Guiding business owners in pursuit of their goals is what we do. Further details on our most popular business advisory services are listed below.
Guiding business owners in pursuit of their goals is what we do. Further details on our most popular business advisory services are listed below.
We work with businesses to help them maximise profit. We have found that there are generally one or two areas a business is deficient in which significantly impacts on profitability. Our experience allows us to identify the problem areas quickly, conduct appropriate reviews and advise on actions to be taken.
Do you have a great idea, product or service but don’t know all the steps you need to take to get your business established? Getting the foundations right from the very beginning can save you significant headaches (and dollars!) in the short, medium and long term.
There is no one size fits all approach when it comes to business structuring, and we work with you to determine the most appropriate structure for your business, taking account of all relevant considerations including taxation, asset protection and business succession.
We can also assist with the strategic direction of your business from the very beginning, help you with your business plan and provide valuable commercial advice to help you kick off your business on the right note.
Buying or selling a business is likely to be one of the most important decisions you ever make. Don’t chance it alone. We know what to look out for and how to negotiate the best result for you.
If you are buying a business we can assist you with:
Review of the financial information to provide an independent assessment of the business
Advice on any potential issues which could arise
Negotiation of the purchase price and terms
The due diligence process
Tax and structuring advice to ensure the most appropriate trading structure for your circumstances
If you are selling a business we can assist you with:
Pre-sale advice to ensure your business is optimised for sale
Compilation of Information Memorandum or sale document
Advice on the avenues available for selling your business
Qualification of potential buyers
Negotiation of the sale price and terms
Tax advice to ensure the best possible result for owners
One of our greatest passions is helping business owners with the strategic direction of their business.
What we have found is that most businesses do not set appropriate strategic goals. This makes it extremely difficult for them to chart their strategic direction.
While we encourage all businesses to formulate a strategic plan, we are not advocates for lengthy strategic planning documents. What we do advocate is having a concise strategy document with a clear plan and actions, that is monitored and reviewed regularly.
The benefits of having a strategic plan can include:
Improved profitability
Reduced stress for owners
Time savings due to reduced distractions
Morale boost for staff
We have developed a unique and efficient framework to help you determine the strategic goals and direction for your business. This allows us to facilitate the entire strategic planning process for your business, from initial strategy development through to ongoing monitoring and review.
A budget is an extremely powerful tool to help businesses achieve the financial (and non-financial) results they desire. Having clearly defined targets gives the business a measuring stick and provides clarity on the expectations required of staff (whether communicated directly or indirectly).
We can work with you to set a budget which is appropriate for your business, and to determine appropriate key performance indicators (KPI's) to measure progress.
We can also design the reporting framework required to support the budget and provide ongoing monitoring and feedback.
According to data released by the Australian Securities & Investments Commission in December 2019, 51% of Australian company failures during the 2018/2019 financial year were attributable to inadequate cash flow or high cash use.
The number one tool for managing cash flow is a cash flow forecast and every business should have one.
We have the ability to prepare 3-way integrated cash flow forecasts which also project Profit & Loss and Balance Sheet positions. This becomes a handy tool not only for managing cash flow but also for improving business performance.
Do you have debt or are you looking to borrow? If so, we can not only help you maximise or preserve the tax benefits of your borrowings, but also ensure that the exposure of the debt against your other assets is minimised as much as possible.
We have relationships with numerous banks and brokers and can help you structure the right deal for your circumstances. Let us help so you get the best result!