Business Succession

• Goal setting
• Budgeting
• Financing requirements, structure and sourcing
• Business planning
• Strategy development
• Systems development
• Succession planning and exit strategies
• Management support and advice

We see our role in providing business advice as being similar to a coach’s role in a sporting team.

We can assist you by:

• Analysing your current performance
• Providing an alternate opinion, drawing on our diverse business experiences
• Utilising our expert support and training systems in unison with your business skills and knowledge to set new goals
• Providing monitoring and support systems to assist you to achieve your goals; and
• Constant encouragement.

Just like a sporting team where most of the work is done out on the field, our clients make it happen out in the business field every day.

1. Negotiating the sale of an interest in a business on behalf of a client, achieving 50% more than the client had previously been offered.
   
   
2. Client was financial difficulty with bank relationship deteriorating and is then referred to credit who commission insolvency practice to report on ongoing viability. This report was extremely negative. We worked with client to restructure business, working capital, reporting, cashflow, pricing and margins, etc. We prepared a detailed response to insolvency report outlining the turnaround plan. Within 18 months the client is achieving monthly profits exceeding $100,000 and has been refinanced with a new bank.
   
   
3. Client who had acquired a new business asked us to report on the accounting function’s adequacy and provide recommendations.
   
   
4. Substantial ongoing review of a client’s operations including strategic review, sourcing market research, structure review and design, systems design and scorekeeping design.
   
   
5. Graphs and Financial Analysis – providing graphical representation of client’s profitability, break-even and cashflow generated from their financial accounts.