As businesses evolve, they often outgrow their current finance set up. Whether you have an internal team, an external accountant or a combination of both, it may be that these people lack the commercial experience required to help you reach your business and financial goals.
Activities like raising funds, conducting due diligence, developing forecasts, and detailed Capex and project analysis all require very specific skills – ones we have honed over several decades as commercial accountants and financial consultants.
Carefully planned budgets and accurate forecasts are the foundations of your financial infrastructure. Without them you can run into cash flow issues, miss growth opportunities and have difficulty securing funding.
Many business owners come to us for strategic financial advice for a project or key activity, only for us to find that these foundations aren’t in place correctly and, as such, are an impediment to growth. It’s also common for us to encounter businesses who have failed to align financial goals with business goals, resulting in inefficiencies and misallocated resources.
We can help. First by stepping back to review your overarching business strategy, to ensure any financial strategies are closely tied to these goals, then to help you develop realistic, well-structured budgets, reports and forecasts. Only then can you move ahead and make major financial decisions with complete confidence.
The right merger or acquisition (M&A) can accelerate growth and open you up to new markets, but the process is complex and can be risky.
Many business owners struggle to come up with an accurate company valuation, which can result in financial losses. Similarly, undisclosed liabilities and poor due diligence can come back to bite you and cause major post-transaction issues.
Our CFOs provide corporate finance advisory services that help you avoid common mistakes made when buying or merging with another business.
To know whether to proceed, or not to proceed, with a significant project or capital expenditure requires you to know the forecast return on investment. These kinds of major outlays have the potential to cause harm to your business if not properly scrutinised beforehand. It’s simply not worth it to shoot in the dark.
Through expert analysis and projection, we can help you make informed investment decisions. How do we do this? By creating projections using rate of return models such as internal rate of return (IRR) and net present value (NPV) calculations. Our team has done this for expenditure as little as $50k and for complex larger projects over $50m.
Further, our detailed scenario testing evaluates how different market conditions might impact your investment, while our cash flow and risk analysis ensures that any project aligns with your broader business and financial strategy.
Expert consulting services are often vital for businesses who are navigating contracts, pricing strategies and financial agreements.
Without knowing the extent of the financial risks involved in your decisions, you leave your business open to costly disputes or cash flow issues.
With 30+ years of senior, strategic financial leadership experience under our belt, we are uniquely positioned to provide executive-level, outsourced CFO services to Perth business owners. In other words, Big 4 advice, without the big price tag.
Whether you need to fix broken process, to merge, acquire, grow or exit, or you have simply outgrown your current finance team or accounting set up, engaging us as your outsourced CFO can be a better use of funds than employing a full-time hire. Because the truth is, you often don’t need one. But, when it comes to commercial finance decisions and activities, you do need an experienced head in the room. Our services are the perfect fit for businesses in this situation.
Our ideal clients are small to medium sized businesses with more than $5m annual turnover, and owners who are looking to the future – a future built on sound financial foundations and accurate forecasts
Get in touch and we’ll step you through how our corporate accounting and financial advisory services can help you reach peak performance.
We look forward to meeting you.
