Tax-led advisory · Seed → Listed · Melbourne · Sydney · Singapore

We partner with you across the entire company lifecycle.

From the founders' agreement to the prospectus and every trigger in between — one tax partner who orchestrates the lawyers, auditors and corporate finance advisors around you.

The lifecycle

Find your stage. See what you need right now.

Click any stage on the curve to see the disciplines we bring — then click a discipline to explore the services underneath.

Complexity → Time → 01 FOUNDER 02 SEED → A 03 SCALE-UP 04 PRE-IPO 05 IPO 06 MATURE Founders set Priced round SWEET SPOT Scale-up Governance Listing Mature
Click a stage to explore — Stages 03–06 are our commercial sweet spot
How we work

Tax-led. Orchestrated. One relationship.

We lead on tax, transfer pricing, GST, employment tax, Pillar Two, governance and disputes. For everything else, we bring in named partners we've worked with for years.

Most firms sell you a service. We sell you a relationship that survives every stage transition — the one advisor who's still in the room when your Series B becomes a US expansion becomes a pre-IPO restructure.

The result is something most growth companies never get: continuity. The same tax partner across your Series A, your first US hire, your Pillar Two readiness, your prospectus, and the ATO engagement that follows.

Talk to us about your network →

Your orchestration map

Pereira Consulting
Tax partner · quarterback · continuous
Corporate law
4 firms · seed → ASX
External audit
3 firms · independence-aware
Corporate finance
3 houses · IPO & M&A
Bookkeeping
3 providers · CFO-on-demand
Distress
3 firms · safe harbour
Brokers & ECM
3 houses · ASX & dual
Trigger events

Find the sentence that just happened to you.

These are the things we hear from founders and CFOs the week before they call us. Each one opens a page of consequences — and the services that make it go away.

Founder
We're about to sign our first convertible note with an angel.
Surfaces: SAFE/CN structuring · founder vesting · ESIC qualification.
Seed → A
We're closing a priced Series A next quarter.
Surfaces: ESS plan expansion · Div 166 COT baseline · Div 974 on convertibles.
Scale-up
We just signed our first US customer — shipping services, not goods.
Surfaces: PE risk mapping · royalty characterisation · state nexus screen.
Scale-up
The board asked whether we need transfer pricing documentation.
Surfaces: Local File scoping · ICA drafting under privilege.
Pre-IPO
Our group is about to cross €750m consolidated revenue.
Surfaces: Pillar Two TSH assessment · GIR data readiness · QDMTT modelling.
Pre-IPO
The ATO has issued a risk-review questionnaire.
Surfaces: Justified Trust response · governance evidence build.
IPO
We've instructed an investigating accountant for ASX listing.
Surfaces: IAR tax work · prospectus tax section · Div 615 rollover.
IPO
A trade buyer has made an unsolicited approach — do we sell or list?
Surfaces: Trade-sale vs IPO modelling · vendor tax DD · CGT rollover.
Mature
We're acquiring a competitor and folding it into the tax consolidated group.
Surfaces: Entry ACA · Div 707 loss transfer · integration planning.
Mature
The ATO has opened a Streamlined Assurance Review on our transfer pricing.
Surfaces: SAR response strategy · governance evidence · TP defensibility.
Distress
We've received a Director Penalty Notice.
Surfaces: s588GA safe-harbour · ATO payment plan · distress referral.
Proof

Three companies. Three stages. Three moves that mattered.

Anonymised client vignettes — trigger, consequence, intervention, outcome.

Seed · Medtech · MelbourneStage 02
The FDA clearance with no US tax framework.
Trigger
Pre-revenue Australian medtech with US FDA clearance. Co-founder relocating to the US; no intercompany agreements in place.
Risk
Uncontrolled PE exposure in the US; no TP policy for cross-border IP flows; RDTI claim at risk without DEMPE alignment.
Move
Fixed-fee integrated tax, TP and ICA package calibrated to pre-revenue stage. Arm's length pricing set for every intercompany flow.
Outcome
Audit-ready framework for first revenue cycle. RDTI-ready. Investor DD-proof without re-engineering.
Scale-up · Medtech · SydneyStage 03
The inbound R&D the ATO was watching.
Trigger
UK parent established Australian subsidiary for a substantive R&D programme. IP licence and subscription agreement untested against ATO integrity rules.
Risk
"For itself" and "at risk" challenge under Division 355; TA 2023/4 and PCG 2024/1 substance expectations not met.
Move
Privileged legal, tax and TP review of intercompany agreements. Targeted changes to IP, funding and distribution arrangements.
Outcome
Defensible RDTI position. Contained Australian tax footprint. Documentation aligned with ATO substance expectations.
Pre-IPO · Biotech · Offshore-listedStage 04
Five compounds, one transfer pricing framework.
Trigger
Listed biotech with multiple drug candidates in clinical trials through Australian subsidiary. Compounds progressing through milestones and out-licensing.
Risk
No consistent TP position across compounds; each asset needed a defensible commercial rationale to support the RDTI claim and withstand ATO scrutiny.
Move
Commercial rationale and TP report per compound, coordinated with R&D adviser and independent valuer. Single audit-ready document per asset.
Outcome
Consistent TP position across the pipeline. Adopted for board approval, audit response, and investor engagement. Framework scaled with new compounds.
The product

The Lifecycle Diagnostic.

A recurring six-monthly retainer that places you on the curve, flags the triggers that have already fired, forecasts what's coming in the next 12 months, and prioritises the three work items that matter most.

Written to the board. Fixed-fee. No surprises.

Lifecycle Diagnostic · v.2026

Know what's coming before it hits.

Six-monthly. Fixed-fee. Written to the board.
01
Intake — cap table, FS, group chart
30 min
02
Stage placement & risk scan
5 days
03
Trigger horizon projection
2 days
04
Debrief & prioritised moves
60 min
A$5,000
Per diagnostic
2 × per year
Book your diagnostic →
Start

Your company won't stay at one stage for long. Your advisor shouldn't either.

Pick your stage, take the diagnostic, or book a 30-minute scoping call.