Strategic Advisory

Our aim is to bring strategy out of the 'big end of town' to the SME sector.

Our executives have studied strategy, innovation and entrepreneurship in business schools here in Australia and internationally.

They have applied strategy and business planning in Senior Executive roles in industry both for profit and the not-for-profit sector.

A successful strategy and effective implementation are essential for success.

Strategy is not a ‘one off’ – it should be seen as continuous business imperative as changes in demand growth, industry structure and competition occur over the business’s life cycle.

“Strategy is the great work of the organisation. In situations of life or death, it is the Tao of survival or extinction. It’s study cannot be neglected.”

– Sun Tzu, the Art of War.

Our experienced strategy advisors will work with your leaders to understand your business including financials, customers, internal processes and people. We will work with your team to understand your SWOT (strengths, weaknesses, opportunities and threats) and your current strategy and business model. Our advisors will review your aims and undertake an independent assessment of the market demand and supply to understand key trends. We will review your current and target competitiveness and your unique competitive advantage. We will conduct strategy sessions with your senior leaders and collate customer and people surveys.

Our services include :

Initial data collection

and surveys to understand the business ‘as is’

Review and assessment

of client data as well as the business environment – micro & macro

Strategy Workshops

Initial session with CEO or Founders as well as Leadership Team strategy workshops.

Planning sessions

to create the elements of the Strategic Plan

One Page Strategy Map

Creation of a One Page Strategy Map with objectives, KPI’s & targets

Three Year business roadmap

with detailed initiatives plan and accountabilities

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.

Bookkeeping Case Study
Corporate Services
Financial Advisory
Growth Strategy
Strategic Advisory
Taxation
Uncategorized
Virtual CFO

May

2024

NSW Business Awards Finalist

Celebrating Kim Stewart-Smith: Finalist in the NSW Business Awards & CEO of Stewart & Smith Advisory. We celebrate as we congratulate our CEO and Founder, Kim Stewart-Smith, on being named a finalist in the NSW Business Awards as Outstandi...

Strategic Advisory

Jan

2023

Business valuations – what you need to know to plan your exit

Quite a few years ago as a graduate within a large strategy practice, we approached strategic decision making using the Value Based Planning approach ie. which decision amongst a series of scenario’s would give greatest shareholder value ? Whilst ...

Strategic Advisory

Jul

2020

Recovery Post Covid

Historical research suggests that a high percentage of large companies have experienced a revenue stall in their business cycle and only 7% of companies that stall to slow or negative growth are able to pull themselves back to high or moderate gro...

I just loved our session this morning! Thank you so much for your feedback and guidance. It is really having a tangible impact on our business and helping our team focus and deliver. Looking forward to setting up the next layer and building out our balanced scorecard.
Kate Pollard, circle in

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

More Information

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

Our aim is to bring strategy out of the 'big end of town' to the SME sector.