Board of Advice Program

Board of Advice Program

As the business grows, owners of private family enterprises and SME businesses seek out specialist advice on:

  • How to protect their business,
  • Grow its value and;
  • Maximise the capital value on exit so that you can achieve financial independence

Thus let Insight CA Limited be your sounding board to help you optimise the value of your business!

Our Board of Advice Program enables you to take your business to the next level by accessing independent advice so you can continue to protect, grow and transition the value of your business

Our Board of Advice Program features:

  • Valuing your business to determine its true value
  • Analysing and tracking your business profit and cash flow to budgets and targets;
  • Comparing your business performance to financial and industry performance benchmarks

Regular meetings to

  • Track how your business in performing against its financial goals;
  • Discuss any governance matters that need to be addressed and resolved to reduce your business risks;
  • Manage strategic growth opportunities as they arise and address any operating matters that are affecting your business performance;
  • Agree strategies and action plans that will make your business more profitable and valuable;
  • Introduce a trusted team of experts where specialised advice is required;

On-going monitoring to

  • Periodically re-valuing your business to qualify the value created.

We charge a fixed monthly fee for our Board of Advice Program to spread the cost of this service over a 12 month period.


Download our Better Business Program brochure