Business Advisory Services
Trusted Business Advisory Services
We are genuinely invested in your success. With our business advisory services, our mission is to help you unlock untapped value. Let’s bring your business back to life and, consequently, make it the best that it can possibly be.
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Unlock value and grow your business.
As your trusted business partner and outsourced CFO, we can help you strategise, do scenario planning with consideration of key business drivers and metrics to ensure you realise all possible opportunities. We will ensure your business is optimally structured and sustainably positioned for success. We will be there for you as your independent sounding board, business coach or mentor.
Enhanced Reporting & Dashboards
We all know that what you can’t measure, you can’t truly manage. By integrating your real-time Xero data with non-financial or operational data, we will work with you to unpack your true business drivers, which will be incorporated into insightful and relevant KPIs, graphs, dashboards and reporting. This will equip you to make informed and timely decisions to make your business the best it can be.
Strategic Planning
A clearly defined and documented vision of exactly why you are in business (vision, purpose), what you are trying to achieve and very importantly, how, is critical to having any chance of achieving it. We can guide you through this process or facilitate strategic planning sessions with your team. Planning is about bringing the future into the present. Thereafter, you can coordinate your team’s efforts and do something about it now. Let’s ensure your energy and resources are optimally deployed and aligned to achieve your long term strategic intent.
Budgeting, Forecasting & Cashflow
Starting with a budget, we can progress into live and dynamic forecasting and scenario planning using Spotlight Forecasting (long term) and Float (short term). With an understanding of upcoming threats and opportunities, we can assist you in proactively managing your cash flows. With this in mind, we will unpack your business drivers such as pricing models, margins, marketing, expenses, working capital, debtors, debt structuring or other relevant drivers in your business.
Business Plans
A sound and realistic business plan for any new business opportunity is essential. This will sense-check that it has the profit earning capability that you are expecting. Moreover, it is a tool to acquire the finance or attract the appropriate partners or shareholders to get the venture off the ground once you decide to pursue it. We can work with you to help you understand the business drivers and financial levers in detail. We will objectively review assumptions in establishing a sound and achievable business plan for a sustainable, profitable new business opportunity.
Business & Debt Structuring
Whether you are looking to set up a new business or restructure an existing business, we will work with you to ensure you have the optimal entity and debt-equity structures in place to meet your objectives. This extends to dividend policies and payroll structures as well. Once the structuring is in place, we can support you in raising finance or independently facilitating shareholder or partner negotiations. Thereafter, we will put the appropriate documents in place to give effect to this.
Valuations, Mergers & Acquisitions
Whether you are looking to buy or sell a share in a business, or simply wish to get a sense of what your current business is worth as part of your strategic planning process, we can independently and objectively value your business. Reliable valuations that can stand up to court or SARS scrutiny are also necessary for emigration, divorce, death and many other commercial and other reasons. With our experience and expertise, we are well placed to advise on the most efficient and tax-effective way to acquire, sell, merge or restructure your business.
Outsourced CFO Services
With our experience and expertise, we believe we are well placed to offer this invaluable advisory service to take our business partnering with you to the next level. Small businesses can often not afford to hire their own CFO or financial manager on a full-time basis. Therefore, his service ensures you get your advice at a fraction of the cost and exactly when you need it.
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Engage with us to professionally take care of your business advisory requirements. Partner with us to bring your business to life and make it the best it can be.