Private business and individuals working closely with David trust in his expert commercial and business acumen to achieve wealth creation and protection. He helps to ensure the financial security of his clients, their businesses and the individuals who work behind those businesses. Accessing the services of a fully qualified and trusted professional like David provides […]
Sylvia provides audit and assurance services to a broad range of clients including large family groups, publicly listed entities and large listed consolidated entities. Specialising in services beyond statutory audits including preparation of financial statements, provision of accounting standards and financial due diligence enables Sylvia to address broader business areas such as governance, risk and […]
John provides business advisory, corporate governance and audit and assurance services to family and medium to large private businesses as well as closely held publicly listed companies. His candid and independent advice based on his ‘real’ business and client experience strengthens and redefines business processes, structures and strategies. Working alongside business owners and management teams, […]
Alison works with her clients to protect and enhance their personal wealth. She assists high net worth individuals, CEOs, private equity executives, fund managers and private business owners, many of whom have international portfolios or assets. Her pragmatic advice helps individuals secure tax effectiveness while attaining their long-term personal aspirations; critically considering the appropriateness of […]
Alan advises private and listed companies on their corporate transactions. With a demonstrable track record, Alan conducts valuations, provides corporate and strategic value advice, and serves as an independent expert. Alan undertakes valuations of businesses, intangible assets, employee equity and complex instruments. His valuation reports allow stakeholders to make informed decisions about corporate transactions and […]
Ashley is the partner in charge of Pitcher Partners Melbourne’s Private Business and Family Advisory (PBFA) division, and is a representative on the national PBFA liaison committee. Ashley’s clients include trading businesses across a range of industries, from professional services and agribusiness, to publishing and property. All share a need for expert financial advice beyond […]
Michael relishes the challenge of helping business owners navigate the complex landscape of transactions, whether through mergers and acquisitions advice, financial analysis, due diligence investigations or valuations. Because divestment and acquisition activity are not daily business occurrences, Michael understands the need to provide clarity for clients, reassuring them along the way and ensuring they achieve […]
James specialises in both buy-side and sell-side transactions, covering mergers and acquisitions, financial due diligence, and Investigating Accountants Reports for IPOs. He is commercial and methodical, with a talent for explaining complex issues clearly to clients. Given that most business owners will sell a business just once in their lifetime, his relatable and relaxed approach […]
Ben works predominantly with privately and family owned businesses, high net worth families and individuals and self-managed super funds. His work is centred around financial reporting, management reporting and financial management, business improvement, strategic planning, structuring and implementation of business and investment vehicles, estate, tax and trust planning, and business succession planning. Ben has worked […]
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