Businesses need radar to detect future risks and opportunities. Running a business is time-consuming and it is easy for the day-to-day dramas to get in the way of planning for the future. But running a business without planning is like setting off on a road trip without a map - you might get there eventually but it will cost more and take a lot longer.

Tactics is doing things right. Strategy is doing the right things. Our strategy experts will run dedicated workshops with owners and management. Our approach is to work with you and your team to extract ideas and formulate a plan – selecting the “right things” to do.

We will provide you with a fully detailed and documented implementation plan and work with you through regular communication to ensure you achieve your goals.

For many businesses waiting until you find a full-time Chief Financial Officer could be leaving it too late. Being an innovative leader who can set strategic direction of the company is a specialist skill, and it’s one that growing businesses often lack, just when they need it the most.

Jupiter Advisory’s CFO services let you access senior financial skills and specialist knowledge when you need it, without having to pay when you don’t. The Jupiter team will partner with your senior management to review and report on monthly financials, identify opportunities for improvement, assist with working capital management and operational efficiency. A Jupiter CFO resource is on hand to support your business for as much time as you need, for as long as you need.

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Intuition is important for making critical business decisions. But relying on your gut alone can be a costly strategy and it’s no substitute for information.

Financial modelling uses existing data to give insight into the future and can be a compelling tool for financial institutions and investors. Financial models let you compare the likely outcomes of different decisions before you spend any money. They can be simple, quick to update, and will highlight any issues that intuition alone won’t reveal. We’re skilled at asking the right questions so we understand your business needs before we start building a solution tailored to your specific circumstances. Once in place, we provide training and ongoing support to your team.

Starting a business is easy, but keeping it going takes commitment, skills and a little luck. A lot of new businesses fail within the first few years, but even established firms can face troubled times through no fault of their own.

An unexplained downturn in profits or loss of key staff are signs that something could be wrong. Left unchecked, these issues could quickly become terminal. Economic downturn or changes to the regulatory environment can magnify the problem. Recognising the problem and getting help before it's critical, is the best way to weather the storm.

Jupiter Advisory are experts in pinpointing the cause of issues and recommending action to quickly stablise the business. We can help you make and implement the hard decisions to keep your operation alive and then assist you with a plan to create a lasting turnaround solution. We can represent you with your financiers and help negotiate you out of trouble.

Jupiter Advisory understand that every business and every financial requirement is unique. Our experienced lending team is committed to developing a deep understanding of your business and utilising our extensive contacts with the major banks and secondary lending institutions to get a deal done that best suits your needs and hip-pocket.

We can assist you in presenting your proposal in a form and content that delivers the information the financier needs in a way that maximises your chances of securing the funding you require. We can also assist in ensuring the proposal is structured in such a way to meet your needs and minimise risk. The Jupiter team understands the financial jargon and can spot potential pitfalls before they become stumbling blocks.

Exit and succession planning is not always high on the list of priorities when you are running a business, but it should be. Knowing when and how you want to exit your business takes planning, so the sooner you start, the more likely you will be able to exit on your terms and timeframe.

Exit planning will maximise the value of your business, safeguard future profits and enhance value in the eyes of potential investors. It will also mean a quicker handover, whether that’s to the next generation or the highest bidder.

Jupiter Advisory can help you close the gap between where you are now and where you want your business to be when you leave.

Some of the biggest events in your life can be the acquisition of another operation, a trade sale of your business or even a listing on the stock exchange. These activities fall outside most business owner’s every day experience and can cause a lot of distraction, not to mention a big risk to the hip pocket if not done correctly.

Jupiter Advisory’s specialist team can take away the headache of managing such transactions, ensuring you achieve the best possible outcome. We can assist with all aspects of transaction management including deal structuring, due diligence, contract negotiation, Information Memorandum/Prospectus production, and business finance applications.

We let you focus on operating the business in the manner that has made you successful to date. We take the management of the transaction off your shoulders, ensuring you maximise the impact on your bottom line.

In the world of business, cash is king and even profitable businesses can struggle if they don’t manage their cash flow. Buying too much stock, not getting paid by your customers on time and even paying your suppliers too early, can all mean a business with a healthy profit is cash poor.

As businesses grow and take on debt, the need to meet regular repayments adds to the burden. But even simple changes can have a big impact.

Jupiter Advisory has a track record of helping clients find ways to manage cash flow that works for their business. Our assistance can take the form of budget and cash flow forecasting, debt restructuring, negotiating with suppliers and lenders, debtor management and cash collection, working capital management, and managing growth.

Running a successful business can be risky. If your systems aren’t up to scratch, there’s a good chance that the rest of your business isn’t either. To minimise risk, internal controls need to keep pace with business growth. Poor controls reduce profit and increase the risk of error, fraud and theft.

But business risk can also come from over reliance on too few customers, suppliers or staff, a lack of understanding of market trends, or risks to business reputation from product recall, poor service or fraud.

Jupiter can work with your business to identify risks and develop a plan to address these within acceptable parameters, thus safeguarding your cash flow stream into the future.

Contracts are the cornerstone of good business relationships. They set out commercial terms and provide a fall back if the relationship falters.

Good contract negotiations can be the difference between signing up to a mutually profitable relationship and saddling yourself with a hefty debt. Most businesses don’t negotiate contracts every day, so they often lack the skills and experience to get the best deal.

The Jupiter team are highly experienced negotiators and we have a proven track record advising clients on contracts including sale of business agreements, senior management contracts, government contracts, supplier contracts and lease negotiations. We can take the emotion out of the process and make sure you get the best possible terms.

Having the right team in place is critical to business success. That mean having a strategy that lets you find and keep the best people for the job. It also means knowing when a strategy isn’t working and having a rethink.

Building the right team for your business depends upon a robust selection process, on-going training and review, the right organisational structure and clearly defined roles and responsibilities.

Jupiter Advisory advise clients on strategies including HR planning, recruitment and selection processes, contract reviews, salary benchmarking, incentive programs, workflow analysis and design and performance management.

Our team has significant experience running and servicing private equity business models. We have done work for most of the private equity businesses in Queensland and serviced a Nationally listed investment bank in Sydney for more than 30 years.

We understand how private equity works and are specifically geared to servicing their needs. In 2011 we established a private equity fund for the Deaf and we have run that successfully for six years.

We returned a $6 million dividend annually from an investment of $10 million.