Case Studies
Background
Men At Work (MAW) was established in 2001 by David Bigeni to provide temporary staffing solutions to the Port Macquarie area. Since that time the business has developed across several different markets with offices in Port Macquarie & Coffs Harbour. MAW are now market leaders in Labour Hire, Temporary Staffing, Traffic Management and Training & Assessment across the North Coast of New South Wales. The business has evolved to be a market leader and preferred supplier on the North Coast.
Working with MAW
The MAW group first started working with Ryan Financial as Tax and Accounting clients in 2013. The group entered a new and exciting era during October 2017 following 12 months of succession planning, with founder David Bigeni passing the reigns of the business to son Kiel and General Manager Ross Cargill. We enjoyed co-ordinating the process and, in particular, designing and implementing the post-acquisition structure with both Tax and Financing considerations (for both parties) in mind.
Feedback
“Shane’s guidance was instrumental in ensuring a smooth transition from one generation of ownership to the next. Shane’s dedication in assisting us through an extensive succession planning process ranged from initial conceptual modelling of how this may occur right through to some quite complex Capital Gains Tax considerations. Shane’s pragmatic approach is a true strength, particularly when emotions become involved, it isn’t always easy when it comes time to ‘hand it down’ but everyone has been very happy with the result.” (Ross, MAW)
“With Shane’s understanding of our business and financing structure and the various people involved he was able to make the process easy and put a lot of things into simple terms for us to understand. Stoked to have someone with his business knowledge in our corner” (Kiel, MAW)
Background
Eagle started life in 1997 and has offices in Newcastle, Port Macquarie, Kempsey, Coffs Harbour, Byron Bay and Brisbane (along with Authorised Representatives in Sydney, Brisbane and Darwin). Eagle has grown its business by providing high-value, personalised service to meet the specific requirements of their clients.
Working with Eagle
Managing Director Dave Bailey and Eagle Insurance first started working with Ryan Financial in 2015. As a fast-growing business, in a very dynamic industry strong cashflow management has always been critical to Eagle’s success.
Ryan Financial was initially engaged to assist with taxation and accounting work. We now provide a complete back office solution for all of Eagle’s bookkeeping, tax and accounting needs.
Feedback
“Shane assists us with preparation of our Annual Cashflow Forecast and his team produces a deck of monthly management reports for board reporting purposes. The format of this has continually evolved (at our stakeholder’s requests) and Ryan Financial continue to work with us to improve on the management information we rely upon. We have a seamless relationship with Ryan Financial’s team and they assist us daily in managing the various cashflow management needs of our company.
Shane’s contribution to our strategic goals has been paramount to our success. Shane’s critical thinking is second to none, and it’s great to have someone outside our industry look at challenges from a different angle” (Dave, Eagle).
Background
Designer Living Kitchens (DLK) specialises in designing and manufacturing high quality custom-built kitchens and joinery for both home renovators and new home builders. Since 2011 the Barnes brothers, their wives and team have expanded to six showroom locations (covering a working area from northern Sydney, through the Central Coast, Newcastle and the Hunter Valley, out west to Narrabri and as far north as South East Queensland).
Working with Designer Living Kitchens
Jamie & Penny, Todd & Belinda first started working with Ryan Financial in 2012 for general financial and taxation support. They now access the full suite of compliance services that the Ryan Financial team offers. Along with Tax, Accounting & BAS services our team also offers support from Payroll Processing at one end to structure and strategy advice at the other.
Feedback
“As our business has grown, the Ryan Financial team has grown with us. We started out as a typical small business needing some financial statements and tax returns once a year. As our needs have become more sophisticated, Shane has been able to deliver a range of new services and advice to continually meet our needs. We now have an operating structure involving a number of companies and investment trusts and are likely to setup a Self Managed Super Fund in the coming years.” (Jamie, DLK)
“Having someone as efficient as Ruby as our “go to” person takes away a lot of stress from our finance & administration work. She keeps us up to date with our compliance obligations and even assists us with processing our payroll.” (Belinda, DLK)
Background
A family owned and operated business, Pycon has been building high quality homes in Port Macquarie and on the NSW mid north coast since 1980. Over that time, they’ve built a business that’s focused on delivering ultimate customer satisfaction through clear and open communication.
Working with Pycon
Directors Adam and Danny Suitor first started working with Ryan Financial in 2015 for their tax and accounting needs. Ryan Financial now offers a range of Accounting and Business advice and more recently have been assisting the Pycon team with a transition to cloud-based accounting software, Xero.
Feedback
“Ryan Financial have always provided a great service covering our tax & accounting needs. Shane is always very accessible and has become a valuable part of our management team. Having his level of skills on call gives us comfort with our decision making.
We were fortunate to have his support in implementing Xero in such a way that we can eventually integrate seamlessly with a specialist construction industry add-on. This Is not something we do every day, so our team has appreciated the hands-on approach of Ryan Financial throughout the implementation project. We are already seeing some efficiency gains and I’m definitely looking forward to the benefits of managing the business from a range of more flexible locations.” (Adam, Pycon)
