Business / Advisory Services
Our method of gathering information is based on
a 3 month Initial Business Diagnosis which allows us to gather information to find your Critical Path.
We develop and deliver Strategic Action Plans tailored to your business needs.
During this time you have unlimited email and phone access to me.
Registered and approved with NZTE for provision of these services.
A selection of the discovery is listed below.
Business Strategy/Model
- Identify the long game and establish a strategic plan
- Align model to strategic plan
- Correct any disconnections
Business Plans
Writing multipurpose business plans to:
- Help business owners better understand their businesses
- Provide robust forecasts which can be used to help raise capital for the purchase of new or replacement plant and other assets
- Develop employee incentive schemes based on business profit improvement
Internal Systems
- Analyse and identify efficient systems that link all parts of the business together
- Analyse all business / workflow processes for potential improvement
- Identify any missing processes and or systems for incorporation into the business
Succession Planning Exit Strategy (Never too early to start)
- Establish a framework to allow all parties to achieve desired results
- Define financial ramifications
- Articulate defined exit strategy program
- Identify opportunities and the viability of each
- Monitor progress
Human Resources Strategy
- Cultures and leadership practices – are they aligned?
- Is the Team aligned in its work practices and culture?
- Establish any HR requirements
- Align employment contracts towards both the strategic plan and business model
- Staff training and development to align with individual staff requirements
Pricing & Quoting
- Ensure quotes contain a breakdown of all components so that these can be used for future accurate quoting
Sales & Marketing
- Establish a marketing program / plan to align with identified channels to market.
- Develop a target list and strategy for attracting new high value customers
- Ensure the market knows your full product / service offering
Health & Safety
- Review current Health and Safety systems and policies to ensure they are aligned with relevant standards
- Establish and embed processes for regular review and assessment of Health and Safety issues.
- Develop a culture of personal responsibility with regards to Health & Safety
Financial Management
- Create clear management performance indicators and identify key business drivers
- Ensure there is integration between the financial systems and the day to day operation of the business
- Establish a monthly reporting function around financial targets aligned with the business objectives
- Establish monthly staff meetings either formal or informal to gain feedback on how the business is performing
- Establish procedures and systems to check for irregular payment
- Establishment of segmentation gross margin reporting to easily identify product/service mix and under-performing areas of the business.
Cashflow Management
- Create clear management performance indicators and identify key business drivers
- A cash requirements plan including timings to ensure that either the required cash or facilities are in place when needed
Capital Planning
- Review capital requirements if required
Procurement and Inventory Control
- Work with suppliers to make it easy for you to do business with them and for them to do business with you
- Develop procurement strategy
- Know product lead times
Business Startups
- Develop a feasibility study to determine whether the business idea is practical and achievable.
- Develop a 5 year plan which can also be used to form the basis of a project plan and help to obtain a banking facility and other investment requirements.
- Provide specific investor information requirements to raise capital.
- Establish financial management practices including how to setup and read Profit & Loss and Balance Sheets to help you manage the business.