Address: GPO BOX A29
Suburb: PERTH, 6837
Specialties: Exit strategies, Family business succession, Transition strategy its implementation and ongoing management
Areas of expertise: Business structures and restructuring, Strategy for growth, Succession and strategic planning
Agnes has over 25 years of experience in providing specialist advisory and compliance services to family owned businesses in Western Australia, in a diverse range of industries. Agnes works with family business owners, their finance teams and managers to develop strategies and implement restructures to ensure their businesses are operating in optimal business structures to facilitate business growth, future exit strategies and tax effectiveness. Agnes also specialises in facilitating the development of goal focussed business strategies including finance and reporting process improvement, cash-flow forecasting, budgeting, sensitivity analysis, business planning and finance proposals.
Agnes is a Fellow of the Aus. Institute of Chartered Accountants, holds a Bachelor of Business (Acc.) and a Graduate Diploma, Financial Planning, ASIA as well as being a Registered Tax Agent.