For Case Study 1, a business owner engaged Lawson Financial through a legal contact while seeking to separate from an existing business partnership. The proposed exit had the potential to become complex, costly and disruptive, with a risk of legal escalation if it was not carefully managed.
The client needed commercial, financial and strategic support to protect business value, facilitate a practical separation and create a clear path forward.
The client faced several sensitive and commercially significant challenges:
Lawson Financial worked with the owners and their advisers to guide a structured, commercially practical separation. This included:
The initial review identified eligible R&D tax activity. Lawson Financial assessed eligibility, prepared supporting information and progressed the claim, resulting in:
Following the separation, Lawson Financial supported one former shareholder to establish a specialised product business. Support included:
Lawson Financial continued as the founder’s fractional CFO through startup and rapid growth. This included:
By combining commercial judgement, financial expertise, R&D tax knowledge and hands-on CFO support, Lawson Financial helped turn a potentially difficult business separation into a platform for significant growth.
The client unlocked immediate value, reduced risk, established a new business and progressed through rapid expansion, international growth and acquisition readiness with a clear financial foundation.
Lawson Financial stands out by combining technical financial expertise with a deep understanding of the challenges facing Australian businesses. Our case study approach is informed by professionals who have held senior finance roles and know how to drive performance in competitive markets.
We support clients across Brisbane, the Gold Coast, the Sunshine Coast and Byron Bay with transparency, responsiveness and measurable results. Our fractional CFO model delivers the strategic leadership you need without the cost of a permanent executive hire.
We stay involved beyond the initial engagement, helping turn recommendations into lasting financial and operational improvements. With Australia-wide capability, we support local, regional and national businesses.
From start-ups preparing for funding to established companies planning an exit or acquisition, each engagement focuses on stronger financial performance. Lawson Financial provides CFO-level leadership, practical cash flow support and strategic guidance tailored to your business.
Explore our CFO Support, Specialised Services, Bookkeeping and Business DNA Report. Visit our business Insights page for updates, consult the Australian Accounting Standards Board for reporting standards, or get started via our Contact page.
