Business Planning, Analysis, Restructuring and Risk Assessment
Whether you are starting a business, expanding a business or selling a business we can help you with planning, monitoring, risk assessment and advice to better help you achieve your objectives.
Our team has a diverse range of skills to help you meet the demands of today’s increasingly complex and rapidly changing environment. Whether you need assistance with reviewing your business plans, monitoring performance or managing your way through a time of business change we are here to help.
Our services include:
Work Experience Examples
Example of how we have recently helped clients include:
Our team has a diverse range of skills to help you meet the demands of today’s increasingly complex and rapidly changing environment. Whether you need assistance with reviewing your business plans, monitoring performance or managing your way through a time of business change we are here to help.
Our services include:
- Strategic and Business Planning assistance
- Financial forecasting
- Cash flow analysis
- Budget Variance analysis
- Business Valuations
- Advice on Buying, Selling or Merging businesses
- Due Diligence and Business Structures
- Succession planning
- Business Turnaround
- Strategic Human Resource planning and risk assessment
Work Experience Examples
Example of how we have recently helped clients include:
- Run sessions with business owners to review past activities, establish solid and realistic goals and then define strategies for achievement and success
- Facilitate a preparation of a comprehensive business forecast covering the “Growth Equation” and importantly to remove the fear of the unknown
- Assist clients to prepare a detailed cash flow analysis so that they can understand where the cash is coming from, where it is going and more importantly to try and get to grips with when this will happen
- By the use of a simple diagnostic we have been able to develop a budget variance report which highlights which areas have demonstrated a variance and pinpoint areas where action might be required to address the underlying causes
- Assistance has been provided with buying or selling a business (or even a share of a business) through a thorough valuation exercise which uses various techniques to derive a realistic value for the business operation being considered
- Research and recommend appropriate business structures to achieve an outcome which the business owner might not necessarily have considered e.g. whether to register a company or operate as a trust?
- Undertake a comprehensive “Due Diligence” to enable a potential investor to understand what might lie ahead and develop strategies to counter any challenges which might otherwise have presented a potential showstopper
- Cover the feared “Elephant in the Corner” – who or what comes next? Facilitate a Succession Planning Session to consider all aspects of the business and its current state and what possible strategies exist which will enable the current owners to extract full value upon their exit from the business
- As many business owners “Don’t know what they don’t know” they often can’t see the wood from the trees and are focussed on issues which are not conducive to survival. We assist them to open their eyes and move forward in a positive way and assist them to turn their business around
- Through our strong association with an HR associate we have undertaken reviews of organisation structures, the related human resource planning and implementation strategies to assess whether they have maximised the use of this vital resource. We have then assisted with development and execution of strategies to ensure that staff are better utilised and that the corporate culture was improved way beyond expectations.
Business Continuity Planning
The Business Continuity Planning Session
These are unprecedented times for businesses and their people. Our facilitated business continuity planning service provides clients with accurate and logical advice to help minimise the impact the Covid-19 pandemic will have on their business.
This service is designed to support our clients in developing a plan to get through the coming months. A Business Continuity Plan helps identify the actions to take to prepare for the impact of Covid-19; to maximise entitlements to Government and other support and minimise the downstream impact of a downturn in business.
The approach to develop the plan is collaborative and involves pre-work, either one 4-hour or two 2-hour on-line facilitated planning sessions and developing a plan to implement. The service is designed for business owners to ensure they build resilience, preserve profitability, cashflow and employment for their team and survive through this difficult time.
The Business Continuity Plan Review
We understand that many business owners will want to develop their own plan in these unprecedented times. The Business Continuity Plan review allows business owners to use our guide and templates to create their draft Business Continuity Plan and then meet with us online for 90-minutes to review and finalise it. The review service ensures clients are provided with accurate and logical advice to help minimise the impact the Covid-19 pandemic on their business.
A Business Continuity Plan Review provides accountability and support to identify the actions to take to prepare for the impact of Covid-19; to maximise entitlements to Government and other support and minimise the downstream impact of a downturn in business.
