hmw-advisory Strategic business planning - HMW Group | Create wealth

Dedicated to providing a solid plan so you can be confident in your businesses success.

Businesses without the right strategy and a focus on execution will underperform. That’s why at HMW Advisory, we take a practical and commercially focused approach to help you develop and implement a strategic plan that aligns with your goals.

Our team of experts analyses each client’s unique situation to tailor a business structure that fits their long and short term plans. This approach allows us to help you achieve improvement in performance, sustainable growth, developing a competitive advantage, improving efficiencies and results, joint venturing, mergers and engaging investors.

We also offer risk assessment and management services to mitigate potential challenges along the way. And when the time comes for an exit strategy, we can help with planning and execution to ensure a smooth transition.

With HMW Advisory, you can be confident in your business’s direction and success. With strategic business planning let us help you create a solid plan that sets you up for long-term growth and success.

How can we help?

How can we help?

  • Performance improvement

    Performance improvement

    Performance improvement focuses on enhancing business processes and outcomes to achieve higher efficiency and effectiveness. This approach ensures that organisations continually adapt and optimise their operations.

    • Financial analysis: In-depth analysis of financial statements to identify areas for cost reduction and revenue enhancement.
    • Process optimisation: Streamline accounting and financial processes to improve accuracy and efficiency.
    • Strategic planning: Develop and implement strategies for sustainable financial growth and performance enhancement.
  • Differentiation and competitive advantage

    Differentiation and competitive advantage

    Differentiation and competitive advantage are crucial for standing out in the marketplace and achieving sustained success. By offering unique value and leveraging strengths, businesses can attract and retain customers effectively.

    • Market positioning: Craft unique value propositions and strategies to distinguish your brand from competitors.
    • Competitive analysis: Conduct thorough assessments to identify strengths and weaknesses relative to competitors and capitalise on market opportunities.
    • Strategic advisory: Provide tailored guidance and recommendations to leverage strengths and mitigate weaknesses, ensuring sustained competitive advantage.
  • Getting results with improved efficiencies

    Getting results with improved efficiencies

    Enhancing efficiencies is key to achieving better business results and maintaining a competitive edge. Streamlining operations and optimising resource use can lead to significant improvements in performance.

    • Process optimisation: Identify and streamline workflows to eliminate inefficiencies and reduce costs.
    • Technology integration: Implement advanced tools and systems to automate tasks and enhance productivity.
    • Performance metrics: Develop and track key performance indicators (KPIs) to measure progress and drive continuous improvement.
  • Risk assessment and management

    Risk assessment and management

    Risk assessment and management are essential for safeguarding business operations and achieving strategic goals. This process involves identifying, analysing and mitigating potential threats to ensure long-term success.

    • Risk identification: Thoroughly analyse internal and external factors to identify potential threats to your business.
    • Mitigation strategies: Develop tailored risk mitigation plans to minimise exposure and protect assets.
    • Compliance assistance: Stay ahead of regulatory requirements and ensure adherence to industry standards to mitigate legal and financial risks.

As part of HMW Group, we also offer

  • Business Advisory, Accounting and Tax
  • Corporate Finance and Funds Management
  • Debt Advisory
  • Financial Planning and Wealth Management
  • Business Advisory, Accounting and Tax

Business Advisory, Accounting and Tax

  • Specialised accounting support, including statutory and management reporting.
  • Forecasting and modelling including cashflow, revenue, capital, return on investment or profitability.
  • Performance attribution to assist in the management of your business profitability, capital and growth.
  • Tax planning and structuring advice to manage asset protection risks and taxation obligations.
  • Advice on the application of technical or complex taxation matters.
  • Assistance with managing your ongoing taxation obligations, including BAS, capital gains tax, GST, fringe benefits tax and income tax.
  • Corporate Finance and Funds Management

Corporate Finance and Funds Management

  • M&A and divestitures.
  • Equity & debt capital raisings.
  • Due diligence and transaction support.
  • Capital structure reviews.
  • Credit and financial assessments.
  • Financial modelling.
  • Equity capital market strategy advice.
  • Infrastructure advisory.
  • Leveraged buy-outs.
  • Fundraising & capital markets.
  • Project finance.
  • Debt Advisory

Debt Advisory

  • Debt structure modelling and advice.
  • Debt/loan placement.
  • Debt market advice.
  • Loan assessments and proposals.
  • Negotiation of loan terms and conditions.
  • Commercial loan policy review and advice.
  • Commercial loan portfolio review.
  • Industry sector performance insights.
  • Loan origination.
  • Loan impairment stress testing/modelling.
  • Financial Planning and Wealth Management

Financial Planning and Wealth Management

  • Wealth creation and protection strategies.
  • Investment advice.
  • Retirement planning.
  • Superannuation advice and compliance services.
  • Customised estate and succession planning, insurance.

Every journey begins with a conversation

Wondering how we can turn your vision into reality?
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