Whether you’re preparing for exit or growth, our Advisory team will guide you down the most practical path for optimising your business asset, creating sustainable value and helping realise its potential.
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.
"Michael and the Oasis team demonstrated a wealth of experience by delivering highly practical guidance during the preliminary negotiation phase, coupled with the requisite technical advice during the later phases of the acquisition process."
"Where Oasis are very good is being able to work outside the box to improve the deal through the negotiation. On more than one occasion, I thought I was presented with a great deal, but Mike helped ID some trap doors. My sale was extraordinary. We got more than we expected, as we were able to successfully argue the power of our brand and capability rather than financials – which were suffering post mining boom collapse."
"Mike quickly grasped the nuances of our hybrid capital raising requirements for a startup venture in the software arena. Oasis not only identified a highly relevant suitable partner, but provided immediate access, resulting in a very high level of engagement. From start to finish, the outcome was delivered inside 6 weeks. Including cash settlement. Unheard of. Legend."
"The challenge for Oasis was the fact that we had one major supply company based overseas with verbal supply agreements in place and to convince a potential buyer that those agreements would continue with an approved buyer. We were very happy with the professional and methodical approach of Oasis to find a selected buyer, which achieved a successful outcome within 10 months of engagement. We found Warwick and the team very helpful and very easy to deal with and can only recommend him and his team."
Some of our advisory clients
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.
Our experienced advisors help you develop, review and refine your forecasts with the goal of articulating a dependable, stable growth story for potential acquirers.
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.