Case Studies
Real results for real businesses.
Featured
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Featured
Read full case study
Manufacturing
Family Business Succession Plan
Client: Heritage Metals Pty Ltd
A second-generation family manufacturing business needed to plan ownership transition to the third generation while minimising tax and preserving family harmony.
Saved $1.2M in potential CGT through staging
Created a family governance charter
Technology
Scaling a Tech Startup from $2M to $15M Revenue
Client: CloudSync Technologies
A rapidly growing SaaS company needed to restructure their finances, optimise tax position, and prepare for Series B funding.
Recovered $480K in R&D tax incentives
Reduced effective tax rate by 12%