Gain from our dynamic practice with over 25 years experience.

The Whitehawk team includes ex Big 4 practitioners and accredited specialist in the fields of Taxation and Superannuation. Our Director, Bill Shew and his Senior advisors have in excess of 25 years in business and professional practice. Our senior managers each have in excess of 15 year experience in the accounting profession. Our experience can best be summarised through recent and ongoing engagements, which include:

Succession Planning

Provision of advice to a family owned business on their personal and corporate structure for the purposes of facilitating the cost effective Succession of wealth amongst family members

Corporate Restructures

Advising on, and implementation of, a corporate restructure of a Privately Held Business, in the wholesale and retail sector, for purposes of preparing the business for external equity investors

Exit Strategy

Undertaking a facilitated exit strategy involving the exit of shareholders, partial management buyout, and personal restructuring of the remaining shareholders of a consulting company to the textile industry

Wealth Succession

Provision of advice to a family owned business on their personal and corporate structure for the purposes of facilitating the cost effective Succession of wealth amongst family members

Business Structures

Ongoing taxation and commercial advice in relation to practice structures and partnership matters for a mid-tier law firm

Strategic Plan

Facilitation of a Strategic Plan and design and implementation of a Partners Performance and Remuneration model for a mid-tier law firm

Business Succession

Chairing the Board of directors of a family business in the Entertainment sector as part of implementing effective Board governance and to facilitate the broader family business succession strategy

Taxation Advice

Provision of taxation advice to High Net Worth family on their tax residence status and the impact of a change in residence on their continuing investment portfolio in Australia

Business Health Check

Undertaking a Business Health Check, and subsequent facilitation of a Strategic Business Planning session, to a privately held company in the food manufacturing sector, in preparation for a future exit. Recommendations from our Business Health Check provide immediate margin growth

Succession Planning

Provision of advice and support to the founder of a high profile corporate consultancy practice in relation to Succession Planning

Financial Health Check

Undertaking a Financial Health Check of High Net Worth family resulting in the restructure of their asset holding to maximise tax efficiencies, address asset protection issues and facilitate estate planning

Strategic Support

Ongoing support and advice to numerous privately held businesses and their owners in relation to matters of strategy and execution in order to deliver sustainable profitability and growth

Equity & Remuneration

Design and implementation of a tax effective Employee Equity and Remuneration Plan for private businesses in the retail and mining services sectors

Board Positions

Board positions for a number of privately held businesses

Trade Sales

Taxation and commercial advice in relation to the trade sale of a clothing retailer – transaction value above $5mil

Global Trade Sale

Taxation and commercial advice in relation to the trade sale of a marketing production management services company to a global competitor – transaction value above $30mil

Taxation Advice

Taxation and commercial advice in relation to the trade sale of a wholesaler in the hardware sector – transaction value above $2mil

Commercial Advice

Taxation and commercial advice on the trade sale of a privately held company in the Corporate Travel sector – transaction value above $6mil

Experience

Gain from our dynamic practice with over 25 years experience.

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