Board of Advice Program

Board of Advice Program

Clarity. Accelerated growth. Specialist advice.

As the business grows, owners of private and family businesses seek out specialist advice on:

  • How to protect their business
  • Grow its value
  • Maximise the capital value on exit so they can achieve financial independence

In order to provide support to private and family businesses, we offer a unique strategic Board of Advice Program service.

Our Board of Advice Program features:
  • Valuing your business to determine its true value
  • Analysing and tracking your business profit and cash flow to budgets and targets
  • Comparing your business performance to financial and industry performance benchmarks
  • Regular meetings to:
    • Track how your business is performing against its financial goals
    • Discuss any governance matters that need to be addressed and resolved to reduce your business risks
    • Manage strategic growth opportunities as they arise and address any operating matters that are affecting your business performance
    • Agree on strategies and action plans that will make your business more profitable and valuable
    • Introduce a trusted team of experts where specialised advice is required
  • Periodically re-valuing your business to quantify the value created
A sounding board

for your ideas

The objective of our Board of Advice Program is to provide an independent sounding board, enabling you to make informed decisions on how you can strategically grow and transition the value of your business.

We charge a fixed monthly fee for our Board of Advice Program to spread the cost of this service over a 12 month period.

Click here to request a meeting with one of our Board of Advice Program specialists.

“Toohey Reid have helped us solve a lot of problems – cash flow, projections, budget projections, strategic taxation. We would absolutely recommend them to other people looking for a good accountant.”

Brian Howard, Bulk Cargo Services Group

Let’s get to know each other Tell us about yourself

Complete our one minute Complimentary Business Risks Survey

The 10 question Survey will help you to identify and assess key risks in your business. Once you have completed the Survey you will receive a personalised Business Risks Scorecard.

Take the survey now!