Adrian Palone Email & Phone Number

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Business Advisory Partner for private business owners where, with the help of my team, delivered services to my clients that helped them maximise their business performance and profitability, accelerate and protect their wealth growth and reach their personal goals. Examples include assisting with:- Sales of businesses (turnovers $30m-$150m+)- Business acquisitions: - Assessment - Drafting of tools to assist settlement - Facilitating settlement- Preparing new franchise proposals for successful appointees: - Sales and profit projections - Start-up balance sheets and funding options- Preparation of structures for business ownership allowing for accelerated repayment of debt and asset protection- Profit improvement including the co-facilitation of industry best practice profit improvement workshops for business owners- Facilitation of owner planning workshops focused on identification of critical issues and the formulation of action plans to address issues- Property acquisition: - Forecasts to assess opportunities - Appropriate structuring (factoring funding, development, sale and taxation considerations)- Tax and Asset Protection Reviews which resulted in providing clients with asset protection, control of their after tax profits and ability to keep working capital levels appropriate- Maximising access to after tax profits of sales of assets including the liquidation of structures- Next 5000 ATO reviews- Preparation of financial models to assess external funding and internal funding options for property and business funding (including Division 7A considerations)- Estate Planning: - Working with clients to identify goals related to their wealth and family - Facilitation of processes that allow families to discuss sensitive matters and document their goals - Work with solicitors in drafting effective wills- Chairperson for training conference for Senior Accountants developing their advisory skills

Melbourne, Australia

Trusted advisor for my business owner clients where, with the help of my team, deliver services that my clients want, value and need. These services include, but are not limited, to: - Owner & business planning - Profit improvement (including the facilitation of profit improvement workshops for business owners looking to engage their managers in order to achieve their vision) - Management and equity structuring (to ensure my client is protected whilst setting up a structure that motivates all stakeholders) - Structuring and taxation advice - Accounting and taxation complianceWork with clients to identify opportunities facing them and how best to capture themResponsible for the management of a number of staff as part of client service deliveryMember of internal Business Edge Group and Corporate Finance Edge Group

Melbourne, Australia

Responsible for owning client engagements; including: - Owner planning - Profit improvement - Management and equity structuring - Taxation planning - Accounting and taxation complianceWork with clients to identify opportunities facing them and how best to captureResponsible for the management of a number of staff as part of client service deliveryMember of internal Business Edge Group and Corporate Finance Edge Group

Melbourne, Australia

Responsible for owning client engagements; including: - Owner planning - Profit improvement - Management and equity structuring - Taxation planning - Accounting and taxation complianceResponsible for the management of a number of staff as part of client service deliveryMember of internal Business Edge Group and Corporate Finance Edge Group

Melbourne, Australia

Responsible for client accounting and taxation compliance and taxation planningAssist in delivery of ad hoc advisory services requested by clientsResponsible for the management of staff as part of client service deliveryMember of internal Business Edge Group and Corporate Finance Edge Group

Graduate Diploma Of Chartered Accounting, Accounting

Bachelor Of Commerce, Accounting

Education record