Business Advisory Services

DFK Gray Perry are unique, in that they have a genuine interest in our business. They want to know all about our company, not just the financials, but understand the company as a whole. This enables them to give us advice based on their complete understanding of what our business does.

Tom Colyer
Managing Director, APF Cold Storage & Logistics

DFK Gray Perry are fabulous! They are a team of multi-skilled people who listen and understand your business. They can speak to you in plain language, are supportive and really get to know you on a personal level. Michael is great in strategy, Sam too. They gave us the confidence to make big decisions for our business and our family.

Ellen Wundersitz
Managing Director, Spacecraft

DFK Gray Perry have helped APF overcome the significant challenges faced during the pandemic, with assistance with cash flow budgeting, government support payment application and planning, and financial lending advice this assisted our business to become more agile, and not only survive, but thrive post pandemic.

Tom Colyer
Managing Director, APF Cold Storage & Logistics

DFK Gray Perry’s advisory services combine their own financial experience and acumen, with a comprehensive understanding in what we do and what we want to achieve, the meetings assist us to plan, implement and exceed our business goals.

Tom Colyer
Managing Director, APF Cold Storage & Logistics
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Our Business Advisory Service offers clients the opportunity for regular meetings with a skilled and experienced advisory team. It provides an opportunity for you to work on your business, and have meaningful conversations about your business goals. During our meetings we use our years of experience in conjunction with diagnostic software tools to assess and measure your progress.

We take a bespoke approach to each client’s business advisory meetings, including discussing non-financial key performance indicators such as operational issues, human resources, succession planning, strategy, IT or any other topics that may arise.

Advisory Services include:

  • Timely and Efficient Reporting
  • Cash Flow Forecasting
  • Financial Modelling
  • Budgeting
  • Performance Analysis
  • Succession Planning
  • Forum for Stakeholders
  • KPI’s and Benchmarking
  • Family Business


Additional business advisory services include:

  • Management accounting and analysis
  • Budgeting and cash flow forecasting
  • Restructuring and asset protection
  • Re-financing and capital raising
  • Wealth creation strategies
  • Business performance and benchmarking
  • Mergers and acquisitions
  • Accounting and taxation compliance
  • Strategic business advice
  • Succession and Estate planning
  • Corporate affairs matters
  • Bookkeeping for small/medium businesses

Business Advisory Team

Partner

CA, BEc, DipCM, CPMgr, FAIM, JP

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