Being a business owner isn’t easy, and it can feel lonely, especially if you’ve been at it for a while. Between the day-to-day headaches, it’s natural to ask yourself, “How do I take my business to the next level?”
You know growth matters, and you probably already have some ideas. But a little reassurance never hurts. This is where we can step in as a neutral advisor and mentor to assess your options and inject some fresh ways of thinking to help you reach your business goals.
Having been in business ourselves for almost 30 years, we get it. We’ve guided, challenged and supported business owners through the ups and downs. By acting as your sounding board, we help you tackle challenges and give you conviction in your next moves.
We aren’t just business accountants. We support you in this mature stage with smart proactive planning, sharp thinking, no-BS advice and clear next steps.
Strategic planning
Working with you to create a plan that gets you and your business the best possible outcome.
Using longer-term forecasts to estimate your business value and suggest investment options.
Arranging regular sessions and guiding you through new opportunities, step by step.
Helping weigh up what bringing another business on board is worth to you and your business.
Exploring the financial feasibility of any new opportunities with you as they come your way.
Assessing your options if you need more funds to pay for a new project or investment.
We’ve supported hundreds of clients in strengthening and innovating their mature businesses - but don’t just take our word for it.
Our experts bring specialist expertise, local knowledge and networks, genuine care – and a little banter – to your table. You get a core team – director, manager, accountant and client service coordinator – all helping your mature business stay profitable and competitive.
See how we’ve supported business owners like you through the maturity stage – and the fantastic results they’ve achieved.
“We don’t just work with Maxim as our accountants; they’re a real partner in our business. If it wasn’t for them, we wouldn’t have been able to grow four times what we were 7–8 years ago.
They’ve dived into every part of the business, helping with strategy, financial planning, risk management, and operations. It’s like having a hybrid CFO without the overhead.
Maxim was also a huge part of our international expansion and acquisitions. Kellie and the team are proactive, strong-minded, and focused on helping us achieve our goals.”
George Grasso
Executive General Manager, Claims and Procurement
Every business is unique, but we hear the same questions over and over at this stage. Here are some that come up often, with our answers.
To take your established business to the next level, it’s all about smart strategic planning. That means spotting the opportunities out there, figuring out which ones are worth chasing, and working out the best way to go after them.
At the same time, it’s important to keep an eye on potential risks. Think about what could go wrong and how you can protect yourself. And make sure you’ve got ways to track performance, so any threats are kept in check. As your small business mentoring service partners, we’re here to offer deep understanding and provide advice, so you can avoid mistakes.
When your business reaches maturity and you’re thinking seriously about growth and the future, it’s time to look further ahead than just the next 12 months.
This is the stage to plan three to five years out, not just for profitability and cash flow, but also to get a sense of what your balance sheet and overall net wealth could look like. Forecasting this far ahead gives you the insight to make smarter decisions and keep your business on course.
An advisory board is like having a mini board of directors for your business, and it’s a solid move for small to medium privately-owned companies.
Usually, it’s made up of two to five people with different skills and experiences. The key is that they share your values and really understand what you’re about and what you’re trying to achieve.
By meeting with your advisory board regularly – monthly or quarterly – you get fresh perspectives, good mentor advice and insights to help improve board performance to help make the right calls, whether it’s exploring new opportunities or handling day-to-day operations.
Simply put, a business merger is when two separate businesses join forces to become one. It can open up opportunities for growth by combining resources like staff, skills and know-how. It can also act as a succession plan if one business eventually takes over the other.
On the flip side, merging two businesses can bring challenges, especially if there’s a clash in culture, values or personalities. To avoid headaches, it’s important to carefully consider how the people (including company directors), processes, and cultures of each business will fit together before making a move.
The short answer: yes! Some projects might look promising at first, but a closer look can quickly show they’re not worth pursuing. If initial investigations are positive, running a full feasibility check – covering both financials and personal impact – is a good way to avoid costly mistakes and make confident decisions. With our guidance, you can turn these insights into real success.
A ‘what if’ scenario – aka a sensitivity analysis – is basically asking: what if X happens? What if Y happens? What if Z happens? It’s a useful part of checking a project’s feasibility.
When you look at a project’s financial projections, thinking through these scenarios helps you see the impact of small changes on profitability and cash flow. Often, tiny tweaks in efficiency or productivity can make a surprisingly big difference to the bottom line.
The key is building systems, processes and a capable team that can keep things running without you in every area. Think of it like giving your business a backbone: clear roles, responsibilities and procedures mean it can perform even when you step back. Regular check-ins, mentoring your team, and documenting your know-how to provide guidance all help take the pressure off you while keeping the business thriving.
Protection starts with planning – and the right mentor! That means insurance for key people, clear legal structures, risk management strategies and succession plans. You also want to safeguard your intellectual property and ensure contracts are solid.
Planning ahead gives you peace of mind, so you can enjoy the business you’ve built without constantly worrying about what could go wrong.
Check out our latest blogs. They’ll help you stay informed, tackle challenges and get clarity during this established stage.
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