The approach to develop the plan is collaborative and involves pre-work, supplying a plan template and guide for the client to prepare their first draft plan and then a 90-minute on-line meeting to finalise the plan in order to begin implementing it. The service is designed for business owners to ensure they build resilience, preserve profitability, cashflow and employment for their team and survive through this difficult time.
These are unprecedented times for businesses and their people. Our facilitated business continuity planning service provides clients with accurate and logical advice to help minimise the impact the Covid-19 pandemic will have on their business.
This service is designed to support our clients in developing a plan to get through the coming months. A Business Continuity Plan helps identify the actions to take to prepare for the impact of Covid-19; to maximise entitlements to Government and other support and minimise the downstream impact of a downturn in business.
The approach to develop the plan is collaborative and involves pre-work, either one 4-hour or two 2-hour on-line facilitated planning sessions and developing a plan to implement. The service is designed for business owners to ensure they build resilience, preserve profitability, cashflow and employment for their team and survive through this difficult time.
The Business Continuity Plan Review
We understand that many business owners will want to develop their own plan in these unprecedented times. The Business Continuity Plan review allows business owners to use our guide and templates to create their draft Business Continuity Plan and then meet with us online for 90-minutes to review and finalise it. The review service ensures clients are provided with accurate and logical advice to help minimise the impact the Covid-19 pandemic on their business.
A Business Continuity Plan Review provides accountability and support to identify the actions to take to prepare for the impact of Covid-19; to maximise entitlements to Government and other support and minimise the downstream impact of a downturn in business.
The approach to develop the plan is collaborative and involves pre-work, supplying a plan template and guide for the client to prepare their first draft plan and then a 90-minute on-line meeting to finalise the plan in order to begin implementing it. The service is designed for business owners to ensure they build resilience, preserve profitability, cashflow and employment for their team and survive through this difficult time.
Risk Management
We take a practical approach to risk management and focus on the effectiveness of risk frameworks and mitigation strategies. We believe that one of the keys to successful risk management is the ability to listen to management and staff of an organisation and to combine this knowledge with our own knowledge and experience.
We recognise that risk management is an essential component of governance and our focus is in the following areas.
Framework Effectiveness
Evaluation of risk frameworks to determine their effectiveness in identifying and managing risk at the strategic and operational levels. This includes the integration of any risk framework with strategic and business plans.
We are also able to assist and advise businesses on the nature of risk frameworks that may best meet their business and governance needs.
Reporting
The reporting of risk and the related effectiveness of mitigation strategies to the right people is a key element in managing risk effectively and acting on areas where improvement is required.
We can evaluate your risk reporting and work with you to incorporate an appropriate level of risk reporting to the governing body, management and staff of your organisation.
Mitigation assessment
Our experience indicates that a key value area of risk management is the evaluation of the adequacy of risk mitigation strategies to manage risk to the desired level, and assessment of these strategies ongoing application and effectiveness.
We can test the effectiveness of your strategies and assist with the implementation of ongoing testing, including the linking of this to internal and other assurance functions that may be operating in your business.
Enterprise wide
We have experience in enterprise wide risk frameworks and systems.
Project based
We can assist you to implement and to review risk management processes for key projects.
We recognise that risk management is an essential component of governance and our focus is in the following areas.
Framework Effectiveness
Evaluation of risk frameworks to determine their effectiveness in identifying and managing risk at the strategic and operational levels. This includes the integration of any risk framework with strategic and business plans.
We are also able to assist and advise businesses on the nature of risk frameworks that may best meet their business and governance needs.
Reporting
The reporting of risk and the related effectiveness of mitigation strategies to the right people is a key element in managing risk effectively and acting on areas where improvement is required.
We can evaluate your risk reporting and work with you to incorporate an appropriate level of risk reporting to the governing body, management and staff of your organisation.
Mitigation assessment
Our experience indicates that a key value area of risk management is the evaluation of the adequacy of risk mitigation strategies to manage risk to the desired level, and assessment of these strategies ongoing application and effectiveness.
We can test the effectiveness of your strategies and assist with the implementation of ongoing testing, including the linking of this to internal and other assurance functions that may be operating in your business.
Enterprise wide
We have experience in enterprise wide risk frameworks and systems.
Project based
We can assist you to implement and to review risk management processes for key projects.
