Case Studies

Our client, a prominent local not-for-profit organization offering a variety of wellbeing services funded by government contracts, experienced significant revenue growth over the past five years. However, following a recent government change and the associated uncertainty about ongoing funding, a comprehensive review of their budgets, business plans, organizational structure, and governance was necessary. We collaborated closely with the board and management to navigate these changes, ultimately providing a robust foundation for the organization to consolidate its operations and continue its progress.

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.