Enterprise Advisory
Let’s first clear one thing up…Enterprise Advisory isn’t just for businesses. It’s a service which brings a strategic approach which can also benefit families and individuals with high net worth or complex wealth portfolios.
For both businesses and individuals – financial success often comes down to a few well-developed opportunities – such as estate planning, succession planning or intelligent tax planning. Here’s where Enterprise Advisory helps – it allows you to manage risks, capitalise on opportunities, protect your assets and increase your overall wealth.
With our Enterprise Advisory clients we build long-standing, value-added relationships. We partner with you to build the right corporate structure to suit your needs. We then engage with you on an ongoing basis to ensure the best opportunities are presented, the complex advice is given in simple wording, and the optimal decisions are made for your long term prosperity.
Our Approach
It’s a collaborative approach
In addition to our registered tax agents and chartered accountants, we also have trusted partners to grow the best team to work with your business or family. The New Leaf Advisory network of partners include:
- Taxation experts
- Finance Brokers
- Solicitors
- Lawyers
- Insurance Brokers
- Financial Planners
Our Services
How we can help with Enterprise Advisory:
Transaction services - asset sale and acquisition
Business succession planning
Business valuation
Financial modelling and forecasting
Funding optimisation and structuring
Asset protection
Tax planning
Estate management
Personal succession planning
Corporate structuring advice
Scenario analysis
Technical taxation advice
Strategic planning and business development
Due diligence and risk analysis
Enterprise Advisory Case Study
Who we’ve helped
Structuring Global Fashion Enterprise for Success
Situation
The client’s affairs had been mismanaged by previous tax agents who had failed to provide suitable advice consistent with the strategic plans of the client. The client required a partner to stabilise their financial affairs in the midst of unprecedented business expansion.
Process
We deeply reviewed the client’s affairs to ensure there was a clear understanding of the situation and delivered an accurate and effective technical resolution to the problems. Additionally, the New Leaf team presented the client with a strategic plan for their corporate structure, including a detailed review plan and execution.
Results
- Acted in tax agent, adviser and ASIC agent capacity where company turnover grew by 200%+ to $7.6M+ in 2 years.
- Engaged with client prior to formal appointment by resolving errors in the preparation of their group tax returns, mismanaged from their legacy tax agent who misunderstood the small business restructure rollover provisions.
Read More Results
- Provided the client with a clear strategic plan for their corporate structure which was executed within 6 months of our appointment. This involved detailed analysis of their business, a formal valuation, creation of new entities, restructure of shareholding, technical tax advice and a clear guide for the client as to ongoing implications.
- Introduced a dividend policy for the shareholders to understand their entitlements, as well as the tax and cashflow implications of payments as they go. This includes calculating, considering and determining appropriate dividend entitlements for Directors.
- Established a framework for management reporting, following a detailed analysis and understanding of the business gross profit
- Supported the client in analysing profitability of contract proposals, including development of custom pricing models specific to their stock items and ranges (in AUD and USD).
What the client said
“We have been New Leaf clients for 1 year, and have always found Patrick and his team to be very helpful, extremely knowledgeable and a key part of our business. They are very approachable and we find it easy to discuss any matters concerning business accounts, finance and personal matters. The efficient, consistent and reliable service they provide allows us to forget about what they do, and concentrate on the needs of our growing business. We have no hesitation in recommending Patrick and his team.”