Business Advisory

  • Structure Advice
    • For advice in respect to the proposed establishment of a business or investment structure applicable to your needs. Assisting with agreements between owners i.e. Partnership or Shareholder Agreements (pre-legal). Advice regarding taxation and CGT applicable to proposed entity.

Establishment of Business/Entity
Assistance with the establishment of the entity including:

  • Incorporation of Company
  • Setting up Trust Deed
  • Registration of Business Name
  • Australian Business Number (ABN) registration
  • Tax File Number (TFN) registration
  • GST Registration
  • Applicable employer registrations and related compliance
  • Asset Protection
    • Advice on how a structure can protect your personal assets or limit your personal liability
  • Business Valuations
    • Preparation of business valuations for the purposes of sale of business, business investment, succession, shareholder agreements (and disputes), raising capital and restructuring

Corporate Advisory & Transaction Services
BWA provides advice and transaction services for sale or purchase of business as follows:

  • “Sale ready” business reviews
  • Business valuations
  • Preparation of Information Memorandum
  • Pre-deal evaluations including structuring to achieve the optimum post tax consideration
  • Financial due diligence
  • Vendor assistance
  • Key transaction terms leading to sale contract
  • Pre and post transaction assistance including instructing legal advisors
  • Succession Planning
    • Assisting your needs in respect of business succession planning
    • Related advice to manage taxation at point of succession
  • Bank Lending
    • Advice and assistance with business and investment lending
    • Assisting in the application process and provision of financial information to support applications