Tailored Advisory Training for Your Team
Our bespoke advisory training sessions are designed for professional firms that support business owners and directors dealing with debt challenges, financial pressure and complex decision-making.
These sessions allow advisory teams to deepen their understanding of financial distress, restructuring and exit options, while gaining practical frameworks they can apply directly in client conversations. Training is tailored to your firm, your clients and the issues your team is seeing in real time.
Sessions can be delivered on-site at your premises (or virtually), and CPD points are available for all training delivered. Delivery is scheduled to suit your firm and can form part of team training days, professional development programs, partner or staff briefings, or industry update sessions.
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When a client is in financial trouble, what can be done?
When a client is experiencing financial difficulty, the decisions made early can materially change the outcome. Advisors are often the first point of contact, and understanding the available options at this stage is critical.
Our training helps advisory teams assess client circumstances quickly, identify the most appropriate pathways, and understand when informal solutions are no longer suitable. We focus on building clarity around restructuring, voluntary administration, DOCA, controlled exits and liquidation, so advisors can support clients with confidence and precision.
Using real case studies, we demonstrate how different strategies apply in practice and how advisors can guide clients through challenging conversations while protecting value and managing risk.
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Who these sessions are for?
These sessions are delivered to advisory and professional services teams working with business owners and directors across a broad range of industries and organisational sizes.
Typical attendees include accountants, bookkeepers, business advisors, finance and mortgage brokers, and other professionals responsible for supporting clients through critical financial decisions.
Training is particularly valuable for firms managing complex or high-volume client portfolios, where understanding when and how to escalate matters can materially improve outcomes.
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What we deliver?
Every training session is bespoke and designed around your firm’s needs. While examples are provided, the scope is not limited to these topics. We work with you to deliver content that reflects the issues your team is seeing in practice and the clients you support.
Sessions commonly explore how different strategies apply in real-world scenarios, including when informal solutions remain appropriate, and when a transition to formal pathways should be considered. The focus is on helping advisors understand the full range of options available and how to apply them confidently.
Common training themes include:
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Small Business Restructuring (SBR) in practice
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Voluntary Administration and Deeds of Company Arrangement (DOCA)
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Creditors’ Voluntary Liquidation (CVL) and director exposure
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Members’ Voluntary Liquidation (MVL) and strategic exits
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Director Penalty Notices (DPNs) and ATO enforcement activity
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Asset protection and personal risk for directors
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Controlled exits and business wind-downs
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Identifying early warning signs before matters escalate
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Current industry trends, regulatory changes and enforcement activity
For brokers and finance professionals, sessions can also focus on turning at-risk or unsaleable matters into viable outcomes, including how restructuring, VA or DOCA pathways can preserve value and create future opportunities.
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Arrange a session
If you would like to arrange bespoke advisory training or an industry update for your team, contact the de Jonge Read® team here to discuss your requirements.
We’ll work with you to design a session that is relevant to your firm, aligned with your client base, and focused on the issues your advisors are seeing in practice.
