Business Advisory Services

Business Planning and Business Improvement Programs for small to medium enterprises

We offer structured Business Planning and Business Improvement Programs for small to medium enterprises in Perth, across a range of industries. Our simple engagement process starts with a free, no obligation business risk assessment that can be done completely online.

How our Business Advisory Programs work

Free Risk Assessment

Complete a short, no-obligation, Risk and Value Driver Assessment (RAVDA) to identify the key risks your business could be facing. This assessment is done completely online, and can be completed in under

Planning Workshop

Once risk assessments activities are completed, we facilitate a Planning Workshop with our in-house advisory specialists that draws from SME sector benchmarks, research statistics, SWOT analysis and goals, strategies and action items with implementation timelines.

Strategic Report

All outputs from the workshop stages are captured in our Strategic Report. This report benchmarks your risk score against similar businesses; summarises SWOT analysis; recommends business improvement strategies, and is supported with our advice for implementation.

Tailored Support

Once you have started implementation of the Strategic Report, we offer a range of tailored support packages ranging from basic monthly check-ins to Virtual CFO Programs that can be tailored to business needs and budget.

Our Business Advisory Streams

We offer two Business Advisory Programs depending on your business needs and objectives

BUSINESS ADVISORY SERVICES

Business Planning Program

Identify key risks and value drivers to get your business optimised for future growth

Suitable for businesses:

With a turnover of $500 – $2m
Seeking benchmarking against other SMEs
Wanting to take the next step towards finding their growth objectives


BUSINESS ADVISORY SERVICES

Business Improvement Program

De-risk the key activities of your business and get your operations back on track

Suitable for businesses:

With a turnover of $2m+
Seeking in-depth industry benchmarking and SME benchmarking
Dealing with key areas of risk and compliance within the business


Additional Business Advisory Services

In additional to Business Planning and Business Improvement Programs, we also offer a range of detailed advisory services targeted to specific business needs.

Business Valuations

One of the most important steps when buying or selling a business is to have the assets and earnings of the business correctly, and professionally valued. We are experienced in assisting in valuations for SMEs across a range of industries.

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Value Improvement

Improving the value of your business utilises key areas of our core Business Advisory service in one targeted program that maximizees the business value for the owner. This is most suitable for business owners who are looking to sell the business in the near future.

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External CFO Service

Our integrated CFO services provide clients with a full suite of CFO, tax and finance services to help manage risk, optimise business operations and pursue growth. External CFO packages are suitable for businesses without a dedicated CFO or finance function.

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Meet our Business Advisory Team

Business Advisory services are led by Stephen Tindale and Adrian Van Dam. Steven is a Partner in the Corporate Finance and Business Advisory divisions at DFK Gooding Partners, and has over 13 years’ experience in both professional practice and investment banking. Adrian is a Partner and has over 19 years experience in business and taxation advisory services.

ABOUT STEPHEN
Adrian van Dam
ABOUT ADRIAN

Ready to learn more?

Get in touch for a free business advisory assessment

We offer a free risk assessments as part of our program consultation to identify the key non-financial risks your business could be facing. This assessment is done online, is obligation free, and will identify whether a business planning or business improvement strategy is best for your needs. Complete your details below and we’ll be in touch.