Your Trusted Financial partner
Corporate Advisory - Expert M&A, Business Valuations and Exit Planning
Confidently navigate transactions, valuations and strategic decisions with experienced advisors.
Expert Corporate Advisory
Corporate advisory refers to professional advisory services provided to businesses during significant financial events, including mergers and acquisitions (M&A), business sales, capital raises, board restructures, business valuations, and exit planning. Unlike general accounting or legal advice, corporate advisory focuses specifically on transaction strategy, deal execution, and value creation.
- Independent business valuations
- Capital raising and investor readiness
- Board advisory and governance support
- Buy-side and sell-side M&A advisory
- Financial modelling and scenario analysis
- Exit planning and succession strategy
“Turning complexity into confident decisions – at every stage of the transaction.”
Our Process
STEP 1
Discovery & strategic alignment
- Deep Dive
- Goal Setting
- Readiness Assessment
STEP 2
Analysis & value enhancement
- Financial Modelling
- Valuation
- The Narrative
STEP 3
Market engagement & execution
- Target Identification
- Negotiation
- Due Diligence Management
STEP 4
Completion & transition
- Settlement
- Succession/Integration
- Post-Deal Review
What We Deliver
Business Valuations
Independent business valuations for sale, acquisition, investor discussions, dispute resolution, or internal planning purposes. Built on rigorous methodology to withstand ATO, ASIC, and legal scrutiny.
M&A Advisory
Buy-side and sell-side M&A support, from initial target identification through to due diligence, deal structuring, negotiation, and post-merger integration planning.
Capital Raising
Prepare your business to raise debt or equity capital, from building the investor narrative through to structuring the offer, managing the data room, and negotiating terms.
Financial Modelling
Complex, board-ready financial models built for decision-making, investor presentations, and scenario analysis, bespoke for your business.
Board Advisory and Governance
Independent board advisory and governance support, bringing financial expertise and strategic thinking to your board conversations.
Exit Planning and Business Succession
Prepare your business for a successful exit, whether trade sale, private equity buyout, IPO, or family succession. The window for optimal exit timing does not stay open forever.
Industries We Serve
Medical & Health
Construction & Property
Retail & Hospitality
Technology & Startups
Property Investors
Professional Services
Frequently Asked Questions
Business valuation fees vary based on the complexity and scale of the enterprise, the specific methodology required, and the underlying purpose, whether for a strategic sale, legal dispute, or regulatory compliance with the ATO or ASIC. We also work on a project basis, where pricing can be discussed and tailored depending on the scope. Contact CFO and Tax Advice for a scoped quote.
Most business sales take between 6 and 18 months from the decision to sell through to settlement. The timeline depends on deal complexity, buyer due diligence, financing approvals, and regulatory requirements. Thorough exit preparation, ideally starting 12 to 24 months before going to market, significantly reduces the timeline and maximises the sale price.
Due diligence is the structured investigation a buyer conducts before completing an acquisition. It covers financial due diligence (reviewing historical accounts, management reports, and forecasts), commercial due diligence (assessing market position, customer concentration, and competitive dynamics), and legal due diligence (reviewing contracts, liabilities, and intellectual property). CFO and Tax Advice provides financial and commercial due diligence support for acquirers and vendors across all industries.
Ideally, exit planning should begin 2 to 3 years before your intended sale date. This allows time to implement value maximisation strategies, clean up your financial records, reduce customer concentration risk, and ensure your business can operate without you, all of which increase buyer confidence and sale price.
An information memorandum (IM) is a formal document prepared for prospective investors or acquirers. It describes the business, its financials, market opportunity, management team, and investment thesis. A well-prepared IM is critical to running a competitive sale or capital raise process. CFO and Tax Advice prepares investor-ready IMs for businesses raising equity or debt capital.
Book a Corporate Advisory Consultation
Contact our corporate advisory team to discuss your transaction, valuation, or strategic objective. We work with SMEs and businesses across all industries and deal sizes.
