Business advisory

Planning, cash flow, structuring, buying or selling a business and due diligence.

The biggest financial decisions in a business happen outside tax season: whether to restructure, how to fund growth, what a business you are buying is really worth.

Babu brings over two decades of experience across second-tier and mid-size firms to these decisions, with advice that is specific to your numbers.

Where we help

Strategic planning: Plans that connect long-term goals to the numbers needed to reach them.
Budgets and cash flow: Financial models, budgets and cash flow forecasts that support real decisions.
Structuring: Advice on company, trust and partnership structures, and restructuring as you grow.
Buying or selling a business: Analysis of acquisitions and sales, valuation inputs and due diligence on mergers.
Bank finance: Preparing what lenders need and liaising with banks to structure finance.
Performance reviews: KPI analysis, industry benchmarking and feasibility studies for new opportunities.

Who this is for

Owners planning growth or a restructure
Buyers and sellers of businesses
Property developers testing feasibility
Businesses applying for finance

Questions about business advisory

Can you review a business before I buy it?

Yes. We review the financial records, test the assumptions behind the asking price and flag risks before you commit.

Guides on business advisory

Business

Sole trader, partnership, company or trust? Choosing a business structure

Compare sole trader, partnership, company and trust structures in Australia: tax, asset protection, costs and flexibility, and when it makes sense to change.

6 October 20266 min read

Talk to Babu about your tax

Book an appointment at Bella Vista or Holder, or send your question on WhatsApp and get a reply from the person who will do the work.

Book an appointment Message on WhatsApp

Prefer to call? 0434 123 701