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Fergus Roughley

Client Service Partner

What is this service?

Business purchase, sale and financing transactions generally require a team of experienced professionals. Beyond assisting with the strategy and operational aspects of buying and selling, Spry Roughley bring expertise in tax, financing, financial analysis, financial reporting, and compliance to ensure that the right advice is provided to decision makers early and as the transaction progresses.

For existing clients, our deep client knowledge allows our services to be efficiently tailored to the situation and need for advice. Services range from quick update conversations & advice on areas of risk and awareness, through to regular strategy and structuring advice on business growth, acquisition, and sale readiness.

As transactions progress (for new or existing clients) we keep abreast of all matters and review key transaction documents (NDAs / Heads of Agreements / Business (share) sale agreements / Services agreements) which allows us to provide timely advice on tax, financial and, structuring issues that generates value, long after the transaction is complete.

We also assist private and foreign investors who often don’t have an existing Australian based team and need rapid and reliable commercial advice on one-off transactions and business establishment. 

Why Spry Roughley?

The breadth and depth of our business and tax knowledge on existing small, medium and large businesses across a wide range of industries, keeps us in touch and aware of key trends and issues in the business acquisition and divestment space. As we work on both buying and selling, we understand the needs and value on both sides of the equation which assists in crafting win-win solutions that fit to each unique situation.

We bring our technical, business, accounting and tax analysis to contract negotiations. We focus on looking beyond the transaction and ensure that decisions made in the present stand create lasting value into the future. This is often achieved with smart structuring advice (for buyers) or taking advantage of available tax concessions (for sellers).

We find that getting involved early in the process gives us greater understanding, as well as the opportunity to ensure buyers see beyond the initial process and understand:

  • How acquisitions will be funded (debt structuring advice) including ensuring finance agreement terms (covenants, amortisation, security, price) are appropriate.
  • How the acquisition price will be allocated to individual assets (purchase price accounting) and ensuring that is well structured and understood.
  • How incremental earnings will be taxed in the most efficient manner, reinvested (CAPEX or further M&A), used for financing (interest and debt amortisation payments) or distributed to shareholders.

Fergus Roughley

Client Service Partner
Our long-standing business relationship is a testament to the value that we see in Spry.
Group Financial Controller
Large Engineering Group
The responsiveness and willingness to assist us when we need it, is valued and greatly appreciated.
Group Financial Controller
Large Engineering Group
It’s not just about the relationship - you get the right people with the right knowledge with the dedication to get outcomes to get the job done.
Private company >$500m turn-over
I feel I am talking to people who have a vested interest in making sure my business is going well.
Privately Company >$300m turn-over
Accessibility and being available at any point. Being proactive to avoid panic / urgency and action is timely.
Manufacturing Company
Partnership with a capital P – We own the opportunities, issues and challenges together.
High Net Wealth Investor
Accessibility, responsiveness, forward planning. Proactive
Multiple Pharmacy Owner
Spry Roughley know my business - you have a handle on what I need. The little stuff is important because that’s what enables the big stuff to happen.
Entrepreneur / Engineer
Manufacturing business owner
Value the processes around what we do. The structure and rigor. Structuring and reporting information. Phone calls and teams meeting to engage with Directors on the business.
Electrical Manufacturing
Strategic advice and carrying projects through to completion. Beyond just completing compliance
Third Party Logistics provider
Relationship. Strong believer in the success you surround yourself with. Morale changed when you came on board. Confidence in us is great.
Construction Materials Import and Wholesale
Personable - you are a reasonable size but you are still personable
National Retailer
When we have a scenario or a goal, you think about it and give us options so we can make informed decisions. It's more of a partnership
Chief Executive Officer
Vehicle Manufacturer
Able to adjust and continue to provide value as we grow and change
IT start-up Founder
Thank you for all your support throughout the sale process...It was good to have you on my side, not just from an accounting and compliance aspect but from the personal support you gave me.
Former Business Owner