Building growth from the roof down/up

This entrepreneurial case study highlights how hard work and a clear market niche, supported by clever business and tax planning can peak with a satisfying outcome.

Early days

When Jeremy and Megan began their commercial roofing business from their home they sought out the guidance of their accounting team at King & Whittle.

With careful planning, their business grew quickly, taking on 50 employees and contractors to keep up with the demand for its services. Key to this success, was a value that mirrors our own: Jeremy and Megan were intent on delivering a quality outcome to their clients, every time.

Business expansion

Over time as the business grew, the professional team at King & Whittle eased into a consulting role. The expertise and resources at King & Whittle ensured the business was structured appropriately, protecting the downside and capitalising on the opportunities, such as moving the business into commercial premises owned by Jeremy and Megan’s self-managed superannuation fund.

A satisfying cash-out

When opportunity came knocking in the form of a larger company wanting to buy the business, King & Whittle was there to guide negotiations, ultimately resulting in a successful seven-figure outcome for Jeremy and Megan.

Looking ahead with confidence

What next for this entrepreneurial couple? Having recently concluded his obligations under the terms of the sale Jeremy is once again eyeing the next opportunity. Still in his 40’s, Jeremy is enthusiastic about leveraging his experience and expertise in this field and readily agrees that it’s way too early to be contemplating retirement!

How our business advisory services made the difference

As Jeremy and Megan embark on this new phase of their entrepreneurial journey they will once again turn to the King & Whittle team to provide accounting support and business advice

As Megan says, “You have so much passion about what you do. You really care about us, that is the difference.”