Business Advisory

AGS Accounting can partner with you to provide the expertise and insight you need to drive your business further. From benchmarking and measuring Key Performance Indicators, developing business plans to target revenue growth and profit improvement, through to strategic planning and coaching sessions.

Following are some of the ways we can support you and help steer your business to success

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Professional services in relation to Business Structure Advice; including

  • Review of your current financial position and future goals.
  • Research and preparation of Letter of Advice to you about Asset Protection, Tax Planning essentials, and recommendations about your business structure.
  • Preparation of a Proposed Business Structure Diagram and an Action Plan.

  • Initial Meeting with you to discuss the potential Purchase of a Business
  • Review Financial Statements
  • Analysis of Trading Results
  • Assessment of Future Business Earnings
  • Business Performance Review
  • Preparation of Due Diligence Report

Professional services in relation to a Business Evaluation Implementation.

Preparation of a 3-5 year Strategic Plan; including:

  • Formulation of a business plan that includes budgets and forecasts for the next 3 years. This plan will outline how the business will continue to grow and be sustainable in the future.
  • Identify a sustainable competitive advantage for the business so that revenue is not totally reliant on price competitiveness, or one industry sector. Support this activity with a detailed operating plan for that measures more tactical milestones and achievements.
  • Operating plan to include a detailed Financial Budget and forecast to be measured monthly.
  • Operating plans to detail the resources and funded required (if any) and a measure on the returns expected
  • The business vision, goals and company values will be included in the plan
  • Develop performance metrics both financial and non-financial on which management can measure regularly.
  • Prepare forecasts for revenue, profit and cash flow for a minimum of three years, with a process for rolling reviews, quarterly.
  • Implement project/ contract costing and profit analysis, market segmentation and product contribution for sales and cost analysis.
  • Identify all legal requirements that may affect the future wellbeing of the business.
  • Designing the structure of the organisation to meet future needs.
  • Identify and address all risk management elements/ implement a risk management plan including risk mitigation strategy and a disaster recovery plan.
  • Implement relevant KPIs, linked to the strategic direction, for all employees and a process for bi-annual performance reviews.

Full Business Valuation:

  • Consideration of Valuation approach;
  • Discussion with business owners and relevant key staff.
  • Site visit and location review;
  • Benchmark against industry and competitiors;
  • Discussion in relation to past performance and full understanding of relevant factors impacting on future performance;
  • Full report and recommendation based on all relevant factors


Desktop Valuation:

  • Valuation based on financial performance of the business.
  • No site visit, valuation and report prepared on the financial reports of the business over the past 3 years.
  • Discussion with business owners to ascertain key factors relevant to the financial performance the business.
  • Limited scope report giving an indication of likely value.

Company Incorporation (Proprietary Limited) Establishment:

  • Establish a Proprietary Limited Company
  • ASIC Company Establishment fees
  • Tax File Number (TFN) Registration
  • Australian Business Number (ABN) Registration (if required)
  • Goods & Services Tax (GST) (if required)
  • PAYG Withholding (if paying wages)


Discretionary Trust Establishment:

  • Establish an Investment "Discretionary Trust"
  • Tax File Number (TFN) Registration
  • Australian Business Number (ABN) Registration
  • Goods & Services Tax (GST) (if required)
  • PAYG Withholding (if paying wages)


Deed of Variation:

  • Liaison with Lawyers for preparation of Deed of Variation

  • Preparation of a detailed Statement of Cash Flows and discussions regarding same

Our Strategic Planning Session is a 2.5 hr workshop focused on your business and setting a plan for the next 5 years.

During this workshop you will:

  • Discover your businesses purpose.
  • Identify the core values you want to instill in your business.
  • Set a target for where you want to be in 5 years’ time.
  • Set milestones to put you on the path to reach your goal in 5 years’ time.
  • Identify factors within the business environment that could affect your results.
  • Compile all these results into a One Page Strategic Plan.


Contact us today to connect with one of our professionals to discuss your business and how we can help with any of the above Business Advisory services [email protected]

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