Planning for success (and succession)

Planning for success (and succession)

We ensure you plan not only to be set for success but also to build value in your business to reap the rewards when it is time to sell and move on.

At Strategico, we don't just prepare you for growth, we help you maximize your business value over time.

Every business is unique, and as your strategic advisors, we help you tailor plans for your future growth and create contingency plans for the unexpected. With our strategic guidance, you'll be well-equipped to navigate the complexities of the business world and seize every opportunity for success.

How do we do it?

  • Budgets and Targets: We dive deep into understanding your business and plans, crafting meaningful budgets with specific targets aligned with your long-term strategy. This way, we create a way to measure progress, goals to reach, and accountability. Our custom reports in Xero let you monitor your results against targets instantly, so you always know where you stand.
  • Cashflow Forecasts: Profit and cash don’t always operate in the same time zone. We assess you have sufficient cashflow to support your projected growth and pay your tax. We advise you on planning for additional financing before you hit the red and provide practical tips to improve your cash position. We test against different scenarios to ensure you are prepared for every occasion. Thinking of buying a new van, hiring an employee or moving premises? We forecast it to see the impact on your results before you make the jump.
  • Rolling Forecasts: a rolling forecast is a cashflow forecast where every month the forecasted figures are replaced with actual results. This way, the revenue, profit and cash forecasts are automatically updated, giving you a more accurate picture of the entire year. A great way to keep your forecast relevant overtime and anticipate any cash shortfall.
  • Business Value: We measure the value of your business yearly to ensure your company as a whole is a well-cared-for asset that appreciates over time and brings you the best value when it’s time for you to move on. It's like having a personal trainer for your business, keeping it in peak condition.
  • Tax Planning: We put our accounting expertise to work, optimizing your net take-out based on your needs. When relevant, we suggest acceptable ways to minimize your tax bill.
  • Internal Process Assessment: We evaluate your processes to find ways to increase efficiency, improve productivity, and optimize resources. We’re always on the lookout for ways to streamline operations.
  • Internal Structure Assessment: We assess your organization structure to ensure you're making the best use of your biggest asset – your team. We identify bottlenecks and gaps affecting productivity and advise when it's time to hire or outsource.
  • Succession Planning: Planning to sell or retire? We help you increase profitability and build a strong balance sheet to boost your business's value. We help you plan a smooth transition that minimizes impact on your team, customers, and business.

Check our value-packed packages. Not into packages? We also provide any service as a stand-alone.

Planning to buy or sell a business? We are also experts in providing you the best advice:

  • Independent Business Valuations: Whether buying or selling, we provide independent business valuations (short form) to assess market value using various recognized methods to compare results. Our comprehensive valuation reports include a Return On Investment analysis based on expected market returns. The valuation is then used as a basis for negotiation between parties to ensure a fair deal.
  • Business Valuations Reviews: Whether buying or selling, we can review any business valuation or potential deal. We help you assess market value, giving you powerful tools and insightful tips to negotiate the best deal.
More Info

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What our clients have to say

At Strategico, we love referrals. We see it as the golden ticket! We are so thankful to our clients for caring and taking the time to refer us to their friends, clients, suppliers and family. As a token of appreciation, we offer you a small gift for every client you refer to us who signs up for any service with Strategico. Every time. To say Thank You.

Working with Strategico has meant I now have some really solid foundations to scale from. I reached some amazing goals, and I have a clear understanding of how to set SMART goals and how to execute them

Alex

Highly recommend to any business owners looking to improve their business

Matt

Strategico has provided expert advice helping build our business. Highly recommend!

Brook

Highly recommend to new businesses or to businesses wanting to review where they are at and get the tools and support you need to take things to the next level

Carolyn

Catalyst in our business growth and improvement. I couldn't recommend any higher

Travis

Francoise is one of those people you cross paths with in business, and count your lucky stars because of it.

Grant

We gained understanding of all the elements fitting together to get the best outcomes. We have realised we were our own bottlenecks and have learnt to delegate more efficiently to regain our time.

Annie

Through expert knowledge and guidance, Strategico has helped me strategize and make plans to grow my business, manage my cashflow and gain confidence

Kim

Coaching session was the best thing since slice bread!

Ben S

I've worked with many coaches but there is no one as good! My business has never performed better!

Jean-Pierre