Services
Explore the purpose, typical scope and practical focus of each area of my professional practice.
Overview
Every valuation is undertaken for a stated purpose. The approach and assumptions are selected after considering the nature of the asset, available information and applicable requirements.
Representative scope
Business, equity share and other financial asset valuation
Discounted cash flow, comparable company, precedent transaction, market multiple and asset-based approaches, as relevant
Review of historical performance, management projections, assumptions and key value drivers
Overview
Models may be prepared or reviewed for valuation, project assessment, funding discussions, budgeting and other business decisions.
Representative scope
Integrated financial projections and model development or review
Scenario and sensitivity analysis across operating and financing assumptions
Analysis of revenue, margins, capital expenditure, working capital, cash flow and terminal value
Overview
The scope may include statutory requirements, internal review, tax audit or another defined assurance assignment, depending on the organisation and the applicable framework.
Representative scope
Statutory, internal, tax, concurrent and regulatory audit work, where professionally eligible
Engagement planning, financial reporting review, documentation and reporting
Identification and communication of control, process and compliance observations
Overview
Support is available for routine compliance as well as assessments, written submissions and transaction-related matters under income tax and GST.
Representative scope
Income-tax and GST compliance, tax audits and statutory certifications
Assessment, scrutiny, reassessment and appellate documentation
Replies, reconciliations, written submissions and transaction-specific tax analysis
Overview
Support may include analysis of past performance, projected cash flows, funding requirements, repayment capacity and the information required for a credit proposal.
Representative scope
Financial statement, cash flow, leverage, working capital and repayment capacity analysis
Project feasibility, funding requirement, capital structure and debt-servicing assessment
Project reports, projected financial statements, working capital assessments and funding proposals
Overview
This work helps business owners and management understand their financial position, improve reporting and controls, and assess the financial impact of important decisions.
Representative scope
Cash flow, working capital, management information and performance review
Financial implications of funding, capital and commercial choices
Internal control, finance process and reporting assessment
Overview
Sessions can be structured for students, professionals, business owners, internal teams and other groups. The content and format are adapted to the audience, subject and learning objective.
Representative scope
Financial literacy, including the practical understanding of income, budgeting, borrowing, insurance, taxation, savings and long-term financial decisions
Valuation, financial modelling, financial management and financial analysis
Audit, taxation, credit, risk assessment and other related finance subjects
Workshops, classroom sessions and professional learning programmes
Overview
Mentoring is available to students, working professionals and career changers seeking direction on career choices, qualifications, learning priorities and professional development.
Representative scope
Career direction and qualification pathways across finance and related fields
Learning priorities, practical skill development and transition planning
One-to-one mentoring for students, working professionals and career changers
Engagement scope
An assignment is accepted after considering its purpose, information requirements, professional eligibility, independence and agreed terms.
Valuation and credit or project-finance work is limited to the agreed professional scope. It does not constitute investment advice or guarantee finance or any outcome.