Corporate Advisory Services

mergers & aquisitions advice, rasiing private equity, structuring floats, stamp duty planning, business valuation

We provide long-term strategic advice to high growth entrepreneurial businesses.

We advise on exit strategies, assist with adding value to your business, support its growth and generally groom your business for a sale or an IPO to achieve maximum value.

Recommendations of suitable accounting policies and operation systems, in order to facilitate a smooth due diligence process, can also be provided.

How we assist

Boroughs’ corporate advisory team can provide advice and support in all areas of mergers & acquisitions including:

  • Tax efficient acquisition structuring;
  • Tax efficient disposal of businesses;
  • Assistance with raising private equity;
  • Worldwide debt cap and thin capitalisation solutions for acquisition financing;
  • Structuring of earn-outs and share-based incentive arrangements;
  • Financial due diligence;
  • Drafting and negotiating tax indemnities and tax warranties;
  • Stamp duty planning and reliefs;
  • Long-term advice on business exit strategies;
  • Transaction advice and support;
  • Advice on structuring floats and MBOs;
  • Preparation of business plans and financial projections for the purpose of securing finance;
  • Business valuations, including the valuation of business assets, shares and intellectual property;
  • Post transaction support and ongoing tax advice

OUR SPECIALISTS

John Leece AM

Director

John Leece AM

Corporate Advisory

John has been director of the Firm since 1979, and specialises in corporate financial strategic advice, mergers, and acquisitions. His experience includes roles in business advisory services, auditing, accounting services and taxation advice.

John is a Fellow Member of Chartered Accountants Australia & New Zealand, as well as CPA Australia. He is also a Registered Tax Agent, and a Justice of the Peace (NSW).

John has given extensive service to the accounting profession particularly as a member of the New South Wales Divisional Council of the Australian Society of CPAs and of a number of Expert Panels and Professional Committees, including the joint committee between Government and the profession.

 

Telephone:+61 2 9930 7700

Email:jleece@boroughs.net.au

Steve Wearne

Director

Steve Wearne

Tax | Corporate Advisory | Business Services

Steve is a specialist tax director, who joined the firm in October 1990. A barrister and chartered accountant, Steve was previously partner in charge of the Pannell Kerr Forster, Sydney, Taxation Consulting Division. Having been with that firm almost 10 years he spent the previous 9 years with the Australian Taxation Office.

Steve brings to the firm the qualifications, experience and ability to resolve clients’ taxation issues and advise generally upon taxation matters in a legally and commercially effective manner.

Steve is a fellow of Chartered Accountants of Australia & New Zealand, a fellow of CPA Australia (Specialist Tax Accreditation), a Certified Tax Advisor with the Taxation Institute of Australia, and a Barrister of the Supreme Court of New South Wales.

Steve has extensive experience in lecturing for both professional bodies and was formerly a part-time lecturer in Taxation Law at the University of Technology, Sydney and a member of the CPA Australia Taxation Centre of Excellence.

 

Telephone:+61 2 9930 7700

Email:swearne@boroughs.net.au

Brenden Hughes

Director

Brenden Hughes

Business Services

Brenden has been a business service director since July 2007. He originally joined the firm in February 1995 as a trainee accountant and since that time has gained extensive experience in the business services and assurance areas.

From 2002 to 2007 Brenden specialised in providing assurance and related services to small and medium public and private groups in a diverse range of industries, including consumer and industrial products, advertising and agriculture. More recently he has specialised in providing taxation, superannuation and other business services to privately held groups.

Brenden is a member of Chartered Accountants Australia & New Zealand, a registered SMSF Auditor, and a Registered Tax Agent.

 

Telephone:+61 2 9930 7700

Email:bhughes@boroughs.net.au

Stephen Austin

Director

Stephen Austin

Business Services

Stephen has been a business services director since July 2008. He originally joined the firm in 2001 as part of the taxation advisory division and has more recently focused on business services clients that have specialised tax needs.

Prior to joining the firm, Stephen conducted his own private practice as well as acting as the Group Financial Controller for his family’s manufacturing and distribution business prior to its sale.

He has wide experience in taxation advisory, accounting, superannuation, family office and estate and succession planning matters.

Stephen is a member of Chartered Accountants Australia & New Zealand, CPA Australia, a Chartered Tax Advisor with the Taxation Institute of Australia, a registered SMSF Auditor, Registered Tax Agent, and a Justice of the Peace (NSW).  He holds a Bachelor of Commerce majoring in Accounting and Management (with a sub major in Marketing), and a Diploma of Financial Planning.

 

Telephone:+61 2 9930 7700

Email:saustin@boroughs.net.au

Andrew Lam

Director

Andrew Lam

Tax

Andrew is a specialist tax director who joined the firm in July 2018. He has broad experience in providing corporates and individuals with general tax planning/restructuring advice and assisting with transactional tax planning including access to small business CGT concessions and conducting tax due diligence. He can also assist clients in tax controversy matters.  His clients include small and medium businesses, family groups, and not-for-profit entities.

Prior to joining Boroughs, Andrew led the specialist tax consulting team of another mid-tier chartered accounting firm. In previous roles, Andrew has progressed through the tax consulting teams of big 4 and mid-tier accounting firms and a top tier law firm.

Andrew is a chartered tax adviser of the Taxation Institute of Australia, an affiliate member of the Institute of Chartered Accountants in Australia, and a qualified solicitor, admitted to practice law in NSW. Andrew holds a combined Bachelor’s degree in Commerce/Law and a Masters of Laws.

Telephone:+61 2 9930 7700

Email:alam@boroughs.net.au

SERVICES

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