Wealth Succession

The businesses certainly needed a fresh set of eyes, and someone that was strategic enough to help redirect the team on the path for growth. Being able to effectively advise on remuneration and equity issues also meant that we had someone who knew our business that could provide a complete solution. Read more...

When we met Bill our business was in the early stages of its evolution. Bill made sure that the group was properly structured in preparation for our rapid growth in Australia and globally and that myself and my fellow shareholder were also properly structured to achieve our long term financial goals. Read more...

Whitehawk Advisors has been instrumental in supporting the growth of our business. He has supported the business by providing ongoing strategic financial and taxation advice and project managing other professional service providers in complex transactions. Appropriately restructure our shareholding and other investments, in providing estate Planning advice, and being a sounding board. Read more...

I have referred a number of my clients and several colleagues to Bill Shew at Whitehawk Advisors for tax advice. The advice requested included corporate structuring to maximise equity investment and growth, corporate tax matters, employee share option schemes and personal tax issues. Read more...

Under his and Whitehawk Advisors guidance we have restructured the businesses and its internal operations to help us achieve that growth. From the beginning he worked with us to understand our goals and is now a critical part of the implementation. So much so that he now sits on our Board in an advisory capacity. Read more...

Bill provided the tax advice that addressed the need of the owners and allowed my team to restructure the corporate group in preparation for equity investment and growth. Bill’s commercial experience was invaluable in contributing to the round table discussions with the businesses owners, corporate advisors and lawyers on matters of equity, remuneration, and third party dispute. Read more...

Whitehawk Advisors have been invaluable to us in making sure that our tax and financial affairs are in order and that we are properly structured to take full advantage of our wealth accumulation strategies... We learnt that our practice and investment structures were less than effective and that previous tax advice received was incorrect – but at least he gave us solutions! Read more...

I have worked with Bill Shew for more than ten years. Bill has been an integral member of the owner managed business advisors network since its inception. If you or your colleagues need a good accountant, tax or strategic advisor who deeply understands the commercial imperatives with small and medium sized businesses and the aspirations of business owners, then I highly commend Whitehawk Advisors to you. Read more...

I have now been a personal chant of Bill and his team for over ten years. During that time he has assisted me in restructuring my financial affairs, provided complex advice on superannuation and taxation matters, and made sure that my compliance obligations are
always up to date. Bill also continues to be the chosen advisor to me and my business partners on complex commercial and taxation issues on an ongoing basis. Read more...

Whitehawk Advisors, delivers the support that I need. Bill’s advice is strategic and commercial and he and his team provide quick turnaround on all of our compliance matters. I don’t like surprises when it comes to tax so Bill makes sure that we meet regularly so that I am kept informed and up to date. He is always on the front foot in this regard. Read more...