Business Advisory for $1M–$50M Businesses

Seven Capital

$22M→$32M

Revenue, with +$4M net profit — retail e-commerce client

$2M→$10M

Revenue over about three years, at around 30% EBITDA — equipment manufacturer

$5B+

In transactions across M&A and corporate finance

$650M

Sale of Affinity Education (150+ centres) to Quadrant Private Equity, led to completion

Read the full record →

Examples of value created

One engagement, in file-note form.

Written the way we’d record it — the situation, the work, the number.

Where a plan touches tax or structure, we architect the strategy and coordinate your registered tax adviser / accountant / lawyer to implement it.

Retail & e-commerce · $22M revenue at engagement

The situation

Revenue was strong and climbing, and the plan had stopped keeping up with it. Underneath, years of fast decisions had left the family’s assets tangled up with the trading business.

What we did

Two tracks, run together. Growth: reset the plan and the operating cadence with the owner, reviewed against the numbers month by month. Structure: designed the separation of family assets from trading risk — strategy designed by Seven Capital, implemented by the client’s lawyers and accountant.

The result

$22M → $32M revenue · +$4M net profit · family assets restructured apart from trading risk

The growth kept. The structure stopped being an accident.

Facing a version of this? Book a meeting →

Earlier, and not as an adviser: +30% EPS running the Asia-Pacific business of a $2B+ ASX-listed retailer. Included because sales, margin and loss are the same levers we now pull at client scale.

What you actually get

Not a deck. A plan, and someone senior running it.

Four things. They’re the same four every time.

The plan

One working document, built with you: where growth comes from, what to fix first, what the structure should be, and what happens in what order. Short enough to read in a sitting. You’ll never get a 90-page deck from us.

The operating cadence

The plan arrives with a rhythm attached: who does what, by when, reviewed with you against the numbers, month by month. It changes when the numbers say it should, not when a quarter ends.

Senior-led. No juniors.

The people you meet are the people who do the work. Nothing is handed down to an analyst, and nothing is padded out to justify a team.

Execution, not a document

We stay and run the plan beside you. On the regulated parts — tax, structure, succession, exit — we architect the strategy and coordinate your registered tax adviser / accountant / lawyer to implement it. You stay the owner. Your advisers stay your advisers.

Loan-ready

Ten years inside CBA and NAB means we know how the bank will assess you. Credit is available again — on the bank’s terms. If funding is part of the plan, the numbers, the forecast and the story get bank-ready before you ask.

Thinking about the exit instead? That work has its own page — Exit Ready →

It starts with the Business Health Check: $4,950, fixed fee, three weeks. A board-quality report across the seven disciplines, ending in a 12-month plan — credited in full against your first retainer quarter if you engage within 60 days.

From about $3M in revenue

Where our retained work starts to make sense. Below that, a retainer usually isn’t the right spend yet.

Scoped in writing

Before we start. You’ll know the full number before you agree to anything.

Month to month

No lock-in contracts. We’d rather keep you with results.

Strategy without execution is just a document. We do both.

Alongside your accountant

You have an accountant. Who designs the structure?

Same numbers, two different jobs. Your accountant looks back — at what already happened — and files it correctly. Someone still has to look forward — at how the business should be owned and built before the year is set. Seven Capital designs the structure, working alongside your accountant, not instead of them. Your registered tax adviser confirms and implements the tax treatment.

No products. No commissions. Just counsel.

Seven Capital doesn’t manage money, sell products, or take a percentage of anything. The fee is fixed, agreed in writing before we start, and it is the entire relationship. Advice reads differently when nobody is paid to sell you something.

Fit

Who this is for, and who it isn’t.

It’s for you if

You own an Australian business doing roughly $1M to $50M, and you’re the one who decides.
Growth has flattened — or it’s working, and the structure underneath it hasn’t kept up.
You’ve got an accountant and a lawyer, and nobody running the plan across them.
You want a result, not a report.

It isn’t for you if

You’re pre-revenue, or looking for a co-founder.
What you mainly need is bookkeeping, lodgements or financial product advice. Coordinating those specialists is our job; replacing them isn’t.
You want a document for the board and no change to how the week actually runs.

Not sure which list you’re on? Send it through. We’ll tell you, and if we can’t help, we’ll tell you who can.

What it costs

The first meeting costs nothing, and every engagement is fixed-fee and scoped in writing before it starts — you’ll know the full number before you agree to anything.

Business Health Check — $4,950. Three weeks, fixed scope, a board-quality report across the seven disciplines — ending in a 12-month plan. Credited in full against your first retainer quarter if you engage within 60 days.
Advisory Retainer. The plan, run monthly: cash, margin, and what the business is worth, with a senior operator on it. Fixed fee, month to month, no lock-in.
Virtual CFO. A senior operator on the forecast, the cash and the margin. A few hours a week, not a salary on the books.
Advisory Board Chair. An agenda, minutes and accountability — a board that actually meets.
Exit Ready. Most owners sell once. Getting the business, and the numbers, ready for that one time.
Family Continuity Review — from $4,950. Fixed scope: ownership, succession, and where the next generation actually stands. How the family work runs →

Retained work is quoted after the first meeting — in writing, before you commit to anything.

Fair questions.

What does it cost?

The first conversation costs nothing. The Business Health Check comes first: $4,950, fixed fee, credited in full against your first retainer quarter if you engage within 60 days. Retained work beyond that is fixed-fee and scoped in writing before we start, so you’ll know the full number before you agree to anything — and it runs month to month, with no lock-in.

Will I get a 90-page deck?

No. You get one working document — where growth comes from, what to fix first, and what happens in what order — built with you, not handed down. We’d rather spend the time running the plan than formatting slides.

Will you replace my accountant or lawyer?

No — and we wouldn’t take the engagement if you wanted us to. We’re strategists and operators, not accountants, lawyers or financial advisers. On anything regulated — tax, structure, succession, exit — we architect the strategy and coordinate your registered tax adviser / accountant / lawyer to implement it. Your accountant keeps the accounting. Your lawyer keeps the legal work.

What happens after I send the form?

We read every enquiry and reply within one business day. If it’s worth a conversation, we set a time: thirty minutes, one meeting, no deck. You’ll leave with a view either way, and if we can’t help, we’ll tell you who can.

Say what’s in front of you.

Growth gone flat. A structure that grew by accident. A handover you keep putting off. One enquiry starts the plan, and we read and answer each one within one business day.

Book a meeting

If we can’t help, we’ll tell you who can. · hello@sevencapitalco.com.au

Seven Capital Advisory provides business advisory and management consulting services. We do not provide financial product advice and are not licensed to do so. We are not registered tax agents or lawyers; your registered tax adviser, accountant and lawyer implement the regulated parts of any plan. Seven Capital Advisory (Seven Capital Co Pty Ltd, ABN 56 671 902 702, Brisbane) is unrelated to Seven Capital, the UK property developer.