Maxim Business Advisors

04/06/2026

There’s been 𝗮 𝗹𝗼𝘁 𝗼𝗳 𝘁𝗮𝗹𝗸 - 𝗮𝗻𝗱 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 - 𝗮𝗿𝗼𝘂𝗻𝗱 𝘁𝗵𝗲 𝗯𝘂𝗱𝗴𝗲𝘁 and what it means for investors.

The truth is, we’re still waiting on the detail.

In this short video, 𝗗𝗮𝗻 𝗿𝘂𝗻𝘀 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝘄𝗵𝗮𝘁 𝘄𝗲’𝗿𝗲 𝗮𝗱𝘃𝗶𝘀𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 right now - whether you're thinking about buying, selling or just trying to make sense of it all.

02/06/2026

𝗙𝗮𝗺𝗶𝗹𝘆 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻 is rarely just a handover-the-baton moment.

Before passing ownership to the next generation, 𝗶𝘁’𝘀 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝘁𝗼 𝘁𝗵𝗶𝗻𝗸 𝗮𝗯𝗼𝘂𝘁:

- Whether the business structure supports long-term success
- How decisions will be made (and by who)
- What 'success' looks like for both generations

Here's a more detailed look at 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝘀𝗵𝗼𝘂𝗹𝗱 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿...

Family succession can be a great way to transition your business – but it needs planning. Learn the benefits, challenges & how to set it up for success.

01/06/2026

We loved being part of the Hunter Business Womens Network (HBWN) event
𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆: 𝗙𝗿𝗼𝗺 𝗙𝗶𝗿𝘀𝘁 𝗦𝘁𝗲𝗽 𝘁𝗼 𝗙𝘂𝘁𝘂𝗿𝗲 𝗪𝗲𝗮𝗹𝘁𝗵, last week.

Our Director, Cass Sharp, joined Panel 2 to share her expertise around building wealth through property - particularly when it comes to structure, tax and making smart long-term decisions.

Some of the 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗰𝗼𝘃𝗲𝗿𝗲𝗱 on the night included:

✔️ Why preparation matters more than ever
✔️ The importance of making decisions based on long-term goals (not hype)
✔️ Understanding risk as well as opportunity
✔️ How structure and planning play a key role in building wealth

A 𝗯𝗶𝗴 𝘁𝗵𝗮𝗻𝗸𝘀 𝘁𝗼 𝗛𝗕𝗪𝗡 for hosting such a well-run event and kicking off so many great conversations.

25/05/2026

𝗪𝗼𝗿𝗸𝗽𝗹𝗮𝗰𝗲 𝗿𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀...

It's easy to ignore until it becomes your problem.

The reality is, small issues in the workplace don’t stay small for long. They can turn into 𝗿𝗶𝘀𝗸𝘀, 𝗱𝗶𝘀𝗽𝘂𝘁𝗲𝘀 𝗮𝗻𝗱 𝗱𝗶𝘀𝘁𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝘀 from running your business.

Knowing where you stand - and asking the right questions early - can make all the difference.

𝗪𝗲’𝘃𝗲 𝗯𝗿𝗼𝗸𝗲𝗻 𝗱𝗼𝘄𝗻 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗯𝗲 𝗮𝗰𝗿𝗼𝘀𝘀👇

Is your small business across the latest workplace relations changes? Here are 8 issues flying under the radar – and how to fix them.

21/05/2026

𝗠𝗲𝗲𝘁 𝗖𝗮𝘀𝘀𝗮𝗻𝗱𝗿𝗮 𝗦𝗵𝗮𝗿𝗽, aka Cass.

If you’ve ever sat down with Cass, you’ll know pretty quickly she does two things really well:

𝗦𝗵𝗲 𝗮𝘀𝗸𝘀 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀.
𝗦𝗵𝗲 𝗴𝗶𝘃𝗲𝘀 𝘆𝗼𝘂 𝗮 𝘀𝘁𝗿𝗮𝗶𝗴𝗵𝘁 𝗮𝗻𝘀𝘄𝗲𝗿.

There’s never any waffle or overcomplication. She's all about clear thinking that helps people cut through the noise and move forward.

We’d describe Cass as a mix of 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗮𝗻𝗱 𝗼𝗽𝘁𝗶𝗺𝗶𝘀𝗺, and she’s a big believer in backing yourself (and helping others do the same).

𝗙𝘂𝗻 𝗳𝗮𝗰𝘁: She started out in an ice cream shop, so she’s been delivering great experiences from day one!

18/05/2026

Have you ever stopped to ask:

"If something unexpected happened tomorrow, would my family be okay?"

It’s a tough thing to think about, but having the right 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗿𝗶𝘀𝗸 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲
in place can make a real difference when life doesn’t go to plan.

It can help 𝗽𝗿𝗼𝘁𝗲𝗰𝘁 𝘆𝗼𝘂𝗿 𝗶𝗻𝗰𝗼𝗺𝗲, 𝘆𝗼𝘂𝗿 𝗹𝗼𝘃𝗲𝗱 𝗼𝗻𝗲𝘀 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲 you’ve worked hard to build.

