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Work Background
ITB Business ResultsOwner
Jul. 2017Brisbane, Queensland, Australia• Assisting business owners with all aspects of their business to improve operational and financial results.
• Providing bookkeeping, accounting, and CFO services.
• No job too small. • Giving small business owners access to the skill set that larger business have at a tailored price to suit the job.
• Help with the planning, implementation, managing and running of all the operational and financial activities.
• Delivering business plans, budgets, and forecasts. • Providing leadership, direction and management of the financial and operational activities of the business. • Making strategic recommendations to owners and executive management team. • Managing the processes for financial forecasting and budgets, and overseeing the preparation of all financial reporting
• Advising on long-term business and financial planning
• Establishing and developing relations with senior management and external partners and stakeholders
• Reviewing all formal finance, HR and IT related procedures
Benchmark Business Sales & ValuationsBusiness Broker
Oct. 2012Brisbane, Australia• Developing exit planning strategy
• Pre-screening business before listing them
• Advise vendors of sales and marketing options
• Preparation of all the documentation around the sale, including marketing material
• List businesses for sale and analyse their performance and market value.
• Ensure confidentiality around the sale
• Analyse the strength of the buyer, qualifying them on the potential to purchase a business
• Provide advice to buyers on the merits of businesses and the terms of sale.
• Assess buyer needs and locate businesses for their consideration.
• Negotiating the terms of the settlement
• Co-ordination between lawyers, accountants, financial institutions and landlords
• Offer advice for buying and selling businesses and structure the terms of settlement.
• Assisting with the paperwork, licences and permits, financing and leases
Benchmark Business Sales & ValuationsBusiness Broker
Oct. 2012Brisbane, Queensland, AustraliaThere aren’t many challenges we haven’t seen. After many years in selling businesses there aren’t many challenges that we haven’t seen or overcome before. So, when you want to sell or buy a business, we can show you how to make it easy. In fact, we have developed a proven formula to ensure that our clients obtain the outcome that they seek, quickly and efficiently. Benchmark Business Sales works for business owners who are looking to sell a business. Benchmark brokers provide services to both public and private companies, as well as individuals. We specialise in the sale of businesses in the price range up to $10 million. Our sister company, “Benchmark Corporate”, has been established to undertake larger scale transactions. Our team has the expertise to undertake most business sales engagements. Benchmark business brokers are paid by the seller (Vendor) and are required to act under the relevant state legislation of each state in Australia. Benchmark also provides clients with business valuation services for small business valuation and appraisal. Benchmark has business valuers in each state and offers clients advice on the value of their business for all sorts of reasons, such as placing a business for sale, partnership buyout, resumption, stamp duty and more. We have six offices in five states, and over 60 specialised, qualified business brokers on our team, making us Australia’s only National business brokerage.
The Property ClubChief Executive Officer
Dec. 2000 - Jan. 2012BrisbaneFrom initially being hired as company accountant, promoted through various positions from Financial Controller, General Manager, CEO and Executive Director. • Contributed to business growth, catapulting turnover over 500% • Co-ordinated a cost cutting exercise which re-established commission structures, improved efficiency throughout the business resulted in an increase in the bottom line of approximately 300% • Establish public offer superannuation fund and a body corporate services company, both divisions were due to break even after having been operational for only 2 years, there was significant set up costs in establishing these divisions of the business • Managed the marketing division, leading the move and transformation to implement online and social media avenues, generated 6000 leads per month, effectively increasing online presence by 100% • Increased the range of services available to members to include for example tax depreciation schedules. Increased frequency of bi annual conventions, also expanding nationally (previously only Gold Coast). Created an outstanding education platform for current members • Developed and implemented a comprehensive range of services to streamline the investment process and make it as secure as possible for investors • Managed in house property development, delivering profits to the owners. For the first time their profit development arm was profitable • Set up an in house property business • Chaired Management Advisory Panel which was made up of key stakeholders across the business to support the strategic development of the business • Consulted closely with various legal teams to deliver a complicated estate planning solution
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