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Corporate Services

A strategic plan is the first step towards moving a business away from being dependent on the owner(s) and towards a fully systematized and profitable operation.


Our aim is to help you create a picture of what your business will be like when it is fully “complete”.

We spend some time with you (typically one day) and listen. We facilitate a discussion of:


  • The personal objectives of the business owner(s);

  • The strategic plan of the business;

  • A five-year summary of financials;

  • Value pricing opportunities;

  • Unique selling points of the business; and

  • Exit routes and business value. 


The benefits of this discussion are:

  • Consensus on key issues and strategies to address them,

  • Commitment to, and capacity for, implementing the strategies,

  • Clearer communication of priorities,

  • Improved cooperation among those pursuing strategic objectives, and

  • More effective management control of strategic initiatives.  

Cash flow planning and forecasting is key to lowering financial stress. Here are some of the benefits of forward planning:


  • Provides detailed projection on where the money is coming from, useful if you have more than one source of income

  • Provides details of where the money goes

  • Provides a simple way to compare your real cash flow with your forecast

  • Removes the element of uncertainty and guesswork. Using the cash flow, you can see the effect of a decision on expenditure before you commit

  • Demonstrates the peaks and troughs of your cash flow during a financial year

  • Highlights potential funding gaps/problem areas in expenditure and can help prioritize and plan the timing of larger purchases

  • Know where you really are against turnover and profit targets

  • Allows quicker decision making in turbulent times


Our most profitable clients all plan ahead. Talk to us if you would like projections to help grow your business.

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