New Business Start-Up

Business Need: New Business Start-Up

Sterling Vines is a wine distributor that was established to take advantage of growth in the wine markets in emerging countries. The company required a comprehensive strategy for long-term success given the competitiveness of the wine industry in Australia and worldwide.

Business Solution: Effective Business Plan & Guidance

Inveiss consultants assisted in the formulation of strategic business plan on market positioning, key differentiation, sales & marketing strategies, and so on.

It was determined that Asia would be the ideal point of entry where emerging markets were concerned. In this regard, Malaysia was chosen as the jurisdiction for establishing a distribution centre given its proximity to the rest of South East Asia and the fact that the ASEAN free trade zone could be made use of.

Further, statistics obtained from the Australian Wine and Brandy Corporation (AWBC) showed that the Malaysian market itself was just burgeoning despite it being a Muslim country and as the market developed, it would start off with less expensive new world wines and progressed to more sophisticated palette. The room for growth was extraordinary.

For the duration of the consultation (12 months), reviews of the strategic business plan was made on a monthly basis to fine-tune each step to be taken.

Unexpected difficulties were encountered in the form of additional Malaysian duties which were imposed on the wines due to some wines exceeding a certain percentage of alcohol. This resulted in a higher cost price on the wines, and a higher selling price. Unfortunately the effect was that such wines were no longer suitable for the low-medium end retail trade. The management team decided that another mode of distribution of the wines was required and a focus on direct trade through wine shows, hotels and event organisers was determined.

The strategic business plan was highly effective in gaining a rapid distribution and customer base for the company and year-on-year growth of Sterling Vines reached its target of 50% for its first 3 years of operations.

Services Provided

The following key services were provided:

- Business Starter Planning Program
- Business & Legal Risk Management Program (every quarter)
- Incorporation of Malaysian company
- Ancillary business services

Business Risk Management Program

Business Risk Management and Monitoring

Market research, competitor watch, business plans, business planning and strategy review, legal and regulatory risk management services by Inveiss business consultants, tax and legal advisors

Business risk management

A comprehensive and cost-effective strategy for management of review of business plans, business planning and regulatory risks.

A domestic and/or international business planning strategy will require countinous periodic review to ensure that implementation of all strategic steps in a business plan have been taken and to identify problems and risks arising from both the domestic and international market place.

From changes in business environment to product liability issues, business owners and key decision-makers will be required to contemplate such issues as and when they appear.

The increasing complexities of globalisation affecting not just the international market place, but also, domestic business conditions, means that businesses will need to spend more time and effort in keeping a proactive role to respond to changes so that business goals remain in sight. Business owners and key decision-makers nevertheless may not have the time and/or resources to do so.

Why choose Inveiss business consulting specialists for Business Risk Management Program?

Inveiss business consultants, tax and legal advisors offer unrivalled expertise, experience, passion and value in business planning and business planning strategies. We have a 100% track record for implementing business consulting and business planning strategies that result in the improvement of business performance for our clients.

The Inveiss Business & Legal Management Program provides businesses with a solution for monitoring the market and reviewing business plans and legal and regulatory risks without the necessity for hiring additional staff to do so.

The Program is ideal for small and medium enterprises requiring independent, professional and expert business planning and development advice, and for those without an in-house business development or legal counsel.

Business & Legal Management Program

Our solution is to fulfil that role by offering businesses a Business & Legal Risk Management Program that will include the following services:

Market Monitor Program

  • monitor & report on key competitor and industry developments for each market
  • monitor & report on market regulatory and legal developments
  • monitor & report on foreign market political and
  • economic developments (for international businesses only)
  • monitoring & report on agent, distributor, licensee or client credit status (optional only)

Business Strategy Review Program

  • review Business Growth and Expansion Strategy
  • review effectiveness of Sales & Marketing Strategies
  • review effectiveness of Business Operations, Structure & Management Strategies
  • review Financial Analysis & Projections
  • prepare Business Strategy Review Report

Legal Risk Management Program

  • review & manage all legal & regulatory issues
  • ensure compliance with contractual obligations and identifying problems
  • implement alternative dispute resolution (ADR) processes to resolve disputes
  • implement & manage litigation proceedings
  • prepare Legal & Regulatory Management Report

The diagram below provides an overview of our role and the services we can offer our clients.

