Business Planning and Organisational Reviews

Gerry Rea Partners provides advice and support to create an effective planning framework for your organization.

Generally, this starts with a review of current planning and project documentation as well as operating history. For many small businesses planning is not a formal process, and we help build enhance or create processes around documentation.

To create a foundation for business planning, a business valuation is often undertaken as a “ground zero” position from which to build operational and financial goals.

With mid- and longer-term outcomes identified, effective planning scenarios can be developed to support operations and growth.

We are qualified to assist with the following activities:

  • Projects and feasibility reports
  • Business valuations
  • Financial analysis
  • Strategic and business planning
  • Acquisition, succession and exit planning

For advice about your particular circumstances, book a free consultation with us by calling 0800 343 343.

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