Consulting & Advisory Services
Strategic M&A and restructuring advice
Whether you’re planning an exit, evaluating opportunities, considering an acquisition, or navigating financial difficulties, Collab Accounting provides a wide range of consulting and advisory services that combine expertise with understanding.Â
We don’t just crunch numbers; we offer strategic advice, help you identify opportunities, and provide thorough research and analysis with clarity and confidence for a successful outcome.
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- Our Consulting & Advisory Services
Business Sales, Mergers and Acquisitions
Selling or buying a business is an important financial decision. We assist our clients in valuation, structuring, negotiation of terms and conditions, due diligence, completion of the deal, and tax-effective outcomes.
Due Diligence
A thorough due diligence process helps protect against unexpected surprises. We conduct financial, tax, and operational due diligence on target businesses, verifying assets, liabilities, financial performance, and operational risks. We also assess the tax risks and exposures and the overall operations of the target companies.
Valuation and Reporting
Understanding your true worth is important for selling, buying, entering into partnerships, resolving disputes, and planning for the future. We assist our clients in determining the true worth of their business by performing valuation studies based on capitalization of earnings, discounted cash flow analysis, net asset value analysis, and comparable analysis.
Cross-Border FDI (Foreign Direct Investment)
Expanding your business across borders involves regulatory, tax, and compliance complexities. We assist our clients in cross-border foreign direct investments by providing guidance on structures, transfer pricing, withholding taxes, and tax treaties and compliance in Australia and abroad.
Debt Advisory
For growth or working capital funding on the right terms, we provide debt structuring, lender package preparation, banking coordination, borrowing base evaluation, security structuring, and term structuring.
Investment Advisory
Investment decisions are made through a combination of analysis and planning. We provide financial analysis, investment structure recommendations, tax implications, risk assessment, and potential returns. Our services are applicable to real estate investments, business investment opportunities, or portfolio investments.
Business Restructuring
Business restructuring is a powerful way to achieve tax efficiency, asset protection, improved business operations, or succession planning. We provide business restructuring services, including restructurings, consolidations, divisional splits, trust-to-company conversions, trust structures, and reorganizations.
Bankruptcy and Insolvency
In situations of financial difficulty or business failure, businesses require urgent expert assistance. We provide services to directors or business owners of distressed businesses, including solvency tests, director duties and safe harbor advice, liaison work with liquidators or administrators, reporting to creditors, and exploring options for restructuring or business recovery.
- Our Capabilities
We handle the chaos, so you can build your business
Qualified and Experienced Advisers
Our team includes chartered accountants and experienced M&A, restructuring, valuation, and complex transaction specialists. Senior people, not juniors.
Thorough and Objective Analysis
Exhaustive due diligence, defensible valuation, and objective advice. We identify risk, create opportunities, and inform decision-making.
Tax-Effective Structuring
Tax focus on minimizing tax, maximizing tax concessions (CGT small business, and scrip-for-scrip rollover), and ensuring tax compliance.
Collaborative Approach
Seamless collaboration with lawyers, bankers, and other specialists. Coordinated, multi-specialist input for complex and high-value deals.
Who We Work with?
Collab Accounting delivers comprehensive consulting and advisory services that combine technical expertise with commercial insight. From business valuations and M&A support to restructuring, debt advisory, and insolvency guidance, we help you navigate complex decisions with confidence.
How we Work?
01.
Initial Consultation & Scope Definition
We begin with understanding what you want to achieve, your timeframes, and what must be included. Whether you’re selling, buying, restructuring, or considering an investment, we agree on what we will achieve and what we will deliver.
02.
Information Gathering & Analysis
We gather all relevant information, which might include financial information, tax returns, contracts, business plans, and other pertinent documents. Our team then analyzes your information, spotting the key issues and opportunities.
03.
Due Diligence / Valuation / Structuring
Depending on your project, we might perform thorough due diligence, develop a business valuation, or design a transaction structure. Our services are precise, technically correct, and relevant to your needs.
04.
Report Preparation & Presentation
We then develop a comprehensive report or advisory memo that outlines our findings and recommendations. Should we have conducted a valuation, we would provide a valuation report, while a due diligence process will result in a comprehensive report detailing risks and recommendations.
05.
Advisory & Negotiation Support
We remain actively involved in the process, providing advisory services, assisting with negotiations, and working with other professionals, while we address the challenges that might come up along the way, keeping the process moving forward.
06.
Transaction Completion & Implementation
We help you achieve closing, finalize the paperwork, and execute the necessary transactions while ensuring that the process is completed correctly and within the law.
07.
Post-Transaction Support
We remain committed to you after the deal, assisting with integrations, working with new structures, or monitoring services for your investments or new business structures.
FAQs
Costs vary depending on the level of complexity, purpose, and detail required. Simple valuations: 1-2 weeks, a few thousand dollars. Complex valuations: several weeks, higher fees. We can provide a fixed fee quote to meet your needs.
Key issues in buying a business: valuation (what is a fair price?), due diligence (what are the assets, liabilities, and performance of the business?), contracts and obligations, tax implications, and structuring of the purchase (assets or shares). We can assist in ensuring a smooth and successful purchase, saving costly mistakes.
These concessions can save thousands of dollars in capital gains tax: a 15-year exemption, a 50% reduction for active assets, a retirement exemption ($500,000 or less, tax-free sale), and a rollover (delaying capital gains tax payment). We can structure a sale to maximize concessions, saving hundreds of thousands of dollars in capital gains tax.
Due diligence is a thorough examination of a business before buying or making an investment to verify financial information, identify liabilities, check for any legal or tax issues, and evaluate operational risk.
Yes, we can assist in a variety of ways: if there are concerns about cash flow, debt, or insolvency, we can advise on the current financial situation, director obligations, and possible solutions, including working with liquidators or administrators.
Yes, in many complex business transactions, accountants, lawyers, bankers, and other experts may be required to assist in the sale or purchase of a business, so we can work together to ensure a smooth and successful outcome.
- Ready to navigate your next business decision with expert guidance?
Contact us today for a free consultation and discover how Collab Accounting can provide strategic consulting and advisory services that protect your interests and achieve your objectives.
