International Expansion for SMEs

Supporting Australian SMEs and business owners exploring commercial opportunities in Europe, with a particular focus on Spain.

Craig assists business owners to assess the commercial, operational and governance considerations involved in expanding from Australia into new international markets. 

This service is designed for SMEs considering a European presence, preparing for market entry, or seeking to understand what is required before committing to overseas expansion.

Services include

• Europe and Spain expansion considerations
• Market entry preparation
• Commercial and operational readiness
• Cross-border business ownership considerations
• Business structure and governance considerations
• Operating model and implementation planning
• Coordination with legal, tax, immigration and financial advisers
• Stakeholder and adviser coordination across jurisdictions

Governance & Director-Level Support

Helping business owners, family enterprises and leadership teams improve governance, clarify decision-making structures and prepare for long-term growth or transition.

Craig brings director-level experience and a practical commercial lens to governance conversations, helping clients identify gaps, strengthen oversight and coordinate the right professional input.

Services include

• Governance framework review
• Board and director-level perspective
• Decision-making structure review
• Family business governance support
• Ownership and leadership transition considerations
• Executive and stakeholder alignment
• Risk, accountability and reporting considerations
• Coordination with specialist advisers

International Relocation Advisory

Supporting families and business owners considering a move outside Australia, with a particular focus on Europe and Spain.

Craig assists clients to think through the personal, practical and financial dimensions of relocating internationally.

This service is designed for families, professionals and business owners who are considering life outside Australia and need help understanding the broader considerations before, during and after a move.

Services include

Europe and Spain relocation considerations

• Family relocation planning and preparation
• Business owner relocation considerations
• Lifestyle, residency and practical settlement considerations
• Cross-border personal and family planning considerations
• Adviser coordination across jurisdictions
• Practical implementation planning
• Stakeholder and family communication planning
  

Family Office & Legacy Advisory

Families often require more than technical advice. They need a trusted, experienced person who can help bring together people, priorities and professional advisers in a structured and practical way.

Craig works with business owners, family groups and high-net-worth individuals to support clarity, alignment and continuity around family wealth, business ownership and long-term legacy objectives.

His role is to provide independent perspective, governance support and practical coordination, helping families navigate complexity with confidence while ensuring specialist legal, taxation, financial and investment advice is provided by appropriately qualified advisers

Intergenerational Wealth & 
Legacy Planning Support 

Helping families consider the future stewardship of wealth, business interests, ownership responsibilities and family legacy.

Services include

• Family wealth governance frameworks
• Intergenerational planning discussions
• Family legacy and values articulation
• Succession readiness planning
• Family communication and alignment processes
• Ownership transition planning support
• Family governance structures

All services are provided from a general consulting, governance and coordination perspective and do not constitute legal, taxation, financial planning or investment advice.

Family Office Advisory & Coordination

Complex families often engage multiple professional advisers across legal, accounting, investment, governance and family matters.

Craig supports families by helping coordinate these advisory streams, clarify priorities and maintain alignment around long-term family and enterprise objectives.

Services include

• Family office governance support
  Adviser coordination and oversight
• Family planning discussion facilitation
• Family meeting facilitation
  Family charter development support
• Cross-border family considerations
• Long-term family continuity planning

International Families & 
Cross-Border Considerations

For families with international assets, family members living abroad or relocation objectives, additional complexity often arises.

Drawing on international advisory experience and personal experience relocating from Australia to Europe, Craig assists families to identify and coordinate the practical, governance and adviser-related considerations associated with cross-border family planning.

Areas of focus include

• International family governance considerations
• Cross-border succession coordination
• Family relocation planning support
• International business ownership considerations
• Coordination of advisers across multiple jurisdictions
• Long-term family continuity planning

Advisory Board & 
Governance Services

Helping organisations strengthen decision-making and improve strategic outcomes.

Services include

• Strategic planning
• Growth strategy development
• Business model review
• Commercial decision support
• Business performance improvement
• Opportunity assessment
• Executive mentoring and advisory
• Advisory board participation
• Governance framework review
• Executive decision support
• Leadership mentoring

Craig has provided my family and businesses with outstanding accounting, tax planning and business structuring support for over 15 years.  

Specifically Craig provided high quality advice and support in relation to a number of transactions we have carried out, which include share buy backs and business restructures.

His knowledge, professionalism and consistency have been exceptional throughout our long-standing relationship.

Craig is responsive, accurate and always available to talk through complex matters in a clear and practical way.

What stands out most is his patience, service ethic and ability to explain technical accounting and tax issues in language that makes sense.

In a marketplace where most professional service offerings fall well short, I would highly recommend Craig to any business looking for trusted, experienced and commercially astute advisory support.

Peter L.
Family Business Owner

Let's start a conversation.

Every engagement begins with a private conversation.

Book a time to discuss your priorities and how Craig can support your journey at a time that suits you best.