Allevi8HQ · Strategic
Advisory for
Turnaround,
Growth, Acquisitions
and Exit.
Whether you’re scaling, buying a business, building toward exit, or navigating a financial crisis — Strategic gives you the leadership and independent advice to do it right.
Where are you in your journey?
Crisis Phase
Turnaround & Recovery
Rapid stabilisation and structured recovery for businesses under financial pressure.
Growth Phase
Scaling & Profitability
Fractional CFO, business planning and cashflow forecasting to fuel deliberate growth.
Acquisition Phase
Buying a Business
Independent due diligence so you know exactly what you’re buying before you sign
Exit Phase
Selling Your Business
Exit readiness planning to maximise the value you’ve built and position for the best possible outcome.
Who Strategic Is For
Built for business owners at a crossroads.
Strategic isn’t for every stage of business — it’s for the moments that matter most. When the decisions are big, the stakes are high, and getting it wrong is expensive.
If any of these describe where you are right now, we should talk.
You're growing and need financial structure
Revenue is up but margins are unclear, cashflow is unpredictable and you’re making big decisions without the right data.
You're considering buying a business
You’ve found an opportunity but want independent verification of what you’re actually buying — financials, risks and all.
You're planning to sell in the next 2–5 years
You want to maximise the value you exit with and make sure the business is structured, documented and ready when the time comes.
You're presenting to investors or a bank
You need professional financial modelling, forecasts and reporting that stand up to scrutiny.
You're in a complex transaction
M&A, a management buyout, restructuring — you need a trusted advisor who understands both the numbers and the strategy.
Your business is under financial stress
Cashflow has deteriorated, creditors are pressing, and you need a structured plan to stabilise, recover and protect what you’ve built.
Our Services
Six specialist advisory services.
Fractional CFO
Ongoing · Advisory
Senior financial leadership without a full-time hire. Your CFO for strategic decisions, board reporting and investor conversations.
- Monthly strategic financial reviews
- KPI frameworks and dashboards
- Board and management reporting
- Investor and bank presentations
- Decision support for major moves
Business Planning
Project · Ongoing
Financially grounded planning for growth — whether you’re chasing targets, seeking finance or preparing for a transaction.
- Strategic growth plans
- Annual budgets and targets
- Scenario and sensitivity modelling
- Finance-ready documentation
- 13-week cashflow forecasting
Cash Flow Forecasting
Operational · Ongoing
Senior financial leadership without a full-time hire. Your CFO for strategic decisions, board reporting and investor conversations.
- 13-week rolling cashflow model
- Best, base and worst-case scenarios
- Board and management reporting
- Investor and bank presentations
- Decision support for major moves
Specialist Service
Turnaround Management
Crisis · Recovery · Restructure
Rapid stabilisation and structured recovery for businesses under serious financial pressure — before the situation becomes irreversible.
- Immediate cashflow stabilisation
- Creditor negotiation & management
- Business restructuring strategy
- Operational cost review
- Lender & stakeholder communications
- Recovery roadmap & implementation
Specialist Service
Due Diligence
Independent · Acquisition Support
Independent financial due diligence for buyers of Australian SMEs. We verify what you’re actually buying — before you commit.
- Financial statements review & normalisation
- EBITDA quality and sustainability assessment
- Working capital and cashflow analysis
- ATO, ASIC & Fair Work compliance review
- RAG-scored risk register
- DD databook & executive presentation
- Transactions up to $20M AUD
Specialist Service
Exit Readiness
Strategic · Sale Preparation
Maximise the value of the business you’ve built. We prepare you — financially and strategically — for the best possible exit outcome.
- Business valuation assessment
- Value driver identification and improvement
- Financial clean-up and normalisation
- Vendor due diligence preparation
- Information memorandum support
- Structural and entity review
- Exit timeline planning (12–36 months)
Due Diligence
Know exactly what you're
buying.
Most buyers rely on vendor-provided financials. We verify them independently — stress-testing the numbers, reviewing compliance obligations and identifying risks before you sign anything.
Our due diligence service is purpose-built for Australian SME transactions up to $20M AUD and covers every major workstream a buyer needs to complete.
DD Workstreams Covered
Financial review
Revenue quality
EBITDA normalisation
Working capital
ATO & ASIC compliance
Fair Work obligations
SGC superannuation
Lease & AASB 16
Customer concentration
Employee register
Asset register
Legal & contracts
What We Deliver
DD Databook — 13-sheet Excel workbook
Cover, checklist, financial summary, P&L normalisation, balance sheet, cashflow, revenue analysis, customer and employee registers, asset register, legal register, tax position and RAG risk register.
Executive Presentation — 14-slide deck
KPI summary, margin trend visuals, risk heat map and key findings formatted for advisors, investors and decision makers.
RAG Risk Register with recommendations
Every risk rated Red / Amber / Green with deal implications and suggested conditions or price adjustments where relevant.
Australian regulatory framework
ATO, ASIC, SGC (11.5% super), AASB 16, Fair Work Act and state-by-state payroll tax — built specifically for Australian transactions.
Turnaround Management
When the business needs
more than advice — it
needs a rescue plan.
Turnaround situations require a different kind of
engagement. Speed matters. Decisions that would take
months in normal circumstances need to happen in weeks.
And the advisor you need isn’t just someone who
understands finance — it’s someone who has been in these
situations before and knows what works.
