Our Team

Lyall Bear

Director
Professional Memberships / Qualifications Chartered Tax Adviser
Fellow Institute of Chartered Accountants in Australia
Member Australian Society of Certified Practising Accountants
Member Family Business Australia

Career Summary

As one of the founding directors of CBSW, Lyall has over 30 years in providing practical business solutions to clients. Lyall has been actively involved in businesses at varying stages of growth, from start-up organisations to mature businesses. Lyall’s experience also includes working closely with a number of successful (usually family owned) businesses to develop succession and exit plans as part of broader estate planning strategies.

 Specialist Areas

  • Business and Ownership Structures
  • Business Growth and Financial Performance Consulting
  • Business Health Check Reviews
  • Cash Flow, Budgets and Financial Projections
  • Debt Funding Restructuring
  • Estate Planning Advice and Assistance
  • Accredited Family Business Adviser
  • GST
  • Primary Production
  • Property Development Structuring and Tax Issues
  • Restructuring, Trusts and Asset Protection Strategies
  • Small Business CGT Concessions
  • Succession and Retirement

Industry Experience

  • Agriculture and Viticulture
  • Manufacturing
  • Medical Specialists
  • Professional Services Businesses
  • Property and Construction
  • Retail
  • Wine 

Personal Interests

Lyall enjoys socialising, entertaining friends and family, wining and dining, travelling both in Australia and overseas, playing tennis both social and competitively and when he has time chilling out to music and reading a good book. He also has a penchant for fashion.