Information on Fees & Charges

(a) Fee Structure

All our Business & Legal Risk Management Programs are charged at standard rates, depending on the number of reports provided. Generally, our fees start from A$300. We normally recommend a service frequency of a period of every 1 to 3 months.

(b) Enquiries

Please submit an enquiry if you would like to discuss your requirements with us. Alternatively, you may wish to contact us.

Business Revitaliser Program

Underperforming Business?

Comprehensive business planning package for underperforming businesses, with expert business consulting advice from Inveiss business consultants, tax and legal advisors.

Improve business performance with strategic business planning techniques

Often, we see businesses that start off well, but do not realise their full potential when they reach their 2nd to 5th or 6th year of operations. In most cases, the main reason for faltering is the lack of a proper business planning and development strategy for long-term growth and profits that will see the business through all business and economic cycles.
Our Business Revitaliser Planning Program effectively conducts analyses of the business potential, its target market and sales and marketing efforts, and creates a business plan and business planning program for the implementation of a strategy for revitalising and developing the business for long-term success.

Why choose Inveiss business consulting specialists for improving an underperforming business?

Inveiss business consultants, tax and legal advisors offer unrivalled expertise, experience, passion and value in business planning. We have a 100% track record for implementing business consulting and business planning strategies that result in the improvement of business performance for our clients.

We have conducted hours and hours of research, produced statistics and data to formulate best business planning options for growing a business in Australia and internationally.
To protect the interest of business owners, we offer complete privacy and confidentiality in all business dealings undertaken by us for and on behalf of our clients.

We are the business consulting team for global business development and success.

Package details

    1. Business Revitaliser Strategy Plan
      • current business performance analysis
      • current business operations & management analysis
      • current business assets analysis
      • business SWOT analysis
      • concise business development and growth options & recommendations
      • sales improvement and customer retention techniques
      • low-cost marketing strategies
      • business expansion funding options & recommendations
    2. Comprehensive Market Research & Analysis
      • market entry options
      • market macro-economics environment
      • product or service demand
      • market buyer behaviour
      • market supply management
      • key competitor performance
      • legal or regulatory requirements
      • non-regulatory trade barriers
      • current market analysis
      • future market potential
    3. Comprehensive Market Research & Analysis
      • market entry options
      • market macro-economics environment
      • product or service demand
      • market buyer behaviour
      • market supply management
      • key competitor performance
      • legal or regulatory requirements
      • non-regulatory trade barriers
      • current market analysis
    4. PLUS:
      (a) Marketing Collateral (Business Revitaliser) Program
      • marketing collateral draft & review
      • advertisement copywriting
      • staff sales & marketing training
      • advertising program through various mediums, including internet, email, direct mail, print etc

      (b)

Business & Legal Management Program
6 Months FREE

    • Market Monitor
    • Business Strategy Review
    • Legal & Regulatory Management

Optional Services

OPTIONAL SERVICES include the following at special rates:

  1. Tax & Estate Planning Program for Business Owners
    Tax-efficient structure planning for income and profits earned from the business, will creation and estate planning considerations.
  2. Tax Planning Program for Businesses
    Providing and implementing recommendations for reducing tax paid on income and profits earned from the business
  3. Financial Feasibility Study & Projections
    Usually required if seeking investor funding or bank loan.
  4. Additional Structure Set-Up
    Company, Partnership or Trust Formation – usually implemented with a tax planning strategy – FREE when any of our Tax Planning Programs are taken.

Business Starter Program

Starting a Business?

Exclusive all-in-one business planning package for starting a business, with expert business consulting advice from Inveiss business consultants, tax and legal advisors.

Strategic Business Planning

Planning for success within the domestic and international business marketplace

Starting a business can be both exhilarating and stressful. It is essential that you protect your financial investment and ensure your general well being with comprehensive and detailed business planning that will maximise your chances of business success.
Inveiss business consultants are experts at creating comprehensive and cost-effective business plans and business planning programs. Having assisted SMEs right through to multinational companies and public-private organisations with their business planning, our experienced and professional business consultants have both the resources and the expertise no matter what your business planning needs.

Why choose Inveiss business consulting specialists when starting a business?

Planning is the key to the success of starting a business and maintaining ongoing prosperity. Before you start, there is the research that must be carried out and a clear business planning strategy that must be developed for the business.

When starting, you need to choose a business structure, formulate a business name, design a distinctive logo and marketing collaterals, determine regulatory and tax compliance and ensure that your interests are protected with legally binding documents. Such detailed business plans and business planning are best formulated in conjunction with experienced business consultants.

