WMB Advisory · Established Business
Transform your business
from profitable to valuable.
Discover the opportunities your financial reports don't reveal.
For established Australian businesses turning over $1M–$20M with 5–100 people. Your accountant reports the numbers. WMB helps you improve them — with a diagnostic designed to surface what compliance work misses.
Free 30-minute discoveryConfidential · Fixed-fee diagnostic
WMB · Confidential
Business Health Report
Prepared for your business
0
/ 100
Business Health Score
Strong foundation with capped upside
7 opportunities identified- 01Profitability78
- 02Cash Flow71
- 03Tax Efficiency64
- 04Growth Readiness83
- 05Risk69
- 06Working Capital74
- 07Advisory Opportunities88
The turning point
Growing businesses eventually
outgrow compliance.
You've built something real. Revenue is up, the team is growing, and every quarter the stakes get higher. But somewhere along the way, the tools that got you here stopped being enough.
Revenue is growing
But margins aren't keeping up. Growth is masking inefficiency.
The team is growing
Payroll, structure and people decisions carry real financial weight.
Tax is becoming complex
Structures, distributions and Div 7A move from routine to strategic.
Cash flow is unpredictable
Good months and bad months no longer follow the P&L. Working capital tightens.
Decisions are expensive
Pricing, hiring, capex, restructuring — the wrong call now costs six figures.
Growth is slowing
Something's capped the business — and last year's report can't tell you what.
That's the moment strategic advice matters.
The Business Health Score
One number.
Seven dimensions of your business.
We assess your business the way an investor, buyer or CFO would — across profitability, cash, tax, growth readiness, risk, working capital and advisory opportunities. Every category has a score. Every score is defensible. Every gap is actionable.
WMB · Confidential
Business Health Report
Prepared for your business
0
/ 100
Business Health Score
Strong foundation with capped upside
7 opportunities identified- 01Profitability78
- 02Cash Flow71
- 03Tax Efficiency64
- 04Growth Readiness83
- 05Risk69
- 06Working Capital74
- 07Advisory Opportunities88
Profitability
78/ 100
Gross margin trending; net margin capped by overhead structure.
Cash Flow
71/ 100
Working capital cycle 62 days — 18 days above sector median.
Tax Efficiency
64/ 100
Structure legacy from startup phase. Two elections worth reviewing.
Growth Readiness
83/ 100
Systems and margin support 30–40% scale with current team.
Risk
69/ 100
Concentration risk in top 3 clients (52% of revenue).
Working Capital
74/ 100
Debtors 46 days · Inventory turn steady · Facilities under-used.
Advisory Opportunities
88/ 100
7 prioritised initiatives identified in the diagnostic.
The Business Health Report
A premium diagnostic —
prepared for your business.
Every Business Health Check is delivered as a bound, confidential report. Yours to keep — with no obligation to continue.
Business Health Score
Overall + 7 category scores.
Executive Summary
What matters. Ranked. In plain English.
Cash Flow Analysis
Where cash is trapped, freed or leaking.
Tax Opportunities
Structure, timing and elections review.
Risk Register
Concentration, compliance and continuity risks.
Growth Roadmap
Capacity, pricing and margin levers.
Funding Readiness
Bank, non-bank and equity positioning.
90-Day Action Plan
Prioritised initiatives with owners and dates.
Our services
Five ways we help
established businesses.
Choose the service that fits. Each starts with a short intake form — sign in or create an account to submit.
Your advisory journey
A structured path
from diagnosis to advisory.
- 1Step 01
Business Health Assessment
- 2Step 02
Business Health Score
- Step 03
Business Health Report
Key deliverable - 4Step 04
90-Day Action Plan
- 5Step 05
Strategy Session
- 6Step 06
Business Advisory (ongoing)
- 1Step 01
Business Health Assessment
- 2Step 02
Business Health Score
- Step 03
Business Health Report
Key deliverable - 4Step 04
90-Day Action Plan
- 5Step 05
Strategy Session
- 6Step 06
Business Advisory (ongoing)
Trusted by Australian business owners
Chartered. Registered. Confidential.
30+ years
Advising Australian businesses across industries and life stages.
CA ANZ
Chartered Accountants Australia & New Zealand — members and firm.
Registered Tax Practitioner
Registered with the Tax Practitioners Board.
Business Advisory
Structured diagnostics, not opinion-led consulting.
Australian SMEs
Purpose-built for owners of $1M–$20M businesses.
Confidential · Fixed fees
NDA on request. Scoped engagements. No surprises.
The WMB difference
Why business owners
choose WMB.
Advisory-led, not compliance-led
We start with your business — not with your last BAS. Compliance flows from strategy, not the other way around.
Works alongside your accountant
We complement — we don't replace. If your current accountant is doing the compliance well, we keep them there.
Fixed-fee, scoped engagements
Every engagement has a defined outcome, a fixed fee, and a written scope. No hourly surprises.
Common questions
What business owners
usually ask first.
Can't see your question? Ask us in the discovery call — no obligation.
No. We work above compliance. If your current accountant is doing the tax and BAS work well, we sit alongside them as your strategic advisor. Where compliance work needs to improve, we'll say so plainly.
The 30-minute discovery is free. If we're the right fit, we'll scope a fixed-fee Business Health Check based on the size and complexity of your business. You'll have the number in writing before any work begins.
Typically 2–3 weeks from kickoff to delivered report. That includes financial review, a structured management interview, and a live walkthrough of findings.
Two to three years of financial statements, current management reports, and around 90 minutes of your time across two conversations. We do the analysis.
Yes — on request, and at no cost. Confidentiality is default. Nothing you share leaves the engagement.
The Business Health Score, report and 90-Day Action Plan are yours to keep. No retainer, no obligation. Most clients choose to continue — some don't, and that's a legitimate outcome.
We work across professional services, trades and construction, e-commerce, healthcare, hospitality, and family businesses. The diagnostic framework is industry-adjusted.
The Business Health Check identifies tax opportunities. Formal tax advice is delivered under a separate engagement letter and prepared by a Registered Tax Practitioner.
Begin your Business Health Check
Ready to discover
what's holding your business back?
Start with a free 30-minute discovery. If we're the right fit, we'll scope your Business Health Check with a fixed fee — and you'll have your Business Health Score, Report and 90-Day Action Plan within weeks.
Confidential · Fixed fee · No obligation