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Business Advisory Services

Strategic business planning

“Businesses that fail to plan, plan to fail”

Effective planning is probably the single most important factor in the success of our clients' businesses. A considered, structured plan is critical to their success.

Plans must look at the structure of management, key opportunities and the limited resources available. And, the planning must involve the people in your business who are key to making change work. No matter how different, each plan follows the same methodology developed by Integrated Alliance.

We like to think of a business plan as an “evolving document” - as the business changes and adapts, so too does the business plan. Hence, we recommend reviewing it at least once every 6 months, to ensure that the business is on the right track.

Succession planning

Where to from here? What is my business worth? Who should buy it? What about the family? Who else might there be? What can be done to increase the value?

What about tax? How will they pay for it? How do I retire? What about wills?

Few owners of businesses have developed a written succession plan; often it’s a tangle of questions in their heads. The succession planning process helps you to plot your future by providing you with a strategy and prioritising steps to reach your objectives.

Remuneration planning

Having the right people in your business will help you to achieve your business goals. How can you retain key employees without losing from a tax perspective?

We can provide advice in relation to overall remuneration packages provided to key employees including:

  • •  Tax Efficient Remuneration Structures
  • •  Salary Packaging
  • •  Fringe Benefits Tax
  • •  Non-Cash Benefits


We find that family controlled or privately owned businesses often represent an enviable source of financial independence for the family members active in the business. Hence, the issue of fair remuneration for family employees can be an emotional issue.

Through proper remuneration planning, you can avoid the potential conflict that can arise within the business and family.

Business health check

How ‘healthy’ is your business?

A ‘health check’ provides the business owner with peace of mind regarding compliance with key financial requirements and identifies issues within the business’ systems. Non-compliance in these areas is typically the result of inadequate systems or a lack of knowledge or both.

A ‘health check’ is designed to answer the following questions for the business and business owner:

  • •  Is their business structure optimal taking into account their goals?
  • •  Is their personal investment/asset holding structure appropriate?
  • •  Is their business profitable and how does it measure against other businesses in the industry?
  • •  Are they running their business efficiently?
  • •  How are they tracking in relation to their business and personal goals?
  • •  Are they meeting all of their compliance obligations in relation to tax issues?
  • •  Are insurances adequate for the business?
  • •  Is management effective?


Answering these kinds of questions will provide you and us with a better understanding of your business, so we can work together on areas that need improvement.

Budgeting and forecasting

Whether you are looking to obtain finance from your bank for your business, or wish to gain insight into how your business may perform over the short to medium term, budgeting and forecasting is a vital exercise which allows you to plan ahead.

Budgets tends to be done at a specific point of time (ie 30 June), whereas forecasts are often referred to as “rolling forecasts” as they are ongoing, and change with the business over time.

We use the ‘triple bottom line’ (TBL) methodology which looks at the balance sheet, profit and loss statement and cashflow statement. By considering these three statements, this ensures that we are in a position to advise you from not only a ‘micro’ perspective, but also a ‘big picture’ perspective.

It is important to ensure that the assumptions used in a budget or forecast are realistic, and hence the use of scenario and sensitivity analyses are useful.

Buying and selling a business

The decision to buy or sell a business is probably the single biggest decision that you will make.

If you are looking to buy a business, we can give you peace of mind and assist you with the buying decision by performing an in-depth commercial and tax due diligence to look at various areas of the business. The last thing you want to do is buy a business that has an unpaid tax liability, has poor quality clients, or is overvalued due to unrealistic assumptions.

If you are looking to sell a business, you’ll want to make sure that it is ‘presented’ or ‘groomed’ in the best way possible so you can achieve the maximum result upon sale. We can advise you on the business and tax implications of the sale and assist you with negotiations.

Once the transaction has been finalised, we can provide ongoing support and advice to you to ensure that there is a smooth continuation of the business (if purchased), or, by working with our financial advisor business partners, provide you with some options on how to use the proceeds from the sale.

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