Advisory is built in to our flat fee structure. In addition to our annual advisory meeting, Armstrong Dawson can assist with the following strategic advisory services:
Our services
include
Business Review
As a strategic advisor, we help business determine the right model for profit growth. Our business review takes a full 360degree view of your business. We speak with staff, clients, shareholders and directors and do a thorough review of your financials to identify opportunities, roadblocks and risks.
Development of business performance
We review your business performance with the objective of providing advice and direction to help you reduce costs, improve efficiency and increase profitability. We determine what’s performing well and opportunities for improvement. We work with you to develop KPI’s that you can use as an ongoing tool to measure performance.
Dashboards
Working with you we can develop a bespoke dashboard to help you track KPI’s, key metrics and all the data points relevant to you specifically to manage and monitor performance and quickly identify any risks.
Advisory board services
Our experienced professionals can provide an external perspective on your business as an advisory board member. We can also assist with setting up an advisory board tapping in to our extensive business network. We currently serve as a non-executive director on several boards and have the relevant director qualifications with the Australian Institute of Directors.
Financial modelling
Financial modelling is an important part of the business planning process. We can help you analyse the financial impact of any potential business decisions through our modeling and financial analysis.
Business valuation
We have a thorough understanding of the various methods used to value a business and help determine the best and most accurate valuation method. Understanding the true value of your business is a valuable exercise for all business owners.
Mergers and acquisitions
Our team are experienced in advisory regarding growth through mergers and acquisitions. Assisting with valuations, structuring, treatment of shares or any capital gain tax effectively.
Succession Planning
We can help you establish a clear succession plan for your business working with you and the key stakeholders. Including, allocation of assets, decision making hierarchy and financial implications of any exits, impacts of capital gains and transfer of costs.
As a strategic advisor, we help business
determine the right model for profit growth.
Testimonials
“I really value the level of detail and efficiency that Armstrong Dawson provide.
I’ve got an internal bookkeeper, I know that when she rings them, they don’t have to look things up and can articulate clearly about whatever we need information on.
They are organised so whenever we meet there’s an agenda which we stick to. We will discuss a number of things that I haven’t necessarily thought about prior, I appreciate that proactive approach. They are always thinking ahead, looking at what’s happening in the next quarter. They always deliver on time. I would absolutely recommend them to others and consistently do so.”
Jacinta McDonell
CEO, The Humankind Project
“Greg and Rick were very thorough and extremely good to work with.
They kept me updated at all times and were clear on what the process was. They got a good grasp on my business and I felt that they really got it right.
Their follow up has also been really good. Although we completed our project, they still take the time to have coffee with me and show interest in the business. We have an ongoing relationship, I would engage them and have recommended them to others.”
Ryan Connolly
CEO, Polite Promotions
“Before we started working with Greg, we were working with a suburban accountancy firm that was only dealing with SME’s and they had a very small business mentality.
When we first started working with Greg we were his smallest client. He had a medium to large business mentality. He was much more sophisticated and looked at everything with a different set of eyes, He was professional and was an open book. Our previous accountant was always one page ahead of us and if we asked for information it was difficult.
With Greg everything was documented, he’d give us a full professional report, everything was in there, easy to understand and approached professionally.
He has brought a real level of proactivity. Assisting us with forecasting and helping us understand when there will be tax implications. He is always looking at where the business is at and giving us advice on the run rather than waiting until the end of the year and that’s really important to us as a business. I would definitely recommend them.”