Growth & Performance Services

Unlock profit, drive revenue and embed accountability so improvements last. We benchmark against peers, pinpoint margin/revenue opportunities and track progress with KPIs and quarterly reviews.

Governance & Decision Making

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.

How it works

Establish or refine board structures. segregation of duties, conflict-of-interest registers, compliance calendar.
Charter, agenda, and minutes for board or partner meetings.
Transparent KPI tracking and reporting. Board/BoA cadence → charters & authorities → decision logs → KPI dashboards.
Integration of governance into succession and strategic planning.

Client stories

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.

Succession Planning

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.

How it works

Business valuation and “value gap” analysis.
Drafting governance and shareholder agreements.
Modelling sale, family transfer, or management buyout options.
Emotional and family considerations integrated into the planning process.

Client stories

Second-generation farming family

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.

Engineering firm succession

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.

Business Partnerships

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.

How it works

Draft or review shareholder agreements and governance frameworks. Vision alignment → shareholders’ agreement (roles, voting, dividends) → BoA mediation format for disputes → buy/sell funding.
Integrating partnership planning with personal financial goals — ensuring alignment between business and family wealth.
Risk and opportunity assessments built into the annual risk and value drivers review. Shotgun/valuation clauses, funded buy-sell (insurance), conflict protocol, meeting minutes trail..

Client stories

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.

Mergers & Acquisitions

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.

How it works

Valuation modelling to establish a realistic range.
Due diligence support, ensuring risks and opportunities are properly identified.
Integration planning to align people, systems, and cash flow post-deal.
Accountability through scheduled reviews — making sure the transaction delivers on value, not just completion.

Client stories

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.

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