Most Accurate Financial Benchmarks
Start │ Buy │ Invest
Prevent buyer/successor remorse
Identify industry strongest/weakest drivers Access most accurate industry financial benchmarks & exclusive non-financial KPI data
Formalise a Top Performer Plan
Top 3 SME Concerns
Where does your business sit?
1. Owner(s) Reliance
5% believe their business can run well without them
2. Owner(s) Goodwill
23% owner departure would have no impact on staff & customers
3. Profitability
69% indicated profit growth of 10% or less
How reliant is your business on key customers?
SME owners’ rate customer sensitivity risk as their weakest RiskProfit-Value driver
Grow │Improve
• Source reliable benchmarking data
• Identify improvement opportunities
• Benchmark your business against industry Top Performers
• Compare Non-Financial KPIs
o 80 Risk-Profit-Value Drivers
• Implement improvement action items
o Profitable growth
o Productivity & efficiencies
• Secure funding - growth & succession
o 76% of SMEs have limited or no cash reserves
Profitability is the biggest SME Improvement Opportunity
88.8% - costs of supplies are being affected by inflation, exchange rates, fuel prices
Non-Financial KPI stats
Compare your business against 80 SME KPIs, start with these…
84.6% - good to excellent customer satisfaction ratings
68.6% - brand, profile & reputation ahead of competitors
55.4% - culture of managing work & non-work activities for a healthy life balance
46.1% - best practice operations manual exists & systems in place
17.5% - rated by staff as an employer of choice
Profitable Growth Action Items
Any business can grow, but is your growth profitable?
Productivity & Efficiencies Action Items
Generate more with existing resources to be a Top Performer
Value │ Succession │ Exit
Exposure to Artificial Intelligence
Determine the current & true value of your business
Manage formal succession planning to grow wealth in & outside your business
Attain value needed to achieve financial independence
AI: Risk or Opportunity?
Rapid advances in AI are a significant risk to all enterprises
Value your Business
• True value & value needed at exit
• Small-Family-SME Business Valuations
White Paper Insights:
• 42% of SME owners don’t know what their business is worth
• 82.9% have a ‘value gap’ risk
• 1 in 10 SMEs are sale ready
• Hidden risk
• Personal Goodwill
Case Study Personal Goodwill
Who owns your customers?
Case Study Insights
“The business had no documented succession plan. Shareholder & staff agreements did not address key succession risks such as personal goodwill. The share sale was deferred.”
Succession Planning
53.9% of SME owners/stakeholders are aligned & motivated to grow
Essentials
• Is internal succession viable?
• Be sale ready at any time
• Exit without seller remorse
Plan well in advance
Aligned, shared vision
Top Performer plan
Annual revaluation
Sounding board support
Financial independence
Internal Succession Planning
22.8% of SMEs have programs in place to attract & retain future successors
Internal
Succession
Target future successors Attract with performance rewards Develop business & soft skills Retain with ownership pathways
Sale or Exit Planning
9.2% of SMEs are actively managing their succession plans
Planning & Accountability Support
70% of SMEs have informal or no business plans
SME research confirms owners need a sounding board they can turn to & trust to reduce risks, improve business performance & quality of life
Peak Performance
Start now - you only need 1 hour!
Complete a Risk-Profit-Value Driver analysis
• Why do the analysis?
o Lower risks & secure funding
o Discover profitable growth opportunities
o Identify key strengths/weaknesses
o Leverage the power of non-financial KPIs
• Attend Top Performer Workshop
• Scorecard, Top Performer Report & improvement action items
Our vision & goals
Smart data to achieve top performance
Highly respected & trusted advisory practice
Industry thought leaders
SME data mining specialists
Most accurate industry financial & valuation benchmarks
Exclusive, scalable AUS/NZ non-financial KPI data
Our clients - helping you become an industry
Top Performer
