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.

Kim is a highly engaging and knowledgeable professional speaker and her business building insights and solution driven strategies are fortified by sound expert advice that offers impressive stage presence.
Kim was a key presenter at the RCG event held in Sydney last December (2019) and spoke on the topic of: “Scaling a Professional Services Business “. She was recently a special guest speaker on the PRIA webinar entitled, “Managing Capital and Cash in a Crisis” recorded in April 2020.
How quickly the situation can shift in such a few months but Kim’s ability to adapt her content delivery to this ever-changing current economic climate coupled with her vast international and local expertise makes her a highly valued and acclaimed presenter. Her advisory expertise lays within the realms of strategic, financial growth that is delivered with her trademark innovative and impressive entrepreneurial approach
Tracy Harris, Executive Officer, Public Relations Institute of Australia