FINANCIAL RESTRUCTURING

• Strategic restructuring reduces costs generally, limits potential or current financial losses, simultaneously focussing on profit, or reducing tensions between debt and equity holders to facilitate a prompt resolution of any distressed situation.
• In achieving this, we promptly identify areas of weakness and strength, establish and refine budgets, cash flow projections, top line and expense considerations, whilst considering the importance of appropriate reporting mechanisms.
• We endevour to obtain results that deliver more than just enhanced profitability and financial performance but sustainable and attainable solutions for your business.

DAVID LEVI: FINANCIAL ADVISORY, RESTRUCTURE & FORENSIC

For more than 20 years, David Levi has specialised in reconstruction management and forensic accounting, with a career built in small, medium and international accounting firms across a broad range of industries involving both high and low profile, complex and sensitive matters.

David advises accountants, lawyers, bankers, and their clients from industries such as retail, manufacturing, wholesale transport and distribution, professional services, property and large and small business. He also advises institutional investors and fund managers on underperforming or potentially underperforming investments and loans.

He holds a BComm (UNSW) and GradCertForensicStudies (Acctg) (Monash). He is a Fellow of The Institute of Chartered Accountants in Australia (FCA). He is also a Fellow of CPA Australia, a member of the Insolvency Practitioners Association of Australia (IPA); INSOL International; Australian Institute of Company Directors (AICD); and, Australian Institute of Credit Managers (AICM).

DAVID WAYLING: B.FIN.ADMIN, CPA, FIPA

Imagine an accountant focused on business outcomes rather than spreadsheets, a taxation specialist who looks beyond the tax tables, a business compliance specialist who sees things from your point of view. Imagine the power this kind of fresh thinking will bring to your business growth.

An astute and strategic accountant, David begins with the focus on the solution, proactively examining, reviewing and advising businesses, to help maximise potential.

With a background in top tier accounting firms in Australia and the United Kingdom, David was on secondment for several years as Assistant Chief Financial Officer for eVentures, a joint venture of News Corporation Limited and Softbank, as well as various corporate Financial Controller and Chief Financial Officer appointments.

Holding professional accreditations as a Bachelor of Financial Administration, Certified Practicing Accountant, and as a Fellow of the Institute of Public Accountants David provides bespoke Taxation and focussed SME Management Advice.