Our Services

Business Advisory

Green & Sternfeld has a long history of assisting individuals and private businesses with wealth creation and retention. We work closely with our clients to provide them with strategies and solutions to improve their businesses, increase profitability and build wealth.

We provide a full range of business advisory services to a diverse and rapidly expanding middle-market business sector including:

Financial Statements & Compliance

  • Preparation of  management accounts
  • Preparation of income tax returns for individuals, companies, trusts, partnerships and superannuation funds
  • Preparation of Business Activity Statements
  • Attendance to general compliance issues

Business Structuring

  • Establishment of business entities and group structures including companies, trusts and self-managed superannuation funds
  • Advice and implementation of tax effective structures
  • Advice on asset protection and tax planning strategies
  • Business restructuring

Strategic Business Planning

  • Appraisals of business start-ups
  • Development of business plans
  • Development of finance proposals for investors and banks
  • Forecasting and budgeting
  • Assistance with cash flow management
  • Advice on developing initiatives for growth
  • Performance analysis based on KPIs and benchmarking

Strategic Advisory Services

  • Recruitment and training of finance and accounting personnel
  • Salary packaging
  • Evaluation of lease, hire-purchase and other finance options
  • Design and implementation of accounting and management systems
  • Review of business systems and assessments of effectiveness
  • Business valuations and investigations prior to purchase, sale or merger
  • Advice on the legal form of business sales (i.e. sale of assets or sale of shares) taking into account stamp duty, tax and CGT issues and the risk of unknown liabilities
  • Preparation of business Information Memorandums and assistance in negotiations for the acquisition or sale of businesses
  • Succession planning


Robert Lebovits
Leon Vilshansky
Eli Lebovits


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Level 1, 1133-1145 Malvern Road, Malvern, Victoria 3144. Australia Phone: +61 3 9527 5041
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