Business Advisory

How we can help your business

Strategic Planning
Budgeting
People
Management Reporting
Coaching and Accountability
Protect and Grow

Strategic Planning

A strategic plan is invaluable for giving you clarity on the direction of your business and articulating what you want to achieve. Starting and growing a business requires you to make hundreds (or thousands!) of decisions. If made in alignment with the right strategic plan, these hundreds of decisions can lead to success for your business.

Knowing your target customer and product (or service) offering is just the tip of the iceberg. Roberts & Morrow can support you through the planning process and provide advice on developing the right strategic plan for your business.

Budgeting

A budget translates a strategic plan into a financial framework for your business from which you can make day-to-day decisions. A good budget provides realistic stretch targets and appropriately captures all of the costs required to run and grow your business.

Roberts & Morrow has deep experience with budgets and can help you build a budget that will drive the performance of your business and allow you to make financial decisions with confidence.

People

Execution of any plan requires having the right people to make it a reality. Beyond having the right people, roles and responsibilities need to be clearly defined and aligned to strategic direction.

Roberts & Morrow can support you in designing organisational structures, preparing position descriptions and setting key performance indicators for management and staff.

Management Reporting

Management reporting is the means by which you keep your finger on the pulse of your business. Issues are identified earlier with management reporting and you know what each area of the business is contributing to the bottom line. This information allows you to make better decisions to drive the performance of your business.

Roberts & Morrow can help design, capture and analyse information for management reporting to allow you to make the best decisions for your business.

Coaching and Accountability

Sticking to a plan can be difficult. We’ve all seen great plans and important action items taken in a meeting never get completed. Regular catch-ups with a Roberts & Morrow adviser can help ensure priorities are maintained and progress achieved.

You’re more likely to succeed when you have someone coaching you on the journey.

Protect and Grow

As a business owner you want to protect and grow your business for the long-term. You may be motivated to pass your business to the next generation or sell when the time is right.

Roberts & Morrow works with you to identify key business risks, develop responses to those risks, and ensure your business is positioned for long-term success.

Other Service Offerings

Acquisition Analysis
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Accounting Systems Implementation
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Preparing Your Business for Sale
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Financial Modelling
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Buying a capital asset or a business is a big decision. While buying on a ‘gut instinct’ can feel right, conducting a proper due diligence and getting a finance professional to review the prospective acquisition will significantly increase the odds of success.

Key considerations include: legal, tax, financing, prospective profitability and risk mitigation. Speak with Roberts & Morrow before finalising your next acquisition.
The right accounting system can mean the difference between a back office that drags on productivity and a back office that drives productivity. Choosing the right accounting system and supporting IT tools can feel overwhelming.

Roberts & Morrow has experts in MYOB, Xero and other accounting systems. Let us support you in choosing the right system for your business and help with systems implementation.
Receiving the best price for your business can require a multi-year effort of preparing your business for sale. A business that took 20 years to build shouldn’t be prepared for sale with 20 hours of effort.

Let Roberts & Morrow help you present your business in the best light and ensure the transaction is structured so you retain the maximum portion of the sale proceeds.
Capital investments are dynamic decisions. The long-term success of the investment will be dependent on a myriad of factors. What happens if interest rates rise? What if demand for my product falls?

Making an investment decision in this sort of dynamic setting can be greatly assisted by modelling the implications of scenario changes. Roberts & Morrow can assist with building a tailored financial model to help you evaluate your decision.