Business Advisory

Your business requires careful thought & analysis at every stage of its life.

From start-up to exit strategy, a wide range of subjects are always in need of attention to keep your business growing while minimizing risk.

At Modoras, we have business advisory specialists  who can advise you on the best practices for your industry, business and situation. We can provide a complete picture of where your business is today and how to get it to the next level.

Many of our clients want to achieve more but just haven’t know where to start. Well, now there is a way. We have created a series of questions to find out “What’s important to you?”. Your response will enable us to design a personalised report tailored to your individual priorities, complimented by recommended solutions.

Get your complimentary report now:
What’s important to you?

We can help your business on a broad range of subjects

Cashflow management

How you manage cash-flow can be the difference between a business succeeding – or failing. No matter where in a business’s life cycle, cash-flow will always present its challenges. Our advisors can help ensure your cash-flow is working for you, not against you.

Industry analysis

Do more than understanding the competition in your industry. Get in-depth understanding of your industry itself. We can provide research, insights and actionable plans that help you pivot your business towards current and forthcoming opportunities within your sector.

Growth planning and projections

Growth isn’t as easy as simple as getting more market share and revenue. Growth should a series of well planned and executed steps that manage risk while you seize opportunity. We can help you plan and project your growth, which will minimize risk.

Risk management

Risk is a natural component of any business’s operating environment. Whether risk becomes a real threat to your business and livelihood depends on how it is managed. Let us take a holistic look at the risks your business face. From competitors to industry trends, changing customer demographics to sales cycles, partners and vendors to bank obligations – Modoras will help you manage the risks to, and within, your business.

Succession Planning

Your family business is your life’s work and, very likely, a key component of your retirement wealth. Proper succession planning will ensure your business will move ahead as you want it to while, at the same time, protecting every hard-earned dollar you have earned.

You have spent a lifetime making decisions for your business in order to get it to where you want it to be today. Don’t leave things to chance for tomorrow. Let our experience and expertise guide you through your succession planning process.

Interim financing

We specialize in securing the interim financing you need to real estate, construction or other kinds of growth opportunity transactions. Our extensive finance network ensures the right financing fit for the project at hand.

Mezzanine financing

At Modoras, we have extensive experience in securing mezzanine financing for business growth, acquisitions, recapitalizations or other capital activities. Contact us to explore this cost effective financing option for your opportunities and growth.

Real estate and capital acquisitions

Real estate can be an outstanding investment inside of a business’s operations – and portfolio. Capital acquisitions can catalyze growth, enhanced market penetration and long term returns on investment.  Turn to our team of experienced advisors for a full analysis and leading insights into acquisitions, and advice on the most suitable financing approaches for your business.

Holdings and Trusts

Once the money has been earned, the work of managing it has just begun. What is the right way to protect, grow and administer your business’s wealth? With over 30 years of experience in holdings companies and trusts, we can guide you to the solutions that suit your business and your lifestyle. Contact our advisors for an initial discovery discussion.

Mergers and acquisitions

Is it the right time to buy another company to add to your business’s portfolio of services? Is it the right time to be bought out? What about mergers? At Modoras, we have the answers. We have been the lead in hundreds of M&A activities, including many for Modoras itself. Our expertise is matched with first-hand, intimate knowledge of the M&A process. We can help you determine what direction to take, and how to get there.

Public offerings

Making a public offering, whether a first IPO or a subsequent issue of shares, is a complex, long and extremely rewarding road. With the right guidance, it can bring opportunity and growth to your business while it builds wealth for your family. Modoras has helped hundreds of businesses bring shares to market. Beyond leadership throughout the process from concept to first trading day, we also understand the regulatory and compliance requirements you must meet. For more information, contact Peter Sarai, Founder and Managing Director of Modoras.

Accounting services are offered through Modoras Accounting (UMG) Pty Ltd ABN 81 601 145 215, Modoras Accounting (Gold Coast) Pty Ltd ABN 62 601 145 199 and Modoras Accounting (VIC) Pty Ltd ACN 145 368 850

Basic Membership

Your Investment

Strategic Membership

Your Investment

Strategic Growth Membership

Your Investment

from
$190/month*
*plus GST
from
$345/month*
*plus GST
from
$825/month*
*plus GST
Deliverables

  • Quarterly review of cloud accounting data (e.g. Xero, MYOB)
  • Preparation & lodgement of quarterly BAS
  • Preparation & lodgement of annual tax return and financial statements
  • Preparation of the annual trust income distribution miniutes
  • Annual meeting with your business advisor (Post tax)
  • Monthly Xero subscription fee
  • ASIC annual review and solvency declaration
  • FBT annual review and preparation of FBT return
Deliverables

