OUR COMPANY
Our focus
We are a boutique advisory firm focused on working directly with business owners to accelerate enterprise value, in order to achieve personal and financial goals.
Our mission
To provide valuable, strategic, timely and actionable advice to business owners from any industry in the lower middle market category (generally 10 to 250 people or $2M to $150M annual revenue).
Our purpose
To significantly enhance the financial and social outcomes for business owners, their employees and in turn their wider communities.
Our vision
To be recognised as the leading provider of exit planning advisory services to business owners throughout Queensland, Australia.
OUR PEOPLE
Experience
Experience
Experience
Our team have over 20 years' experience operating and acquiring privately-owned businesses. Now we help business owners by leveraging this knowledge. Our process is designed to empower you and engage your team with the right advice and tools. Talk to us today about how we can support your business and prepare for the future.
Why Us?
Experience
Experience
We believe that every business owner needs the right advice from a trusted advisor. That’s why, when it comes to client selection, we’re choosy. We want to provide each client with the time and guidance you deserve. Together we’ll create and execute a plan for value growth and future success.
Our Values
We are guided by four core values. These deeply ingrained principles direct our actions, both as individuals and as a business overall. They serve as our cultural cornerstones and the four points of our compass.
Embrace Different
- We aren't afraid to think differently.
- We challenge the status quo.
- We respect that as individuals we are all different.
- We recognise that harnessing these varying perspectives powers us to achieve our purpose.
Always Learning
- We are continually learning.
- We dedicate time to personal and professional development.
- We push our own knowledge forward.
- We contribute to the wider body of knowledge in our fields.
Value Focused
- We always give more than we take.
- We build value for our clients and in turn for our business.
- We place higher value on the long game than the short.
- We value relationships over transactions.
Steadfast Integrity
- We practice what we preach.
- We are transparent, honest and fair in all of our dealings.
- We respect and protect confidential information.
- We uphold our values at all times.