Request a short scoping call. We’ll assess your situation and map a straightforward path to a structure that protects value and scales with you.
Structuring & Entity Setup
Protect value. Minimise risk. Build for scale.
Hands-on commercial structuring for new ventures, scale-ups, mergers, and rationalisations. We first assess how you actually operate — teams, workflows, revenue streams, risks — and then design a group structure that mirrors reality and supports growth, governance, tax efficiency, and future exit.
We coordinate closely with your legal advisers and Registered Tax Agents (or our pre-vetted specialists) so decisions are implemented cleanly and defended confidently.
We coordinate closely with your legal advisers and Registered Tax Agents (or our pre-vetted specialists) so decisions are implemented cleanly and defended confidently.
What You’ll Get
1) Group Structure Blueprint
A clear design for companies, trusts, and holdings that reflects operations and risk. Includes structure diagrams, purpose of each entity, and a future-proof path for scale or exit.
A clear design for companies, trusts, and holdings that reflects operations and risk. Includes structure diagrams, purpose of each entity, and a future-proof path for scale or exit.
2) Ownership & Control Pack
Drafted cap-table scenarios, director/authoriser map, decision rights, and equity protection settings (vesting/earn-outs/options frameworks where relevant). Legal documents are finalised by your lawyers.
Drafted cap-table scenarios, director/authoriser map, decision rights, and equity protection settings (vesting/earn-outs/options frameworks where relevant). Legal documents are finalised by your lawyers.
3) Intercompany & Cashflow Policy
Rules for management fees, service agreements, loans/dividends, and cost sharing. Includes treatment guidance for director loans and clean intercompany flows to avoid surprises.
Rules for management fees, service agreements, loans/dividends, and cost sharing. Includes treatment guidance for director loans and clean intercompany flows to avoid surprises.
4) Governance Rhythm & Approvals Matrix
Board calendar, meeting cadence, decision logs, and a practical delegations/approvals matrix. Everyone knows who decides what — and when.
Board calendar, meeting cadence, decision logs, and a practical delegations/approvals matrix. Everyone knows who decides what — and when.
5) Risk Segmentation & Asset Protection Plan
Mapping of commercial risks with ring-fencing recommendations (opcos vs holdcos, IP holding, equipment ownership, insurance alignment). Lawyers execute documents; we coordinate sequencing.
Mapping of commercial risks with ring-fencing recommendations (opcos vs holdcos, IP holding, equipment ownership, insurance alignment). Lawyers execute documents; we coordinate sequencing.
What We Deliver
Our reviews don’t stop at analysis — they translate financial and operational data into clear, actionable steps. Each output is designed to give leaders the clarity and confidence to make better decisions, faster.
Discovery & Situational Assessment
Review operations, contracts, ownership, systems, and risks.
Scenario Design
Model options, trade-offs, and tax/commercial implications with advisers.
Decision Workshop
Agree the target structure, timing, and sequencing.
Documentation & Setup
Legal/tax actions run with advisers; we manage dependencies.
Go-Live & Ledgers
Priorities to strengthen commercial terms and reduce exposure.
90-Day Review
Confirm governance rhythm, cash movements, and reporting are bedded in.