  • Quarterly review of cloud accounting data (e.g. Xero, MYOB)
  • Preparation & lodgement of quarterly BAS
  • Preparation & lodgement of annual tax return and financial statements
  • Preparation of the annual trust income distribution miniutes
  • Annual meeting with your business advisor (Post tax)
  • Monthly Xero subscription fee
  • ASIC annual review and solvency declaration
  • FBT annual review and preparation of FBT
  • Tax planning meeting with your business advisor (Pre Tax)
  • Business Performance Report and meeting to review
  • Quarterly/Annual BAS’s & Monthly IAS’s
  • Quarterly business performance review meetings (3) at our office and (1) at your office, benchmarking and report. KPI setting and monitoring
Deliverables

  • Quarterly review of cloud accounting data (e.g. Xero, MYOB)
  • Preparation & lodgement of quarterly BAS
  • Preparation & lodgement of annual tax return and financial statements
  • Preparation of the annual trust income distribution miniutes
  • Annual meeting with your business advisor (Post tax)
  • Monthly Xero subscription fee
  • ASIC annual review and solvency declaration
  • FBT annual review and preparation of FBT
  • Strategic Tax Planning and business performance:
  • Tax planning meeting with your business advisor (Pre Tax)
  • Business Performance Report and meeting to review
  • Quarterly/Annual BAS’s & Monthly IAS’s
  • Quarterly business performance review meetings (3) at our office and (1) at your
  • office, benchmarking and report. KPI setting and monitoring
  • Preparation of “One Page” business plan
  • Quarterly board meetings
  • KPI development and monitoring
  • Virtual CFO service
  • Sounding board for possible business buy, merge, sell
  • Income tax return for up to 2 business owners

Basic Membership

Your Investment

from
$190/month*
*plus GST
Deliverables

  • Quarterly review of cloud accounting data (e.g. Xero, MYOB)
  • Preparation & lodgement of quarterly BAS
  • Preparation & lodgement of annual tax return and financial statements
  • Preparation of the annual trust income distribution miniutes
  • Annual meeting with your business advisor (Post tax)
  • Monthly Xero subscription fee
  • ASIC annual review and solvency declaration
  • FBT annual review and preparation of FBT return

Strategic Membership

Your Investment

from
$345/month*
*plus GST
Deliverables

  • Quarterly review of cloud accounting data (e.g. Xero, MYOB)
  • Preparation & lodgement of quarterly BAS
  • Preparation & lodgement of annual tax return and financial statements
  • Preparation of the annual trust income distribution miniutes
  • Annual meeting with your business advisor (Post tax)
  • Monthly Xero subscription fee
  • ASIC annual review and solvency declaration
  • FBT annual review and preparation of FBT
  • Tax planning meeting with your business advisor (Pre Tax)
  • Business Performance Report and meeting to review
  • Quarterly/Annual BAS’s & Monthly IAS’s
  • Quarterly business performance review meetings (3) at our office and (1) at your office, benchmarking and report. KPI setting and monitoring

Strategic Growth Membership

Your Investment

from
$825/month*
*plus GST
Deliverables

  • Quarterly review of cloud accounting data (e.g. Xero, MYOB)
  • Preparation & lodgement of quarterly BAS
  • Preparation & lodgement of annual tax return and financial statements
  • Preparation of the annual trust income distribution miniutes
  • Annual meeting with your business advisor (Post tax)
  • Monthly Xero subscription fee
  • ASIC annual review and solvency declaration
  • FBT annual review and preparation of FBT
  • Strategic Tax Planning and business performance:
  • Tax planning meeting with your business advisor (Pre Tax)
  • Business Performance Report and meeting to review
  • Quarterly/Annual BAS’s & Monthly IAS’s
  • Quarterly business performance review meetings (3) at our office and (1) at your
  • office, benchmarking and report. KPI setting and monitoring
  • Preparation of “One Page” business plan
  • Quarterly board meetings
  • KPI development and monitoring
  • Virtual CFO service
  • Sounding board for possible business buy, merge, sell
  • Income tax return for up to 2 business owners

Note: Tax planning meetings would include review of all business structures for tax planning.

*The fees quoted above indicate minimum package pricing. Fees are subject to your individual business circumstances and quoted prior to commencement.

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Get more from Modoras today!

Our professional advisors are ready to answer your questions anytime. Call us toll-free, Australia-wide on 1300 888 803 or:

Book an appointment! Email: info@modoras.com