Chartered Accountants Melbourne - Transaction Advisory

NRJ Partners are able to facilitate and manage Transaction Advisory services to clients located throughout Australia.

We are able to assemble a cross-functional team of specialist service providers including public relations, valuers, insurers, specialist debt & equity financiers, solicitors and human capital providers, working as lead project managers or alternatively as discrete service providers as part of a larger project team.

We work with clients to identify and maximize value at every point in the transaction lifecycle.  Facilitating finance, accounting and business consulting resources, we work closely with clients to make informed investment decisions as well as improve the performance of assets they already own – providing independent and objective analysis that goes well beyond routine due diligence.

Joint Ventures and Strategic Alliances Planning, Execution & Post Implementation Review

Joint ventures and strategic alliances have become viable alternatives to traditional mergers and acquisitions. Even with a scarcity of capital, a company can enter into a joint venture to expand into new markets, fund research and development and market new or existing products. These on-going relationships provide the "partners" with access to additional resources such as technology, management, brands, distribution systems and customers. Additionally, by sharing the risks and costs, a company is able to pursue multiple opportunities, which create better odds for overall financial success.

As joint ventures and strategic alliances have continued to grow in prevalence, so too has our ability to respond to client needs by offering joint venture services. The cornerstone of our approach is to be flexible and responsive.

We listen carefully to our clients so that we understand their business objectives, timing requirements, risk/reward calculus and other business concerns. In conjunction with our clients legal advisors, we couple our understanding of the client's particular business objectives with our experience in tax, corporate responsibility, securities, regulatory, intellectual property, employee benefits, trade and other substantive economic areas, thereby handling complex transactions with creative and pragmatic solutions that help our clients achieve their goals.

Because joint ventures are on-going relationships, we take particular pride in the value we add by advising our clients regarding the endless "what if" scenarios that often arise during the life of a joint venture. We consistently provide our clients with joint venture arrangements that anticipate and address problems proactively, rather than after the fact. We work closely with our clients other advisors to resolve issues that may be raised by:

• Changes in corporate control
• The addition or removal of parties
• Dispute-resolution mechanisms
• Buy/sell and other exit strategies
• Day-to-day and long-term governance and management problems
• Non-competition and exclusivity concerns
• The reality of a dynamic and fluid business environment

We consistently seek to apply a unique perspective, reflecting our involvement not only with the genesis, structuring and negotiation of joint ventures, but, at times, also the unwinding of such transactions. While most focus principally on the potential benefits of joint ventures, we also focus, in part, on the less positive possible outcomes where required.

Business Acquisition and Business Disposal Planning

For most people, their business is one of the largest investments they will make in time, money and responsibility. Let us help you make the most of that investment.

Regardless of whether you are looking to:

• Sell your business;
• Review a business for sale and its financial statements (due diligence);
• Transfer or transition your business to family members (generational succession);
• Buy or invest in a business or franchise opportunity;
• Review a business's systems and procedures (operations audit);
• Find out how much your business is worth (business valuation);
• Introduce new partners or shareholders; or
• Manage a shareholder or partner dispute or split.

you need the right advice.

NRJ Partners’ commercial ability, knowledge of the business community and the broader issues that influence your decisions - lifestyle needs, impact of taxation, saving and retirement issues - will make the difference.

Contact us today to talk about your needs, or browse the information on our site and let us help you benefit from our experience .

Structure Advice & Asset Protection

Setting up the most appropriate structure can protect your assets from future liabilities, or for future generations, whilst leaving you in control of the assets.

Certain structures can be very tax efficient and can be used effectively to minimize capital gains tax on the sale of your business or investment assets.

NRJ Partners can advise you and recommend where and when certain structures are best used and help create the structure that you require. The taxation aspects are often varied and complex and our specialist staff can provide the service you need to set up the most appropriate structure to protect your assets and plan for tax.

Certain structures can be a powerful tool in protecting your wealth and we can help you ensure you obtain the protection you and your family need .

Exit Strategy

As an entrepreneur you can spend much of your working life building and growing your business.

Eventually you will have to part, and whether you want to walk away with the funds or pass it on to a family member you will need to prepare the business for life without you.

Preparing a business for succession, a trade sale, flotation, management buyout or a management buyin requires planning and this process can take a number of years.

Each of these different strategies requires a unique process of preparation - for example, for a flotation, it is essential that an appropriate corporate structure is in place with a demonstrably high level of corporate governance and a differentiation between the ownership and executive functions. Alternatively, if a trade sale is planned, a purchaser may wish to purchase the goodwill inherent in the business rather than the shares in the company, and so tax considerations may suggest that a company is not a suitable structure.

If you are unsure of the likely route of exit, then a flexible structure can be created initially, with scope to restructure once the likely exit strategy is known. NRJ Partners can help you to navigate through this process to ensure that your business retains its maximum value as you depart, whilst minimising your potential tax exposure.