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It's all about you

We could list what we do, many and varied, and ordinarily bespoke by client. Our preference is to share with you some case studies that highlight how immersed we get. I am sure there are synergies with your business needs.

Business: Food Processing

Turnover: $2m
Staff: 10
Objective: Prepare for sale

Actions taken :-

  • Recruit new production Manager
  • Overhaul www
  • Give greater visibility and ‘freshen up’ offer
  • Review of production efficiencies plan to purchase new machinery
  • Set up new Accountant relationship with evolved processes
  • Implement new back office function to give greater internal support and customer service
  • Allow business, and key individuals, greater autonomy so business is less reliant on owner
  • Write and implement 2 year business plan
  • Minimise short term debt
  • Review of product offer
  • Revise sales story
  • Evolve customer engagement

Business: Trade (Plumbing and Electrical)

Turnover: $1.8m
Staff: 9
Objective: Prepare business for next 5 years

Actions taken:-

  • Complete goals and dreams exercise with owners to establish personal objectives
  • Full business analysis to understand margin dynamics of all revenue streams
  • Create and implement annual budget and forecast process
  • Staff engagement exercise to understand the future of the apprentice resource as well as more experienced FTE’s
  • Complete customer satisfaction program
  • Review and optimise the customer journey
  • Develop leadership competence so business can function in isolation of the owners
  • Conduct marketing audit and optimise focus and spend of future marketing activities
  • Restructure back office function 
  • Streamline business process and optimise systems in use

Business: Interior Design

Turnover: $1.2m
Staff: 8
Objective: Grow Income and Profitability

Actions taken:-

  • As above 
  • Review and revise margin mix to ensure product offer and customer segments are margin accretive
  • Review and revise operating expenditure
  • Establish business model /plan that shapes and saleable entity
  • Complete business model exercise (Customer segments, Customer relationships, Channels, Value proposition, Key Activities, Key Resources, Key Partners, Cost Structure, Revenue Streams)
  • Work with key individuals on specific development programs

Business: Fabrication Manufacturer

Turnover: $2.5m
Staff: 9
Objective: Growth Strategy

Actions taken:-

  • Recruit Production Manager
  • Increase quality standards
  • Established unique value propositions
  • Corrected pricing model
  • Established online product sales
  • www upgrade
  • Comprehensive marketing strategy
  • Established market value adds
  • Supported legal issues within the business
  • Simplified operations
  • Established CAD drawing integration
  • Cost reductions through suppliers
  • Established production and staff KPI’s
  • Attached manufacturer standard awards
  • Business strategy

Business: Water Service Provider

Turnover: $2.0m
Staff: 8
Objective: Succession

Actions taken:-

  • New pricing model
  • Increased product and service offering
  • Online presence
  • Online sales
  • Brand marketing
  • Increased staff
  • Sales growth year on year
  • Decreased Lost labour
  • Capital asset strategy
  • Governance
  • Taxation efficiencies
  • Role transitioning
  • Inventory management
  • Business strategy
  • Initial step of succession selling 20%

Business: Packaging Manufacturing and Service

Turnover: $1.5m
Staff: 11
Objective: Out of love

Actions taken:-

  • Pricing strategy
  • Management recruitment
  • Created new business venture
  • Marketing strategy
  • Sold manufacturing business
  • Established service business
  • Sales growth strategy
  • Taxation efficiencies
  • Margin growth
  • Simple operational strategies

Business: Equipment Hire

Turnover: $5m
Staff: 10
Objective: Governance

Actions taken:-

  • Established shareholder objectives
  • Created business strategy
  • All parties on the same page
  • Established meeting governance
  • Created resource to support shareholders
  • Staff change management
  • Succession for one shareholder
  • Created a higher company image 
  • Capital Asset Strategy
  • Established long term funding
  • Established communication strategies
  • HR guidelines and functionality
  • Health and Safety program