Guiding Entrepreneurial Success | 1

Guiding Entrepreneurial Success

March 2016

www.pwc.com.au

PwC Strategic Advisor Program

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• Financial management including Financial X-Ray

• Business improvement

• Process improvement and efficiency

• Strategic guidance and business planning

• Governance structures

• Working capital optimisation

• Advice on debt/capital structure

• Bank tendering and refinance assistance

• Capital raising assistance

• Grants

Get fit Get funded

Many business owners struggle to define the key aspects of their business plan and strategy:

• Their goal and winning aspiration

• Where they play (and where they don’t)

• How they will win (compete and differentiate)

• The key capabilities they need to foster in the business

• The key processes & systems they need to deliver

Even more importantly, they don’t know if they are creating value. They don’t know if their business is worth more this year than it was last year.

The PwC Strategic Advisor Program helps owners:

• Focus on the key issues in the business,

• Set a clear strategy for business improvement and growth

• Establish the right metrics, processes & systems to manage performance

The PwC Strategic Advisor Program is delivered through a series of regular, monthly workshops and meetings, for a fixed monthly fee.

Constraints on Growth

Sustainability, piece of mind and confidence to grow are the 3 most common issues business owners raise. These 3 issues are easy to resolve with the right plan and lens on the business.

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Our services are aligned with the core objectives of our clients:

• Get fit, get funded, get big and get out.

• We work with privately owned businesses, their owners and families to assist them through all stages of the business life cycle, helping them align business strategy with personal goals.

• We assist businesses to get into better financial shape, implement growth, strategies, raise funds for growth and – when the time is right – transfer ownership to the next generation or a third party.

• Strategic planning

• Financial modelling

• Mergers & Acquisitions

• Target search

• Financial due diligence

• Strategic partnerships and joint ventures

• Succession planning

• Vendor assistance

• Independent valuations

• Competitive sale process

Get big Get out

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Program Overview

Business improvement and growth is a journey. It takes time, focus and a commitment to stay the course.

PwC Private Clients works with entrepreneurs throughout the journey to ensure that plans are more than a mere document.

We work alongside our clients, guiding their growth and strategic decision making to ensure that the business achieves its potential and is worth more tomorrow than it is today.

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PwC Strategic Advisor Program

Perform

Grow

Change

Explore(situation analysis)

(business planning)

(strategic marketing plan)

(monthly advisory board)

Stakeholder review:Business X-Ray & Magic Wand survey

Business Planning Workshop

Positioning workshop

Performance analysis & review against OPSP

Define the SMAC recipe and “One Page Strategic Plan”

Define customer journey and marketing waterfall

Course corrections & initiatives for improvement & growth

Campaign manage-ment & execution (virtual CMO)

Ongoing strategic advice

Deliverable: Business plan for improvement. Key metrics, goals & accountabilities

Deliverable: Marketing strategy. sales campaign plan, marketing metrics and scorecard

Deliverable: Monthly Financial X-Ray analysis and review against performance

Financial Management Plan

Market review:Marketing X-Ray & market sensing study

Deliverable: heat map and prioritisation of focus areas

Financial review: Financial X-Ray

Benefits• Clear path forward.

• Structured and actionable business plan.

• Specific recommendations to improve the performance of the business.

• Focus on implementation and results.

• Ongoing performance review and accountability.

Business Improvement

• Clear strategy for growth and return on investment.

• Managed implementation of sales and marketing campaigns to best practice.

• Ongoing tracking and review against scorecard metrics and ROI targets.

• Results that flow through to the bottom line.

Growth

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Client performance

Revenue increase EBIT increase ROCE %

FY12 9% 42% 33%

FY13 20% 26% 36%

FY14 15% 27% 38%

FY15 20% 41% 32%

Services Distribution Construction Manufacturing Retail

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About the Program Leaders

We are thoroughly enjoying the process, and the best part is we are able to see direct results from these meetings in business and confidence

Herb Van DaalenDirector at Eviport

Rob AshleyPrincipal – Private Clients Advisory, Brisbane Office

Matthew Dunstan Associate Director: Growth & Innovation

A deep thinker, passionate about the potential that lies within individuals and their businesses, Rob is instrumental in creating opportunities that will inspire success for his clients, colleagues and peers.

A proven entrepreneur now focused on working with other entrepreneurs, Rob has been influential in achieving significant results for his clients and their businesses, using strategic vision, big picture analysis, consistent monitoring and mentoring systems.

Rob is a connected and valued strategic advisor to his clients and is driven to ensure he can empower them with peace of mind, confidence to grow and banker confidence.

Matthew is a 20 year veteran of marketing and product innovation, having worked for well-known organisations such as the Australian Graduate School of Management and Microsoft where he was a senior leader for almost 10 years.

Matthew helps leaders and entrepreneurs develop strategies for growth. Being an avid sailor, you could call him a navagatior for aspiring businesses.

He is passionate about helping entrepreneurs succeed and providing solutions which help people with the challenges of commercialising and growing a business.

© 2016 PricewaterhouseCoopers. All rights reserved.

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How to get started:

Like to find out more about the PwC Strategic Advisor Program? A 1 hour Discovery Session with the team will allow us to explore the issues and challenges together.

To book a Discovery Session, contact PwC Private Clients on:

07 3257 5000 or emma.aldridge@pwc.com