Business Advice

We can help measure your performance and make improvements through our jargon-free advice. We can help you budget, to manage your cashflow, set and monitor key performance indicators, obtain finance or put into place succession plans.

Establishing and reviewing your business structure is crucial for maximising operational and tax efficiencies, minimising risks and achieving your goals.

Business succession and change management

Determining both an effective succession plan and transformational change management solution will help your business adapt to new ideas, structures and processes, and identify opportunities to grow. It will also ensure your business is ready for transition when the time comes.

The future of your business

Business succession planning is indeed a crucial process that requires a long-term perspective. It goes beyond short-term transactions and involves engaging in a comprehensive discussion about future goals, implications, and potential opportunities. By adopting a 3 to 5 year outlook, you can ensure that your business is adequately prepared for a smooth transition when the time comes. Whether your objective is to maximize the current potential of your business, extract value for the owners, or develop future leaders, it is essential to plan and prepare for these outcomes well in advance. This proactive approach will help you navigate the complexities of succession and secure the future success of your business.

If you are a business owner or operating a family business, your business asset often forms a significant portion of your wealth. A thoughtfully crafted succession plan will enable you to realize the business legacy you have built and maintain the long-term health of leadership within the organization. By addressing these key aspects, you can safeguard the future success and continuity of your business.

How can we help?

Our experienced advisors will guide you through each stage of succession planning, including:

• Proprietor goals and outcomes assessment
• Succession target assessment
• Next generation preparation and development programs
• Family Advisory Boards and Family Charters
• Business valuation
• Business value maximisation advice and support services
• Equity tax, structuring and ownership transition advice
• Employee equity plans
• Business finance
• Buy and sell agreements and insurance

Financial Management

Strong financial management and a sound finance function are integral in driving the long-term strategy and success of your business. We will provide valuable insight that will enable strategic planning, identify growth opportunities, and support informed decision-making. Ultimately, a well-managed finance function contributes to the overall financial health and sustainability of the business, helping to achieve long-term goals and drive success.

How can we help?

Our financial management experts can help you set up, review or redesign your finance function to ensure a prosperous future. We will help you gain a deeper understanding of your financial circumstances so you can make proactive changes to assure your long-term business viability and safeguard against risks.

We will support your business:

• Separate the business from the personal
• Apply a forward-thinking, commercial lens to your current position
• Make informed, pragmatic and commercial decisions
• Minimise risks
• Maximise tax efficiencies

Forward planning

Using three-way projections to gain a strong insight into the current drivers of the business, pinpoint opportunities and issues, and project the impact on cash-flow and the balance sheets.

Effective business processes

Providing timely, accurate and relevant financial information to improve efficiencies and make informed business decisions.

Long term outlook

Developing a holistic view of both business risks and performance, as well as the inevitable overlap between business affairs and personal affairs of the shareholders.

Cashflow Management

Cashflow planning is the best practice in any business and critical to survival and growth. Managing cashflow is all about your business processes. We’ll conduct a thorough review of your processes to identify any potential causes of poor cashflow so we can treat the underlying issues. We will meet monitor, analyse, and adjust your key cashflow drivers. Acting as your accountability coach, we’ll help you set annual goals and devise an action plan to ensure you implement improvement strategies for maximum results.