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 facilitate the creation and enhancement of governance structures, board protocols, and decision-making frameworks that ensure organisational transparency and effective oversight. Our guidance is designed to empower leadership with clarity and confidence in every decision.
Strong governance is the foundation of a resilient business, providing clear roles, responsibilities, and lines of accountability. We help businesses implement tailored structures that streamline decision-making, reduce ambiguity, and support long-term stability. By embedding these frameworks, we aim to reduce personal stress for leaders and foster a culture where informed, timely decisions drive sustainable growth.
A healthcare provider with five directors lacked clarity in roles. We introduced a governance framework that clarified accountability, reducing conflict and improving speed of decisions.
A fast-growth startup struggled with chaotic meetings. We implemented board charters and quarterly KPI reviews, allowing the founders to focus on strategy, not firefighting.
We create tailored succession plans that safeguard your business’s value, maintain leadership stability, and address the interests of both family and shareholders. Our approach goes beyond simple timing considerations, integrating legal, financial, and emotional aspects to ensure a smooth transition. By focusing on your goals and the unique dynamics of your family or ownership structure, our succession frameworks provide clarity and continuity for the future.
A Riverina-based agribusiness faced tension between siblings after the founder stepped back. One wanted to modernise operations, the other wanted to stay traditional. We developed a governance framework, set up a family council, and clarified roles and ownership shares. Within 18 months, harmony was restored and the business had its most profitable harvest season in five years.
A Melbourne-based engineering consultancy wanted to sell to long-standing employees rather than an external buyer. We modelled buy-in options, structured staged ownership transfers, and introduced accountability KPIs for the new directors. This gave the founders a clear exit path while ensuring the next generation of leaders retained staff loyalty and client trust.
We support the formation and management of partnerships through clear governance frameworks, shareholder agreements, and succession planning. Our mediation-first approach helps prevent disputes and preserve relationships. Strong partnerships can accelerate success — weak ones can destroy value. We bring structure, governance, and fairness to business relationships.
Two partners in a growing trade business faced conflict about reinvesting profits vs drawing dividends. With our mediation, they agreed to a staged reinvestment plan. Within 18 months, profit margins grew by 20%, and both partners had clarity on cash flow. Reinvest-vs-dividend standoff resolved; margins up 20% in 18 months.
We guide you through the complexities of buying, selling, or merging businesses with clear valuation modelling, due diligence support, and integration planning. Our focus is on achieving strategic fit and long-term value.
Buying, selling, or merging a business is one of the biggest decisions an owner will make. Our role is to reduce complexity and give you confidence in both the numbers and the strategy.
A manufacturing business sought to acquire a competitor. We modelled multiple “what if” scenarios showing cash flow impacts, and highlighted integration risks. By staging the acquisition with performance hurdles, the owners reduced risk and protected their equity.
We help business owners transition away from day-to-day operations while maintaining both oversight and financial security. By developing bespoke financial strategies that reflect personal goals, we ensure your business supports your ideal lifestyle instead of constraining it. Through careful planning and structured governance, your company can thrive independently, giving you the freedom to focus on what matters most.
A retail owner worked 70-hour weeks. With our support, they hired a manager, delegated effectively, and restructured finances. They now spend three months a year overseas while the business thrives.
A consulting firm owner wanted to transition out of daily operations. Our governance framework allowed them to reduce involvement without reducing income, creating freedom without instability.
Managing a family business requires a thoughtful balance between commercial objectives and maintaining family harmony. Our support focuses on navigating succession, governance, and relationship dynamics, using structured planning and mediation to benefit both the business and its stakeholders.
We guide families in establishing clear governance frameworks, defining roles and responsibilities, and ensuring equitable remuneration and succession planning. With objective advice and conflict management protocols, we facilitate transparent decision-making processes that protect both the business interests and the family’s long-term relationships.
A family agribusiness with three siblings faced unclear responsibilities and disputes. We introduced clear role descriptions and KPIs, improving harmony between the siblings.
Founders of a retail group wanted to retire but doubted the next generation’s readiness. We designed a 3-year phased glide path, with mentoring and accountability, allowing the founders to step back confidently.
