We provide business owners with a straight-talking, honest, and pragmatic approach to navigating through times of expansion, change, or trouble.
Our experienced team of professionals get their hands dirty and take a no-nonsense approach to fixing operational issues and resolving operational challenges. We don't employ junior staff to pump up our fees; we do the work ourselves to get the job done quickly and correctly. We work on short-term engagements and are always available for ongoing support after the job is complete.
What we’re best at…
Improved Performance, Expansion
Expansion, Re-engineering, Rationalise, Automate.
Two keys to our success – One, our proprietary reporting & data analysis system called Magnafi® . The other, strength and experience of our Team who have personally overseen the restructure and turnaround of some of Australia’s best known brands.
Repair, Turnaround, Restructure
Fix, Rebuild, Restructure, Consolidation, DOCA.
Implementing a successful restructure or turnaround relies heavily on bold, timely decisions and highly accurate financial data. We can demonstrate the dramatic difference between theory and actual first-hand experience.
Capital Raise, Debt Finance
Equity / Bank Finance / Mezzanine Debt
Whether a private or public company, we provide a wealth of experience in identifying potential capital sources or refinance options, act as a powerful 3rd party advocate when negotiating with bankers, support your application with a comprehensive set of reports, or assist you in meeting any compliance issues when working with bank covenants. Between us we have raised $500m + and growing.
Transaction, Acquisition, Sale, Exit
Business Preparation, Value Creation, Information Memorandum, Data Room, Exit Process.
When it comes time to think about handing over the reins, a trade sale, public listing or ushering in a new generation of management, you need to be certain that you are getting the best financial outcome, but that your ethos, vision and know-how is enshrined in your legacy for future generations.
We provide a full range of Business Preparation, Planning and Implementation services for Owners contemplating either a succession plan, or an outright exit.
We don’t expect you to believe us, so we asked some of our prominent clients for their comments.
PETER J WILLIAMS, EX DIRECTOR LEIGHTON HOLDINGS, CEO
BEELINE TECHNOLOGIES PTY LTD
(Sold to Canadian Listed Company)
“Beeline was turned around from a business misunderstood by management without a clear guide as from where they stood financially. With a combination of clear numbers trends could be seen allowing management to focus on a strategy for success turning the company from loss to profit enabling a successful sale.”
KEVIN CHANDLER, FOUNDING MANAGING DIRECTOR
CHANDLER MACLEOD GROUP LTD
CO-FOUNDER ABILITY SCIENCES PTY LTD
“Dan has been immensely helpful in assisting us lay out the financial strategy for our new job matching technology - Ability Map. His wealth of experience showed through as we built the 3 year financial plan to integrate into our Information Memorandum. The sophistication of his financial modelling represents “best practice” in this space.”
LUKE BAYLIS,
FOUNDER AND CEO
SUMO SALAD
“Daniel acted as our Chief Financial Officer during a period of expansion and growth here at Sumo Salad. He quickly implemented a new reporting format across our franchise-owned stores which allowed us to monitor and measure their performance much more efficiently.
His financial analysis and modelling of a potential strategic alliance, along with his advanced store reporting were valuable tools which greatly improved our decision making process.
I would be happy to recommend Daniel as an experienced and proficient Chief Financial Officer.”
THEO JACOMETTI,
OWNER
BOOMAROO NURERIES
(Australia’s Largest Seedlings Nursery)
“We had 14 months of trying and failing to fix reporting issues with our accounting system Dynamics AX.
Within three months we had a reporting structure which actually told us what was going on in our business and enabled us to examine and contain costs, gave us the ability to focus as to where are sales activity needed most.
The reports provided the board and management with the needed information to run the business effectively. Daniel provided our business with ongoing support as Chief Financial Officer including mentoring our senior finance staff.
Whenever we need advice on acquisitions or growth initiatives, you have been the first person we turn to.”
MICHAEL FINGER,
DIRECTOR
RAY WHITE, DOUBLE BAY
(Award winning #1 office in Australia)
“Upon recommendation by a trusted third party, Daniel was engaged as a corporate advisor to the Board. At a time of significant change in our business, he provided valuable strategic insight by developing and implementing a substantial plan to lay the foundation for our future growth plans.
Since Daniel’s involvement, our business has been extremely successful and I can attribute this ongoing success and profitability to the foundation Daniel devised and implemented for us.
I would have no hesitation in personally recommending Daniel and am confident that any business who utilises his services is bound to gain immensely from his creative thinking and no-nonsense approach to business.”
ANTHONY TUONG,
FOUNDER AND CEO
INSIDE OUT
(Australia's largest producer of fresh non-dairy milk)
“We recently initiated a strategic capital raise and alliance with two of the largest global beverage leaders. During the process both parties praised our financials and forecast modelling and stated how easy it was to understand the performance of the business, giving us greater creditability over our financials.”
ASSOC.PROF. ROB PHILLIPS
EXECUTIVE CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF SCIENTIST
USCOM LTD (ASX:UCM)
“Daniel served as our Chief Financial Officer and Company secretary for over 4 years and during that time, was instrumental in maintaining our rigorous standard of corporate governance and compliance.
During his tenure, he took the lead on a number of major projects and was active in advising the Board during critical periods of growth as well as successfully managing our capital raise strategies.
I would have no hesitation in recommending Daniel as a skilled and proficient executive who is able to quickly identify key issues, develop strategic responses and deliver by turning problems into opportunities. ”
JOHN O'NEILL,
OWNER
ADTORQUE EDGE
“Daniel Fah was recommended to help us with an Acquisition/ Reconstruction. Our experience with Daniel has been one that we in turn would highly recommend.
Sound and practical strategic advice has been the cornerstone of our relationship, combined with the latest in Financial Modelling and Reporting. We have been very impressed, and look forward to working closer with Daniel as we continue to grow our business”
GRANT CULSHAW,
COMMERCIAL MANAGER
NCF FINANCE
“With the services and expertise of CEO Strategic I have managed to close out numerous transactions and in particular two large corporate transactions over $20m +. In which both of these were expedited and went seamlessly through the Credit Process based on the presentation, accuracy of the financial information provided by CEO Strategic. In particular one transaction over $20m + was approved in principal within five working days based on the information provided by Daniel which covered off the key ratios and also was advised by the Head of Credit that it matched exactly to the funders own due diligence and analysis”