Services

We provide a headline health check for the Company involving an initial client discovery session to understand the owner's future plans and identify any areas which may be holding the business back . This will be accompanied by completion a  Company questionnaire to provide essential business information.

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This discovery session provides both parties with a basis for deciding if and in which specific areas external consultancy services could provide value to the organisation longer term.   

Through in-depth analysis of your company’s strategic, financial, and organisational areas, we develop a tailored Business Improvement Report. This report outlines key priorities and actionable recommendations, forming the foundation for a clear roadmap with defined goals to enhance performance and long-term business value.

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If the client decides to move forward with our services there will be a series of follow up meetings, involving a deep dive process and analysis of strategic, financial and Organisational areas of the Company. This will provide the input for a detailed business improvement report which includes recommended initial priority areas for improvement together with recommended associated actions.

This process provides a basis for the development of a roadmap for the business with defined goals.

We translate insights from the Business Improvement process and owner input into a Strategic Business Plan. This plan outlines clear priorities and actionable steps, with responsibilities assigned to key team members—aligning business goals with long-term personal and organisational growth.

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We offer ongoing business advisory services including providing oversight of agreed action plans and business improvement projects, ensuring implementation accountability and regular progress feedback and coaching to the responsible team and owners.

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As part of an agreed implementation planning process we have access to the services of commercial partners who can assist with business improvement solutions as relevant.

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Whiteboard Business Consulting Services will use the results of the business improvement analysis and input from the owners regarding their own personal future planning to develop a strategic business plan with specific priority actions allocated to nominated members of the clients team.

Planning for a smooth and successful exit is a critical stage in any business journey. We work with owners to develop tailored succession strategies that increase business value, ensure leadership continuity, and align with personal and financial goals—whether transitioning to a new leadership team, preparing for a future Company sale or Public Listing 

Company value and the associated future wealth creation potential for business owners are based upon a number of factors which are positively influenced by ensuring the business is well controlled across its operations and processes, managing its risks, growing profitably and has a robust strategic plan in place to exploit future growth opportunities.

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We can develop estimated valuation* of the current Business and model future estimated values* based upon forecast business improvement metrics . To ensure the implementation of agreed business value improvement initiatives we offer ongoing advisory services to provide the oversight and accountability for your team to ensure objectives are achieved and keep you informed by regular feedback or as part of an advisory board. 

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• Note: *any valuations provided are purely estimated based upon current and assumed business performance metrics -without warranties for accuracy, completeness or reliability.  It does not constitute legal, tax or investment advice-users should refer to independent professional advisors before relying upon the forecast data before making any business, financial or legal decisions.

​​If you have previously undertaken a thorough review across your business and implemented focused business improvement planning this will support obtaining the best price for your business when you finally decide to sell. Whiteboard Business Consulting Services can assist you in all parts of this process. 

For Business owners and Boards of Directors considering a future listing of the Company on the ASX stock market you will need to be aware of the ASX listing criteria and rules, potential advantages and disadvantages involved in the listing process and access to professional services Companies who can assist you from a legal, accounting, tax and listing perspective throughout the process.

Fundamentally however, you will need to have developed and implemented a solid plan to ensure your Business is best positioned in terms of its’ operational performance and the establishment of a recommended system of Corporate Governance framework. 

Whiteboard Business Consulting Services can advise you on the general listing process, ASX listing criteria & rules and assist you in establishing and implementing an appropriate strategic plan to maximise the attractiveness of the business to potential investors and establish a system of Corporate Governance based upon the Principles and recommendations of Corporate Governance by the ASX Corporate Governance council (see current 4th edition available under resources).