Partnership Finance Training That Actually Works
September 2025 — March 2026 Intake
We started this program back in 2022 after seeing too many business owners struggle with partnership finance structures. Not the theory stuff you'd get in a textbook, but the real mechanics of equity splits, profit distribution, and decision-making frameworks that actually hold up when things get messy.
Register Your InterestThree Ways to Learn
We've built this around how people actually absorb financial information. Some folks need structure, others want flexibility. Pick what fits your schedule and learning style.
Foundation Track
Start from scratch with partnership structures. We cover legal frameworks, capital accounts, distribution waterfalls, and voting rights. Good if you're setting up your first partnership or restructuring an existing one.
Advanced Integration
For people who already understand basic partnership finance but need deeper knowledge. We work through complex scenarios: bringing in new partners, buyout mechanics, conflict resolution, and succession planning.
Custom Consulting Path
One-on-one work for specific partnership situations. We've done this with law firms, medical practices, and tech startups. You bring your actual partnership agreement and financials, we work through your real issues.
What You'll Actually Learn
This isn't a bunch of theory sessions. Each phase builds on real partnership scenarios we've seen over the past decade working with Australian businesses.
Partnership Structures & Capital
How capital accounts work, what equity percentages really mean, and why your partnership agreement needs to match your actual business model. Plus the tax implications nobody talks about until it's too late.
Distribution Mechanics
Profit waterfalls, preferred returns, catch-up provisions. We break down how money actually flows through a partnership, with examples from service businesses and product companies.
Decision Rights & Control
Voting structures, veto rights, and what happens when partners disagree. This section alone has saved people from years of conflict.
Growth & Transition Planning
Bringing in new partners without diluting existing ones, handling exits cleanly, and building succession plans that actually work when you need them.
People Who've Done This
Real feedback from our 2024 cohorts. We don't cherry-pick the best quotes — these represent the typical experience.
We'd been operating on a handshake agreement for three years. The Advanced Integration track helped us formalize everything without the awkward conversations. Worth it just for the distribution waterfall module — that alone cleared up months of confusion about how profits should split.
Joined the Foundation Track when we were bringing on our first investor partner. The content on vesting schedules and cliff periods was exactly what we needed. Still reference the materials six months later when questions come up.
Applications Open June 2025
Next intake starts September 2025 for Foundation and Advanced tracks. Custom consulting has rolling admission. Get in touch now if you want to discuss which path makes sense for your situation.
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