Advisory

Advisory Services

This is where we can add value to your business.

Our advisory services provide invaluable guidance, allowing you to achieve your goals in the most effective and efficient manner.

We strive not only to help keep you accountable for reaching your targets but also offer honest feedback throughout this journey that can help take you further than what initially seemed possible.

Whether it’s demonstrating tax effectiveness of deals or providing sound and expert advice; our team is here every step of the way!

Our pricing models vary depending on the type of service provided; however, for ease-of-mind, we have fixed rates available on a variety of consulting services – so get ready and let us be part of your success story today!

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Virtual CFO (vCFO) Services

As your business reaches new heights of success, our team is here to ensure every milestone achieved stays secure and successful.

Our team of experienced professionals from varied backgrounds can provide the extra resources to support success. We have members who are qualified accountants and boast experience in external committees and board positions – offering a well-rounded approach towards corporate governance excellence!

Broadly our recurring monthly vCFO services include:

  • Dedicated CFO to support your finance function
  • Priority support from the rest of the team
  • Fortnightly accountability check-ins
  • End of month reporting with analysis and commentary
  • Enough CFO time to support you, scaling as you grow

We use apps like Fathom to help you visualise how your business is performing and tell you the story behind your numbers. They also help with planning for forward cashflows.

All our plans include:

  • Developing a 3-way 12-month budget on engagement (free for 12-month committers)
  • Monthly management reporting
  • Variance reporting (actuals vs budget)
  • Written analysis and commentary on performance
  • Meetings and face time with us

Our vCFO pricing is scalable to your growth. We have three plans to support your business across its lifecycle, which you can see in detail below.

business advisory

Start-Up Valuation

Starting or investing in a start-up business can be an exciting yet daunting prospect. When considering any investment, it is important to have exact knowledge of its worth, as the future of your business is at stake.

The key components that make up a comprehensive start-up business valuation include financial information such as cash flow, historical and projected revenues and expenses, intellectual property rights and the uniqueness of the products or services provided by the company. Additionally, intangible assets like brand recognition and customer loyalty should also be taken into consideration.

All these elements combine to create a picture of future profitability that can be used to calculate the fair market value for your business.

With the right guidance and advice, you’ll be armed with all the insight needed to arrive at a confident valuation figure for your start-up business.

We work with leading valuation platform providers like Equidam and Succession+ to provide robust valuations, which include:

  • Reviewing your existing financial model
  • Access to the world’s most complete start-up and private equity company database
  • Independent valuation method report, including detailed business information, financial projections, valuations with parameters and supporting explanations
  • Discussion before, during and after preparing your valuation report
  • Reworking the valuation report within three months

Pricing depends on the purpose and method of the valuation.

Financial Modelling

The tool for communicating value, raising capital, and forecasting results.

Financial modelling is one of the most helpful tools available to business professionals, enabling them to analyse potential investments in terms of their likely costs and benefits. It helps to identify patterns and influences on the performance of those investments, allowing professionals to make informed decisions while taking into account anticipated risks and rewards.

By creating a detailed model which reflects the approach taken to managing finances, it’s possible to take a more analytical view of how resources should be allocated for maximum returns.

We can sense-check your assumptions and build you financial models that withstand scrutiny. We work with you to understand your business, its drivers, and your goals to assess the complexity of your financial modelling before we finalise a fixed quote.

We use Modano to help provide answers to questions like:

  • Your business’s breakeven point
  • The impact of price changes on your margins and business value
  • Whether you are financially ready to undertake an initiative like hiring, taking on a new lease, etc.
  • Estimating business value

For any business that wants to remain ahead of its competitors, financial modelling is an essential tool for achieving success.

Pricing of our financial modelling service is driven by complexity.

We can obtain additional industry data to support your assumptions. This increases the robustness of your financial model and in turn the confidence that investors can place into your model. The price for market research data is from $1,500.

business advisory services

Capital Raising

Capital raising, or the process of seeking out investments in exchange for a stake in a company, can be an important part of growing a business.

Companies looking to raise capital need to develop a sound business plan outlining how they will manage their finances and use the funds. Every business is different, so it’s important that the strategy tailored to each one reflects their own unique needs and objectives.

While challenging, raised capital is often crucial for businesses looking to make that next leap forward.

You can lean on us to help you navigate the capital raising process.

We can work with you on compiling an investment memo, as well as completing all admin process to ensure you are in compliance with ASIC.

Our Capital Raising services include:

  • Investment Memorandum
  • Cap Table Modelling
  • Share Issues and Actions

You can see more information on each service below, along with pricing guidelines.

Investment Memorandum

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A great investment memo may be the difference between raising your next tranche of cash to take your business to that next level or succumbing to drying capital.

We can help you pitch your business to potential investors to help you get the capital you need.

