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Who we help · Business owners & family enterprise

One business. It deserves one team of advisers.

Trading businesses of every kind — retail, services, hospitality, trades, distribution and professional firms. Structure, tax, funding, valuation and the succession conversation nobody starts early enough.

The decisions in front of you

Most owners are advised by four firms that never talk.

And each of them holds only part of the picture.

Fragmented

Advice in silos

An accountant who has never valued your type of business, a broker who doesn’t understand how it lends, and a planner who has never seen the P&L. You are the only person holding the whole picture.

Reactive

Decisions made late

Tax positions discovered in October, leases renewed weeks before expiry, valuations done once — at the worst possible moment.

Succession

The conversation nobody starts

Whether the business passes to family, a partner, staff or a buyer, the best outcomes come from plans that start years ahead.

How we help

Everything a business owner needs from an adviser.

Start with one need. Add divisions as you see the value.

01

Structure & asset protection

Group structures that separate trading risk from assets, distribute income efficiently and still make sense when you sell.

  • New business structures
  • Group restructures
  • Trust and company strategy
  • Asset protection review
02

Tax planning & compliance

Year-end planning, annual compliance, BAS and payroll handled consistently across every entity.

  • Pre-30 June planning
  • Annual returns and statements
  • BAS, payroll and super
  • ATO matters
03

Business lending

Acquisition, expansion, equipment, working capital and commercial property finance from 60+ lenders.

  • Business acquisition
  • Equipment and vehicles
  • Overdrafts and working capital
  • Commercial property
04

Performance & reporting

Management accounts and benchmarks that show where margin is being won or lost.

  • Monthly reporting
  • Cashflow forecasting
  • KPI dashboards
  • Pricing and margin review
05

Valuation & sale

A realistic view of value, a plan to improve it, and support through a sale when the time comes.

  • Business valuation
  • Sale readiness
  • Buyer negotiation
  • Settlement coordination
06

Succession & family wealth

Family transfer, staff buy-in or sale — and turning the proceeds into personal wealth through Hedley Capital.

  • Succession planning
  • Family transfer structures
  • Retirement planning
  • Estate coordination
Who you deal with

The people who set the strategy answer the phone.

You deal with the partners, not a service desk.

Paul Hedley, Chairman · Accounting & Business Advice, Hedley Partners
Paul Hedley
Chairman · Accounting & Business Advice

Founding partner with more than 40 years across accounting, finance, property and business advice. Paul leads structuring, tax and valuation — the decisions that quietly determine what a business is worth a decade later.

Blake Hedley, Managing Director · Property & Finance, Hedley Partners
Blake Hedley
Managing Director · Property & Finance

17+ years in finance and property, with a Bachelor of Commerce and Law and a Master of Property. Blake leads lending and premises strategy, is a senior auctioneer, and is the authorised representative behind Hedley Capital.

Common questions

Questions business owners ask

Mainly owner-operated and family businesses — from sole traders with a growing business to groups with several entities and significant staff numbers.

No. Most clients start with one thing, usually a finance need or tax planning, and add divisions as they see the value. There is no bundling requirement.

Yes. Succession is one of the areas where an integrated firm adds the most, because it involves structure, tax, valuation, lending and personal wealth all at once.

Yes. We do not provide legal services, so we work with your lawyer on agreements, wills and transaction documents while we handle the financial side.

Resources

Useful before the first meeting.

Hedley Partners is a group of separately regulated businesses. Accounting and tax services are not provided under an AFSL or ACL. Credit is provided under ACL 517192 (LMG Broker Services Pty Ltd). Financial advice is provided through Hedley Capital under AFSL 499010 (MFG Advice Pty Ltd). Real estate services are provided under Victorian estate agent’s licence 088916L. Information on this page is general only. Full details: Licensing & disclosures.

Your business is one business. Let’s look at it as one.

Twenty minutes, no documents required, and an honest view of what we would change.