Business Advisory

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Business Advisory

Our Business Advisory packages are designed to help remove the stress and headaches of being a business owner. Speak to us about tailoring a solution package based on your business needs.

Partner with a trusted advisor

Now more than ever, it’s critical you are partnered with the right advisor to guide you through the ups and downs. It’s why we have spent considerable time and effort to develop the right solution sets for our business clients. Using the latest tools, our line of advisory services is designed to enhance your business’s:

Sales and profitability

Overall direction and strategy

Internal management reporting

Understanding of competitors

Overall value and reputation in the market

Profit Improvement and Sales Growth

Profits drive business value, not only for the business owners but also when it comes time to exit or sell up. We will assist you with strategies to enhance sales and/or reduce costs with the aim of driving profit growth. We will also setup systems to help you track your business’s profitability enabling you to address and correct issues inhibiting your profit and sales growth.

Using the latest in cloud technology, our line of advisory services is designed to give you:

a superior depth of understanding of how your business is doing;

time critical information on the performance of your business;

a superior ability to anticipate problems and implement changes to minimise losses; and

all with the aim of boosting your revenue and profitability

Business Process Improvement

How effective and efficient are your business processes, including onboarding clients and customers? How well does your business collect debtors and undertake purchasing? Our process improvements solutions are designed to make these processes more effective and efficient, generating further value for your business. The solution set also includes setting up Key Performance Indicators to monitor various aspects of your business’s performance.

Imagine having the power of being alerted if your bank balance falls below a certain level; or your debtor days exceeded last month’s, or your net profit is lower / higher than prior month, quarter or year, instantly!

Cashflow Management, budgeting and forecasting

Cashflow management is arguably the biggest challenge for the majority of small businesses. You’re not alone. Our solutions will develop processes to ease the cashflow burden. You will be surprised and how quickly and easily this can be done.

What is your gross profit margin right now? What does it mean? How much should you set aside for a tax bill? Can you afford to expand? Traditional systems didn’t allow us to work together in this manner. Great businesses don’t succeed just because they have a great product or service. They succeed because they know what’s coming. Our new advisory solution uses sophisticated tools to help you forecast like never before, and consider different scenarios of how the future might look.

Estate and Succession Planning

As a business owner, having your will, powers of attorney and estate planning in order is critical. We work with our specialist solicitors to ensure your estate planning affairs are in order to ensure the best outcome for your family (and business) in difficult times. We will also work with you to ensure your business has appropriate succession plan in place, including buy-sell and shareholder agreements.

Risk Management and Insurance

We will connect you to our insurance specialists to review your life, total and permanent disability, trauma and income protection insurances. Insurances are critical in protecting family members from unwanted financial pressure and protecting business value as well to minimise stresses when the unfortunate occurs.