This includes a detailed report covering:

  • Your strategic plan
  • Your product, service, or technology
  • Market and the industry analysis
  • The management team
  • Financial statements whether actual or forecast

We will also review and sense-check your memo to ensure information is both accurate and complete. 

Pricing is from $9,000 depending on complexity. 

Additional services:

  • Cap table modelling
  • Share issues and actions

Cap Table Modelling

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With Cap Table Modelling, we help you chart out your company’s capital in a table capturing all shareholders.

We may produce or rework an existing capital table to reflect your company’s history and or projected raise.

We charge from $500 to $1,000 for each capital table depending on complexity.

Share Issues and Actions

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Capital raising can involve a complex amount of back-office activity and admin. Let us manage the paperwork and ASIC.

This includes actions with ASIC, updating the members’ register, and any associated minutes and share certificates.

We charge from $300 per share transaction per investor.

Grants and Incentives

Business grants and incentives can be a great way to secure financial assistance that can help your business succeed.

While incentives and grants make it easier to navigate startup expenses and capitalise on opportunities for growth, it is important to remember that careful research of grant requirements must take place in order to ensure eligibility for the correct programs.

Doing this upfront work will prevent unnecessary headaches down the road!

At Kazzi & Associates, we can help you apply for grants and other incentives.

The two main grants and incentives we can help you with are:

  • Export Market Development (EMD) Grant
  • Research and Development (R&D) Tax Incentive

You can see more details on these grants and incentives below.

EMD Grant

business grants

The EMD Grant encourages small and medium sized Australian businesses to develop export markets.

It reimburses up to 50% of eligible export promotional spend.

It also means that you must spend double the grant money you receive. Up to eight grants per eligible applicant (i.e. one per year).

Grants are available in three tiers and are designed to provide support to you during the different stages of your export journey.

Tier

Status

Grants up to

1

Ready to export

$40K per financial year for two years

2

Already exporting

Seeking to expand export promotion

$80K per financial year for three years

3

Already exporting

Seeking to expand export promotion

Strategic shift in marketing in foreign country

$150K per financial year for three years

Our pricing is fixed and based on your EMD Grant spend, so you will have certainty with pricing up front.

There is a $500 upfront application fee, plus…

EMD Grant spend

Price

Up to $15K

$2,000

Up to $50K

$4,000

Up to $150K

$10,000

Up to $200K

$12,000

> $200K

$15,000

R&D Tax Incentive

government grants

The R&D Tax Incentive provides up to 43.5% of development spend back as a cash refund through lodgement of your company’s tax return. It can apply to a wide range of businesses, provided eligibility is met.

Your company could be eligible if it:

  • Is developing (or planning to develop) a unique, non-trivial software, hardware, engineered or manufactured product, process or service, and
  • Can describe these developments as a series of experiments with unknown outcomes, and
  • Has spent at least $20K on eligible R&D expenses in the last financial year. This may include the cost of employees and Australian contractors, as well as costs to cover equipment, rent and other related overheads

Your company can apply for the R&D Tax Incentive each year. The registration deadline is 30 April for the previous financial year ending 30 June. 

Touch base with us and we will let you know if it’s worth applying. We can also work through your eligible costs and guide you through the process.

Our pricing is fixed and based on your R&D spend, so you will have certainty with pricing up front. If we do not lodge your claim, we will not charge.

R&D spend

Price

Up to $250K

$7,000

Up to $500K

$12,000

Up to $750K

$15,000

Up to $1M

$20,000

> $1M

Contact us

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Tax Advisory

Few things in life can be as confusing and intimidating as tax. It is a complex, stunning piece of detective work and therefore requires a reliable and experienced professional who can make legal tax recommendations that are tailored to suit your specific needs.

With the right tax advice, navigating through the complex web of taxes can ensure that you are meeting all of your obligations whilst identifying attractive deductions and options that can save you money or take advantage of financial opportunities.

Tax advisory includes us researching a complex area of the law and providing you with the insights needed to navigate it. The outcome of our service is written tax advice.

Areas we have advised on include:

  • Capital gains tax (CGT) in general
  • CGT rollovers
  • Small Business CGT concessions
  • Tax consolidation
  • Corporate reconstruction exemption
  • International tax for inbound (offshore entity investing into Australia) and outbound (Australian entity investing offshore) investment

We charge between $300 and $400 per hour for tax advisory, depending on the staff involved.

Where we believe the compliance risk associated with a course of action is outside your or our risk appetite, we will recommend involving a subject matter expert.

General Advisory

We have your back for the random stuff that comes up too, or whenever you feel you need that extra support.

Areas where we can or have helped clients includes:

  • Representation with business exits and sales
  • Acting as the external advisory board to sense-check initiatives
  • Guidance on pricing strategies and margin management
  • App stack selection and training

We charge between $300 and $400 per hour for advisory, depending on the staff involved.