If you’re not quite sure 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂𝗿 𝗰𝗼𝘃𝗲𝗿 𝗱𝗼𝗲𝘀 (𝗼𝗿 𝗱𝗼𝗲𝘀𝗻’𝘁) 𝗶𝗻𝗰𝗹𝘂𝗱𝗲, here’s a good place to start.

Understand personal risk insurance. Explore life, TPD, trauma and income protection, plus how cover works in personal and business contexts.

15/05/2026

We loved being out in the community at the Newcastle & Lake Macquarie Career Expo on 14 May at Broadmeadow Racecourse.

Our team — Bonnie, Sam, Erin and James — spent the day talking with Years 10–12 students, teachers and career advisors about what a career in accounting can really look like.

The conversations were down‑to‑earth and practical, covering things like:
• what a typical day looks like
• the different career pathways available
• our team’s own experiences starting out and building careers in accounting and business advisory

We also shared information about CA Fundamentals as an alternative pathway into the profession, which was especially popular with students considering more flexible or non‑traditional options.

It was great to be involved during National Careers Week, with career events taking place right across Australia.

You can find out more at : https://buff.ly/Hc0fEHC

Always happy to help start these conversations early and support the next generation as they explore their options.

14/05/2026

𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗮𝗯𝗼𝘂𝘁 𝘆𝗼𝘂𝗿 𝗻𝗲𝘅𝘁 𝗰𝗮𝗿𝗲𝗲𝗿 𝗺𝗼𝘃𝗲?

We believe great work starts with great people. We’re always looking for individuals who want to grow their career, work alongside a supportive team, and be part of a workplace where culture genuinely matters.

We’re 𝗰𝘂𝗿𝗿𝗲𝗻𝘁𝗹𝘆 𝗿𝗲𝗰𝗿𝘂𝗶𝘁𝗶𝗻𝗴 across a number of accounting roles, offering:

✔ Opportunities to learn and grow
✔ A welcoming, down‑to‑earth team
✔ A workplace that values balance and connection
✔ A fantastic Newcastle location

If this sounds like the kind of place you’d like to work, check out our current opportunities.

👉 𝗝𝗼𝗶𝗻 𝘁𝗵𝗲 𝘁𝗲𝗮𝗺:
https://buff.ly/KVYum2R

11/05/2026

Do you open your financial reports…have a look…and then quietly wonder, “So what am I actually meant to take from this?”

You’re not alone.

𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 are one of the most powerful tools in your business - but only if you know how to read what they’re really saying.

Things like 𝗮𝗰𝘁𝘂𝗮𝗹 𝘃𝘀 𝗯𝘂𝗱𝗴𝗲𝘁, 𝘆𝗲𝗮𝗿-𝘁𝗼-𝗱𝗮𝘁𝗲 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲, 𝗮𝗻𝗱 𝘀𝗽𝗼𝘁𝘁𝗶𝗻𝗴 𝘁𝗿𝗲𝗻𝗱𝘀 early can seriously sharpen your decision-making (and save you from flying blind).

We’ve put together a 𝘀𝗶𝗺𝗽𝗹𝗲, 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗴𝘂𝗶𝗱𝗲 to help you cut through the noise and focus on what actually matters in your numbers.

If your reports feel more confusing than helpful, this one’s for you.

The better you understand your financial management reports, the deeper the insights you can access to inform strategy. Learn more about what to look for

07/05/2026

𝗚𝗘𝗠 𝗦𝘄𝗶𝘁𝗰𝗵𝗯𝗼𝗮𝗿𝗱𝘀 didn't just need someone to do their finances.

They needed someone to help them see around corners - to build a five-year plan, chart the org structure years in advance, and make bold moves like saying 'no' to projects that didn't fit the vision.

𝗧𝗵𝗲 𝗿𝗲𝘀𝘂𝗹𝘁? 𝟰𝟬𝟬% 𝗴𝗿𝗼𝘄𝘁𝗵. A sustainable, de-risked business. And a team that can keep going even when the key person isn't in the room.

"𝗧𝗵𝗲𝗿𝗲 𝗮𝗿𝗲 𝗹𝗼𝘁𝘀 𝗼𝗳 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀 𝗼𝘂𝘁 𝘁𝗵𝗲𝗿𝗲. 𝗕𝘂𝘁 𝗶𝘁'𝘀 𝘁𝗵𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗮𝗱𝘃𝗶𝗰𝗲 𝘁𝗵𝗮𝘁'𝘀 𝗯𝗲𝗲𝗻 𝘁𝗵𝗲 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝘃𝗮𝗹𝘂𝗲 𝘁𝗼 𝘂𝘀. 𝗜𝘁'𝘀 𝗮𝗹𝗺𝗼𝘀𝘁 𝗹𝗶𝗸𝗲 𝗵𝗮𝘃𝗶𝗻𝗴 𝗮 𝘀𝗲𝗻𝗶𝗼𝗿 𝗮𝗱𝘃𝗶𝘀𝗼𝗿 𝗶𝗻-𝗵𝗼𝘂𝘀𝗲 - 𝗼𝗿 𝗮 𝗺𝗲𝗻𝘁𝗼𝗿."

From day-to-day calls to whiteboard sessions that go for hours, we've been in their corner through rapid growth, restructures, and every challenge that comes with scaling up.

Because when business is personal, advice needs to be, too.