Advisory Services for Business Owners Melbourne
At Gartly Advisory, our advisory service for business owners is designed to help them make better decisions at key stages of their business journey.
Many business owners do not need vague coaching or another monthly meeting for its own sake. They need clear financial insight, practical advice, and a structured process when they face a major decision — buying or selling a business, dealing with a dispute, preparing for retirement, restructuring, or trying to understand what their business is really worth. Our advisory services are built around a simple goal: to help you understand your numbers, your risks, your options, and your next move.
We work with business owners who want more than tax compliance. They may be considering an exit, reviewing their business structure, dealing with family or shareholder issues, buying a franchise, negotiating with a business partner, or trying to clean up the balance sheet before a sale or succession event.
Our approach gets results
Our approach is practical and commercial. We review the financial information, identify the key issues, explain the tax and cash-flow consequences, and help develop a strategy that can be discussed with your lawyer, financier, family members or business partners.
Importantly, our advice is not built around one person having all the answers in their head. Gartly Advisory uses a structured process, supported by our team, checklists, financial reviews and written reports. Geoff Gartly brings more than 25 years of experience working with small business owners, but the aim is to provide clients with a clear advisory process that is organised, documented and outcome-focused.
Depending on your needs, our advisory work may be provided as a one-off review, a short-term project, or an ongoing advisory engagement.
Our advisory services include:
- Business exit and retirement planning
- Business purchase and franchise due diligence
- Business valuation support and financial reviews
- Business partner and shareholder dispute advice
- Divorce and business financial support
- Trust, company and retained earnings reviews
- Cash-flow, profitability and balance sheet clean-up
- Tax planning around business sales, restructures and succession
Every business owner eventually reaches a point where the numbers matter more than ever. That may be when you are buying, selling, restructuring, retiring, separating from a business partner, or simply trying to work out whether the business is giving you the return you deserve. Let us work to achieve your business outcomes based around a strategic approach. At Gartly Advisory, we help you step back, understand the position clearly, and make informed decisions with confidence.