In order to assist potential business owners in their business, tax and legal needs, we have designed a comprehensive and cost-effective value package for ensuring that a successful start to a business in whatever industry the business is intended to be in.

If planning is important to you, Inveiss business consulting specialists offer unrivalled expertise, experience, passion and value in business planning. We are the team to trust with your next venture.

Package Details

  1. Starting a Business Growth Strategy Plan involving:
    • concise business planning growth options and strategies
    • business objectives analysis
    • first sales and follow-on sales techniques
    • sales improvement and retention techniques
    • low-cost marketing strategies
    • business growth funding options & recommendations
  2. Australian Company Formation (Pty Ltd):
    • comprehensive secretarial register pages, including:
      • resolution of members
      • resolution of directors
      • resolution of company secretary
      • consents to act
    • Register of Members
    • Register of Directors
    • Register of Shareholdings
    • Company Constitution
    • Share Certificates
  3. Business & Tax Compliance:
    • Australian Business Number registration
    • Australian Tax File Number registration
    • Australian GST registration
    • Australian Group Employer registration (if required)
  4. Trademark Search & Registration:
    • Australian trademark or tradename search
    • Australian trademark or tradename registration (limited to one class)
  5. Legal Document & Contracts:
    • Terms & Conditions
    • Disclaimers
    • Privacy Notices
    • Client / Customer Agreements
  6. PLUS:
    (a) Marketing Collateral (Business Starter) Program

    • Logo Design
    • 250 Business Cards
    • Stationery (Letterheads and Envelopes)
    • Website Hosting & Domain Name Registration
    • Website Design (5 page starter website)

    (b) Business & Legal Management Program

    • 6 Months FREE
    • Market Monitor
    • Business Strategy Review
    • Legal & Regulatory Management

Optional Services

OPTIONAL SERVICES include the following at special rates:

  1. Tax & Estate Planning Program for Business Owners
    Tax-efficient structure planning for income and profits earned from the business, will creation and estate planning considerations.
  2. Comprehensive Market Research & Analysis
    Recommended for pricing and point of deferentiation strategies.
  3. Financial Feasibility Study & Projections
    Usually required if seeking investor funding or bank loan.
  4. Additional Structure Set-Up
    Company, Partnership or Trust Formation – usually implemented with a tax planning strategy – FREE when the Tax & Estate Planning Program for Business Owners is taken – see item 1 above.
  5. Intellectual Property Development Analysis & Recommendations
    Recommended for establishing a proper intellectual property strategy and building an asset base.

Business Consulting Programs

Quick links:

Why business consulting and why external business consultants?

Whilst every business owner or executive understands the value of planning and strategising their business in a rapidly evolving world, it is often difficult to see the big picture and analyse objectively how, in comparison with competitors, their business is performing. Moreover, for small and medium size businesses, a lack of resources may hamper business growth through conventional marketing and advertising means.

Having an external business consultant, even on an ad-hoc basis enables third party input to be given – akin to a professional sounding board – and used for bouncing off ideas and strategies. Complex corporate activity may, in addition, require specific expertise the may only be provided by a business consultant through external business consulting programs.

SOLUTION

Inveiss´s business consulting services represent cost-effective solutions for developing and managing business planning strategies for long-term growth. Our business consulting programs have been developed and are managed by experienced business consultants, business planners and business coaches. From solo flyers to large Fortune 500 companies, our business consulting packages represent value-for-money and have effective produced significant returns on investment for our clients for every dollar spent on the programs.

BENEFITS

Gain advantage over competitors and boost brand value through the ability to showcase expertise.

Information Memorandums & Prospectuses

An information memorandum or a prospectus (also known as a product disclosure statement) may be required by a business or an organisation looking at raising capital or funding. In certain cases, usually where retail investors are involved, it may also be required under securities laws or regulations.

We are able to prepare an information memorandum or a prospectus or a product disclosure statement to the requirements and specification of our clients and in compliance with securities laws and regulations, including:

  • Investment or business objectives
  • Investment or business strategies
  • Management of business or organisation
  • Structure of business or organisation
  • Operations
  • Technology
  • Risk factors
  • Reporting requirements
  • Taxation of investment
  • Costs and benefits

Why Use Inveiss?

Our Information Memorandums and Prospectuses are produced and designed by business consultants and legal advisors with a minimum of 10 years of business consulting and business planning experience in a major business consulting firm or legal experience in a top tier law firm.

