Many business owners in the SME sector find it difficult to understand and monitor financial challenges or deal with issues impacting their business. Every day, there are complex financial and operational challenges that must be solved. As Advisory has the depth of skill you need to take control of your financial success. Our core business is helping clients quickly identify and resolve the issues impacting their day-to-day performance – and providing effective, real-time solutions. As as independent boutique corporate advisory firm, we have the skills and resources you need to solve the business problems in a cost effective and efficient way.

Transactional Advice

  • Business Valuations
  • Financial Modelling
  • Buy and Sell side advisory
  • Due Diligence reviews
  • Capital Raisings
  • Debt funding and advisory

Management Advice

  • Interim Management
  • Dispute resolution and negotiation
  • Strategic Planning
  • Project strategy and viability reviews
  • Directors duties, risks, and governance
  • Business Performance Improvement
  • Stakeholder Management & Commercial Negotiation

Wealth transfer and value protection

  • Shareholder dispute resolution
  • Estate planning and management
  • Asset transfer and Transitional management
  • Asset protection

Business Establishment

  • Business registrations
  • Business planning
  • Cashflow modelling
  • System implementation
  • Structuring

We work in partnership with you to solve problems and improve operational performance.

Case Study

Transport Business

This was an excellent example of the many years of experience and expertise in our corporate advisory team. To handle the entire process, from preparation for business exit to marketing, negotiations and achieving an excellent sale price was extremely satisfying for the entire team.

After 30 years heading up a highly successful roof truss business, the owners were planning their business exit and retirement. To achieve their retirement goals, the owners needed to maximise the value of their business for sale.

A full assessment of the business was conducted including a review of systems, processes, contracts, and financial performance. After identifying the key business strengths a details information memorandum and marketing teaser was prepared. We then conducted market research to identify potential purchasers and prepared confidentiality agreements.

A comprehensive marketing campaign was put in place including discrete advertisements in suitable publications and direct approaches to potential buyers. AS Advisory managed the entire sales process, from negotiations with interested parties to communication, due diligence, and contract settlement. The owners were extremely happy with the ultimate result and were able to oversee the smooth transfer of business ownership and achieve their retirement lifestyle goals.

The sale of the business was challenging for us and involved quite a rollercoaster of emotions and pressures. We were very relieved to hand everything to AS Advisory to handle and so happy with the sale price, which has enabled us to achieve our retirement dreams.”

Contact our firm directly to learn how AS Advisory’s award winning client service could help you or your business.