One Advisory Journey. The Right Professionals.
Business decisions often involve several areas of expertise. Next Goal Advisory helps clients understand what support they need and connects them with suitable professionals at the right stage.
Business Advisors
Strategy, planning and structured decision support across the ownership journey.
Accountants
Tax structuring, financial reporting and business number analysis.
Finance Brokers
Business lending, commercial finance and acquisition funding guidance.
Lawyers
Contracts, business sales, franchise agreements and commercial legal matters.
Marketing Specialists
Brand, positioning, customer acquisition and marketing systems.
Franchise Specialists
Franchise system development and franchisee selection support.
Business Brokers
Listings and coordination of business sale transactions.
Operational Consultants
Systems, processes and operational scalability.
Specialist services are delivered by appropriately qualified professionals. Next Goal Advisory helps coordinate the advisory process and connect clients with suitable specialists where required. You are free to use your own advisers at any stage.
Transparency Notice
Next Goal Advisory may have commercial relationships with some professional service providers we introduce or recommend. In some circumstances, Next Goal Advisory may receive a referral fee, commission or other commercial benefit if a client engages a provider.
Where applicable, relevant commercial relationships and benefits will be disclosed in accordance with applicable requirements.
You are under no obligation to engage a provider introduced by Next Goal Advisory and remain free to select your own professional advisers.
Business Broking Disclosure
Where business brokerage services are required, these services may be provided separately through the appropriately licensed business brokerage entity. Advisory and brokerage services should be treated as separate engagements.
Where an adviser represents the vendor of a business being considered by a Next Goal Advisory client, the adviser represents the vendor in that transaction and Next Goal Advisory will not provide independent purchaser representation regarding that business.
The relationship will be disclosed where applicable and prospective purchasers should obtain their own independent legal, accounting, taxation, financial and other professional advice.
Not sure which professionals you need?
Start with a discovery call and we'll help identify the right next step.