Accounting & Taxation

Exit & Succession planning is not always high on the list of priorities when you are running a business, but it should be.  Knowing when and how you want to exit your business takes planning, so the sooner you start, the more likely you will be able to exit on your terms and timeframe.

 Exit planning will maximise the value of your business, safeguard future profits and enhance value in the eyes of potential investors.

Puzzle Advisory Partnership can help you bridge the gap between where you are now and where you want your business to be when you leave.

 Some of the biggest events in your life can be the acquisition of another business, a trade sale of your business or even a listing on the stock exchange.

These activities fall outside most business owners everyday experience and can cause a lot of distraction, not to mention a big risk to your financial situation if not done correctly.

Our specialist team can take away the headache of managing such transactions, ensuring you achieve the best possible outcome.

We can assist with all aspects of transaction management including, deal structuring, valuations, due diligence, contract negotiation, Information Memorandum production and business finance applications.

We help you clarify and refine your strategic intent.

Beginning with the end in mind. We challenge clients to think beyond the obvious and help them develop a clear path. Using an analytical and data driven approach, we take the time to understand key drivers of your business and provide you with the insights to help build your plan. We work with you to assess the various options available so that you can choose the one best aligned with your goals.

Businesses need a radar to detect future risks and opportunities.  Tactics is doing things right.  Strategy is doing the right things.  Our strategy experts will run dedicated workshops with owners and management.  Our approach is to work with you and your team to extract ideas and formulate a plan – focusing on the “right things” to do.

We will provide you with a fully detailed and documented implementation plan and work with you through regular communication to ensure you achieve your goals.

Starting a business is easy, but keeping it going takes commitment, skills and a little luck.  

An unexplained downturn in profits or loss of key staff are signs that something could be wrong.

Our team are experts in pinpointing the cause of issues and recommending action to quickly stabilise the business.  We can help you make and implement the hard decisions to keep your operation alive and then assist you with a plan to create a lasting turnaround solution. We can represent you with your financiers and help you in negotiations.

For many businesses, waiting until you find a full-time CFO could be leaving it too late.  Being an innovative leader who can set strategic direction of the business is a specialist skill, and its one that growing businesses often lack, just when they need it the most.

 At Puzzle Advisory Partnership our CFO services let you access senior financial skills and specialist knowledge when you need it, without having to pay for it when you don’t.

Family business operates within a unique dynamic.  They have all the typical financial and economic pressures and considerations of any other business, but this is often against the backdrop of an intergenerational workforce, a well established legacy brand and strong cultural and family values.

 Our family business advisers work with family business and their owners and leaders on running their businesses and shaping and developing solid foundations for continued future success.  This ranges from succession planning and advisory boards to setting up governance structures that reflect the current situation and future growth aspirations of the business.

Puzzle Advisory Partnerships Family Office is your dedicated family office that provides you with certainty and peace of mind around your financial affairs.

We offer a broad range of services for individuals and families so we can provide an integrated approach to managing your wealth.We will work with your team of trusted business and financial advisors to help you develop strategies to meet your objectives.

Our team help businesses run smarter by utilising seamless and leading technology services geared to start, grow and scale your business.

Whether it is a fully integrated CRM system to developing or refining your application stack our team will help to make this as seamless as possible.