Private Enterprise Advisory
DBA Advisory builds the governance, multi-entity reporting and back-office systems privately held companies need when no public-reporting regime is forcing them into existence — for owners, boards and executive teams in Australia and internationally.
What does private enterprise advisory involve?
Private enterprise advisory is advisory built for privately owned companies: governance, multi-entity control, management reporting and back-office systems.
DBA Advisory delivers it for private groups worldwide on fixed fees — designing the systems, implementing them and, where wanted, running them under SLA with a named senior lead.
Is your firm ready for AML/CTF Tranche 2?
Since 1 July 2026, accountants, lawyers, conveyancers and real estate agents providing designated services are AUSTRAC reporting entities — carrying financial-crime reporting obligations under the Australian regime.
Enrolment, a risk-based AML/CTF program, customer due diligence and ongoing monitoring are now mandatory.
DBA Advisory designs, implements and runs working AML/CTF programs — not templates.
How DBA Helps
Six builds that give a privately owned group the control a listed company gets by regulation — without the listed-company overhead.
Private Group and Multi-Entity Control
Entities, trusts, intercompany balances and filing obligations tracked on one calendar with one named owner, and reconciled on a cycle rather than at year-end.Â
Governance Without Listed-Company Overhead
Board or advisory-board cadence, delegations, decision rights and registers stood up in proportion to a private group — enough discipline to be evidenced, not so much that it consumes the executive team.Â
Separating Owner from Business
Loan accounts, personal guarantees, related-party dealings and assets held outside the operating entity documented, reconciled and visible, with remuneration set by policy rather than preference.Â
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Reporting a Financier or Incoming Investor Will Accept
Management accounts, reconciliations, covenant evidence and a governance record built to survive outside examination — produced on a monthly cycle rather than reconstructed under deadline.
Operational Continuity Beyond the Key Person
Processes, approvals and institutional knowledge are written down and transferred, so the business keeps operating through an absence, a departure or a leadership transition.
Fixed-Fee Private Enterprise Advisory
Diagnostic, design, implementation and ongoing managed administration are each priced before they begin, under SLA where the work is continuing.
Enterprise Advisory
Wherever You Operate
Actionable private enterprise advisory intelligence built for middle-market leadership and private groups—spanning founder-decoupling strategies, cross-border intercompany management, financial-crime compliance, and investor-ready reporting. Every article is dated, author-attributed, jurisdiction-tagged, and verified against evolving regulatory and capital market expectations.
About Private Enterprise Advisory
Essential details on how mid-market private groups professionalise back-office systems, manage intercompany balances, decouple founder dependencies, and prepare for capital events.
Private enterprise advisory is advisory for privately owned companies, covering governance, multi-entity control, management reporting and back-office systems. DBA Advisory delivers it as build-and-run for private groups internationally — designing the systems, implementing them and, where wanted, operating them under SLA — on fixed fees agreed before work begins, with a named senior lead accountable throughout.
The external obligation to build the systems disappears. A listed company is forced by law into board cadence, audited reporting and documented controls; a private company is not, so those disciplines exist only where an owner chose to build them. Nothing outside the business maintains them either, which is how a profitable private group reaches real scale on undesigned arrangements.
We separate them by ownership structure, not size. This practice addresses privately owned companies and groups: multiple entities and trusts, ownership separating from management, no public-reporting discipline. Our family business advisory practice addresses intergenerational transition, family dynamics and succession. Many groups need both, and one senior lead covers both.
Yes — multi-entity structures are the normal case in this practice rather than an exception. We map the entities, trusts and intercompany balances, put the filing and reporting calendar under one named owner, and build consolidated reporting for the group. Trust deeds, tax positions and structural changes stay with your own registered advisers in your jurisdiction.
Consistently the same things: reliable management accounts on a stable basis, reconciled balances, a clear view of intercompany and related-party positions, evidence that governance decisions were made and recorded, and documented processes behind the numbers. Diligence and refinancing examine the operational layer, so in Australia and abroad we build it six to twelve months ahead where the timetable allows.
Before an external party sets the date. The reliable trigger is a foreseeable event — refinancing, an incoming CFO, a partial sale, a restructure, a leadership transition — and the systems that make those events straightforward take months to bed in, not weeks. Starting once diligence or a covenant test is already underway costs more and concedes negotiating position.
Control, on your timetable
Nothing external will require a privately owned business to build these systems. That is both the advantage of private ownership and its exposure. Build them while it is still a decision, rather than a condition of someone else’s transaction.
Get in touch
Alquin Dagamina
Business Transformation and Technology Services, Manager
- Alquin.Dagamina@dbaadvisory.com
- 09158918379
