We can help you improve business performance and financial management, establish a governance model or assist with a business turnaround.

What are advisory services and what do they consist of?

We can support you with a range of advisory services from formulation of requirements through to execution, and can assist you with:

• Establishing a board or advisory board and developing best practice board reports

• Strategic planning, financial modelling and reporting

• Virtual CFO and Virtual Treasurer and financial management

• Determining the value of your business

• Financial modelling and analysis

• Due diligence

• Independent advisers reports as required by the Takeovers Code or NZX rules

• Turnaround and/or interim management

• Independent business reviews for funders

• Resolution of tensions between stakeholders

• Succession planning

• Business process engineering

• Industry benchmarking

• Risk management

Our experienced team are currently, or have been, members of boards and advisory boards of a number of private and listed companies and of non-profit organisations and have experience with audit and board sub-committees.

By leveraging our experience and perspective we can create appropriate business solutions for you on an ad-hoc or ongoing basis.

A typical engagement often starts with an initial assessment and recommendations.  If there is a desire to engage beyond the initial assessment, we operate on a retainer or fixed fee basis.

Financial Training

We run financial training courses which are a combination of business simulation with real life experience. Through our targeted financial training programs we help businesses to understand the financial impacts of commercial decisions.