Take your business planning to the next level with the ‘Strategic Planning Model’. This interactive model is pre-populated with your own financial data and allows you to input the key growth drivers: Download Sample Report To create this report for your business please speak to your Accountant, Bookkeeper or Advisor. If you need further assistance […]
Unlocking the Value of Your Business: A Guide for Growth and Strategy Understanding the value of your business isn’t just about numbers on a page; it’s about unlocking the potential for growth, making informed strategic decisions, and navigating the future with confidence. Whether you’re considering selling, seeking investment, or planning for the next phase of […]
Due Diligence Report: Provide both buyers and sellers with all the financial information required when assessing the viability of a business. Download Sample Report To create this report for your business please speak to your Accountant, Bookkeeper or Advisor. If you need further assistance please contact us.
The Customer Exception Report: Analysing transactions to identify new customers acquired, customers lost and the underlying trend over time, you can identify those whose client base is in decline. The sooner the problem is identified, the sooner they can start to do something about it. This ‘Management by Exception’ report is generated if the current trends in […]
Customer Targeting Model: This is an invaluable tool to understand and plan potential sales by product and by customer, modelling the attrition and identify, quantify and project a probability for cross sales / upselling existing customers.
Client Segmentation Model: Enables you to identify the impact changing the mix of services/products a business offers. Segment the existing client base, assess service/product profitability and build a plan to achieve optimum profitability.