Case Study

Growth and Success at Bordertown Pumps and Refrigeration

Bordertown Pumps and Refrigeration has been a thriving business for over 20 years. Founded by Mark Wheeler, the company has grown significantly, providing essential services in pumps, refrigeration, electrical, and plumbing. With the guidance of Matt Rowett and the Murray Nankivell Business Advisory division, Bordertown Pumps has successfully expanded and restructured to bring existing employees from each division of the business into the ownership group and create a highly motivated team with a shared vision for the business.

The Process

Mark faced the challenge of managing complex monthly reporting and making strategic decisions for expansion. He turned to Matt Rowett, who over an extended period of time provided advice on establishing detailed reporting and data collection, tax planning, and valuing the business to bring in new shareholders and the optimal way to structure the ownership changes.

Don’t just take our word for it.

Working with Matt and the team at Murray Nankivell has been incredible. Their expertise in tax planning and business structuring has helped us achieve our goals and set us on a path for sustainable growth. Highly recommended!
Mark Wheeler, Founder, Bordertown Pumps

The Outcome

With Murray Nankivell's guidance, Bordertown Pumps achieved several key outcomes:

  • Effective tax planning and business structuring, leading to significant savings and reinvestment opportunities.
  • Comprehensive monthly reporting for each division of the business.
  • Successful integration of key staff as shareholders, aligning the team with a shared vision for growth.
  • Enhanced confidence indecision-making through regular shareholder meetings and strategic advice.

The new workshop at Bordertown Pumps and Refrigeration represents the culmination of years of hard work, growth, and strategic planning. The right advice at each step has helped thebusiness stay on track and plan for future success.

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A male and a female accountants from Murray Nankivell dressed in suits.Leah Cother, accountant