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David Schultz

New Plumbing Solutions

Sam Polimeni has been my accountant and business advisor for many years now. He took me on as a client when I was sole trader plumber and encouraged me to grow my business.

For a number of years leading up to 2011, Sam worked very closely with me and my plumbing business to prepare it for sale. This included advising on system and process improvement, KPI reporting, human resourcing, financial forecasts and information memorandums. Sam’s advice continued to be extremely valuable throughout the long negotiation period.

Post the successful sale of my business, Sam continues to act as one of my key advisors and sits on my advisory board, to advise on potential business opportunities such as the new plumbing business I recently purchased equity in.

Financial planning