Grow, refine and strengthen your business

With expert guidance and insight, you can ensure it has a successful future.

A Business Owner’s Journey

What stage best represents your current situation? Let us show you how we can help you achieve your goals. Get in touch.

Launching your business

Starting out can be exciting. Avoid any pitfalls and keep moving forward. As one of Perth’s top Business Accountants, we can help you from the get-go.

Roadmapping your business

Once you have your business well underway, it’s time to ensure it is running efficiently. Use Systems and Processes to drive your business further.​​

Improving your business

When your business is running efficiently, it’s time to fine tune, expand and innovate. Step outside of your business and see what opportunities await you.

Investing more in yourself

Superannuation continues to play a large part in planning for retirement. Review the tax advantages of an SMSF and keep apprised of all the changes to ensure you are compliant.

Gaining more time to yourself

With your business under control, it’s time to look to the future. How much longer do you want to be working? Have you thought about your retirement plan and reducing any long-term debts?

Ready to enjoy your dream lifestyle

It’s time to enjoy the Lifestyle You Deserve. Your exit strategies are in place and your succession plan is established. Sit back, relax, and watch the world go by.

Review Business Solutions available

Growing your business value

Over the next decade, as the baby boomer bubble of small and medium sized business owners roll through the system, Australia will experience one the largest transfers of business wealth in its history. Succession planning is more important than ever. Not just because of the transfer of wealth, but because of the polarising impact of high supply and low demand on the saleable value of a business.

Australia is expected to see the retirement age of baby boomers peak over the coming decade. The basics of the law of supply and demand suggest that as supply increases, prices will be driven downwards. For SMEs however, there is a much greater probability we will see a dramatic polarisation in the price of SMEs for sale. High quality businesses command premium prices while low quality businesses will be highly price sensitive and, in some cases, unsaleable.

If your children are not offering you a retirement strategy, selling your business can be difficult if there are not obvious competitors or complimentary businesses knocking on your door for your market share or unique offering.

Forward planning for succession is a critical issue for SME owners who want to exit their business over the coming decade. This planning, with an adequate timeframe, allows you to actively enhance the value of your business.

Most business owners have a view on what their business might be worth and the factors that influence business value. The key question then is, what do you need to focus on to enhance business value for a potential buyer? There are four key areas: growth, capacity, profitability and risk.

Recession proof your business


Buyers will generally pay a premium for a built-in level of growth. Growth, if well managed, will produce increased profits. So, a potential buyer knows that the revenue stream they are purchasing with the business, comes with a growth increment. Not only does this growth factor offer future profit increments it also insulates the business against the ‘what if’ factor. Any major change in a business causes a disconnect and these disconnect events can impact revenues and profits. Built in growth offers some protection against this.



Provides for both the present and capability to facilitate growth in the future. Areas where capacity needs to exist includes infrastructure, systems capability, and management capability. Systems and management are often the areas given the least amount of focus, yet they are the very areas where value can be leveraged and enhanced the most. One of the reasons why franchises command price premiums is because they offer a level of systems and management. These same factors can be built into any business.



A history of profits and strong cashflows are normally the two greatest influences on SME business value. When assessing your profitability, you need to compare yourself at two levels. First compare your performance against the top quartile of your industry sector. Top quartile businesses always attract higher valuations. Then, look outside your own business sector. Measure your Return on Investment (ROI). Buyers of your business will not only be comparing you with your industry. They may be looking for investment return more than they are looking for a specific business. So, in a potential sale you may be competing with a business from another industry to secure your buyer. You should be looking for a ROI in excess of 25%.


Risk Management

Business owners are becoming more sensitive to risk. Strong corporate governance and risk management policies will enhance business value. Buyers will be looking for a history of compliance and a risk management culture. Risk management can include the existence of current employment contracts, operating licences, customer and supplier agreements and OH&S procedures.


These four areas will normally be high on the business value hierarchy and the areas where change can most significantly impact on business value.

If business succession is on your agenda, you need to assess your business under these criteria. Where your performance or position is below what it needs to be, you can identify the issues that you need to focus on to change your business value.

This process may not simply mean the difference between an ordinary sale price and a good price. It may be the difference between a sale that releases your business capital or no sale at all.


Review Business Solutions available

Ready to get started?
Book your FREE personalised financial health check.



By assisting our clients with record-keeping requirements, payroll, and periodic reporting obligations, you can be reassured that you are on the right track:

  • Data Entry and Reconciliations
  • BAS & IAS Processing
  • End of Year Reporting
  • Payroll Processing
  • Superannuation Lodgements
  • Payment Summaries
  • MYOB & Xero Training
  • File Set Ups and Conversion


Learn more   >


By acting as a part of your management team, providing guidance and experience, you get only the right advice, at the right time:

Learn more   >


By providing APES 225 compliant valuations, our clients understand the true value of their business:

  • Business Valuation
  • IP Valuation

Learn more   >


Your strategic partner in getting access to the R&D Tax Incentive.

Using our knowledge and expertise, our clients get the financial support they deserve to further grow their businesses and reach their full potential:

  • Identify eligible activity & expenditure
  • Preparation and lodgement
  • Government liaison
  • AusIndustry and ATO Audit management
  • Systems, process advisory and implementation


Learn more   >


By providing you with guidance and insight, you can look forward to achieving a secure financial future and the lifestyle you desire:

Learn more   >


Finance solutions that enable financial freedom and assist you to achieve your long and short term goals:

Learn more   >

Get in touch

The help you need, when you need it most.
Contact Information
Level 4, 3 Loftus Street
PO Box 1595

+618 6315 2700

1 + 13 =

Insight Advisory Group - Bookkeeping Accreditations April 2022

Liability limited by a scheme approved under Professional Standards Legislation