Pre-sale
Preparing a business for sale
Where the structure in place before the sale shaped the result more than the headline price did.
Transactions · Tax strategy
Read case studyCase studies · Restructure
Bringing a family group’s structures together
Seven entities accumulated over twenty years, three advisers, and no single view of the group’s tax position.
The situation
Understanding how the group had evolved.
Seven entities had accumulated over twenty years — a trading company, two trusts, a property holding entity and three dormant structures nobody had closed. Each had been set up for a good reason at the time. None of them had been reviewed against the others since.
[SAMPLE — What prompted the review: the trigger event, and what the client was actually worried about. Written with the client’s permission and with identifying detail removed.]
What we did
A coordinated approach to the restructure.
Eighteen months, in three stages. The order mattered: each step had to be defensible before the next one could be taken.
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Mapped the group
Every entity, every relationship and every loan drawn on one page, including the structures that were dormant but still carrying obligations.
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Reconciled the plans
Three advisers had each been working to a sensible plan. We set them side by side and resolved where they contradicted one another.
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Sequenced the restructure
[SAMPLE — The order the changes were made in and why that order mattered, with identifying detail removed.]
The outcome
One plan covering distributions, asset protection and the next generation’s involvement.
[SAMPLE — What changed for the client in practical terms: reporting, distributions, and what the next generation can now be brought into.]
[SAMPLE — What is still under review, and what the group does differently now. Honest about what a restructure does not solve.]
More engagements
Other engagements.
Cross-border
Coordinating Australian and overseas interests
A residency question, an offshore holding structure and a family trust, each defensible alone, resolved as one.
International · Family groups
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