Our latest insights

Learn why shareholder agreements are essential for governance, continuity, and protection. Explore key issues and benefits for business owners and partners.

In the first episode of our refreshed series, Beyond the Numbers, Financial Advisory Partner Darryn Hockley and Private Business Tax & Advisory Partner Craig Lawson, explore the characteristics of firms that are ‘option ready’.

Effectively managing a modern professional services firm requires a strategic approach to profits, cash flow, and equity.

When there is commingling of assets, as often seen in family law or commercial disputes, it can become difficult to identify asset ownership and asset value. In these instances, asset tracing is used to determine the source of the asset and how the asset has been used prior, and in the course of the dispute.

Quantification of losses in insurance claims often rely upon assumptions instructed or adopted by an expert.

Schools and education facilities are not immune to fraud and misconduct. It can be in the form of theft, misappropriation of funds, or the granting of contracts to known associates of key people.

With soaring building costs and interest rates on the rise, builders and property developers are seeing their margins eroded and losses accumulating from development projects.

Hearing the words ‘Division 7A’ is often accompanied with a twinge of anxiety – and for good reason. This area of tax legislation is incredibly complex, and for family businesses, Division 7A can be a particularly difficult concept to navigate.

Professional service firms have experienced growth and increased profitability over the last two years. The issue of succession – promoting, attracting and managing the retirement of equity participants – has never been more challenging.

Deceased estates are often a complex situation to navigate, especially when the death of the individual was unexpected, leaving behind issues which can lead to spouses, siblings, extended family, friends and business partners entering into a dispute over the assets to be distributed.

Unprecedented may already be the most overused word for 2020 but that doesn’t change the fact that current events are causing enormous challenges for business valuers and users alike.