Strategic and Financial Support Packages

Each support package is made up of an initial planning service plus optional ongoing services on either a monthly or a quarterly (3 monthly) basis. Each support package contains a more-than-your-money-back guarantee. Use the table below to help you to decide which package you want for your business.

Fixed Price Quote

Package Features Strategic Planning Service Business Financial Health Check
Strategic Advice Yes No
Work with you to create a Strategic Action Plan Yes No
Financial Analysis & Reports Yes Yes
Work with you to create Cashflow Budget Projections
Yes Yes
Budget verse Actual Reports
Yes Yes
Discuss and Implement KPI’s Yes Yes
Profit and Cashflow Drivers
Yes Yes
Receivables Policies Yes Yes
Payables Policies Yes Yes
Stock/WIP Policies Yes Yes
Borrowings and Repayments Yes Yes
Time Management Yes No
Branding Yes No
Marketing Strategies Yes No
Marketing Collateral Review Yes No
Lead Generation Strategies Yes No
Sales/Quoting Processes Yes No
Sales Conversion Yes No
Up-selling/Cross-selling Yes No
Pricing Strategies Yes No
Product Mix Yes No
Customer Service Yes No
Controlling Costs Yes No
Negotiation Techniques Yes No
Systems and Procedures Yes No
Team Recruitment Yes No
Team Training Yes No
Team Productivity Yes No
Team Retention Yes No
Team Remuneration Yes No
Back-Office Administration Yes No
Technology Yes No
Work Towards Future Sale Yes No
Satisfaction Guaranteed Yes Yes
Initial Investment (ex GST) Ask for Price Ask for Price
Ongoing Monthly Option Ask for Price Ask for Price
Ongoing Quarterly Option Ask for Price Ask for Price

More Information

For more information and details on how the satisfaction guarantee works click on the service below.

Ongoing Strategic & Financial Support Package

Ongoing Financial Support Package

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Recent Client Testimonials

Valuation & Due Diligence

“I engaged Climax Business Strategies in a recent due diligence exercise for a company that I was looking to buy into. It was an absolute pleasure to work with Trevor. I found him to be very practical, thorough and easy to work with. He also engaged well with the target company and was always professional and patient. He added more value to the due diligence process than I was expecting and he provided powerful insights into their inner workings and quickly identified areas requiring further investigation. I felt confident having Trevor on my team. Trevor’s frequent and timely correspondence coupled with a convenient online portal for aggregating and sharing artifacts further simplified the engagement. I have no hesitation in recommending Climax Business Strategies to anyone wishing to conduct a due diligence investigation or just seeking a practical and honest business health review.”

Gavin Kawalsky

Business Valuation

“Not only did we receive a formal valuation which far exceeded our expectations, but Trevor’s detailed report gave us a completely new insight into the strengths (and more importantly weaknesses of the business).We are now using the valuation report as a checklist or template, for improving the profitability of the business in the future.”

Steve Devane

Strategic Planning & Tax

“Climax Business Strategies is a proactive Newcastle accounting firm that I recommend to anyone trying to grow their business and save tax. Trevor has a passion for understanding his clients’ businesses and I enjoy working with Trevor to develop strategies to continue to grow my own business. As a solicitor it’s important for me to have a relationship with a great accountant. I work closely with my own clients on succession planning and reducing business risks and it’s good to know that I have an accountant at call when needed that understands real business issues.”

Sam Roberts, Roberts Legal