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Services
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Advisory and Coaching Services
Our Services
Business Advisory
Cavedale Advisory's core offering is our Business Advisory Service. We help small to medium sized businesses and their owners unlock their full potential by analysing current operations, identifying growth opportunities, and addressing pain points.
Together with the business owners, we develop and implement actionable strategies, fostering accountability throughout the process.
Governance and Advisory Boards
As a company grows, it may benefit from additional approaches beyond individual advisory services. These include appointing a non-executive director or establishing a Board of Advice/ Advisory Board.
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Cavedale Advisory can help SMEs assess their need for stronger governance, including the appointment of a non-executive director or establishment of an Advisory Board.
Coaching
Business owners often prioritise their organisation and employees over themselves, facing significant challenges along the way. However, improving as a leader often requires guidance and support to develop skills and self-awareness.
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Our coaching programs are designed to unleash your potential as a leader and manager, enabling you to realise the opportunities and challenges in your business.
Business Measurement and Online Learning
Business Value Creation
Value Creation Bootcamp
Value Creation Bootcamp is a 12-month Program delivering insights and actions for the business owner leading to a more valuable company. Each month, you will focus on a different driver of value, delivering over 12 months a comprehensive suite of tools that you can apply practically in your business.
You will learn from video content, exercises, and action plans that you put to work each month and apply in your business.
You will also get a one-on-one coaching session each month with a Cavedale Advisory coach who help you with what you learn, guide you with your implementation, and overcome any challenges.
Value Builder
After analyzing tens of thousands of businesses, eight factors that drive the value of business have been discovered.
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We evaluate your business on each driver to determine your Value Builder Score.
Your overall score reflects your performance on the eight key drivers, which are statistically proven to improve the value of your company.
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Complete the Value Builder Questionnaire and receive a comprehensive analysis of your score and a detailed action plan for how to improve your score on each.​
PreScore™
As an owner, you’re ready for almost anything. But recent data shows that even the most affluent and successful founders struggle with one common problem: the regret of how they handled leaving their company.
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Are you personally ready for what should be the happiest day of your life?
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Complete the PreScore™ Questionnaire to measure your personal readiness to exit and discover the four major drivers of an exit without regret.
Financial Analysis and Business Intelligence
Business Intelligence
Financial Analysis
As a dedicated consultant specializing in small and medium-sized businesses, we understand the unique challenges you face. Our goal is to help you navigate the complexities of financial management with easy to understand yet insightful interpretation of your financial data using bespoke modelling and presentation.
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Introducing Modano: Your Secret Weapon for Financial Clarity
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One of the key tools we use to deliver exceptional insight is Modano, an Excel add-in designed to streamline financial modeling and forecasting. Modano provides real-time clarity and control, tailored financial models and seamless integration with your existing MYOB or Xero accounting system.
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Business Intelligence
Building on financial analysis and leveraging advanced tools and techniques such as Power BI, Cavedale Advisory can assist you to develop bespoke performance and operational dashboards leading to actionable insights that drive growth and efficiency for your business.
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We can assist you to develop your own business forecasting visualisations, scenario analysis, budgeting and planning or operational metrics to support both the day-to-day running of your firm and the longer-term strategic planning.
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Power BI is a leading business analytics tool that enables you to visualize your data and share insights across your organization, with interactive dashboards, customisable reports and advanced analytics.
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