INSIGHTS

Case studies and
reference material.

Practical thinking from our work with for-purpose organisations: what we did, what changed, and tools your board and leadership team can use today.

FEATURED CASE STUDY

Two colleagues reviewing paperwork together.

Value creation

Disability services

Finding the value in a $360m disability and family services provider.

Finding the value in a $360m disability and family services provider.

Finding the value in a $360m disability and family services provider.

Our founding program. A large provider under margin pressure, with leakage across rostering, billing and legacy process. We sized the opportunity, agreed a program with the board, and tracked every initiative from estimate to delivered.

8.2%

8.2%

8.2%

of revenue in annual margin benefit

5%

5%

5%

of revenue in one-off cash

8.2×

8.2×

8.2×

return on fees

CASE STUDIES

The work, and what changed.

Each case study follows the same shape: the challenge, what we did together, and the result in the P&L, the cash and the service.

Each case study follows the same shape: the challenge, what we did together, and the result in the P&L, the cash and the service.

Mergers and acquisitions

[Case study title, e.g. Bringing two providers together without losing momentum]

CHALLENGE

[One line on the situation.]

WHAT WE DID

[One line on the approach.]

RESULT

[One measurable outcome.]

Case study in preparation

Mergers and acquisitions

[Case study title, e.g. Bringing two providers together without losing momentum]

CHALLENGE

[One line on the situation.]

WHAT WE DID

[One line on the approach.]

RESULT

[One measurable outcome.]

Case study in preparation

Property

[Case study title, e.g. Stepping out of the landlord role]

CHALLENGE

[One line on the situation.]

WHAT WE DID

[One line on the approach.]

RESULT

[One measurable outcome.]

Case study in preparation

Property

[Case study title, e.g. Stepping out of the landlord role]

CHALLENGE

[One line on the situation.]

WHAT WE DID

[One line on the approach.]

RESULT

[One measurable outcome.]

Case study in preparation

CFO advisory

[Case study title, e.g. From keeping score to shaping decisions]

CHALLENGE

[One line on the situation.]

WHAT WE DID

[One line on the approach.]

RESULT

[One measurable outcome.]

Case study in preparation

CFO advisory

[Case study title, e.g. From keeping score to shaping decisions]

CHALLENGE

[One line on the situation.]

WHAT WE DID

[One line on the approach.]

RESULT

[One measurable outcome.]

Case study in preparation

Client names are shared only with permission. Where a client prefers, we describe the organisation by type and size.

REFERENCE LIBRARY

REFERENCE LIBRARY

Guides, one-pagers and checklists.

Short, practical pieces for boards and leadership teams. Free to download and share inside your organisation.

Short, practical pieces for boards and leadership teams. Free to download and share inside your organisation.

Preview awaiting original file

One-pager

Mergers and acquisitions

Five things to know before you merge

PDF pending upload

Preview awaiting original file

One-pager

Mergers and acquisitions

Five things to know before you merge

PDF pending upload

Preview awaiting original file

One-pager

Value creation

A service can look like a loss on paper

PDF pending upload

Preview awaiting original file

One-pager

Value creation

A service can look like a loss on paper

PDF pending upload

Preview awaiting original file

One-pager

CFO advisory

The role of finance: same skills, different purpose

PDF pending upload

Preview awaiting original file

One-pager

CFO advisory

The role of finance: same skills, different purpose

PDF pending upload

Preview awaiting original file

One-pager

CFO advisory

Profit and cash are not the same thing

PDF pending upload

Preview awaiting original file

One-pager

CFO advisory

Profit and cash are not the same thing

PDF pending upload

Preview awaiting original file

One-pager

Property

SDA and where good spend goes

PDF pending upload

Preview awaiting original file

One-pager

Property

SDA and where good spend goes

PDF pending upload

Preview awaiting original file

One-pager

Systems and AI

Agentic AI in care

PDF pending upload

Preview awaiting original file

One-pager

Systems and AI

Agentic AI in care

PDF pending upload

Preview awaiting original file

Guide

Legal and governance

Director duties: Corporations Act and ACNC

PDF pending upload

Preview awaiting original file

Guide

Legal and governance

Director duties: Corporations Act and ACNC

PDF pending upload

Preview awaiting original file

One-pager

Systems and AI

Most of what we do is the same as everyone else

PDF pending upload

Preview awaiting original file

One-pager

Systems and AI

Most of what we do is the same as everyone else

PDF pending upload

CHECKLIST

CFO advisory

Financial health checklist

The questions every board should be able to answer about the numbers.

PDF pending upload

CHECKLIST

CFO advisory

Financial health checklist

The questions every board should be able to answer about the numbers.

PDF pending upload

CHECKLIST

CFO advisory

Financial health checklist

The questions every board should be able to answer about the numbers.

PDF pending upload

CHECKLIST

Mergers and acquisitions

Deal readiness checklist

Are you ready to acquire, merge or partner? Start with these.

PDF pending upload

CHECKLIST

Mergers and acquisitions

Deal readiness checklist

Are you ready to acquire, merge or partner? Start with these.

PDF pending upload

CHECKLIST

Mergers and acquisitions

Deal readiness checklist

Are you ready to acquire, merge or partner? Start with these.

PDF pending upload

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