what we offer

What do you get for your money?

You got into running a business because you make smart investment decisions. You wouldn’t commit to anything without understanding it in detail. So, what are we offering?

Business Succession Review – Premium

Before you talk to a broker, know what they’re going to find.

Digital Footprint Review

What does your business look like to someone who has never heard of you?

Technology & Automation Review

You’re probably paying for tools you don’t use, and manually doing things that could run themselves.

Business Succession Review – Standard

You want to step back. Does your business know that?

What is it?

Most owners who have been running things for 15 or 20 years have bever actually tested whether the business works without them. It probably doesn’t. Not yet, The BSR Standard gives you an independent, plain-English assessment of where the dependency sits, what the risks are and what needs to change before you can reduce your involvement, without things falling apart.

What you get

A written report rating your business across 12 operational areas, with findings prioritised by impact, and practical recommendations oriented toward one goal; a business that runs without you at the centre of it. AI readiness is included as a standard part of the assessment. We identify where manual or owner-dependent processes exist and where automation could reduce that dependency.

What’s involved?

Before we arrive, you complete a short intake form covering how the business operates today. We do our research in advance, so your time isn’t wasted on basics. The onsite session runs 2 to 3 hours with your operational staff – the people who can actually run things day to day. We work through 12 areas of the business using a structured framework You don’t need to be there, though you’re welcome to be. After the session, we write and deliver a prioritised report covering what we found, where the gaps are, and what to address first.

What this is not

This is not consulting, coaching or implementation support. We assess and report. We will give you high level estimates of effort, and our advice on how you can implement the recommendations, but what you do with the findings is up to you.

A$2,500 + GST

Find Out more ↓

Business Succession Review – Premium

Before you talk to a broker, know what they’re going to find

What is it?

Owners preparing for a sale often discover the hard way that what they think the business is worth, and what a buyer sees it as, are two different things. The gaps are rarely financial. They’re operational.

The BSR Premium gives you a thorough, independent picture of your business from the outside – what’s working, what isn’t, what a buyer or broker would flag, and what you need to fix before you can present the business credibly.

What you get

A written report rating your business across 12 operational areas, with findings and recommendations oriented toward transaction readiness and valuation. You’ll know what a buyer or broker would find, what needs to change, and in what order to address it.

What’s involved?

Before we arrive, you complete a detailed intake form. We conduct full pre-session research and pre-populate the session pack with everything we’ve found, including anything that would raise flags from a valuation or due diligence perspective. The onsite session runs a full day with your operational staff across all 12 areas of the framework. We go deeper on every question than the Standard review, with particular attention to anything that would affect buyer confidence or business value.

After the session, we write and deliver your report. Included in the fee is a one-hour online session with you directly to walk through the findings, answer questions, and make sure you know exactly what you’re looking at.

What this is not

This is not a valuation, an accounting assessment or a legal review. We assess operational readiness. We don’t tell you what the business is worth – we tell you what’s getting in the way of it being worth what you think it is.

A$5,000 + GST

Fixed price, no surprises

Find Out more ↓

Digital Footprint Review

What does your business look like to someone who’s never heard of you?

What is it?

Most established business owners havne’t looked at their online presence properly in years. Listings are outdated, reviews are ummanaged, and the business barely shows up in traditional or AI-powered online searches. For a business heading toward a sale, that’s a problem. For any business that relies on finding new clients, it’s also a problem.

What you get

A plain-English written report with prioritised finsings. You’ll know where you’re presenting well, where the gaps are, and what to fix first. Recommendations are practical and grounded in what’s actually achievable – not a marketing wishlist.

What’s involved?

We review your business across all major online channels: Google Business Profile, website, business directories, review platforms, social media presence, and how the business appears in online searches. We assess consistency, discoverability, reputation gaps, and anyting that would concern a buyer or procurement contact doing due diligence.

What this is not

This is not a web design service, SEO consulting, or a digital marketing package. We don’t build things or manage your channels. We assess what’s there and tell you where it stands. This product is available as a standalone engagement or as a natural follow-on after a Business Service Review where online presence gaps were flagged

A$1,500 + GST

No onsite component. Research based, delivered as a written report

Find Out more ↓

Technology & Automation Review

You’re probably paying for tools you don’t use, and manually doing things that could run themselves

What is it?

Most small and medium businesses have accumulated a technology stack over the years without anyone stepping back to look at what’s actually being used, what’s sitting idle, and where people are manually doing things that could be automated. That’s both a cost problem and an operational risk – especially when key knowledge sits with one or two people.

The Technology & Automation Review gives you a clear, independent picture of what your business is actually running, how it’s being used in practice, and where the most practical automation opportunities are.

What you get

A plain-English written report with prioritised process and automation recommendations. Findings are presented in order of impact and effort – so you know where to start and what’s worth the investment. Written for a business owner. not a technologist.

What’s involved?

The review runs in two phases. First, we collect information about what systems and tools the businesss uses. Then we conduct a focused session to understand how those tools are actually used in day-to-day operation not just what’s licenced, but what’s genuinely embedded in the workflow, what’s being ignored, and where manual processes have filled the gaps.

What this is not

This is not software consulting or vendor advice. We don’t recommend specific products or have affiliatipns with technology providers. We tell you where the problems are an what category of solution would address them. What you do with that is your call.

This product is available standalone or as a follow-on after a Business Service Review where systems or automation gaps were identified.

A$2,000 + GST

Includes pre-session information gathering and onsite session

Find Out more ↓

Thank you. One of our team will be in touch soon!

There has been some error while submitting the form. Please verify all form fields again.