Business owners rarely take a step back and realise that their inherent prejudices, biases and limitations may be holding their business back from reaching it’s true potential. The fresh prospective provided by a consultant can help identify new opportunities, improve systems and efficiencies and assist in developing a plan for your business’s future.

Our services include:

• Business Coaching and Support
• Sales Improvement and Cost Management
• Cash Flow Management and Budgeting
• Business and Tax Planning
• Project Management
• Benchmarking and Target Setting
• Management Reporting
• Business Reviews for the Purpose of Purchase/Sale
• Financing Applications and Bank Liaison
• Negotiation

We won’t just send you a report telling you what to do. We are the type of advisors who roll up their sleeves and get their hands dirty helping you implement the plan and achieve the successes you desire.

Contact us now for an obligation free consultation and fixed price quote.

With every business needing access to high level advice usually only accessible by hiring a full-time CFO at great expense we now offer a Virtual/Part-time service where you choose the level and amount of service you want from us. You might need one day per month, two days per week or assistance for one month to complete an important project your business is engaged in.

Examples of where we can help are:

• Your business has experienced rapid growth and you are now unable to be across all aspects of the business and need some help to create systems and reporting procedures to manage your business’s success into the future.
• You need help to get your business into shape to raise funds for expansion or to extract that hard earned value on a sale.
• You’re not getting timely and important financial information regarding your business necessary to take it to the next level.

Our service can include:

• Manage your month end reporting process
• Manage your cash flow and banking/funding needs and relationships
• Build and run your finance function including tax compliance
• Manage your business costs
• Help with risk management.

Benefits of using the service include:

• No need for a full time commitment and no lock in contracts
• No recruitment fees or dragged out recruitment process
• Flexible and variable cost that’s dependant on the needs of your business
• A quality and timely service.

Our advisory team has experience working with complex and fast growing businesses that need high level strategic advice quickly. Whatever your business needs we can assist you. We bring the big company experience to you at an affordable price.

Contact us now for an obligation free consultation and fixed price quote.

Are you preparing to start a business or have recently commenced in business but haven’t yet sought professional advice?

The services you may need at this important time include:

• Business Structuring Advice and Establishment
• Due Diligence
• Business Planning
• Accounting System Selection, Establishment and Training
• Budgeting and Forecasting
• Finance and Refinance Submissions.

Many businesses fail within the first two years because they simply fail to set up the supporting business structures, systems and software that enable them to succeed. We know that it’s at the beginning of your business life that you can least afford to spend money with a professional but not investing in these areas of your business can be detrimental.

Getting everything right at the beginning can save you thousands (sometimes hundreds of thousands) of dollars later in your business life so contact us to arrange a free consultation and we’ll help you on your way. With our tailored packages and payment plans, the cost won’t break the bank!

Contact us now for an obligation free consultation and fixed price quote.

Have you reviewed your Ownership Structures or considered Asset Protection recently?

In an increasingly litigious world you don’t necessarily have to do anything wrong to be at risk of someone making a claim against you and your assets. You may simply come across an individual who can tell a good story and although their claim may have little or no merit a court may nonetheless decide you must pay a claim that will take a significant portion of what you have worked hard for or more to pay.

Don’t wait until it’s too late – talk to us about organising your affairs while everything is going well. We will undertake a review of the industry in which you operate, the way you carry on your business and how your business and personal assets are held. We will then work with you and integrate our services with that of other professionals from various disciplines such as law, insurance and finance to provide a complete and comprehensive solution to ensure that if the worse does happen you do not lose everything you have worked so hard for.

Contact us now for an obligation free consultation and fixed price quote.

Careful estate planning can help to ensure the wealth that you have built is transferred smoothly, tax efficiently and most importantly, according to your wishes after you are gone.

Although having a valid Will is important it is just the start. A good estate plan will cover many other aspects relating to the transfer of your wealth. Family trusts, powers of attorney and the taxation implications for beneficiaries can all be managed.

Our processes will:

• Analyse the current state of your affairs, identifying any gaps.
• Identify key personal and professional relationships and the ‘hot’ buttons.
• Instantly prepare an action plan that specifies tasks for you and your advisors to complete.
• Provide a quick and low cost way of keeping information current and ensure Estate Planning is an annual process.

Engaging us as your Family Manager will provide greater control, security and confidence regarding your affairs.

Contact us now for an obligation free consultation and fixed price quote.

Do any of the following apply to your or someone you know:

• You’re new to business and are negotiating terms of trade with suppliers or customers or worse, having terms of trade dictated to you?
• Life has thrown you a curve ball or two and paying that outstanding Tax bill on time is not possible right now and you’re worried about what action the ATO will take?
• You need to go to the bank for the finance that is going to keep your business afloat or keep it from going under and don’t know where to start.
• You owe someone money and despite all attempts to source the funds to pay the debt you just can’t and you’re sick to the stomach that Court action or Bankruptcy is just around the corner.

Negotiation is the basis of all business success. Every sale made or deal agreed, every contract signed or even terms of trade decided quite often have a significant influence on profitability and ultimate long-term success of your business.

We can engage in mutual negotiations on your behalf where both you and the other party seek to satisfy each other’s needs by satisfying the needs of the other party. These negotiations are most often based on relationships and the prospect of return business needs to be carefully considered.

We can also engage in unilateral negotiations where relationships are of little or no importance and the best price or best outcome for you is the only priority.

Our clients have often enjoyed benefit well beyond the cost of our service through better quality outcomes and significantly reduced stress knowing that their professional partners have been there by their side the whole way.

Contact us now for an obligation free consultation and fixed price quote.