Business Advisory

Our SME specialists bring in depth understanding of business, personal accounting, tax regulations and obligations with strategies to separate and protect business and personal assets. Add to that, core knowledge of business structure, accounting, taxation and business challenges and opportunities – from day-to-day issues to growth, wealth creation and succession planning visions. Our approach is this: to deeply understand what you do and how you do it with finances, resources and operational issues. A dedicated consultant then develops a business-action plan and, importantly, helps implement it. We then monitor you, frequently, responding to changes, issues or opportunities.

Business Advisory Services

Our services include:

• Business establishment

• Business finance

• Business health checks

• Performance improvement plans

• Business and strategic planning

• Implementing, monitoring and reviewing plans

• Business taxation and compliance

• Developing exit strategies

• Regularly reviewing business goals and performance

Business Improvement

This requires analysis of where you are now and the expertise to get you to where you need to be: your product/service, industry and market trends, then developing strategies for success

We get involved, beyond dispensing advice, joining your management with solutions, strategies, performance monitoring and handling issues and opportunities. Business improvement is ongoing. Lanteri Partners’ expertise helps you plan and achieve better outcomes.

Business Improvement services include;

• Helping you understand your business from a different perspective

• Business analysis and industry benchmarking

• Strategic goal setting, planning and review

• Monitoring financial performance

• Setting and monitoring KPIs

“We don’t just dispense advice and do paperwork, we get involved. We help you plan and we help you make those plans happen.”

Cloud Accounting 

Cloud accounting means you can work with us, keeping your processes and records up-to-date with real-time access to business information.

Cloud accounting benefits include;

• Ability to track accounts in real time

• Immediate understanding of cash flow, creditors and debtors

• Automatic transaction recording, coding and reconciliation

• Access to helpful business information and resources

• Streamline business accounts

• Raise and issue invoices anywhere

• Access via mobile devices

Business Establishment

You need more than a great idea to start a business. The right corporate and operational structures. Compliance with Australian licensing, registration & reporting regulations. People, money and capital.

Lanteri Partners establishes businesses. With accounting, taxation, legal and corporate skills plus in-depth understanding of how to succeed, you’ll understand how to start on a solid foundation.

Business establishment services include;

• Lodge ASIC documents

• Set up business structures i.e. companies, partnerships, trusts

• Register companies

• Establish reporting and governance structures

• Set up accounting & taxation structures, advising on payroll, superannuation and other business costs

• Source and secure finance

• Arrange insurance for business assets and people

• Business planning, implementation and review

• Explain legal responsibilities and establish a compliance schedule

• Link to IT, HR and other professional services

Exit Strategies

You work hard establishing, growing and managing a business, and that should be rewarded when you leave the business, realising the value you’ve created and maintained.

Exit planning is essential business planning. Managed properly, it prepares business partners, staff and families for the future and will fund the lifestyle you have earned.

Exit services include;

• Assessing exit options

• Maximising the value of the business

• Maximising income from the business

• Business sale or ownership transfer

• Taxation planning

• Succession planning

• Employee share plans

• Client and employee retention

“From assessing funds to negotiating and structuring debt to set up the best possible product for you, we manage the process from start to finish… for you.”

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