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Michael Dundas

Michael provides structuring and strategic advice to private family groups, medium to large private businesses and large proprietary companies. His advisory improves and strengthens businesses and family groups through effective tax structuring, succession planning, and strategic advisory support. Recognising that employee share schemes add a competitive edge for businesses and play a key role in […]

Alan Max

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 […]

John Brazzale

John plays a key role in guiding the commercial direction and collaborative ethos of Pitcher Partners, both nationally and internationally. He has held the role of National Chairman of the Pitcher Partners National Association in Australia since 2017. He is also a board member and Asia-Pacific Regional Chairman for the global affiliation of member firms, […]

Ashley Davidson

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 Sonego

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 Beaumont

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 Lethborg

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 […]

The importance of succession planning for family businesses and SMEs

People all over the world recently sat on the edge of their couch waiting to see which of the four Roy children in HBO’s dramedy Succession would inherit their father’s media conglomerate. While made with dramatic effect, the show serves as a timely reminder for family business owners and SMEs to start thinking about their business succession plans.

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