• Don't Miss the Boat

    The commitment and investment by the government and private sectors over the next 3-5years in the Sunshine Coast means our local economy will see an unprecedented growth spurt. Talk to our property specialists as to how you can be part of this growth or look at some of our latest projects.

  • Protect the Ones you love

    When was the last time you reviewed your personal insurance needs? Speak to our risk specialist Hayden White to ensure you and your family are properly covered.

  • Fast-track your retirement

    Are you getting the most out of your super? Speak with our superannuation specialists and learn how they have helped hundreds of clients take control their super and improve their retirement funding needs.

  • Find time for the more important things in life...

    As you business grows so does your accounting needs. We have developed a range of packages that will grow with you and, along the way save you time and money. Talk to one of our specialists to find out how our accounting solutions can assist you.

  • We're not just about the numbers

    The Poole group recognise that business is more than the P&L and balance sheet. Find out more about our social activities, community involvement, support of charities and scholarships be clicking here.

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Corporate Advisory Services

The Corporate Advisory Services team was established to provide a range of services ancillary to the standard tax and accountings services.

Some of these services include:

  • Due Diligence on new acquisitions
  • Analysis and establishment of internal systems and procedures
  • Business Valuations for a variety of purposes including partnership splits, family law matters and sale of business
  • Business Analysis and reconstruction
  • Strategic planning
  • Management Reporting
  • Business Systems review, development and implementation
  • Divestment, Mergers and acquisitions of businesses
  • Forensic Accounting Services

Over the years we are proud to have achieved a number of significant results for various clients. These have included:

  • We have been the key advisers on a number of due diligences for clients over the years ranging from small local businesses up to businesses with a value of $30-40m. Whilst some have proceeded on our advice there are others we have recommended against proceeding. In one case we identified a number of key operational risks in a potential $12m purchase. The clients took our advice and had pleasure in advising us 6 months later that someone else had bought the business and the risks we identified became a reality.
  • Our business valuations have been called upon in many cases to justify a transaction, assist in a partnership split or in family law property settlements.
  • Review of struggling businesses to assist in identifying areas for improvement and successfully return them to profitability
  • Forensic accounting services including a review of a business where we identified a lack of management tools which enabled a staff member to continually defraud their employer. The level of profitability has since increased as they focussed on issues as they arose and the employee ended up in jail after our investigation and appearance as a key witness in the court case.
  • Assistance with reviewing, designing and implementing business systems to help businesses restructure and implement reporting to enable them to monitor and control the performance of their business and focus on the key drivers within their business
  • Provision of outsourced management reporting and advisory services detailing business performance, KPI’s and reporting to the board/shareholders on a regular basis

Our senior team members have years of appropriate business experience and are lead by director, Greg Tuckwell who started the Division in 1991 after a background in insolvency with one of the big six accounting firms.

You are here: Services Corporate Advisory

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Contact Us

Level 1, 8 Innovation Parkway,
BIRTINYA, Sunshine Coast, QLD 4575

PO BOX 206
MOOLOOLABA,QLD 4557

Email: poole@poolegroup.com.au

Call: (07) 5437 9900

Fax: (07) 5437 9911