Andrew Spicer

Arbor Permanent Owners is a decentralised holding company that is following a well-trodden playbook: investing in smaller, asset-light companies with strong market positions and predictable cash flows that can be reinvested in further acquisitions. Our focus is acquiring “Great Australian SMEs”: market leaders in a niche, typically family owned , with EBITDA between A$3m and $6m. Unlike Private Equity, we differentiate ourselves through a multi-decade investment horizon. We view potential targets from an "owner" rather than an "exit-driven" shareholder perspective. Arbor Permanent Owners is targeting the investment theme of corporate succession - acquiring Great Australian family owned businesses from retiring owners. We acknowledge that this investment model is ”in vogue” across the pond in the American and European markets. There are yet to be any significant folks like us in Australia. We aspire to be the dominant player in our island nation. We believe that our edge lies in acquisitions that are too sub-scale, too operationally unsophisticated, or too long-term minded to be good bets for our private equity peers. As a result, we avoid intense competition from private equity firms, ultimately allowing for value accretive acquisition multiples. Our playbook is simple: ✅Pay fair prices for great businesses; ✅Recruit, indoctrinate and incentivise best in class leaders; and ✅Reinvest and compound cash flows into more acquisitions with a modest use of leverage. By repeating this playbook, guided by our north-star metric of ROIC > 20% and executed over the long-term (30 years), we will all end up with a fine result. Finally and most importantly, Arbor Permanent Owners is led by experienced founders and business operators. We earned the right to acquire and steward businesses. We have degrees, but we didn’t learn business from a textbook. We learned it from sleeping under the desk, the stress of unpaid invoices and the scramble to meet payroll. We've seen the impact of both good hires and bad ones. There’s no substitute for experience, and no faster way to gain it by building something from the ground up. Only those who have lived the journey of entrepreneurship will understand this. We can see a fellow business owner eye-to-eye and immediately build a mutual respect, a connection that’s difficult to describe; like a telepathy. It comes from shared experiences and mutual understanding that this game of business is not for the faint hearted - and that when it comes to pass the baton, it should be to the right set of hands. At Arbor Permanent Owners, we are the custodians of Great Australian businesses.

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#PP_taxInsights | Pursuit of Fair Play Company money crackdown 🌟 🚀 The ATO is cracking down on business owners who take money or use company resources for themselves. It’s common for business owners to utilise company resources for their personal use. The business is often such a part of their life that the line distinguishing ‘the business’ from their life can be blurred. While there are tax laws preventing individuals accessing profits or assets of the company in a tax-free manner. The ATO has launched a new education campaign to raise awareness of these common problems and the serious tax consequences that can arise. We have a article explaining it all at: https://lnkd.in/g82jPsKC 💡 Still unsure, we are #heretohelp 🙌 . . . #TaxAdvice #Div7A . #PRATTPartners #charteredaccountants #businessadvice #businessspecialist #businesssupport 🖇 Partner with a firm that takes the time to understand your needs, with personalised service & advice to help you achieve your goals. PRATT Partners ~ Expert Advice Starts Here 🙌 * Award-winning Business Accountants * Offices | Sydney I Gold Coast I https://lnkd.in/g8rdHpkD

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Your mindset determines your success. How successful are you? We’re in the business of financial transformation and our core purpose is to eradicate financial stress. We achieve that by combining our technical and accounting expertise with our dedicated and supportive team. If you need assistance with your accounts, contact Sarah on 0402 811 088 or book a complimentary meeting here. 👇 https://lnkd.in/g9_8V4Vn #bookkeeping #missefficiency #smallbusiness #technology #cloudaccounting #cloud #systems #businesssystems #success #businesssuccess #productivity #bookkeepingexperts #brisbanebookkeeping #workingmum #worklifebalance #xero #worksmarter #productivity #timemanagement

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Wellington Leaders: Complimentary Vision & Priorities Workshop Kia ora, Wellington leaders, Navigating the aftermath of a recent restructure? In these challenging times, clarity and focus are vital. I’m offering a complimentary half-day “Follow the Money” Vision & Priorities workshop to help your team align on a unified vision, establish clear priorities, and set actionable goals for the next 3-6 months. Benefits: • Clear Vision: Inspire and direct your team with a shared vision. • Clear Priorities: Identify and agree on the top priorities to drive forward. • Actionable Goals: Set immediate, achievable goals to boost performance. • Team Building: Enhance communication and collaboration for better alignment. Designed for teams looking to rebuild and thrive. Limited complimentary spots available in exchange for supporting a local charity. Next Steps: DM me and let’s chat.

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