transferring experience into financial support
Business Advisory
The periodic review and setting of goals for your business can provide direction and energy to daily operations. A structured approach and a fresh set of eyes can bring a different perspective to that review.
Ongoing discussion of opportunities and issues can help to prioritise how the scarce resources of your business are best allocated. Focusing on the dial movers will help you move your business forward more quickly and maximise shareholder enjoyment and value.
Consulting
Once the priorities of your business are set then you will need help defining and implementing them. This may be developing a new product, targeting business risks, assessing the feasibility of a project or product launch, or ensuring you have the right processes and controls in place.
I can help to manage your business through the process by clearly defining the priority, building a project plan, and bringing in the right resources (internal or external) to ensure a successful implementation.
Financial Planning
A business with the right systems and processes in place will generate a lot of data and if structured effectively and with the right analysis that data can provide invaluable insight into the operations of a business. This will allow you to identify which areas of your business are truely profitable and therefore where you should be focusing your energy and resources.
Building on business goals, the economic climate, and historical data to model financial targets can give your business a sense of direction and targets on which to challenge and measure yourself.
Compliance
Compliance is a necessity of the business environment that we operate in and it is possible to reduce this burden through having the right systems in place. By engaging the right professionals early in your business lifecycle and knowing what you are going to have to provide, e.g. tax returns, annual reports, or payroll returns, then you can set up effective processes to meet those requirements.
Wealth Planning
One of the key goals of being in business is to make a profit and those profits should be enjoyed now or in the future. Preserving wealth into the future should be enjoyable, relatively stress free, and wealth should accumulate (think of the snow ball effect).