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Business Advisory & Planning

Businesses without a plan are likely to fail, especially those without a financial plan. When we work with business owners, we ensure that they understand and implement solid goal-setting. With those goals visible and agreed on, we then work on structuring the business so that those goals will be achieved.

With regular progress monitoring, cash flow forecasts, and careful budgeting, the business is then able to stay on track with their plan or deviate towards positive change if required.

Remember that we can only measure our success by the success of the business owners that we advise, and that gives us the incentive to take extra care of your progress.

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Business Planning
First meeting free of charge

This one-on-one workshop will teach you how to develop a sustainable and practical plan for your business that will guide the next three months, twelve months and three years. Covering both business and personal goals is about making sure the business serves the owner, not the owner serving the business! 

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Cashflow Forecasting

Cashflow planning is best practice in any business and critical to survival and growth. Setting cashflow targets and regularly monitoring your actual cashflow against your forecast will enable you to predict large cash outflows and respond to changes in your business.

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Monthly Coaching

We appreciate that owning your own business is hard work; the purpose of this service is to assist you with accountability and support in your planning and decision making to ensure progress. We'll help you work through roadblocks and challenges in your business, working in synergy to utilise our combined expertise. 

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How you benefit from our coaching

  • You’ll know where you will be heading and what the goals are

  • You’ll have a solid plan and an implementation strategy

  • Your finances will be visible to you at all times

  • Manage your time so you’ll get more done in less time

  • Hone sharp leadership skills to manage your team

  • Automate your business so that you can leave for days

Client Reviews

It’s vitally important to be working on your business, not in your business.  Taking essential time to discuss what is happening in your business gives you clarity about your future direction and ensures we support you most appropriately.

This meeting is an ideal opportunity for you to meet with us on a no-charge /no obligations basis to discuss any of the following:

  1. Your goals for your business and how you plan to achieve them.

  2. How your business goals align with your personal goals.

  3. Challenges business is facing, e.g. growth, profitability, cash flow, asset protection, or your planned exit from or sale of your business.

  4. How we can work together to achieve your goals and resolve your challenges.

If required, we will also prepare a proposal for you, including upfront prices of our services for any additional support work that we identified during the meeting.

Points of discussion can be the following:

  • Asset Protection

  • Budgeting and Cash Flow Forecasting

  • Business or Share Valuations

  • Business Structuring

  • Buying a Business

  • Financing

  • Management Consultancy

  • Risk Management

 Our Technology Partners

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 First Consultation Free

We're inviting you to a free initial consultation, with no obligations. Tell us your challenges and goals and prepare to be surprised at what we can offer! Let's create your personal or company's growth strategy together!

 First Consultation Free

We're inviting you to a free initial consultation, with no obligations. Tell us your challenges and goals and prepare to be surprised at what we can offer! Let's create your personal or company's growth strategy together!