THINKING AHEADDelivering International Investment Solutions

Preparing businesses for international investment and identifying investment partners in the global market place

STRATEGIC

SUPPLY CHAINS

OFFTAKE

INVESTMENT

VALUATIONS

COMPANY STRUCTURING

FINANCIAL REPORTING

GLOBALC A P I T A L

CONNECTIONS T R A D E

R E A D I N E S S

JOINT VENTUREO P P O R T U N I T I E S

P O R T F O L I O

PARTNERSHIPS

GOVERNANCE

GROWTH NETWORKSTAX

FOR AUSTRALIAN BUSINESSES:

¾ Connecting you to investment opportunities – accessing our international networks to find the right investment partner for you.

¾ Tools to communicate effectively to investors – creating the tools, such as investment opportunity profiles and information memorandums, that will attract prospective investment partners to your business.

¾ Assessing your business readiness for investors – reviewing your financial and business data to ensure that you have the key information sought by investors and where there are information gaps, provide advice on how to address them.

¾ Expert business structuring advice – providing you with advice on business structuring options that will allow you to target and attract investors best suited for your business.

¾ Mentoring you to engage with investors – guiding you through the development of creating key messages about your investment opportunity and pitching them to prospective investors.

FOR INVESTORS:

¾ Local knowledge and expertise to guide you through the Australian investment journey – introducing you to Australian networks to identify investment opportunities, providing access to industry data and providing you with advice during the process of investing into an opportunity on issues such as entity structuring and taxation rules.

¾ Precision in financial and technical advisory – leveraging our core strength in financial modelling, forecasting and projections to provide you with trusted advice to assess your investment options.

¾ Valuations you can bank on – applying our specialist knowledge to prepare business valuations you can use to drive your decision making.

¾ Tax effective investments - accessing our taxation specialist team to deliver the most tax effective outcomes for your investment.

¾ Minimising your risk - providing a comprehensive due diligence service and impeccable compliance and governance advice to ensure that risk is minimised and all regulatory requirements for both Australian and international entities are addressed.

Successfully finding investment partners can be a complex journey. For business owners, preparing your business to be attractive to prospective investment partners and identifying and engaging with them is critical. For investors, finding the best investment opportunity to meet your requirements and understanding how to invest into this opportunity are the key priorities.

Bentleys offers a dedicated international investment advisory team, Bentleys International Advisory, who have hands-on experience advising clients on international investment matters and networks both nationally and internationally to connect businesses with investment interests. Backed by the wider Bentleys firm with over 65 years of experience as trusted business advisors, Bentleys International Advisory will be there with you through every step of your journey to find the right investment partner.

Bentleys International Advisory offers practical, straight-forward investment services packages that can be tailored to meet the investment needs of our Australian based and international clients. These services include:

EXPERIENCE THAT COUNTS The Bentleys International Advisory team offers the flexibility to customise their services to suit your needs – whether you need support throughout the entire investor engagement process, or for only certain requirements.

Our specialist advisory skills and in-depth industry knowledge underpin our strong reputation as key business advisors to listed and unlisted corporates, major pastoral companies and family groups, and supply chain participants.

Our capability is best demonstrated through our experience. Highlights include:

¾ TRUSTED ADVISOR TO LEADING AUSTRALIAN AGRIBUSINESS ENTERPRISES: We have assisted a range of successful established agribusiness enterprises to identify and engage with international investment partners. Our services have included the preparation of investment opportunity profiles and information memorandums; advice on investor identification and engagement; and development of investment opportunity pitches for investors.

¾ ONE-STOP-SHOP FOR AUSTRALIAN BEEF CATTLE PRODUCER WITH INTERNATIONAL INVESTOR INTERESTS: We are engaged by a UK fund manager as their ‘one-stop-shop’ for accounting and financial management of their cattle properties operated by their Australian subsidiary. We had established financial systems to allow accurate and analytical reporting; record the day-to-day transactions; prepare compliance reporting that ensures the ultimate tax effective and asset value position is achieved; coordinate the financial budget and continuously monitor financial indicators; and provide critical advice and counsel.

¾ TAX AND COMPLIANCE SPECIALISTS FOR INTERNATIONALLY-REGISTERED COMPANIES IN AUSTRALIA: Our clients span diverse industries including aviation, manufacturing, freight and logistics, and oil and gas drilling. We offer service packages and solutions that meet a range of advisory needs including company set-up, taxation advice and compliance systems.

¾ ESTABLISHMENT OF AN ASX LISTED COMPANY: Key advisors to an ASX company which owns and operates Australian agricultural land and water entitlements used for production of soft commodities such as wheat, sorghum, chickpeas and cotton. Our advisory services have included overseeing property acquisitions (including financial analysis) and designing business reporting both for management and statutory purposes.

BENTLEYS INTERNATIONAL ADVISORY – A TEAM MATCHED TO YOUR NEEDS

¾ A dedicated international investment advisory team with over 30 years combined hands on experience working with clients locally and globally on international investment, trade and industry specific issues.

¾ Backed up by Bentleys Queensland - a full-service accounting, tax, advisory, audit and insolvency firm of 150 qualified professionals and a 65 year track record in the marketplace with a breadth and depth of commercial and business advisory experience.

¾ Part of the Australian network of Bentleys firms with offices in state capitals and major regional centres around the country, and a participating firm within Kreston International, a global network of independent accounting firms in over 100 countries.

KEY INDUSTRY PILLARS

AGRICULTURAL & REGIONAL BUSINESS

PROPERTY & CONSTRUCTION

HEALTH & AGED CARE

GOVERNMENT, PUBLIC SECTOR & EDUCATION

FAMILY OWNED BUSINESSES & SMES

FINANCIAL INSTITUTIONS & CORPORATE MARKET

Bentleys specialises in providing services to the following industries: