As with every aspect of our business, there is no greater importance than the opportunity to strengthen our relationships with clients by helping them navigate towards their financial goals. Quite a number of our clients are business owners and it has been an exciting year for our business consulting team, which provides business advisory services for all sorts of challenges faced by owners and managers. Current projects have drawn us into the agriculture, digital media sharing, solar power, consulting, and construction industries.
Late last year we were approached to establish and raise capital for a start-up engineering firm in Brisbane. The first few months of the project involved us working with the Managing Director conducting a thorough analysis of expected future costs and revenue. We analysed the industry’s dependence on broader macroeconomic factors such as commodity prices and Government expenditure. Once we had a clear picture of the expected performance of the firm, we prepared an Information Memorandum ready to present to potential investors. We are now assisting the client in finding investors.
Some time ago, we were engaged to facilitate the sale of an extremely successful building materials manufacturer. The business’s directors have spent over a decade growing the business in a rapidly growing market and are ready to reap the rewards of their hard work. We built a financial model for the business and prepared an accompanying Information Memorandum ready for presentation to potential purchasers. We also prepared a contingency plan, in case we could not find a buyer willing to commit to suitable terms. In that case, we will look to recapitalising the business and installing new management. The processes take time – you have to be tenacious to see it through, and not panic when faced with various setbacks. Our personal and professional experience is completely aligned with these requirements and we are confident of achieving an excellent outcome for all involved.
A successful grain and oilseed farming enterprise required our assistance after separating from the previous ownership structure. Our responsibilities broadened as the enterprise began to encounter financing restrictions and flooding of their crops. Luckily, we had already built a detailed financial model that facilitated the preparation of contingency plans including seeking additional financing. Our consulting team also investigated and completed an application to receive “cheap” funding from the NSW Rural Assistance Authority Farm Innovation Fund to build a much-needed machinery shed. Now, eight months into their new cropping season, our clients’ business is completely stand-alone and this year’s crops are looking very promising.
As with our financial planning work, our help for businesses is hands-on. We do our homework properly, and we get involved. We are a professional resource, a trusted advisor and a friend to lean on. We do not give up and our team is always available.
The above are just some examples of what The Investment Collective can do for you and your business. It has not taken into consideration your business or your business’ needs. Contact us today for a consultation where your personal financial circumstances and business goals will be discussed in more detail and advice will be customised to your current situation.