Strategic Planning

The pressures of running a business can often mean strategic planning has to take a back seat, however, to have a successful business, it is vital to plan ahead. We’ll help you develop a strategic plan that examines where you want your business to be in the next 3-5 years, and exactly how you and your team can achieve your aims and objectives.

Your strategic plan will:

  • Define the characteristics of your company in 3-5 years;
  • Identify your competitors;
  • Define your objectives and financial goals;
  • Include an effective implementation strategy to achieve your goals.

Acquisitions and Mergers

There are several scenarios where you might wish to attain a business enterprise. In whatever situation, Hooper Accountants can remove the stress from the process, and maximise the opportunity for you.

Whether you are considering buying a business, or merging with another business, we have the experience and expertise you require.

Are you getting a good deal? Is the business right for you? Can you afford it? Have all avenues for future growth been investigated?

We ask you the right questions, and in turn, find the required answers with you.

The services we provide cover every stage of the process, from identifying potential acquisitions to negotiating the commercial elements of the transaction, to forecasting the future of the business. Our services include:

  • A review of your goals and objectives;
  • Due diligence services;
  • Preparation of financial forecasts;
  • Advice on the potential pitfalls and rewards involved in a merger;
  • Assistance with purchase negotiations;
  • Advice on financing;
  • Assistance with preparing a business plan.

Drawing on the skills of professionals reduces your chances of purchasing an unsuitable business. Let Hooper Accountants show you how our experience can save you the stress, and provide you with the great opportunity a business acquisition or merger can be.

Charitable Trusts

Charitable trusts are set up to hold money or assets, and carry out activities for the benefit of the community. Five main types of charitable trusts exist in Australia:

  • Australian charitable trust;
  • General charitable trust;
  • Prescribed charitable trust;
  • Deductible gift recipient;
  • Prescribed private fund.

Each type of charitable trust brings with it different requirements and benefits. At Hooper Accountants, we know the practicalities of the charitable trusts. That is why we can assist you by:

  • Preparing the trust deed;
  • Applying to the ATO for an ABN;
  • Organizing tax exemptions where applicable.

Most importantly, our experience enables us to ensure your trust is used to effectively reach your charitable goals.

Selling a Business

Selling a business can be a difficult time. The tasks involved can seem particularly arduous. At Hooper Accountants, we take the unwanted burden away from you.

The services we provide include:

  • Obtaining comparative results;
  • Establishing a realistic sale price;
  • Taking the business to the market;
  • Negotiating with potential purchasers;
  • Drafting a contract.

Our friendly professional team will help you obtain a maximum return for your business.


A wide range of financing options exist each with their pros and cons. We at Hooper Accountants know the financial market. We have the experience to assist you in securing the best financing option for your personal and business goals. Our experience in the market means we can also structure debt upon acquisition to maximise tax advantages.

Let our experienced team explore the best financing options with you to get your business closer to its goals.

Portfolio Management

The experts at Hooper Accountants offer a portfolio management service that makes handling your investments easy. We provide the people, tools, and methods you require to effectively manage your investment portfolio.

Your portfolio manager keeps abreast of the changes in the investment market, saving you the trouble of doing the research yourself. You maintain control of your investments while eliminating unnecessary risks. It also delegates the everyday tasks and complex decisions to your experienced investment manager.

At Hooper Accountants, we design and manage portfolios with your individual requirements and objectives in mind. This means your investments are handled in the most efficient manner possible, and ensures your goals are met.

Contact us for specialist assistance with investments.

Risk Management

A multitude of risks exist in today’s business environment. At Hooper Accountants, we pride ourselves on our proven ability to accurately assess risk and protect you from vulnerabilities inherent in your enterprise. An effective risk management strategy improves the performance of your business, enables you to complete goals, and protects the value of your business.

Our risk assessment includes:

  • Assembling relevant information about your business and market;
  • Identifying the major risks facing your organisation;
  • Developing a risk strategy;
  • Implementing the risk management procedures.

Ready to talk?

Hooper Accountants can assist with your business accounting, income tax returns, refunds and more. Visit or call our Toowoomba Office on (07) 4637 9363 or Pittsworth Office on (07) 4693 3148 today.