Board Of Advice Program

As a business owner, your wealth and wellbeing are inextricably linked to your business.

Take your business to the next level and maximise its value

It is your source of income, your most important asset and frequently its sale will fund your retirement. So why do many business owners not know the real commercial value of their business, or understand how to maximise its value?

The Board of Advice (BoA) Program supports SMEs to grow the value of their business with personalised support where the business needs it most. We provide the framework for SMEs to establish an internal BoA to provide business owners and stakeholders with regular access to expert advice in how to take the business to the next level. The Program allows owners to address their key strategic and operational challenges while developing their own internal business management skills.

The key outcome is the successful implementation of growth, value improvement and succession planning strategies supported by independent and objective advice from a trusted team of experts.

The key areas that this program will focus on include:

Business Valuation

We value your business at the start of our
engagement to determine its true value and identify value improvement opportunities.

Financial Performance Management

We support BoA meetings with in-depth
analysis of key profit, cash flow and value
drivers including:

  • Establishment, management and review of annual profit and loss and cash flow budgets;
  • Profit/cash flow optimisation analysis;
  • Review of Financial & Industry Benchmarks;
  • Review of Bank and other key Stakeholder commitments.

Strategic, Operational and Governance Matters

The BoA provides a structured decision making process. Regular attention to management issues, with external input reduces business risks and threats and ensures urgent matters are addressed.

Regular Meetings

Regular Meetings

Using formal face to face meetings the BoA addresses your priorities by developing and documenting Agendas, Minutes and Action Plans to implement your chosen goals and strategies.

Maximise your Sale Price

The BoA provides support to implement ‘best practice’ procedures and develop internal skills so your business can operate without you. This allows you to prepare your business for sale, or your exit from day to day operations.

Demonstrated Value of Program – Business Revaluation

We will revalue your business on the anniversary of our engagement to show you how the BoA service has increased the value of your business.

We then update your net worth to highlight the growth in your wealth and reduced value gap risk.

Do you want to achieve financial independence and security?

Our BoA Program empowers you to take control of your future by growing the value of your business. This may be just what you are looking for, if you are relying on the sale of your business to fund your next venture or retirement.

What our clients say

My Company has been utilising the services of DFKOGC for many years and this itself speaks volumes for the excellent professional services rendered by them. I have been interacting with the DFKOGC team for the past 2 months and I have found them to extremely responsive, very professional and always willing to go the extra mile to service us.

Mary Abraham

Very efficient and has a personal touch. If you have questions, they respond in a timely manner and even visits you to explain things face to face.

Marlo Camacho

Extremely professional and astute business advisors. Our businesses has benefitted and elevated to new horizons with DFK OGC by our side. Even when going gets challenging, they are open to seek subject matter experts. Anit Patel and his entire team are great highly recommended.

Sanjai Bagia

We have found DFK OGC’s approach to everything from services provided to how they build relationships one that had worked well for them. We’ve found them to be down to earth, obviously knowledgeable about what they do and approachable as well. They always welcome the phone.

Any time I need them – any of the partners – they’re there to pick up the phone.
And they provide that service after hours as well, which is just great.

Dipak Bagia – CEO Petrochem Group

We have been dealing with the team at DFKOGC since last 10 years and we have always found them to be very professional and supportive to all our accounting needs.They do have full range of professionals available in the team to cater for all the accounting related Services and very responsive to all the client requirements.

Munish Singla

DFK have supported us for many years and the service has been great across various partners.

MAHA Australia & New Zealand
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