Business strategy and improvement

PwC Private Clients works with business owners to help make their organisations more profitable, valuable and enjoyable.

Our specialist advisory capability:
  • enhances operational performance
  • maximises business value
  • provides leadership with a strategic focus.
We encourage business owners to ensure their business plans have the necessary elements to stay on their growth path. In the latest edition of the PwC Private Business Barometer, 94 per cent of businesses told us they have a plan that is closely aligned to their growth strategy.

Services

We offer a range of services to identify key issues within a business and develop a business model which has the right mix of operational enhancements and strategic modifications to ensure long-term growth is achieved. We provide broad strategic advice and business improvement services including:
  • Business modelling
  • Business planning
  • Business transformation
  • Financial management
  • Change management
  • Competitor analysis
  • Developing 'Go-To-Market' strategies
  • Operational improvement
  • Organisation restructuring
  • Post merger implementation and evaluation
  • Scenario and strategic planning.
What makes us different? We don't just focus on strategy – we'll work with you to embed the strategy and help you realise the value – we're in this for the long term.

Financial management

Private Clients financial management services help you stay focused on the big picture, whilst employing the necessary controls to manage ongoing business performance.

We offer a suite of tools on a monthly, quarterly and yearly basis to ensure businesses have the correct financial monitoring systems in place and that the meaningful management of information becomes an integral part running a business.

Financial Improvement Processes

In this initial analysis of a company's financial position we identify your strengths and highlight how you can build on these as well as highlight underlying problems and issues.

Financial X-RAY ®

Financial X-RAY ® is a one-page overview of businesses' financial results that turns normal balance sheet and profit and loss data into meaningful financial management information. It helps entrepreneurs and business owners look at management performance, positive or adverse trends, funding decisions, the actual cash generated and other meaningful financial data including marginal cash flow and working capital investment.

Financial Gap Analysis

Performance indicators in terms of profitability, balance sheet and cash flow management are analysed and then benchmarked against industry standards as well as management objectives.

Activity Based Management Report

This tool breaks down sales, expenses and profit into a profit into a unit of activity. This information is compared against previous periods and budgets to determine trends and guide future strategies for improved financial performance.

Financial Health Assessment

Each quarter, the "financial health" of your business is reviewed by comparing current performance to previous performances as well as assesses industry or established benchmarks. This tool helps to determine what improvements are required.

Financial Improvement Plan

The Financial Improvement Plan is prepared yearly and looks at the "Now, where, how" to determine a businesses' future strategy and goals.

Strategy

To many private and entrepreneurial business owners, developing effective strategy can seem like a distraction from more urgent operational matters, especially when the external environment is turbulent. However private business owners told us in the latest edition of the PwC Private Business Barometer that they see the real benefit in proper planning and being able to develop a clear road map for future growth – half of businesses (54 per cent) told us they review them more than once a year. Some of the key benefits that our clients have experienced using our methodology include:
  • A collaborative approach for management, and your people - to identify strategic options and areas for operational enhancements
  • Helping you maximise strengths and minimise risks
  • A structured approach in developing strategic, business or succession plans
  • An objective means of testing a business model in times of uncertainty
  • Identification of priority areas of focus for the short, medium and long terms, with a clear plan to achieve these including associated KPIs
  • Extensive industry and competitor research to provide valuable insights for future development
  • Preparation of documentation to satisfy the needs of banks/financiers for financing/merger and acquisition/alliance activity.