Case Studies
Real outcomes from real engagements. See how strategic financial advisory transforms businesses.
Manufacturing Company Achieves 30% Margin Improvement
Situation
A mid-size Adelaide manufacturer with $15M revenue was experiencing declining margins and limited visibility into production costs.
Challenge
No structured cost tracking, fragmented reporting, and management decisions based on outdated monthly P&L.
Our Approach
Implemented KPI dashboards, restructured cost allocation, built rolling cash forecasts, and established monthly financial reviews.
Results
- 30% improvement in gross margin within 12 months
- Real-time cost visibility across production lines
- Secured $2M growth facility based on improved reporting
Professional Services Firm Optimises Utilisation
Situation
A growing consulting firm with 40 staff couldn’t understand why revenue growth wasn’t translating to profit.
Challenge
No utilisation tracking, inconsistent project pricing, and lumpy cash flow from milestone billing.
Our Approach
Built utilisation dashboards, implemented project profitability analysis, and created a 13-week rolling cash forecast.
Results
- Utilisation improved from 62% to 78%
- Identified two unprofitable service lines for restructuring
- Cash flow forecasting accuracy improved to within 5%
Family Business Prepares for Succession
Situation
A second-generation family business needed to professionalise its financial governance ahead of a planned succession.
Challenge
Blurred personal and business finances, no board reporting, and no formal valuation framework.
Our Approach
Separated personal and business finances, established advisory board reporting, and built a succession financial model.
Results
- Clean financial separation achieved
- Advisory board established with quarterly reporting
- Business valuation completed for succession planning
Could Your Business Be Next?
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