Join us for a Strategic Session for your business.
Get a complimentary, objective review of your business and its performance.
Expert assessment & report to guide your business.
Experienced Advisors
Abound's expert and experienced team of Advisors will review your business from an external, objective perspective.
Business Review and Assessment
We will put your business under the microscope and assess it from a tax, risk, finance, business processes, growth and succession viewpoint.
Detailed Report
You will receive a follow-up report detailing actionable strategies that you can implement to help you and your business succeed.
Note: 1 hour strategic review session and follow-up report is completely complimentary.
Book your Strategic Review
Abound's Business Review System
1. Review
- Current entity structure
- Personal asset structure
- Finance Team
- Tax structure
- Finance & debt structure
2. Assess
- Can we simplify the group?
- What do you own/owe?
- Is there a better way of doing things?
- Can we save on tax?
Is it structured correctly or are you paying too much?
3. Risk
- Tax Risk
- Asset Protection
- Business Risk
- Market Risks
4. Business Objectives
- What are you hoping to achieve from a revenue & profit perspective?
- Are you looking to grow or consolidate?
- How many staff do you want or need?
To assist planning how to help you achieve your goals.
5. Planning
- Do you want to sell? What's your exit strategy?
- Do you have a succession plan or someone to pass on your business to?
- What is your business worth?
- What do you need to do to get your business ready for a sale or transition?
- When can you retire?
6. Summary report
At the conclusion of the strategy session, we follow-up by providing our comprehensive findings with a summary report.
The Business Review Report details an actionable plan, along with strategies that you can implement in your business.
Abound's Experience & Expertise
With over 12 years in public practice, Adam is a Chartered Accountant, Registered Tax Agent and Partner of Abound.
Adam has broad experience across multiple industries and provides taxation and business advisory services to Abound clients. He is passionate about providing clients with innovative solutions to business problems through cutting-edge thinking and the use of technology.
Adam is supported with an equally experienced and passionate team to advise and support clients for growth and success.
Adam AdamidisAccountant & Partner at Abound
Who is Abound Group?
The Abound Group is a multi-service accounting and advisory firm with over 40 professionals across two Victorian locations (Melbourne CBD & Ascot Vale).
We work with clients of all types and sizes but have a particular focus on SME’s (<$10mil T/O), mid-market companies ($10 - $400mil T/O) & high net worth individuals and family groups.
