Services
Advisory across the decisions that matter most.
Five areas of work, applied to the stage your business is actually at.
Startup Advisory
Establishing the commercial, financial and operational foundations for a business built to progress.
We work with founders to test the proposition, clarify the operating model and translate an idea into a structured launch plan. The focus is on the decisions made early, including market position, financial viability, business structure, compliance and the systems required to begin well.
- Business concept, value proposition and customer definition
- Practical business planning and launch priorities
- Budgets, cash flow, pricing and financial assumptions
- Business structure, compliance and setup coordination
- A sequenced roadmap from concept to operation
- Coordination with accounting, legal and insurance specialists
Company Health Assessment
An independent assessment of how the business is operating and where attention will create the greatest value.
We examine the business as a connected whole, including ownership, financial performance, operating processes, systems and the people responsible for delivery. The result is a clear view of what is working, where risk or friction is building and which actions should be prioritised.
- Review of ownership, finances, processes and systems
- Consultation with owners and key people
- Identification of operating gaps, risks and constraints
- Alignment of goals, financials and day to day operations
- A prioritised action plan with clear sequencing
- Consideration of longer term exit and transition readiness
Business Succession & Ownership Restructuring
Preparing ownership, leadership and continuity arrangements before a transition becomes urgent.
We help owners consider what should happen next and establish a practical path towards it, whether that involves family succession, a change in ownership, a transaction or improved continuity planning. Legal, tax and financial matters remain with the appropriate specialists and are coordinated around one clear direction.
- Succession options aligned with personal and commercial goals
- Continuity planning for unexpected ownership events
- Ownership structure and governance for transition
- Coordination with legal, tax and financial specialists
- Preparation for merger, acquisition or sale decisions
- Structured support for family business handovers
Advisory & Non Executive Directorship
Independent commercial judgement available when significant decisions are being made.
We provide ongoing advisory or non executive involvement for owners, boards and leadership teams that value an experienced external perspective. The relationship creates continuity across governance, strategic planning, growth decisions and the practical work required to move from discussion to execution.
- Ongoing trusted advisory or non executive involvement
- Independent input for boards and leadership teams
- Governance structures suited to the stage of the business
- Strategic planning and evaluation of growth opportunities
- Decision support for owners and senior leaders
- Planning for additional non executive capability
Questions
What owners usually ask first.
Business owners, directors and leadership teams, from startups through to established small and medium sized Australian businesses, including family owned companies.
It is a conversation, not a pitch. We talk through where the business is now, what is prompting you to seek advice, and what you want to achieve. From there we can set out whether we are the right fit and what working together would look like.
Yes. We are based in Joondalup, Western Australia and also work with clients remotely where that suits the engagement.
It depends on what the business needs. Engagements range from a defined piece of work, such as a health assessment, through to ongoing advisory involvement. Scope and terms are agreed in writing before any work begins.
No. Advisory work sits alongside your existing accounting and legal advisers, and we are comfortable coordinating with them so everyone is working from the same picture.
Get in touch through the contact form and we will arrange an initial conversation about your business and what you are working towards.
Next Step
Let's find the clearest path forward.
Start a conversation about your business, your priorities and where you want to go next.