Strategic counsel for medical practices, law firms and SMEs navigating structuring, acquisitions, succession and growth — from a team that understands professional practices, not just spreadsheets.
The biggest financial decisions a doctor, lawyer or business owner makes — buying into a practice, restructuring, planning an exit — rarely happen more than once. We help you get them right the first time.
Company, trust and partnership structures that protect assets and support growth.
Forecasts and scenario models for acquisitions, expansion or new partners.
Independent financial review before you buy into a practice or firm.
Plan a partner exit, buy-in or sale with the tax implications mapped out early.
Company, trust and partnership structures designed around asset protection and tax efficiency.
Scenario modelling for practice acquisitions, new locations, hiring, or partnership buy-ins.
Independent review of financials before you buy into or acquire a practice or business.
Practical strategy for opening new locations, adding partners, or scaling your team.
Structured plans for partner transitions, practice sales, or an eventual retirement exit.
Ongoing cash flow forecasting, budgeting and KPI dashboards alongside your advisory engagement.
We support GPs and specialists buying into a practice, opening a new clinic, or bringing on associates — with the modelling and structuring to back the decision.
From partnership admission and firm mergers to succession planning as senior partners retire, we help law firms plan major structural decisions with confidence.
Whether you're raising capital, restructuring for growth, or preparing your business for sale, we provide the financial clarity investors and lenders expect to see.
We discuss your goals and the decision at hand.
We model the numbers and stress-test the scenarios.
We recommend a structure and plan to get there.
We stay engaged through execution and beyond.
Yes. We provide due diligence, valuation review and financial modelling support for doctors buying into a practice and lawyers considering partnership or firm acquisitions, so you go in with a clear picture of the numbers.
Business Advisory typically covers point-in-time strategic decisions — structuring, acquisitions, succession, growth planning — while a Virtual CFO provides ongoing, month-to-month financial leadership including cash flow forecasting and KPI reporting. Many clients use both together.
Yes — we help partners plan an orderly transition, whether that's bringing in a new partner, structuring a buy-out, or preparing the practice for sale, with the tax and structuring implications considered upfront.
We prepare the financial modelling, forecasts and structuring documentation that banks and investors expect to see, and can advise on the tax and equity implications of different funding options.
Engagements are scoped to the task — a one-off structuring review is priced differently to ongoing quarterly advisory. We provide a fixed-fee quote after understanding what you need.
Book a free 30-minute consultation with a senior Chartered Accountant to talk through your options.
Whether you have questions, want a quote, or are ready to get started — we're here for you.
Australia — Serving clients nationwide & internationally
Mon–Fri: 9:00am – 5:30pm AEST
