Financial Advisory
Independent, expert guidance through your most consequential financial decisions — from transformative M&A and complex valuations to distressed situations and forensic investigations.
Trusted Counsel When the Stakes Are Highest
The decisions that define an organisation's trajectory — a transformative acquisition, a strategic divestiture, a restructuring in distress — demand advisors who combine deep financial expertise with genuine independence and the courage to provide candid counsel.
INNOVATIVE NATIONAL TAX & UPKEEP INTERNATIONAL TALLY PTY LTD's Financial Advisory practice brings together transaction specialists, valuation experts, forensic accountants, and restructuring advisors who have operated across every deal type, industry, and market cycle. We measure success by the outcomes we achieve for clients — not by transaction fees.
Advisory Service Lines
Integrated capabilities spanning the full spectrum of financial transactions, disputes, and corporate events.
M&A Advisory
INNOVATIVE NATIONAL TAX & UPKEEP INTERNATIONAL TALLY PTY LTD provides buy-side and sell-side M&A advisory to corporate acquirers, private equity sponsors, and family-owned businesses. Our sector-specialist bankers and advisors deliver strategic analysis, target screening, process management, and negotiation support — with a focus on maximising transaction value and certainty of close.
- Buy-side acquisition advisory & target identification
- Sell-side process management & exit readiness
- Fairness opinions & board advisory
- Management buyout (MBO) advisory
- Cross-border transaction coordination
Transaction Services & Due Diligence
Our transaction services teams provide financial, commercial, and operational due diligence to buyers and sellers. We identify value drivers, expose hidden liabilities, and analyse quality of earnings — giving deal teams the confidence to negotiate and sign with full information.
- Quality of Earnings (QoE) analysis
- Financial & tax due diligence
- Working capital analysis & normalisation
- Synergy identification & validation
- Post-acquisition integration planning
Business Valuations
Our valuation specialists apply rigorous quantitative methods — discounted cash flow, comparable company, and precedent transaction analyses — to provide defensible, independent valuations for financial reporting, tax, litigation, and transaction purposes.
- Business enterprise & equity valuations
- Purchase price allocation (ASC 805 / IFRS 3)
- Goodwill impairment testing (ASC 350)
- Intangible asset valuations (brands, patents, customer lists)
- 409A stock option valuations
Corporate Restructuring & Turnaround
When companies face liquidity stress or operational distress, Our restructuring professionals act swiftly and decisively. We advise boards, management teams, lenders, and creditors through in-court and out-of-court restructuring processes.
- Liquidity management & 13-week cash flow
- Lender advisory & covenant renegotiation
- Chapter 11 / administration advisory
- Distressed M&A & stalking horse bids
- Business plan review & stress testing
Forensic Accounting
Our forensic specialists investigate financial fraud, embezzlement, accounting irregularities, and asset misappropriation. We conduct investigations on behalf of boards, audit committees, regulators, and law enforcement agencies — with findings that withstand legal and regulatory scrutiny.
- Financial statement fraud investigation
- Asset tracing & recovery
- Anti-bribery & corruption investigations
- Whistleblower response
- Regulatory & government investigations support
Litigation Support
Our experts provide independent economic analysis, lost profits calculations, and expert witness testimony in commercial disputes, arbitrations, and regulatory proceedings. Our reports are prepared to withstand cross-examination in the highest courts.
- Expert witness reports & testimony
- Damages quantification
- Lost profits & business interruption analysis
- Intellectual property damage assessments
- Arbitration & mediation support
Our Transaction Expertise
A structured, disciplined process that maximises value and minimises execution risk across every deal type — domestic, cross-border, public, or private.
Mandate & Strategy
We work with management and the board to define transaction objectives, assess strategic alternatives, and develop a detailed execution roadmap.
Preparation & Marketing
Comprehensive information memoranda, financial models, and data room preparation. Buyer identification and outreach coordinated across our global network.
Negotiation & Diligence
Management of the diligence process, Q&A, and negotiation of heads of terms. Coordination of legal, tax, and specialist advisors across all work streams.
Sign, Close & Integration
Final documentation support, regulatory approvals, and conditions satisfaction. Post-close integration planning commences before day one.
Transaction Types We Advise On
Speak with Our Advisory Team
Whether you are planning a transaction, facing a dispute, or navigating financial distress, our financial advisory professionals provide the expertise and objectivity your situation demands.
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