Position
What is known, what remains uncertain and which information will change the analysis.
For accountants & lawyers
A clear next step for the client—and a professional conversation for the adviser.
Your client does not need another adviser competing for their attention. They need a clear assessment, practical options and a practitioner who respects the relationship that brought them to the table.
When to call
Before the choices become narrower.
One sign may be temporary. Several moving together usually justify a conversation.
- 01
Tax or superannuation obligations are repeatedly deferred
- 02
A payment arrangement is funding yesterday rather than tomorrow
- 03
Cash flow relies on extending suppliers or related parties
- 04
Creditor, statutory-demand or court action has begun
- 05
Directors are asking about personal guarantees or notices
- 06
An otherwise viable business needs an achievable reset
What the first discussion covers
Position. Urgency. Fit. Next step.
Urgency
The deadlines, enforcement, cash requirements and decisions that cannot wait.
Fit
Which informal or formal options may be relevant—and which should be ruled out early.
Next step
Who needs to do what, in what order, and under which engagement or appointment.
The aim is not to displace the adviser's relationship. It is to make the position clearer, protect the integrity of the advice and bring the right specialist process into the room when it is needed.
Professional independence, conflicts and statutory duties will always govern an engagement or appointment.
Start the conversation
A short, non-sensitive outline is enough.
Do not send sensitive documents through the initial enquiry. A brief outline and any immediate deadline are enough.
Discuss a matter