Private Clients Advisory

We help entrepreneurs create, grow and realise economic value.

Guiding Entrepreneurial Success

PwC’s Private Clients Advisory team delivers a range of tailored services to business owners through every stage of the business lifecycle to enhance the creation of economic value.

Our services are centered on four key areas:

Get fit: We help improve profitability, cash flow and creation of economic value.

Get funded: We assist your business to get the appropriate funding it needs for growth.

Get big: We work with you to develop coherent strategic growth plans in order to realise your growth aspirations.

Get out: We help you to plan and implement an exit or succession strategy that provides you with maximum value and is aligned to your future aspirations.

Top Ten Tips For Maximising Company Value

Overcome constraints to growth

In a global PwC survey, more than 80 per cent of respondents said that their strategy was not well understood within their business. 90 per cent said their business was missing key opportunities in the market due to a lack of understanding about their customers, confused marketing messages and a lack of clarity around what gives a business the right to win.

PwC’s Private Clients Advisory team specialises in:

  • The development of a coherent business strategy for privately owned businesses. Our methodology to strategic planning brings four important elements together:
    • Appropriately positioning the business in the market
    • Strategic financial management and forecasting based on an underlying activity driver
    • Defining the key thrusts & capabilities to drive growth in the future 
    • Linking strategy to execution

Complete Finance Function

Clarity and certainty when setting targets, as well as budgeting and reviewing financial performance, enable businesses to drive with confidence and execute on growth aspirations. Our Complete Finance Function Office can help you enhance your finance function effectiveness, manage risk and create a frictionless management of the internal processes in order to achieve these goals.

We can manage your finance function end-to-end or supplement your existing team to provide additional capability and insights.

Benefits to your business include: flexibility, implicity, continuity, full service, risk mitigation, and cost-effectiveness.

Our Finance Function Offerings

Compliance Services

  • Outsourced accounting
  • Tax compliance
  • Statutory reporting

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Financial Management Reporting

  • High-impact management reporting
  • Financial analytics & data visualisation
  • Financial X-Ray
  • Activity Based Management (ABM)

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Business Growth and Improvement

  • Budgeting & resource allocation
  • Cash flow management & forecasting
  • Finance function effectiveness review
  • Cost reduction strategy & implementation
  • Fund raising

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Strategy Development

  • Development of coherent business strategy
  • Market repositioning
  • Identification of key business drivers and source of value creation
  • Development of corporate goals and objectives
  • Corporate strategy workshops

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Advisory Boards

  • Independent board representatives
  • Assist boards navigate complexity in changing business environments
  • Fit-for-purpose board reporting

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Deals and Transitions

  • Due diligence and deal evaluation
  • Acquisitions and divestments
  • Business successfion planning
  • IPO

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Entrepreneurs Academy

The Entrepreneurs Academy will help your business to fulfil its potential through a series of six informative and practical modules led by experienced PwC advisors. The program has been developed to give you the tools and processes to start working at a true strategic level to drive the economic value of your business and realise your aspirations.

PwC’s Entrepreneurs Academy is open to all privately owned businesses.

Download the Entrepreneurs Academy brochure

Getting Out

Every owner exits their business at some stage. This can be through realising their investment or implementing sound succession plans. You only get one attempt at maximising the value on exit so taking the time to plan the strategy right for you is an important task, even if the timing of your exit seems a long way into the future.

Don’t waste the time you’ve spent building your business by not getting its full worth when you sell it.

A properly planned sale might take two years or more to complete, including:

  • Tax-efficient restructuring
  • Identifying the natural buyers and what will maximise the price they're willing to pay
  • Getting 'due diligence ready'
  • Planning for your financial and personal / family wellbeing post-exit.

We can also help you develop a succession plan to ensure the most favourable outcome for all family members, if this is your preferred exit strategy.

Once in a lifetime: Australia's intergenerational succession

Contact us

Trevor Mahony

Partner, PwC Australia

Tel: +61 7 3257 8807

Rob Ashley

Principal, PwC Australia

Tel: +61 7 3257 8203

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