Business advisory

Your accountant sees your numbers clearer than almost anyone. That puts them in a unique position to help you think through decisions that aren't just about tax, whether you're buying a business, planning an exit, restructuring, or working out whether the numbers actually support something you're planning.

Advisory services are scoped around what you need, quoted upfront and delivered by your accountant who knows your business. You'll always know what's involved and what it costs before you commit.

Some advisory conversations take an hour, others are multi-week projects. We'll scope it honestly.

How we can support you

Business structuring and restructuring

The right structure for your business affects how you pay tax, how you protect assets, and how easy it is to bring in partners or exit later. We'll analyse your situation and advise on the structure that makes the most sense and help implement it.

Buying or selling a business

Whether you're acquiring or exiting, there's a lot the numbers need to tell you first. We can provide business valuations, review financial statements, advise on deal structure and tax implications, and help you understand what you're actually buying or selling.

Succession and exit planning

A good exit can takes years to set up properly. We can help you understand what your business is worth, what structure best supports a transition, and what needs to happen financially before you can step back.

Strategic growth planning

Growth has a financial cost before it has a financial return. We can stress-test your growth plans against your numbers, model different scenarios, and help you understand the financial requirements of the path you're planning.

Finance and funding support

We don't advise on whether to take on funding or which lender to use, but we can prepare the financial documentation that lenders and investors need to make a decision. Forecasts, financial statements, management reports, and anything else required to support your application.

Property tax implications

Property decisions have real tax consequences such as bright-line rules, interest deductibility, how the property is owned, and whether it sits in a trust or company. We can advise on the tax implications of property investment decisions (but not on whether to invest).

Dividend distributions

Make tax-efficient and sustainable decisions about profit distribution. We calculate dividends based on your company’s financial position, legal requirements and long-term growth plans, giving you clarity on how much can be withdrawn while keeping your business healthy.

Something else entirely...

Advisory work doesn't always fit a tidy list. If you have a question or a decision in front of you that needs proper thinking and you want your accountant involved, get in touch and we'll work out how we can help.

Frequently asked questions

Do I need to be a Beany accounting client to access advisory?

Generally yes. Advisory work builds on a deep understanding of your financial position, which we develop through the ongoing accounting relationship. In some cases we can assist non-clients with a specific, self-contained piece of work, but we'd have to discuss that on a case-by-case basis.

How much does advisory work cost?

It depends entirely on what's involved. A one-off consultation might be a flat fee for an hour of your accountant's time. A business valuation, restructure, or exit planning engagement is more involved and priced accordingly. We scope and quote every engagement before work starts so you'll always know the cost before you commit.

How do I request one of these services?

If you're an existing client, you can get in touch with your Beany accountant or our client support team. If you're not a client yet, book a consultation so we can discuss your requirements and provide an accurate quote.