Client Learning Centre
Welcome to our Client Learning Hub. Here you’ll find helpful resources that will help you build a beautiful business, plan for the future and a great relationship with us – your trusted, experienced and local advisors. On this page we cover three important areas of every business – no matter where you are in the business life cycle. They are strategy, profit improvement and exit planning. In the second part of the Client Learning Centre we have a Xero Work Flow Tutorials to help you get started with Xero. Finally, if you need assistance migrating your accounts to Xero – our in-house Xero Cloud Accounting Champion and our highly experienced team of Xero Certified accountants will provide you with any customised migration, training and support you need. You are invited to book a Xero demonstration conducted over Zoom to see how it will benefit your business.
Business Strategy | Profit Improvement | Exit Planning
1. STRATEGIC START UP
Strategic planning is designed to help you take your business goals and make them a reality. Strategic planning is the most important thing you can do for your business – whatever you do or whatever stage you are at. Strategic planning will help you to set targets and make changes to get you to where you want to be. We have got the expertise and experience to help you set targets for your business and plan your future. We will help you understand your finances so you are not held back from achieving your goals. The best way to predict your future is to create it. Together we can make it happen.
Understanding Strategic Planning
A strategic plan looks at all the things a business could do and narrows it down to the things it is actually good at doing. Download the information sheet and start planning how you will strategically develop your business and move from one phase to the next.
Download the Planning Template
A strategic plan looks at all the things a business could do and narrows it down to the things it is actually good at doing. Download the information sheet and start planning how you will strategically develop your business and move from one phase to the next.
Book a Session with our New Business Advisor
Book a Strategy Session with your account manager here at Lalor O’Shea McQuillan and we will help you move into the next phase. If you are just starting out, our New Business Advisor will be happy to help you plan for success. But above all get started! We are here to help.
2. PROFIT IMPROVEMENT
As we move out of the pandemic, we can all accept that things are different now in how we do business and how we interact with our customers and suppliers. We have had to adapt to ever changing circumstances as we realise that old ways won’t open new doors. So now is the time to plan ahead and use new technologies to make your business more resilient and future proof. Share your plans with us and we will help you set targets so you can profit and grow.
What If - Units and Price
A tool to provide ‘what if’ analysis on pricing, units and cost reduction.
Break-even Analysis
A simple breakeven calculator for retail and service sector businesses.
Where Did The Money Go?
A funds flow spreadsheet to understand how you have spent your money.
5 Year Plan
A five year plan spreadsheet which you can use to keep your target figures in your strategic plan.
5 Year Plan
Book a profit improvement session with us so you can improve your profit margins.
3. EXIT PLANNING
If you are thinking about retirement, and you want to move on, or if you want something different from life and you want a new challenge. We can help. We will help you find the right time to sell your business. We can talk things through, work the figures out and prepare your business for a sale. We can help you make the right sale and the right time so you can maximise profitability and get on with your life. It’s never too early to start planning your retirement and the sale of your business – even if you are still growing! Start preparations early and if you plan to sell your business and above all remember to maintain confidentiality about your plans. Broadcasting sales plans too early can cause uncertainty with customers, employees and suppliers and can result in a reduced valuation.
Retirement Calculator
Our Retirement Calculator will help you plan how much your savings goal should be and what age you can expect to retire. Enter the number of years you have to save and you can adjust your inputs to see how saving more or planning to retire later might affect your retirement date.
Preparing Your Company for Sale
This document shows 21 areas to consider when planning to sell your business. In the meantime we are here to help you maximise profitability, strengthen customer and key employee relationships.
Company Valuation Report
It is important to understand the true market value of your business long before you start the process of selling it. Our will help you create a Draft Valuation Report. You can adjust the inputs to help you strategically plan how to reach your desired sales price.