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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 […]

Louise Meijer

Louise provides strategic advice, structuring solutions, tax compliance and family office services to high net wealth individuals and families, senior executives and private business owners. With a pragmatic and commercial approach, Louise applies technical knowledge and experience to develop strategies and to solve problems for clients. She takes the time to understand her client’s financial […]

Lauren Hosie

Lauren provides commercial advisory to small-to-medium sized businesses, large privately held corporations and their associated private family office entities. Her end-to-end business advisory services ensure a business has the right financial foundation in place for sustainable growth. This includes business structuring, cash flow projection, tax and accounting management. With an attentive client service approach, Lauren […]

Jake Berger

Jake’s varied career has seen him work in a number of specialist areas, including audit, tax consulting and business advisory. His motivation comes from working with small to medium enterprises – both the business itself and the owners, for whom he seeks to ensure optimal tax outcomes. With a particular focus on income tax advisory, Jake […]

Grant Parish

Grant provides accounting, tax compliance and business consulting advice to individuals, high net worth family groups, professional practices, through to large corporate groups with worldwide operations. His advice and expertise ensure that the right structures are in place for clients to achieve their business and financial objectives. Working closely with many start-ups from inception, Grant […]

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 […]

Adrian Clerici

Adrian enjoys understanding what makes a business tick, and the variety of factors that contribute to its uniqueness and success. He goes ‘beyond the numbers’ when talking to clients and doesn’t shy away from debating issues and strategy. This commercial mindset to business advisory, management accounting and taxation is forward-thinking, and based on the knowledge […]

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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