Engagements

I have worked closely with small to large enterprises over a twenty-five-year period, advising in key areas such valuations, management, structuring, marketing, and strategy. I have been engaged for my expertise in financial modelling, franchising and low-cost growth strategies by leading organisations such as:

Griffith University

  • a. Course writer- Modules reviewed and authored
    • Franchise structures
    • Franchise fees
    • Franchise system management
    • Legal and educational issues
    • Why franchising occurs
    • Franchising theory
  • b. Lecturer and Examiner – Franchising and Small Business, Entrepreneurship and Marketing

3P Corporation Ltd- Development of a 5-year expansion business and marketing strategy and expansion blue-print for four key business segments for inclusion in an information memorandum for capital raising. General management consulting and adviser to the board.

Touch Projects- National growth strategy, comprising the development of vertical processes that will enhance its competitive posture in the marketplace by extending and consolidating its service offering and staying true its value proposition. Identification of present and forward opportunities for improving the effectiveness and efficiency of its business model, particularly in relation to the costs to deliver, time to deliver, services being delivered, and value being delivered in context of an integrated digital media strategy.

Queensland Transport- Retained as Consultant to assist the department in its lead role in the Smart Service Queensland initiative to:

  • Developed a comprehensive face-to-face model to support a whole-of-government initiative known as Smart Service Queensland. This initiative focused on the integration and aggregation of services delivered by various government agencies in Queensland with the overriding objective of improving customer access and quality of service
  • Undertook extensive Excel based econometric and financial modelling of agency revenues, costs under prevailing and proposed hub, and spoke system
  • Carried out complex geo-demographic analysis of market areas of various agency locations, site mapping and service demand forecasting

IAG Ltd- Retained as Consultant to develop a face-to-face expansion and transformation model, inclusive of validation and capability assessment for the NRMA brand, underpinned by extensive financial modelling.

a.Project objectives

  • Increase the level of convenience available to customers by providing increased access to face-to-face services
  • Creation of competitive differentiation based on physical distribution
  • Create cost effective face-to-face distribution network that is flexible to changes in customer preference
  • Increase business volume growth (revenuin areas of low market share
  • Provide ongoing opportunities for staff in local communities
  • Bring the network closer to the community
  • Ensure the relevance of services to local communities

b.Strategies developed to deliver the above objectives

  • Expand agency network into viable markets and regions on a location-by-location basis
  • Build start up value proposition for new agents tailored to each market
  • Build capability to focus on agency management as first point of contact with customers

c.Work conducted to validate the strategies

  • Conducted extensive business analysis and advised on the economic viability of going forward under a franchising or corporate or agency model
  • Assessed current infrastructure and resource requirements in line with a recommended model, inclusive of a complex expense and capital resource analysis
  • Performed a gap and feasibility analysis, inclusive of detailed cash-flow forecasting
  • Developed an analytical and diagnostic framework to identify areas for cost reduction and process refinement, inclusive of spend dynamics and KPI’s
  • Developed an Excel based benchmarking model and a balanced scorecard
  • Carried out complex geo-demographic analysis and site mapping for expansion and growth

Domino’s Pizza

  • Provided high level tax structuring advice, franchise documentation review, business valuation models, conceptualising and setting up a franchise development bank supported by complex financial models using Excel and VBA
  • Developed of a complex consolidation model for interdepartmental and intercompany reporting inclusive of a state and national reporting and management system for over 110 retail outlets across Australia

Tattersalls

  • Developed internal systems, procedures, and policies manual in compliance with the franchising code of conduct
  • Delivered various business and educational workshops for executive management

Australia Post

  • Analysed and commented comprehensively on the commerciality of its proposed franchise agreement
  • Developed various risk models for code compliance using Excel
  • Developed various goodwill/franchise valuation models for various change of ownership events such as assignments, buy-backs, surrenders, and terminations

Red Rooster

  • Detailed franchise feasibility analysis
  • Channel distribution strategies, and developed various financial and operational models using Excel

Coles Myer Liquorland

  • Undertook strategic planning tasks with respect to low cost growth and market share acquisition
  • Reviewed its business model and advised on the implications of franchising within the then existing constraints in the liquor industry

Bing Lee

  • Designed and advised on retro-franchising existing network
  • Developed franchise documentation and long range forecasting models for individual stores and the franchisor
  • Developed strategies for long-term growth through acquisition

Westpac Banking Corporation

  • Network planning strategies and financial modelling of branch and agency revenue streams using Excel under franchise conditions
  • Franchise documentation review, and agency remuneration modelling
  • Presented in-house seminars to executives on the franchising code

Bob Jane T-Marts

  • Developed and validated the company’s planned expansion plan in China
  • Undertook an extensive due diligence investigation of a major acquisition in Western Australia
  • Developed an internal bank to fund the acquisition of new and existing stores by franchisees
  • Developed a comprehensive electronic franchising code compliance manual
  • Developed a sophisticated business valuation model for valuing the goodwill and tangible business assets of franchisees and the franchisor
  • Developed management practices and growth strategies for over 180 franchisees

Commonwealth Bank of Australia

  • Developed a comprehensive best practice franchise sector lending process inclusive of financial models, supporting documentation, and marketing strategies
  • Presented in-house seminars and training modules

Autobarn

  • Developed a best practice indexing system for customer Service, financial and economic, merchandising, operations and compliance
  • Presented business planning and management workshops
  • Presented as a key note speaker at its national conference

Bidvest

  • Designed a franchise distribution model
  • Advised on financial viability of its retail model

James Hardie

  • Developed retail distribution strategies, and extensive financial models
  • Conducted feasibility studies, and SWOT analysis on its retail operations

Toms Tyres

  • Detailed due diligence in preparation for a sale to another major retailer, inclusive of the development of an integrated model for interdepartmental
  • Undertook goodwill valuation of the franchisor and its franchisees

ACCC

  • Designed and developed an electronic franchise code compliance manager in line with the newly introduced franchising code of conduct
  • Collaborated delivering various seminars across Australia

Quest Hospitality

  • Conducted strategic planning sessions
  • Reviewed franchise documentation and various risk management models under trade practices and corporations law

Optus World

  • Developed Excel models to conduct feasibility of new channels to market
  • Developed a rollout plan and a balanced scorecard together with a base remuneration and commission model for dealers and franchisees
  • Conducted a valuation of company owned and franchisee owned outlets
  • Reviewed and commented on existing franchise documentation

Midas Mufflers & Brakes

  • Analysed and advised on the success of marketing strategies
  • Developed forecasting models using regressions analysis, inclusive of strategic advice and process design