Business Advisory

Make the right business decisions. Assessments based on sound commercial judgements can take the pressure off with Merit Partners by your side.

Make an appointment with a consultant

    Business Valuations

    Whether you are buying or selling a business it is critical to know the value of the business. If you are selling you will also want to know how to maximise the value of the business. Sometimes changes in life circumstances necessitate getting an independent valuation for settlements.

    Merit Partners has experienced professionals available to prepare business valuations for the following circumstances:

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    You are looking to purchase a business and you want to confirm fair market value

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    You are looking to sell your business and you want to maximise business value

    N

    There has been a breakdown in business relations, resulting in commercial legal action

    N

    There has been a marriage breakdown, necessitating a matrimonial expert report

    N

    Current income tax legislation requires the preparation of a business valuation

    Merit Partners Director and Management team have over 25 years experience in the preparation of:
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    Business valuations

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    Agreed upon procedure reports for commercial and matrimonial matters

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    Expert reports for use in the Supreme Court and Family Law Court of the Northern Territory

    Financial Modelling

    Merit Partners are here to help you take control of your numbers and strategically plan where to grow your business.

    The ability to make effective strategic decisions is largely dependent on the quality of information at your disposal. Financial modelling helps you predict, plan, manage and enhance your business performance through the use of “what if” scenarios on which to base decision making. A financial model, capable of estimating the forecast financial performance of a business, is a valuable tool to assist in making these decisions.

    We understand that each business is unique and therefore we take the time to understand which elements are of primary importance to you. Using our experience and working closely with your team we build customised financial models specifically designed for your requirements.

    Financial models can be used for a number of purposes including:
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    Analysis of the financial impact of strategic decisions

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    Assessment of investment opportunities / project analysis / project financing / feasibility

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    Submission of forecast financial information to bankers or investors

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    Growth planning (tell the story of your business)

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    Powerful 3-way reporting and business modelling

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    Budgets and forecasts

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    Cash flow forecasting

    Contact us to discuss how we can help you.

    Financial Reporting

    Having access to financial reports is essential to running your business effectively, and critical to making timely operational decisions. As a business owner you may be overwhelmed by the sheer volume of data available to you and missing out on the growth and competitive advantage that a proper analysis of the data provides. Let our financial reporting team assess your key data to accurately establish the financial position of your business.

    At Merit Partners we combine our vast experience with cloud-based software solutions to produce tailored management reports which are:

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    Concise

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    Complete

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    Accurate

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    Meaningful

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    Easily understood

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    Timely

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    Relevant

    We offer a range of reporting services to meet all of your reporting needs including:
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    Annual financial statements

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    Periodic management accounts

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    Board papers

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    Grant acquittals

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    BAS & GST exceptions

    N

    Cash flow projections

    N

    Actual vs. Budget

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    Multi-year comparisons

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    KPI and benchmarking

    Contact us to see how we can help you get the information you need to help streamline operations and provide better visibility on what is happening in your business.

    Performance Improvement

    Performance improvement services at Merit Partners are designed to assist you to identify growth and competitiveness opportunities. We work with our clients to identify critical success factors to maximise profit and efficiencies and determine the best human resources and information technology mix designed to drive business outcomes. Key performance indicators are used to monitor business performance against targets, ensuring continuous growth and testing of strategies. Our accounting team works closely with you to provide personalised leadership, expertise, and support to achieve real, sustainable results.
    What you can expect:
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    Improved competitiveness and bottom line performance

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    Business drivers identified and monitored

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    Strategic risk management

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    Monitoring of controls and processes to ensure they are functioning as expected

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    Information systems that provide critical management information, including cloud solutions

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    Creation of enduring prosperity for future generations

    Performance Monitoring

    Through performance reporting and monitoring, we help businesses navigate and thrive in their dynamic business environment.

    At Merit Partners we are proficient in the key cloud-based systems of Xero, MYOB & QuickBooks: providing flexibility in financial report preparation, analysis and interpretation.

    Our objective is to help businesses meet and exceed their goals and visions.

    As your trusted advisor, we will work with you and your key personnel to develop and implement strategies which improve;

    We offer a range of reporting services to meet all of your reporting needs including:
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    Business growth and performance

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    Profitability

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    Viability

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    Cash flow

    We will be your sounding board, helping you unlock answers to take your business to ‘the next level’.

    Contact us to see how we can help.

    Contact one of our specialists

    Rosemary Campbell

    Rosemary Campbell

    Director

    Tax

    Business Advisory 

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    Steven Lai

    Steven Lai

    Director

    Tax

    Business Advisory

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    Sandrina Disney

    Sandrina Disney

    Director

    Tax

    Business Advisory

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    Ochie Butcher

    Ochie Butcher

    Senior Manager

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    Contact Us

    P: +61 8 8982 1444
    E: merit@meritpartners.com.au

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