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Advisory
Whether you’re preparing for exit or growth, our Advisory Services will guide you down the most practical path for optimising your business asset, creating sustainable value and helping realise its potential.
- We understand the anxiety many business owners experience when faced with systemic problems
- We follow key principles to identify business problems and develop practical, actionable solutions
- We don’t lock you into contracts and our engagements last only as long as you need us, typically we work with our clients for many years or until they’re ready to exit
A seat at the table and right by your side
The core of our Advisory offering is the provision of a non-executive strategic advisor. Through coordinating and attending company board meetings, we provide cross-functional, broad-based commercial input, driven by a deep understanding of the numbers and market that form the base of your business operations.
Our key question here is where to play and how to win?
Strategy is one of the key pillars that any board and owner must have mapped out. Our work in this area is driven by market data and analysis and is also informed by the owners often considerable knowledge and insights. This work is critical to future success and keeping the business focused and on track.
The value of the business is often measured by the future earning potential of an enterprise so having a strategy that supports earning potential into the future provides shareholders with confidence that their business has enduring value – it’s also very attractive to potential new owners and investors.
To create and unlock business value we take great care to identify the sections of the business that need the most attention. In our extensive experience, finance is the business area most often in need of an overhaul.
Our goal in finance is to ensure that the department is both functional and supportive of the broader business. In many situations this is not the case. We help ensure that the standard of reporting is not just highly competent but also easy to understand, telling the full story each month of what’s happened.
We help owners look ahead and approach budgeting in a methodical manner. We haven’t seen a business yet that we couldn’t help, irrespective of how volatile the business sector might be. Numbers are how the business world keeps score, which is why accurate, timely numbers with useful and accompanying insights are very powerful enablers of value creation.
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Testimonials
Some of our advisory clients
GCG Health Safety & Hygiene is Australia's leading occupational health, safety and hygiene consultancy, with offices in Perth, Brisbane and Townsville. Renowned for technical rigour and client trust, GCG is widely regarded as the number one hygiene services operator in the country.
Oasis Advisory has partnered with GCG since 2009, providing non-executive board representation alongside ongoing strategic guidance and support. Under this partnership, GCG has grown organically by 750%. Michael McGrath is currently GCG’s Non-Executive Chairman of the board.
Romar Engineering is a contract manufacturer serving the medical, aerospace and industrial sectors. With an ISO Class 8 clean room and a Lasertec 65 3D 5-axis printer, Romar has established itself as a highly technical, capable manufacturer of medical device components - and a pioneer in 3D metal printing through its industrial division. Its elastomers division adds further depth, with strong capabilities in rubber-to-metal bonding.
Oasis Advisory conducted a strategic and tactical review of the business in 2013 and has provided non-executive board services since 2014. In 2020, Oasis Investments helped arrange a capital raise, taking a position in the business as part of the transaction. Oasis ceased its input at board level in 2023.
Design to Production (D2P) is an Australian industrial design consultancy and manufacturer producing an unparalleled standard of original, cleverly functional and attractive products — ranging from interactive solutions to bespoke installations.
Oasis Advisory conducted a strategic and tactical review of the business in 2017, ahead of commencing non-executive board services. In 2018/19, Oasis Advisory helped D2P navigate a revenue concentration issue; the business recovered strongly by shifting its focus internationally. Since then, the company has gone from strength to strength.
Dashing Group partners with clients to bring their brands to life, combining expertise in print, technology and design to add real value at every stage.
Oasis Advisory has provided non-executive board advisory services since March 2019, supporting both corporate governance and strategy. This included helping Dashing Group identify and develop new, relevant growth drivers — adding innovative services and driving growth in an otherwise flat market. Additionally, we helped drive significant change and improvement in the finance function helping employ a new FD in 2012. Oasis further helped navigate an especially difficult period for the company as retail was hit badly during early Covid from 202-23. The company has since gone from strength to strength including securing some clever and highly strategic acquisitions. Oasis stood down from its board services in 2024.
Harness Master Wiring Systems is an advanced wiring harness facility specialising in harness design, manufacture and repair for mining, construction, agriculture and transport vehicles and equipment. Among other things, the company is at the forefront of the mining sector's shift to autonomous vehicles.
Oasis Advisory conducted a strategic and tactical business review in 2018, ahead of commencing non-executive board services in 2019. Since then, Oasis Advisory has overseen a period of significant change and growth — providing strategy, governance and stability, with Oasis also helping with strategy, funding and expansion. Oasis has presided over 700% growth as the company successfully move into North America and seen expansion of its facilities in Asia. Michael McGrath currently Chairs the board
Emerald Planet is a leading Australian-owned manufacturer and distributor of smart, energy-efficient solutions, with deep expertise in LED lighting. The company is at the forefront of the environmental abatement market, driven by a vision to reduce greenhouse emissions through smart technology.
