Acquisitions & Mergers


There are several scenarios where you might wish to attain a business enterprise. Whatever the situation,  can remove the stress from the process and maximise the opportunity for you.


Whether you are considering buying a business or merging with another business, we have the experience and expertise you require. Are you getting a good deal? Is the business right for you? Can you afford it? Have all avenues for future growth been investigated? We ask the right questions, and find the required answers.


The services we provide cover every stage of the process - From identifying potential acquisitions and negotiating the commercial elements of the transaction to forecasting the future of the business. Our services include:


  • A review of your goals and objectives
  • Due diligence services
  • Preparation of financial forecasts
  • Advice on the potential pitfalls and rewards involved in a merger
  • Assistance with purchase negotiations
  • Advice on financing
  • Assistance with preparing a business plan


Drawing on the skills of professionals reduces your chances of purchasing an unsuitable business. Let  show you how our experience can save you stress and provide you with the great opportunity a business acquisition or merger can be!

Business Succession


To ensure the long-term success of your business, it is critical to establish a well-designed succession plan.


We understand that the priorities of different generations change over time and are well-positioned to manage this process in a delicate manner, which is essential to a successful transition.


Coordinating the transition of your business to your successors can be a challenging and emotional process. However, with our years of experience we can address the complex issues of business continuation, making it as seamless as possible.

Corporate Services


Company legislation requires businesses to perform several administration tasks that take up a lot of valuable company time while also imposing duties and obligations for Officeholders. The burden caused by the complex regulatory framework coupled with the possible threat of penalties for failing to discharge your obligations is not worth the risk and the team at are available to assist by providing:


  • General advice on company law
  • Coordinating company establishments
  • Filing annual returns on your behalf
  • Preparing all documentation related to minutes and resolutions
  • Maintaining statutory books
  • Assistance with changes of directors, shareholders, addresses, and office details
  • Share transfers
  • Registered office facility


Please contact us for further information on how we can help you get back to running your business.

Estate Planning


Estate planning is one of the necessities of life, but too often overlooked or avoided. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind. We are experienced in assisting individuals in navigating the complexities of this sensitive topic.


The areas in estate administration that we can assist with include:


  • Meeting to discuss objectives for your estate
  • Determining net asset position
  • Coordinating documentation involved in estate planning
  • Asset protection strategies
  • Tax optimisation
  • Distribution of estate assets
  • Executor role (where desired)

Hospitality Accounting


At eQuiess Chartered Accountants we have extensive experience working with hospitality venues ranging in size, from small bars to large three-hat restaurants.


We offer a range of services, including:


  • Trading analysis & benchmarking
  • Gross profit margin analysis
  • Food / menu costing
  • Beverage costing
  • Management reporting & advice
  • Staff rostering & costing


The team at eQuiess Chartered Accountants will work closely with you, as business owners, to improve the profitability and efficiency of your business.

Information Technology


We live in a computerised age where technology enables us to enhance a wide variety of business processes. Using software and hardware effectively can provide enormous benefit to your business and give you back time to focus on your business.


Here at  we have embraced computerised systems, ensuring our team can:

  • Discuss the best system to further your business
  • Configure software to suit your purposes
  • Recommend processes to make your computer system more secure
  • Suggest accounting software applications suitable for your business
  • Mentor clients to be self-sufficient users of a range of software applications


Whether you are thinking about obtaining new computer hardware or looking at completely changing your business systems, our team is willing and able to assist you.

Medical Accounting


Medical accounting involves specific business, financial, and taxation issues, and a specialist understanding of the industry. At eQuiess Chartered Accountants we keep abreast of the developments in both the medical and accounting industries, ensuring we are uniquely placed to provide timely advice.


Our services include:


  • Advising on ownership structures
  • Advising on service entity agreements
  • Attending to the annual compliance requirements
  • Preparing budgeting and cash flows
  • Assisting with succession planning


We are ready to assist medical practictioners looking for help to achieve their goals!

Property Services


At  we have the expertise required to assist you in a variety of areas relating to residential and commercial property.

The services we offer include:

  • Advice on purchasing a property
  • Reviews of lease agreements
  • Advice on funding
  • Guidance in state and federal tax optimisation
  • Advice on ownership structure
  • Periodic reviews to ensure returns are maximised


Our friendly team will help you obtain a maximum return for your property.

Superannuation


As the Government encourages Australians to take responsibility for and reach their financial retirement goals, everyone is required to deal with superannuation funds, whether you are an employer, employee or retired.


We are superannuation experts who can assist in:


  • Employer obligations
  • Tax concessions associated with superannuation contributions
  • Establishing and administration of self-managed superannuation funds


Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs. Superannuation is a delicate area and personalised planning is required for each individual.


The team at can use our extensive network to assist you in achieving your retirement objectives!

Trusts


A trust provides a valuable flexibility to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Trustees have certain obligations and our assistance in trust administration can prove invaluable. We can assist with:


  • Assisting with trust establishment
  • Ongoing administration of the trust 
  • Attending to the annual compliance requirements
  • Maintain the trust records 


Contact us today to ensure your trust is established and administered as effectively as possible!

Wine Accounting


  serves Australia’s world famous wine industry and specialises in small boutique wineries, through to larger family wine businesses. We have extensive experience in assisting small start-ups establish themselves into successful wine brands. We understand the myriad of complexities business owners in the wine industry face and can help you navigate these successfully.


We provide advice to all levels in the wine industry, including manufacturers, importers / exporters, distributors, wholesalers and retailers.

Our services include:


  • Wine Equalisation Tax advice
  • Wine costing & pricing (incl. importation)
  • Financial and management accounting
  • Detailed budgeting and business modelling
  • Business restructuring and strategic planning
  • Trademark, IP & LIP advisory
  • Advice on funding


We are here to discuss your specific requirements and tailor our services to suit your needs.

Vineyard Accounting


eQuiess Chartered Accountants services vineyards across Australia, providing practical advice and information to growers relevant to their region. Our nation-wide experience allows us to provide industry benchmarks and advice specific to the vineyard location and scale.


Our services include:


  • Wine Equalisation Tax advice
  • Grape costing & pricing
  • Detailed budgeting and business modelling
  • Business restructuring and strategic planning
  • Advice on funding


Let us help you grow your business by sharing our extensive experience in this niche industry.