditor management



  • New Business setup

  • Establish accounting and business system processes

  • Family Office (Management / Succession planning / Investment / Settlement)

  • Corporatising the business

  • Implementing robust processes

  • Protecting intellectual capital and relationships (employee, customer, supplier)

  • Change management - cultural & operational

  • Separation of personal and company business and structures


Business Valuation

  • Due Diligence (Financial and Tax due diligence)

  • Structuring M&A (Incl. Integration post merger)

  • Arbitration


Tax Planning 

  • Tax strategy – Direct & Indirect

  • Tax compliance work and manging tax strategies