Stewart and Smith Advisory Enriching lives through building better businesses

Financial Advisory

Our highly qualified team have extensive financial advisory experience to ensure we provide you with advice you can rely on.

Cash Flow review

to analyse key areas to increase cash flow to fund future growth and increase shareholder value

Profitability review

to analyse key areas to strengthen profitability as a means of increasing shareholder value

Working Capital Management

to increase circulating cash to fund growth

Budget and Cashflow Forecast

preparation which includes review of historical data and building assumptions via meetings with key executives and the CEO.

Design of reporting frameworks

& selection of performance measures (KPI’s)

Financial Health Check

Business Valuation

for the purposes of capital raising, business sale, introducing new shareholder/partner or tracking increase in value of business strategy and plans

Funding Proposals

Assistance with bank funding proposals and leasing/hire purchase

Information Memorandum

Due Diligence

reviews and reports

Frequently Asked Questions

You should tailor the metrics to suit your key business drivers.  There does not need to be too many and they should cover financial and non financial KPI’s.   You should also ensure that you have lead and lag indicators within the mix.

In our experience all businesses should have a detailed budget & cashflow forecast.   The budget should be an articulation of the strategic plan and objectives for the business.  We translate these business objectives into a financial model that is tangible and allows you to understand the key levers driving growth and increased shareholder value in your business.

Related Articles

  • Financial Advisory
  • Taxation

May

11

2023

Highlights Budget 2023/2024

The Federal Budget was handed down on the 9th May and our Tax Expert Vanessa Falconer has prepared an outline of the key measures that impact our clients. In summary the budget shows an improved picture of Government finances. However, the challen...

Continue Reading
  • Financial Advisory
  • Virtual CFO

Feb

10

2023

The Importance of Cash

To quote Alan Miltz “revenue is vanity, profit is sanity and cash is king”. When we work with business owners and managers, we find that they do not understand the true financial position of their business.   Whilst some owners look at their...

Continue Reading
  • Financial Advisory

Aug

10

2021

COVID Relief Update – Complexities Explained

There has been much speculation of late about the Service NSW and Federal Government support for small business during the latest Covid crisis lockdown. Many of our clients are now starting to receive funds but others have fallen outside the origi...

Continue Reading

Ready to Chat?

  Sydney City Office
Level 1, Salesforce Tower
180 George St
Sydney NSW 2000


  Mosman Branch
Building 5&6, 1110 Middle Head Road
Mosman NSW 2088

 +61 2 7226 1226
  info@stewartsmithadvisory.com