Case Studies

 Our client, a well-known local not-for-profit providing wellbeing services funded by government contracts, saw strong revenue growth over the past five years. However, with a recent government change and uncertainty about future funding, they needed a full review of their budgets, business plans, structure, and governance. We worked closely with their board and management to address these changes, helping them stabilize operations and stay on track for continued success.

Our client, a retired dairy farmer who had transitioned the farm's management to his son, sought to withdraw some cash from his equity to support his retirement lifestyle. After thorough discussions with family members and their respective advisors, a mutually beneficial agreement was reached, ensuring financial stability and satisfaction for all parties involved.

Our client, an agricultural contracting company, faced several business challenges, including financing equipment for future growth, managing taxation commitments, and handling employment issues. By holding regular meetings, preparing monthly financial reports, overseeing payroll administration, and planning budgets and cashflows, we enabled the directors to rest easy, confident in the knowledge that we were there to support them every step of the way.

Our client, the owner of a top-end, market-leading local café, faced challenges in maintaining a healthy work-life balance and managing profitability, pricing, and margins. By conducting quarterly meetings to review financial reports, we helped detect and correct issues promptly. Additionally, we supported good business governance by discussing risk management, strategy, and culture enhancement, ensuring the café's ongoing success and stability.