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07 4927 4122

Business Advisory

At Shanahan Swaffield Partners we are committed to supporting your business’s needs as they develop. We keep the big picture in focus so we can adapt our services to meet your goals and solve your business challenges. Our expertise extends beyond accounting, auditing and taxation and includes insurance, industry benchmarking, IT support, finance and valuations. This means we tailor solutions that fit your needs perfectly.

At Shanahan Swaffield Partners we’ll keep you on top of your business and ahead of your competitors.

Business Benchmarking

Setting targets, revising goals and evaluating successes is an essential part of leading a successful business. By benchmarking your business against industry standards, we can help you get ahead of the game. We can help you identify industry-specific and appropriate targets that will increase your business’s profitability and growth.

Business Planning & Analysis

Are your sales increasing but you’re still struggling to make ends meet? We can help you find the light at the end of the tunnel by analysing your business and helping you understand financial aspects. We can provide business management and development planning solutions that meet your requirements at every phase of business development, whether it’s in the start-up, growth and maintenance, or transitioning ownership phase.

Business Valuation

Whatever your reason for needing a business valuation it is essential it is current and accurate. We use the most up-to-date industry benchmarks and data available to provide you with a valuation for your business.

Succession Planning

Do you lead a family-owned business and have a succession plan in place? If not, you’re not alone. It is estimated that over the next six years more than half of all family business CEOs will retire yet only one third have identified their successor. Furthermore, only one quarter have a documented succession plan in place.

Whether your eventual goal is to sell your business or find a new CEO while retaining ownership and some level of income, you will need to structure your business so it can function without you.

Virtual CFO

What is a Virtual CFO?

When business employs a Chief Financial Officer, this position sits at the top of food chain, and is usually responsible for identifying market trends, offering insights into performance management and risk analysis; provide a solid focus on creating budgets and forecasting. However, they are not usually the ones on the ground gathering information to formalise reports and trends etc, so add to that the cost of the staff that provide the CFO’s with the data they need to be able to analyse the nuts and bolts operation of a business, it’s no wonder staffing costs can spiralise out of control.

With remote access and cloud accounting now readily available it is easier for businesses to engage with professionals from anywhere without having to have them onsite within their company. This is where engaging with a Virtual CFO can really save you some serious coin, and at SSP we are all about that, providing affordable solutions to keep business rolling.

Financial Monitoring

As your business develops, you may struggle with the time to keep an eye on the finances. We can assist you with:

  1. Year to date Financial Statements.
    Keeping Track of Turnover, Gross Profit, Net Profit on a regular basis.
  2. Budget v’s Actuals.
    Once your budget has been created, monitor it by comparing it to the Actuals. This will keep you accountable.
  3. Key Performance Indicators (KPI’s)
    On a regular basis monitor the KPI’s that matter to you the most. E.g. G.P.% or Liquidity Ratio.

Price Analysis

With number we develop a reason behind you pricing strategy. This may take into consideration Employment hourly rate, Overheads and Profit component.

Strategic Planning / Outlook

We will sit down with you and establish a Strategic Business Plan or Outlook for the next 12 months or 3 years or 5 years. We will look at the many components that make up your business from sales and Marketing to Management and Ownership expectations.

Asset Protection

In the world we live today there are many risks. Risk to your business is one of them. With the correct Asset Protection, we can minimise the exposure of that risk.

Rockhampton

222 Quay Street
Rockhampton Qld 4700

Phone. 07 4927 4122 Fax. 07 4922 6154

PO Box 99
Rockhampton Qld 4700

Yeppoon

42 Normanby Street
Yeppoon Qld 4703

Phone. 07 4836 4360 Fax. 07 4922 6154

PO Box 998
Yeppoon Qld 4703