Alexander Laureti

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A Message To Ambitious Business Owners

If you’re an ambitious business owner looking to build not just a successful enterprise but generational wealth, I want to be the advisor who helps you get there. I work synergistically with business owners who are ready to elevate every aspect of their business and personal finances to new heights.

My ideal clients aren’t looking for someone to just file their tax returns or meet once a year —they want a strategic partner who will challenge them to set more ambitious goals, identify hidden opportunities, and create meaningful, rewarding businesses that stand the test of time.

I want to help you build your team to work with my team and set the strong foundations for a great business. I don’t believe in a rubber stamp, I strive for continual improvement at 1% or 1000%.

Together, we’ll build something exceptional: a business that delivers financial freedom, a wealth strategy that secures your family’s future, and an enterprise that reflects your highest aspirations. I’m looking for business owners who want more than incremental growth—who want a partner in business to help create something truly remarkable.

Here’s two of my favourite quotes:

“Luck is what happens when preparation meets opportunity”

“I haven’t met a problem I couldn’t solve, yet…”

Your business, ultimately, needs to be scaleable and saleable. It needs to provide for you along the way and build your wealth. Together we’ll always be exit ready, but you’ll enjoy running the business for generations if that suits.

If this resonates with you and your current business advisor lacks these skills or drive, let’s talk and grow together.

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Multidisciplinary Expertise In Action – About Alexander

Alexander Laureti is an experienced accounting practice owner who brings a uniquely holistic approach to business advisory. With expertise spanning accounting, law, mortgage broking, and financial planning, Alexander doesn’t just understand these disciplines in theory—he applies this integrated knowledge to solve complex business challenges that others can’t. This multidisciplinary background gives clients a strategic advantage when navigating critical business decisions, negotiations, and growth opportunities.

Alexander’s unique combination of qualifications creates tangible advantages for his clients:

• Legal Expertise: Reviewing and revising complex contracts, navigating M&A transactions, and structuring effective business arrangements with full understanding of legal implications
• Finance & Lending Knowledge: Structuring entities and documentation to secure complex financing deals that traditional accountants might miss
• Wealth Strategy: Integrating business operations with personal wealth creation through a comprehensive understanding of financial planning principles
• Business Advisory: Providing Virtual CFO services that consider legal, financing, and wealth implications in every business decision
• Transaction Support: Guiding clients through exits, acquisitions, and mergers with expertise in both financial and legal documentation
• International & Corporate Governance: Experience as company secretary for an organisation with ASX Listed shareholders (entry to the cap table, stakeholder management and exit), managing board reporting requirements, and helping clients establish operations and entities in New Zealand and the Philippines

The LMS Advisory Advantage

As principal of LMS Advisory since 2010, Alexander’s approach transcends traditional accounting services. Where most advisors recognise problems but lack the breadth of expertise to solve them, Alexander leverages his multidisciplinary background to provide complete solutions:

• Reviewing complex contracts and suggesting critical revisions that protect client interests
• Structuring business entities and documentation to secure otherwise unattainable financing
• Implementing strategic wealth building that integrates business operations with personal financial goals

His core client circle meets at least monthly to apply this holistic expertise, creating strategies that address legal, financial, and tax considerations simultaneously—an integrated approach that simply isn’t available from single-discipline advisors.

Educational Background & Credentials

• Accounting Degree (2005)
• Law Degree (2008)
• Admitted to the Supreme Court (2009)
• CPA Public Practice Certificate (2010)
• Diploma in Financial Services/Mortgage Broking (2011)
• Chartered Tax Advisor, The Tax Institute (2012)
• Diploma of Financial Planning (2016)
• MiniMBA in Marketing and Brand Management (2021)
• Harvard ‘Leading Finance in a Digital World’ Program – Completed the rigorous 4-month program designed in partnership with CPA Australia, developing skills in Strategic and Digital mindset, Leading with Strategic Insights, and Driving Strategic Execution and Change.
• Xero Certified, Xero Payroll Certified, MYOB Business Certified – The qualifications you’d expect of an accountant in practice still familiar with the tools

Recognition

Alexander has been awarded “Partner of the Year” in the Australian Accounting Awards presented by AccountantsDaily in multiple years, recognising his commitment to excellence and client service.

The “Real World MBA” Advantage

What sets Alexander apart from typical advisors is his hands-on experience applying business growth strategies within his own practice. Beyond theoretical knowledge, Alexander has personally led his firm through significant growth and executed multiple successful acquisitions—purchasing four businesses and seamlessly integrating them into his practice. This “Real World MBA” means Alexander doesn’t just advise from textbook principles but from battle-tested experience:

• Identifying acquisition targets with genuine synergistic value
• Navigating complex due diligence processes as the principal, not just the advisor
• Structuring deals to maximise both short and long-term benefits
• Managing post-acquisition integration challenges and opportunities
• Scaling operational systems to support accelerated growth

When Alexander recommends growth strategies for your business, they come from someone who has personally implemented these same approaches, faced the inevitable challenges, and refined the solutions. This practical wisdom allows him to tailor proven growth frameworks specifically to your $1M-$50M business with confidence and precision.

Investment Expertise & Wealth Management

Alexander’s practical business experience extends beyond his accounting practice:

• Angel Investor: Has invested in over 100 startups and emerging companies across Australia and worldwide, developing keen insight into what makes businesses scalable and attractive to investors
• Commercial Property Expert: Avid commercial property investor with experience buying, selling, and managing a substantial portfolio, bringing firsthand knowledge of property financing, valuation, and wealth creation through real estate
• Self-Managed Super Fund Expert: Personally manages his own $2M+ SMSF portfolio, applying the same strategic wealth-building principles he recommends to clients
• Growth Assessment: Uses his investor mindset to help clients position their businesses for maximum valuation and investment appeal

This diverse investment experience enhances Alexander’s ability to identify growth opportunities and provide forward-thinking advice to clients navigating rapidly evolving markets. Alexander regularly shares his insights on taxation, small business strategies, and entrepreneurship via LinkedIn and Twitter, helping business owners stay informed about opportunities that can drive their success.

Why Engage Alexander As Your Advisor

For ambitious business owners scaling companies from $1M to $50M, Alexander provides multidisciplinary expertise during the critical growth phases where decisions have compounding effects:

• Growth Strategy: Navigate the complex financial and legal challenges that emerge as you scale beyond the $1M threshold
• Capital Structuring: Access sophisticated financing solutions that traditional advisors might miss due to limited expertise
• M&A Readiness: Position your business for eventual acquisition or prepare for your own acquisitions with integrated legal and financial strategy
• Risk Mitigation: Identify and address cross-disciplinary risks before they become obstacles to your next growth milestone
• Wealth Integration: Align your business success with personal wealth creation throughout your company’s evolution
• Solid Foundations: Setup the essentials of a well run business, get the business compliance under control and on time, and get real time feedback on your business performance and key metrics working with my passionate team.

I specialise in establishing the essential foundations for sustainable business success. My approach begins with setting proper groundwork and assembling the right teams to allow business leaders to focus on what truly matters – identifying and tracking the key metrics that drive critical decision-making. Together, we pinpoint these crucial indicators and implement systems for continuous improvement year after year. My team will work with yours for enduring success, while the business owners focus on the business instead of being run by the business.

Throughout this growth journey, we navigate the powerful intersection of financial planning, law, strategic borrowing, and business thought leadership. This multidisciplinary expertise allows us to transform challenges that would typically require multiple consultants into streamlined opportunities for advancement – whether you’re scaling from $1M to $5M or pushing toward $50M and beyond.