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Case study 2: Strategy Planning and Implementation

The project: Initial engagement by a family manufacturing company as a traditional business advisory, accounting and tax compliance provider. Over time the relationship developed into a strategic partnership focussed on creating the owner’s business and personal success.

The solution: Guide the owners to define their personal goals and support their management, specifically through:

  • Formalisation of an executive management team and management structure
  • Review, access and update the internal management reporting structure and systems
  • Recruitment of additional key resources
  • Improve customer value proposition and delivery
  • Implementation of operation plans required to deliver the strategic goals
  • Enhancing business performance, value and personal wealth and protection.

The result: Through this process the business grew beyond its previous self-imposed limitations. It became proactively growth-centric and had the right structures in place to support such development initiatives. In the course of our 10 years plus relationship as a strategic business partner:

  • Business turnover tripled from $4.5M to $14M
  • Net profits grew from $400,000 pa to $1.6M pa
  • Client’s personal wealth, asset protection and life style increased dramatically