Strategic Planning Service


Climax Business Strategies will review the fundamentals of your business to ensure that the basics are being done at a best-practice level every time. This enables the business owners and managers to concentrate on the more entrepreneurial and profitable opportunities on the horizon.  We will analyse the historical financial results of the business to identify the drivers of profitability and cashflow (whether good or bad) to enable an objective look at the easiest ways to dramatically improve both.  We then turn our attention to strategies for growing the business, from marketing and selling through to pricing and customer service. Don’t forget to read about our money-back guarantee.


  • Pre-planning session (typically 2 hours)
  • Planning session (typically 6 hours)
  • Post-planning and review session (typically 2 hours)
  • Report on historical financial operations (typically at least 3 previous years)
  • Work with you to create your projected profitability and cashflow budget for upcoming year
  • Investigation of profitability and cashflow Key Performance Indicators (KPI’s)
  • Investigation of business strengths, weaknesses, opportunities and threats
  • Work with you to create your customised action plan to improve your business
  • Analysis and recommendations in the following areas of the business:
    • Profit and Cashflow Drivers
    • Time Management
    • Branding
    • Marketing Strategies
    • Marketing Collateral (website, brochures, letterhead, business cards)
    • Lead Generation Strategies
    • Sales/Quoting Processes
    • Sales Conversion
    • Up-selling/Cross-selling
    • Pricing Techniques and Strategies
    • Product Mix and Introducing New Products and Services
    • Customer Service and Customer Retention
    • Controlling Costs and Improving Buying Strategies
    • Negotiation Skills and Techniques
    • Receivables Policies
    • Payables Policies
    • Stock/WIP Policies and Controls
    • Business Borrowings and Repayments
    • Internal Systems and Procedures
    • Team Recruitment
    • Team Training
    • Team Productivity
    • Team Retention
    • Team Remuneration and Incentives
    • Back-Office Administration
    • Technology
    • Future Sale or Succession of the Business


3 monthly payments of Ask for Price, totalling Ask for Price including GST
1 payment of Ask for Price including GST (that’s a 15% discount)

Fixed Price Quote


If you’re not entirely satisfied that Climax Business Strategies has given your business the strategies and tools to generate at least $50,000 in additional cashflow in the first year, we will refund your full investment plus an additional $500 for wasting your time.  Either way, you have nothing to lose.

There’s no catch. If after receiving the detailed recommendations, step-by-step action plan and cashflow budget you don’t believe that the implementation of the recommendations will improve your cashflow by at least $50,000 in the first year let us know within 7 days and we will refund you the full investment plus $500 and you keep the reports.

Why do we offer this guarantee?  Climax Business Strategies is a Chartered Accounting firm focussed on improving your business. If we can’t do that, we don’t want to be paid, it’s just that simple.  We don’t want our fees to be a reason why business owners and managers fail to seek advice, so we take the risk out of it altogether.  Climax Business Strategies only employees qualified Chartered Accountants with expertise in growing businesses so we are very comfortable with offering this guarantee.  We reserve the right not to do business with tyre-kickers or time-wasters and therefore not every business is eligible for this service.

We are here to help. What would you like to do next?

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