We have advised numerous individuals and companies on business plans, business planning, risk management, regulatory and legal management strategies and issues, and are poised to create unique, customised business plans and provide expert opinions and recommendations to our clients that take into account our client’Äôs needs and requirements in their entirety without being hampered by any lack of industry knowledge. Our clients span across all industries and sectors and include start-ups, small and medium businesses and large organizations, a majority of whom are based in Australia/New Zealand, the USA/Canada and the UK.

Our Advantages

  • Our Information Memorandums and Prospectuses are professionally produced with expert analyses from highly experienced business consultants located in multiple jurisdictions.
  • We have spent hours and hours of research and have produced comprehensive and current data, stored at our Global Research & Education Centre, for the benefit of our clients.
  • Our operational efficiency and set-up allow all of our Information Memorandums and Prospectuses to be produced at a fraction of the cost of engaging a conventional business consulting firm.
  • Our timeframe for delivery of our Information Memorandums and Prospectuses is expedited due to the co-ordination of our team of business consultants and legal advisors leveraging domestic and international market knowledge.
  • We offer complete privacy and confidentiality.

Concise & Comprehensive Business Plans

Customised business plans formalising the strategic future direction of an organisation or a business. A business plan may be required for a variety of reasons. For example, the business plan may be required to set business or organisational goals and objectives, as material for staff, to promote the business or organisation to potential investors or as part of an exit strategy.

  • We offer two types of business plans:
  • Concise Business Plan
  • Comprehensive Business Plan

Concise Business Plan

The Concise Business Plan is a 12 to 14 page document which may be used on its own, or as an outline for a more comprehensive business plan. The Concise Business Plan is usually required for any of the following reasons:

  • internal business strategy reviews
  • small business start-ups
  • companies quick growth strategies and solutions

Comprehensive Business Plan

The Comprehensive Business Plan is a 40 to 50 page document comprising in-depth market and industry research, competitor analyses, financial projections, business development strategies and more. The Comprehensive Business Plan is appropriate for:

  • medium to large businesses
  • IPO focused start-ups
  • companies looking at medium to long term business development strategies

Why Use Inveiss?

Our Business Plans are produced and designed by business consultants with a minimum of 10 years of business consulting and business planning experience in a major business consulting firm.

We have advised numerous individuals and companies on business plans, business planning, risk management, regulatory and legal management strategies and issues, and are poised to create unique, customised business plans and provide expert opinions and recommendations to our clients that take into account our client’Äôs needs and requirements in their entirety without being hampered by any lack of industry knowledge. Our clients span across all industries and sectors and include start-ups, small and medium businesses and large organizations, a majority of whom are based in Australia/New Zealand, the USA/Canada and the UK.

Our Advantages

  • Our Business Plans are professionally produced with expert analyses from highly experienced business consultants located in multiple jurisdictions.
  • We have spent hours and hours of research and have produced comprehensive and current data, stored at our Global Research & Education Centre, for the benefit of our clients.
  • Our operational efficiency and set-up allow all of our Business Plans to be produced at a fraction of the cost of engaging a conventional business consulting firm.
  • Our timeframe for delivery of our Business Plans is expedited due to the co-ordination of our team of business consultants and legal advisors leveraging domestic and international market knowledge.
  • We offer complete privacy and confidentiality.

Business Planning Solutions

Quick links:

As a method for pushing the collective minds of a business, strategic business planning is essential for the growth and development of a business. Creating a business plan is nevertheless an arduous process requiring co-ordinated input from key personnel within the business.

Nevertheless, whilst it may seem reasonable to have a business plan created within the organisation itself without requiring the asistance of an external business planning company, a professionally drawn business plans may be necessary in many formal matters. These matters include business plans required for attracting funding or grants and sponsorship. A business plan may also need to be presented to shareholders and investors and moreover, a particular expertise may be required in the preparation of the strategic business plan which may only be provided by external business planning consultants.

SOLUTION

Inveiss´s business division supplies businesses with a team of multi-skilled business consultants leveraging domestic and international resources for the production of customised comprehensive business plans, information memorandums and grant or award submissions.

BENEFITS

Professionally produced cost-effective business plans enabling the regular implementation of strategic business plans for increasing business growth and building asset values and gaining the means for providing key information in an proficient manner designed to attract funding, grants and investors.