Clarity today, confidence tomorrow. One-page projections + budgets + “what-if” scenarios show the impact of decisions on cash flow, funding and personal wealth—then we keep plans current through the annual cycle.
We develop concise, single-page financial projections to illustrate anticipated cash flow, profitability, and strategic outcomes. These projection models enable you to plan with clarity and adapt confidently to evolving business conditions. The result: greater transparency today leads to stronger decision-making for tomorrow.
Louise, a retail client wanted to expand to a second workwear store but feared overextending. Projection modelling showed the cash flow tipping point, allowing them to expand gradually and sustainably.
A family business preparing succession used our models to test three leadership transition scenarios, clarifying the best financial pathway forward.
We work with you to align your business objectives with tailored financial strategies that support growth, sustainability, and personal achievement. Our advisers serve as strategic partners, guiding you in making informed decisions throughout every stage of your business journey.
Achieving success in business goes beyond generating profit—it means transforming your efforts into lasting value. Through our Strategic Business Financial Planning service, we connect your personal ambitions with the financial direction of your business, ensuring every step supports both your long-term goals and day-to-day operations.
A husband-and-wife family business was profitable, but cash flow was always tight. By applying structured cash flow modelling and monthly accountability sessions, we uncovered a working capital issue and freed up $200k — allowing them to fund growth without extra debt. Freed $200k working capital by re-setting debtor terms and inventory KPIs; owner funded growth without extra debt.
We provide expert guidance in preparing for funding rounds, negotiating with lenders, and structuring capital solutions that align with your business’s growth and liquidity needs. By ensuring you obtain the right financing at the optimal moment, we help unlock opportunities for expansion. Our role involves supporting your preparation, negotiation, and capital structuring with both lenders and investors, reinforcing your ability to secure resources when they are needed most.
A manufacturer needed $2m for equipment upgrades. Our preparation secured a broker loan at lower rates, saving $70k per year in interest.
A fast-growth startup required equity funding. We modelled dilution scenarios, helping the founders retain control while raising the capital required.
We provide end-to-end guidance throughout the process of acquiring new business premises. Our team offers expert support with cash flow projections, tailored lending strategies, and asset protection structures, helping you make informed decisions for your business. By focusing on financial stability and risk mitigation, we ensure that your property investment aligns with your long-term business objectives. Every property decision is approached as a strategic move, designed to preserve liquidity, manage debt, and secure assets so your business can thrive and grow with confidence.
A family manufacturer wanted to buy their factory but feared over-leverage. Our modelling showed a staged repayment plan that balanced growth and security. They now own their premises outright while maintaining expansion capital.
A medical practice purchased consulting rooms through an SMSF structure. We coordinated with their accountant and broker to ensure compliance and tax efficiency, maximising long-term wealth creation.
We guide you through the process of evaluating whether franchising is the right path for your business or if investing in a franchise aligns with your goals. This includes detailed financial modelling, crafting agreements, and ensuring operational consistency. Our expertise supports scalable growth while maintaining strong oversight and control. Making decisions around buying, selling, or merging a business is among the most significant you will face as an owner. Our role is to simplify the process and instil confidence in your numbers and strategic direction, enabling you to scale using a model that is both repeatable and profitable.
A workwear business sought to join a franchisee model. We modelled multiple “what if” scenarios showing cash flow impacts, and highlighted integration risks. By staging the joining with performance hurdles, the owners reduced risk and protected their equity. Repriced royalty split to keep franchisees profitable at realistic volumes → network attraction surged.
Change is inevitable—whether it is structural, cultural, or strategic. Our role is to ensure transitions occur smoothly and with active stakeholder buy-in. We guide businesses through significant shifts, focusing on alignment and minimising disruption. Our comprehensive support includes detailed communication planning and robust stakeholder engagement, positioning organisations for successful and sustainable change.
A manufacturer undergoing digital transformation faced staff resistance. We guided leadership through structured communication and accountability, improving adoption and maintaining productivity.
A professional firm merged with a competitor. We modelled operational synergies and facilitated team workshops, ensuring cultural integration and financial benefits were realised.