Jag’s ARITA certification and hands-on experience with
distressed businesses means he understands the full
spectrum of options available — from informal restructuring
through to formal insolvency processes — and can guide
you toward the best available outcome.
Acting early makes a significant difference. The earlier
turnaround support is engaged, the more options are
available. Waiting until a crisis is fully developed limits
what can be done and increases the risk of formal
insolvency processes becoming unavoidable.
Our Turnaround Process
01
Rapid financial assessment
Within days of engagement, we map your cashflow
position, creditor exposures, ATO obligations and
immediate liquidity risks — so everyone knows
exactly where things stand.
02
Cashflow stabilisation
We implement immediate measures to stop the bleed — prioritising payments, deferring non-critical outflows and establishing a short-term cashflow model to manage week by week.
03
Creditor & stakeholder management
We take over communications with banks, the ATO, key suppliers and other creditors — presenting a credible plan and negotiating breathing room to execute it.
04
Restructuring & recovery plan
We build and execute a structured recovery plan — addressing the underlying causes of distress, not just the symptoms. This may involve operational restructuring, debt renegotiation or business model changes.
05
Stabilisation & forward planning
Once the business is stabilised, we help you build the financial foundations that prevent a recurrence — and, where appropriate, transition into ongoing advisory support.
Exit Readiness
The best time to plan your
exit is long before you're
ready to sell.
Most business owners leave significant value on the table
when they sell — not because the business isn’t good, but
because it isn’t prepared. Buyers pay premiums for
businesses that are clean, documented and de-risked.
Exit Readiness is a structured 12–36 month engagement
that prepares your business for the best possible outcome
— whether that’s a trade sale, management buyout or
generational transfer.
Our Exit Readiness Process
Valuation & gap assessment
We establish current market value and identify the gaps
between where the business is and what it needs to
achieve your target price.
Value driver improvement
We work through recurring revenue, margin quality,
customer concentration and owner dependency — the
levers that directly affect what a buyer will pay.
Financial clean-up & normalisation
We clean up the financials, remove owner-specific costs
and present a clear, normalised EBITDA picture that holds
up to buyer scrutiny.
Vendor due diligence preparation
We prepare the documentation a buyer will request — so
nothing unexpected derails the process under deal
pressure.
Transaction support
When the time comes, we support you through the sale
— reviewing offers, responding to buyer due diligence and
advising on structure.
The Strategic Pathway
From foundation to whatever
comes next — we're with you.
Financial foundations
Core handles the engine room — clean
books, payroll, BAS.
Growth planning
Fractional CFO and business planning for deliberate, profitable growth.
Acquisition
Independent due diligence before you commit to buying a business.
Exit preparation
Value maximisation and readiness planning ahead of a future sale.
Turnaround
Rapid stabilisation and recovery when the business is under pressure.
The best possible outcome
Whatever your situation, a plan executed properly and a result you’re prepared for.
Common Questions
Questions we get asked most.
What size transactions does your due diligence cover?
We work on Australian SME transactions up to $20M AUD. This is the segment where independent DD advice makes the biggest difference relative to cost — and where most owner-operated businesses sit.
How long does due diligence take?
Typically 2–4 weeks depending on complexity and the quality of information provided. We can work to tighter timelines if a transaction requires it — just let us know your constraints upfront.
When should I start exit planning?
Ideally 2–3 years before you intend to sell. The changes that most significantly increase value — reducing owner dependency, improving recurring revenue, cleaning up financials — take time to implement and embed.
Can you help with an acquisition and then post-acquisition integration?
Yes. We can support you through due diligence pre-acquisition, help with post-acquisition financial integration, and then continue as your Fractional CFO as the combined business grows.
Do I need to already be a Core client to use Strategic?
No — Strategic is standalone. That said, many clients combine Core and Strategic: Core handles the ongoing financial operations, Strategic handles the advisory and transactional work.
How is Strategic priced?
Ongoing advisory (Fractional CFO) is a fixed monthly retainer. Project work — due diligence, exit readiness, business plans — is scoped and priced individually. We’ll give you a clear proposal after our first conversation.
What is turnaround management and when do I need it?
Turnaround management is hands-on intervention for businesses experiencing serious financial distress — declining cashflow, creditor pressure, ATO enforcement or the risk of insolvency. It’s needed when advice alone isn’t enough and active management of the crisis is required.
How is turnaround different from TaxAssist?
TaxAssist focuses specifically on ATO debt resolution. Turnaround Management addresses broader financial distress — including bank debt, trade creditors, operational restructuring and the strategic decisions needed to return the business to viability.
What Our Clients Say
Trusted by Australian business owners.
5.0 · Google Reviews
Work With Us
Whatever your next move — let's plan it properly.
Whether you’re growing, acquiring or preparing to exit, Jag brings 20+ years of experience advising Australian SMEs through exactly these moments.
His ARITA certification, CA qualification and Executive MBA mean you’re getting an advisor who understands both the strategic and financial dimensions of your transaction.
CA Australia
Executive MBA
ARITA Certified
Registered Tax Agent
20+ Years Experience
Book a free Strategy call today.
Confidential · No obligation · We respond within 1 business day.
Ready for strategic support?
Big decisions deserve
the right advice.
Book a free 30-minute strategy call with Jag. No jargon, no hard sell —
just an honest conversation about where your business is headed.
No obligation · Brisbane & Remote Australia-wide