Bringing clarity and control to a growing property business.

How we helped align shareholder visions, clarify business direction and turn ambition into actionable growth.

Client:

Commercial Collective

Industry:

Real Estate (Commercial and Industrial)

Location:

Newcastle, NSW

Business stage:

Set up to Growth

Business overview

Set up in 2019, Commercial Collective helps property owners in Newcastle and the Hunter region grow portfolios and make smarter decisions across sales, leasing, broking, asset management, marketing and development advisory.

The challenges

The business saw rapid organic growth while navigating COVID lockdowns, building systems and a tech platform, and recruiting the right team – all while competing with established agencies. This stretched resources, intensifying the need to boost marketing, strengthen client relationships, create operational consistency and retain staff.

The opportunities

The business was in a growing market, with Newcastle attracting investors and emerging sectors such as e-commerce, clean energy, defence, and infrastructure. Clients valued the team’s experience and connections, and marketing offered a chance to improve engagement. By aligning shareholder goals, strengthening operations, and developing the team, they could respond to market demand and support sustainable growth.

Client goals

  • Bring two unrelated shareholders onto the same page
  • Set a clear business direction with shared goals
  • Boost sustainable profitability while giving owners space to focus strategically
  • Lighten the operational load so owners can concentrate on growing the business

How we helped

We worked closely with the owners to clarify their personal and business goals, turning ambition into a shared vision. By reviewing financials, analysing results, and assessing team performance, we spotted inefficiencies and opportunities. Together, we set growth targets, built leadership pathways, and created accountability frameworks. Collaborative workshops and KPIs turned ideas into action, freeing the owners from operational pressure, strengthening the team and giving the business the tools to scale with confidence.

The A-team

  • Cassandra Sharp – Director/Advisor
  • Steve Roxby – Director/Advisor
  • Dan Sullivan – Tax Advisor

Client success

The business now runs with clarity and confidence. Leadership is stronger, operations run smoother, and growth is controlled and achievable. The owners can focus on strategy instead of day-to-day stress, while the business scales successfully and sustainably.

From day one, Maxim has been there for us. We started with just an idea and no clue where to begin, and they guided us every step of the way. They helped us set up the business, put the right structures in place, and plan for challenges we hadn’t even thought of.

Over six and a half years, we’ve grown to nearly 50 people, and Maxim’s advice has been a big part of that growth. They’re not just accountants, they’re partners. Their guidance and connections in Newcastle have opened doors, introduced us to great people, and helped our business thrive.”

Byrne Tran & Dane Crawford
Co-Founders
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