Business Advisory
Discover our Business Advisory Services
Business Advisory
How’s business? A question we start with and one that every business owner tells things are great, but every business can improve.
Looking for an advisor who understands your business and doesn’t just tell you the theory?
We won’t advise a business that we don’t understand, which means that we will get involved in understanding your business, what you want to achieve and how your business is different. We will give you practical and commercial advice on improving your business, your cash flow and more importantly your enjoyment from your business.
Our business advisory service works closely with your current professionals, or if you are looking for a change we will assist you in building the right team for your business.
Business Planning
Business planning is a crucial process for any company, regardless of its size or industry. A well-structured business plan provides a roadmap for the business, outlining goals, strategies, and potential challenges.
All too often we hear I need to work on my business and not in it, undertaking a business planning process is a key part of this. Your business plan is where you want your business to go, what needs to improve and what steps need to be taken to achieve your goals. We will help you start the process of working ON your business.
A business plan is not just a theoretical document that is completed once and then hidden in the bottom drawer, collecting dust and being a great idea at the time. We believe that a business plan needs to be an active part of your business, a reference to keep you accountable and to ensure that your business is giving you the ability to achieve freedom, being mind, time or financial, which should come with being a business owner.
A business plan is critical for all businesses, and for most businesses it is that last thing on their mind. We offer a simplified business plan and accountability chart for businesses as part of our ongoing advisory services, for businesses that are looking for a change in direction, this simple business plan will help you keep accountable.
For all businesses that we work with, we undertake the business planning process as part of our standard engagement. This is a core component of working with us. Our business plan will be the benchmark to understand both you and your business, and what you are looking to achieve.
Take the first step and contact Pete for a discussion about getting a business plan underway.
Business Support
Technology is critical for business success, we offer a solution for businesses that are looking to enhance their current business systems, or are looking for alternatives for their business.
For businesses wanting to understand what options are available and how these will best fit into your business we offer a tech stack or technology alignment offering. This involves analysing your business, and finding the best of breed packages for your business, and what outcomes you are looking to achieve. This will generally involve an analysis of your financial reporting and accounting platforms and will make sure that you are getting the reports to understand your business.
We are not an accounting firm but will work with your current accountant or assist you in find an accountant who is best suited to your needs. We also will assist in the appointment of a bookkeeper or bookkeeping firm, this can be as extensive as being a part of the interview and selection process or engaging a human resources firm on your behalf.
Information is everything for a successful business and we will ensure that the information you are receiving is appropriate for your business. We will assist in ensuring that you are able to access the best information, in the most appropriate way with the tools available to make managing your business easier.
Pre-Acquisition Advice
If you are looking to understand the business you are acquiring or want to understand the systems that your business will need we are here to help you in understanding what you are getting yourself into and what you need to understand.
Working closely with a team of skilled professionals we can assist in providing viability and due diligence for a business acquisition, including a twelve and 24 month strategic post acquisition plan to assist you in achieving viability.
Our advice will include stepping you through the handover process, your technology platform, financial reporting, marketing and human resources as well as ensuring that you have goals and objectives set.
Understanding that business structures are often a maze, we will guide you as to the best options available for your business. Ensuring that prior to taking the jump into your business that you have the right structure to kick off your business.
We can provide pre-acquisition financial advice for those looking at buying an existing business or will provide budget and business planning for start up businesses.
We undertake to provide commercial advice, and we will promise that we will give you a realistic outlook for the business that you are looking to undertake.
Franchise + Structured Business Advisory
We have worked with both sides of the franchise and have a wealth of experience in advising people thinking about buying into a franchise. This includes assisting in the due diligence process, understanding the franchise agreement and assist you in the preparation of financial projections and cash flow summaries.
This is a standalone offering, and will include providing advice as to the viability of proposed franchise and we our experience, about half the time may result in a recommendation not to proceed with the franchise as proposed. We will guide you about the guarantees, lease obligations, funding agreements and risks of the franchise that you are looking at.
We do not provide a tick and flick advice service, our engagement will include viability, critical analysis of the growth projections provided and a verbal and written summary of our views of the position of the franchise. As we work with several financially successful master franchise businesses and their franchisees we will be direct in the advice that we provide.
We understand that it is exciting to start your own business and we see franchising as often a great way to succeed, equally we have seen it go wrong and will work with you to ensure that the franchise you are looking at is the right fit for you.