Hordern Advisory Group provides advisory services and access to specialist capabilities to small and medium business owners throughout the different stages of their business. They assist with seed capital and setup, growth strategies and capital, succession planning, and exit strategies. Their services include funding, corporate structuring, networking introductions, insurance, wealth and retirement planning, business valuations, and tax management for capital gains. Hordern partners with business owners to advise and connect them with capabilities that help grow and protect their business over time.

1. Hordern Advisory Group SME Capability Statement
Stage Start Up Growth Maturity Exit
Business
needs and
frustrations
 Access to seed capital
 Setting up correctly to avoid
downstream restructuring costs
 Access to networks to help you
grow your revenue
 Protecting your family against
unforeseen events when financial
resources may be stretched
 Access to growth capital at
acceptable terms
 Assessment of growth strategy
 Access to growth partners
 Maintaining business profitability
 Expand or exit?
 Agreement between owners on next
steps
 Strategic options for exit
 Setting up correctly to avoid
restructuring costs
 Access to networks
Services we
and provide
or manage
 Seed capital – equity and debt
 Corporate structure design and
implementation
 Introductions to business
enablers and peer groups via our
business networks
 Employee superannuation
 Estate planning for owners
 Personal protection for owners
and their families
 Growth capital funding and
restructuring
 Business Protection –taking care
of the business owners and their
families in the event of an
unexpected exit of a key person
 Commercial insurances
 Wealth planning for owners and
employees
 Mortgage management for
owners and employees
 Succession or exit planning
 Prepare the business for sale or
succession
 Business valuation
 Tax management of CGT implications
on sale
 Retirement planning for owners
 Sale of the business
 Tax management
 Implementation of the wealth
management plan from sale proceeds
for each owner
• Hordern Advisory Group specialise in advising SME owners across the life cycle of their businesses
• We partner with you to provide you with advice and access to specialist capabilities to enable you grow and protect your business and save you time
• Our clients all have different needs and desired outcomes so we manage our select group of partners to deliver specialist services as you need them. We
can also work with your existing advisers where preferred.
• Key areas include risk management, buy/sell arrangements, growth strategy, access to growth capital and succession planning and divestment