Buying a business reality check

We help you navigate the process of buying an existing business to make sure you don’t pay more than the business is worth, we help you get finance, we ensure you have all the information you need so there are no surprises and you are well equipped to run the business after purchase.

$300 for 1 hour consultation

$550 initial review of business financial information

$1,500 for a strategic business review and plan

Business Planning

We teach you how to break down your business and establish your business model to enable you to then plan your business future.

$300 for 1 hour consultation

$1,500 for a strategic business review and plan

Includes:

• Research insights of your industry and market

• Business insights on what you are trying to achieve

• Review of your business objectives

• Overview of your business numbers and your business model

• Pricing strategy

• Sales targets

• Margin expectations

• A customised report including advice and recommendations

Cashflow Management

CASH IS KING. Understanding how cash flows through your business is one of the more important skills in business.

We update you on how much money you need to set aside for your commitments, taxes, profit and your cash war chest.

We have designed services to help businesses not only survive but be CASH RICH and CASH SMART.

$1,000 for a cashflow strategy session

From $400 / month for cashflow forecast

Includes:

• Assessment of the cash situation to stop cash haemorrhage

• In-depth review of your cashflow movements and requirements

• Understanding of your main cashflow items and dates

• Monthly cashflow projections

• Cashflow strategy to ensure you set aside enough cash

• Advice and recommendations to build up cash reserves

Financial & Management Reporting

What you measure, you can manage. We want businesses to know exactly what they should be tracking in their business and how they perform against targets throughout the year. We build these targets into monthly management reporting packs which includes a discussion about what he numbers means and recommendations. Just like a monthly check with a financial doctor!

From $550 / month

Includes:

• Annual budget and target setting

• Monthly adjusted numbers to include all costs

• Re-forecasted future monthly projections

• Variances to target

• Metrics and KPIs

Consultant CFO

Chief Financial Officers (CFOs) are an essential part of larger businesses as they manage and direct the financial aspects of the business. We offer a cost-effective way for smaller businesses to get access to high-calibre financial professionals on a part-time or as-needs basis.

$250 / hour

From $1,500 / month

Includes:

• Strategic planning and business model analysis

• Risk assessments

• Financial oversight of all financial functions

• Management report with dashboards, KPIs and variances

• A watchful eye on your cashflow forecast

• Debt and equity funding

• Internal system review and optimisation

• Reporting, systems and processes

• Budgeting and target setting

• Financial modelling and scenario testing

• Growth and scaling management

• Profit improvement and optimisation

• Compliance management

• Restructuring support

• Exit and succession planning