Business Financial Performance

At AdviceFirst and POD we not only have the ability to analyse the numbers, we are also skilled business advisors turning the analysis into meaningful results that can help your business grow – we are ‘big picture thinkers’ who understand the importance of detail.

Business Financial Performance

The emphasis is on the trusted relationship and providing the information in a way that enables you to make the right decisions for your business. We facilitate the delivery of your business goals with a clear focus on how to meet your financial metrics, be that revenue, profitability, cashflow or investment.

We specialise in financial advice that is needed for running a business at every stage in the business lifecycle – from start up to exit, including:

Business advisory for driving business growth and success

  • CFO support, providing assistance analysing and assessing business performance
  • Growth strategy, providing advice on key financial decisions, budgeting and forecasting
  • Guidance on mergers and acquisitions including due diligence and valuations

Transitioning for a better future

  • Planning your exit, providing advice and the right level of expertise through succession planning, asset protection, wealth management, estate management or establishing a family trust


We are ‘numbers people’ but with the business acumen and strategic understanding to determine greater insight from what the numbers are saying to leverage business growth.


Gain a high-level insight into how you are performing as a business owner.

Complete your free business check-up