Capital Raising Advisory: A Powerful Diversification For Your Firm ESS BIZTOOLS Podcast (Accountant's Minute) podcast

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Capital Raising Advisory: A Powerful Diversification for Your Firm

11h ago 30:08

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In this episode of Accountants Minute Podcast, Peter Towers, Founder and Managing Director of ESS BIZTOOLS, explores how accountants, bookkeepers and business advisors can offer powerful value to SME clients through capital raising advisory services.

Peter explains the immense opportunity in helping SMEs raise funds through Crowd-Sourced Funding (CSF) Equity Raising and Early-Stage Innovation Company (ESIC) status. These services not only help clients grow without debt but also open new revenue channels for your firm – such as virtual CFO roles and strategic advisory board positions.

You’ll gain insight into:

✅ How to guide clients through the CSF and ESIC processes

✅ Eligibility rules, documentation requirements, and ATO/ASIC compliance

✅ Why most CSF applications are rejected – and how to help your clients avoid that fate

✅ How your firm can differentiate and grow with these services

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