A great business plan gets to the heart and soul of your business. We start the business planning process by listening. We get to know you and your business inside out so we have a good understanding of your vision and core values. These discussions help you create a clear one-page business plan.
This helps you prioritise goals, both short term and long term, create strategies to achieve them and enables you to review actual performance against targets. We then pull this into a 90 day action plan to address immediate and critical issues.
Importantly, this process eliminates a factor that is all too common in business – procrastination.
We’ve developed this service to enable business owners to understand the key drivers in their business. The better you understand your business, the easier it will be to increase your profits and free up cashflow.
First, we’ll help you establish what your key drivers are. These may be financial (e.g. gross profit margin), or non-financial (e.g. customer satisfaction ratings). We’ll teach you how to measure each KPI and set improvement targets. Once you’re confident measuring each KPI we’ll provide monthly coaching to help you implement a tactical plan focusing on the business processes and behavioural changes required to ensure improvement.
Investing a little time each week and making simple changes can dramatically improve your KPIs, thus positively impacting your business performance and personal life.
Succession Planning helps you figure out what you want for the future. Our process takes into account business, personal and family expectations and helps you define the steps required to turn that vision into a reality.
We’ll begin our succession planning session with a discussion. We’ll identify the key points we need to consider, outline your succession options and the processes relevant to your business. We then work with you to develop a suitable timeline and ideal succession scenario. Along the way, we’ll look at any opportunities to improve your business value and vulnerabilities you need to manage, documenting them in a robust succession plan.
The result for you is a roadmap that guides your decision making and ensures your business is in the best position to achieve maximum return on your hard work and investment.
Cashflow planning is best practice in any business and critical to survival and growth. Our Cashflow Management service is designed to help you improve your Cash Conversion Cycle and maximise your cashflow. It will allow you to predict large cash outflows and respond to changes in your business.
Managing cashflow is all about your business processes. After preparing a Cashflow Forecast we’ll conduct a thorough review of your processes and identify any potential causes of poor cashflow so that we can treat the underlying issues.
We’ll meet with you on a quarterly basis to monitor, analyse and adjust your key cashflow drivers. Acting as your accountability coach, we’ll help you set annual goals and devise a 90 Day Action Plan to ensure you implement improvement strategies for maximum results.