Emerald Planet engaged Oasis Advisory to conduct a strategic and tactical review of the business and market in 2018. Oasis Advisory then commenced non-executive board advisory services in 2019, providing strategic advice, guidance and support to the owner and senior management through a period of high growth. As lead advisor Oasis negotiated and oversaw the successful disposal of Emerald Alarms to Red Alarms, owned by Straight Bat in 2024.
Michael McGarth stood down from his board role in 2025. The company continues to lead the sector for energy innovation and smart technology.
Price Attack is one of Australia's largest retailers of professional hair care, priding itself on expert advice that prescribes the right products for immediate results. Price Attack delivers its services through online distribution and a franchise network of professional salons.
Oasis Advisory was engaged in 2019 to conduct a strategic and tactical business review, ahead of commencing non-executive board advisory services. Oasis has since been instrumental at the strategic level, helping to search for and select a new CEO and CFO. The resulting reorganisation has positioned the business for further growth, while introducing a right-sized governance regime.
Additionally, Oasis oversaw the resolution of significant accounting legacy issues, along with the resolution of serious long standing franchise difficulties. Oasis stood down in 2023.
Baxter IP is a leading Australian patent attorney firm specialising in securing the broadest possible patent coverage in key overseas markets, including the United States, Europe and China. Its aim is to create strategic, valuable intellectual property assets.
Baxter IP engaged Oasis M&A in 2020, seeking to improve governance and support a transition to a new management structure — with the objective of doubling the business within 3–5 years. Oasis oversaw the introduction of a Practice Manager, the formalisation of a board. Oasis stood down in 2022.
KJ Ross and Associates (KJR) is a software testing and quality assurance company with a mission to minimise software deployment risk through intelligent, innovative and cost-efficient methods. Its services are trusted by ASX-listed and Fortune 500 companies, as well as Australian federal and state government departments, to drive digital advancement and deliver the quality customer experience their customers, citizens and stakeholders expect.
KJR's founders engaged Oasis Advisory in 2011 to conduct a strategic and tactical business review, ahead of commencing non-executive board advisory services. Oasis Advisory concluded its non-executive services in December 2019, having served on the board for nine years.
Rivium is one of Australia’s most experienced Splunk specialists. They create value from your I.T. data, helping you use the machine data sources you already have to gain new insights into security, compliance, operations and business intelligence.
Oasis Advisory helped found Rivium, providing non-executive services for over 5 years before Oasis acted for the shareholders of Rivium in its sale to Tesserent Limited (ASX:TNT) in 2019.
Coffee Guru is a fast-growth coffee franchise focused on bringing customers the freshest products — across an extensive menu, but above all, the coffee itself. Coffee Guru runs its own distribution and roasting facilities alongside a successful franchise system.
Coffee Guru engaged Oasis Advisory in 2014 to provide strategic input to shareholders, as well as advice, guidance and support through a monthly board service. Oasis stepped down in 2017.
Planning your exit strategy
Preparing your business for sale to maximise value.
We will partner with you to make this process as smooth as possible.
In a marketplace where there are more sellers than acquirers, taking steps to prepare your business for sale and allowing plenty of time to secure the right opportunity can make all the difference in achieving the best result.
Oasis Advisory helps owners tackle succession, increasing value and preparing their business for sale. We map out multiple pathways to a successful exit so you can adapt to circumstances as they present.
Strategy
Management
Board meetings
Financial Modelling
Forcasting
Our experienced advisors help you develop, review and refine your forecasts with the goal of articulating a dependable, stable growth story for potential acquirers.
Hiring
I want to exit my business, what are my options?
When the business is sold in full to a strategic or financial acquirer, typically to close competitors or allied verticals both locally or internationally. This often requires an earn-out period where the owner is required to stay on and work with the business for an agreed period of time to ensure stability during the transition.
A partial exit is generally used to access private equity where the owner wants to stay on and grow the business beyond their own organic capacity. An investor or acquirer typically purchases a 51% controlling majority and the founder stays on as CEO to expand the business.
An IPO generally needs sufficient scale, longevity and a strong growth story to successfully transition to the public sphere.
As the number of baby boomers trying to exit their business swells beyond the capacity of acquirers to take them on, this will increasingly become the only viable option for many business owners. Oasis Advisory has helped many owners achieve partial or full retirement while retaining ownership and ongoing income from their business. This involves a gradual process of de-centralising the business from the owner to improve value and run under a CEO or management team.