Outcome-Driven Business Enablement Through Collaboration

High-level business and financial strategies for long-term success.

LMS Advisory’s strategic services are designed for businesses looking to evolve their operations to the next level. We provide high-level advisory including outsourced CFO services, M&A guidance and business appraisals, to help you plan for the future and achieve your long-term business goals.

CONTACT CALL 02 9891 9333

Unlock powerful business growth strategies with our specialist finance team

Explore our strategic accounting services:

Outsourced CFO
Advisory Board
M&A
Business Appraisals
Business Sale & Exit Strategy
Estate and Succession Planning
CGT Structuring
Preparing for scale

Strategic planning for long-term success
Enabling smarter decisions and future business growth
Strategic services, like outsourced CFO and M&A advisory, provide your business with the high-level guidance necessary to navigate complex financial circumstances with confidence.
Whether you’re looking to scale, merge or restructure your operation, these strategic insights ensure your business is prepared to grow effectively while minimising risk.

Maximising growth while minimising risks

Strategic services from LMS Advisory keep your business on track by focusing on the bigger picture. We help you plan for future growth and navigate complex financial landscapes with confidence, ensuring your business is always moving forward.

From preparing for mergers to succession planning, we make sure ou’re well-equipped for every phase of business development.

Expertise that empowers

Guiding your business through critical transitions

Our strategic approach focuses on collaboration and forward planning. By understanding your business’s unique goals and challenges, LMS Advisory can provide tailored CFO services, business appraisals and strategic planning to ensure that each move you make is well-informed and sustainable.

We partner with you to make high-impact decisions that drive long-term success.

LMS Advisory Pty Ltd

Services

Outsourced CFO
Outsourced CFOOur outsourced CFO services provide your business with executive-level financial guidance without the cost of a full-time hire. Through this, we help you make informed decisions that drive business growth and improve profitability.
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Advisory Board
The LMS Advisory team acts as your business's advisory board, offering strategic insights and practical advice to guide your decision-making. Our experience across various industries allows us to provide well-rounded, actionable advice that supports your business goals.
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M&A (Mergers & Acquisitions)
Navigating mergers and acquisitions can be complex, but LMS Advisory can provide expert guidance to ensure a successful transaction. From due diligence to post-merger integration, we support you at every step along the way.
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Business Appraisals
Accurate business appraisals are critical for planning, growth and strategic decision-making. LMS Advisory provides thorough business valuation services, giving you a clear understanding of your business's worth and potential.
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Business Sale & Exit Strategy
When it’s time to sell or exit your business, LMS Advisory is there to guide you through the process. We help you plan a strategic exit that maximises value and ensures a smooth transition for both you and your business.
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Estate and Succession Planning
Estate and succession planning is essential for securing the future of your business and your personal wealth. LMS Advisory helps you develop a comprehensive plan that addresses your goals for both business continuity and wealth preservation.
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CGT Structuring
Capital Gains Tax (CGT) structuring can significantly impact your financial outcomes. LMS Advisory works with you to optimise your CGT strategy, helping you minimise liabilities and retain more of your business’s value.
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Preparing for Scale
Scaling a business requires careful planning and execution. LMS Advisory helps you navigate the complexities of scaling, from financial planning to operational adjustments, ensuring you are prepared for sustainable growth.
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Not sure what services you need?

If you're not sure which services you need or where to start,
don’t worry—we’re here to guide you.

Our team of experienced advisors will assess your business and personal financial situation to recommend the right solutions tailored to your unique goals.

Book an initial discovery session with us to explore your options and take the next step towards financial clarity and success.

LMS Advisory

What our clients say

Discover how we've helped businesses like yours succeed with our
comprehensive, relationship-driven services.

Alexander and the team at LMS are our most valued partners at every level.
As a family-owned small business in the manufacturing sector experiencing significant growth in a dynamic international landscape, having LMS by our side provides us with the peace of mind to expand and grow confidently.
Over the past 15 years, LMS has been integral to every aspect of our business, from hiring practices to mapping and troubleshooting our ambitious expansion plans.
Their attention to detail, advocacy for us as clients, and willingness to speak hard truths is both refreshing and comforting. I couldn’t recommend Alexander and LMS more highly as a trusted and invaluable partner for any business.

Vincent R Chetcuti

Director - Royal Touch Paper Products

Let’s discuss your business and your goals

Ready to collaborate to financially enable your business’ growth?

Contact LMS Advisory today for a discovery consultation.

Let’s explore how we can support your growth goals and provide the financial insights you need to succeed.