Every Person Has a Next Goal.
Next Goal Advisory provides strategic business advice across the business lifecycle, from helping people buy their first business through to improving performance, strengthening business value and preparing for succession or exit.
Good advice was never the problem. Access was.
Across Australia, people are weighing decisions that will shape the next decade of their lives. Leaving a secure job. Buying a business. Taking on a franchise. Scaling an operation. Stepping away from something they built.
Experienced advisors exist for every one of those decisions. What has been missing is a trusted place to begin, one relationship that helps you understand your options and connects you with the right expertise at the right moment.
Next Goal Advisory was created to be that starting point.
Not consultants. A long-term advisory ecosystem.
We are not a firm that delivers a report and moves on. We work alongside owners across two core areas: business buyer advisory for people entering business ownership, and performance, growth and exit advisory for established owners.
Our purpose is to help people make confident business decisions, with clarity about the options, honesty about the risks and access to specialists who know the territory.
When one goal is achieved, we help prepare for the next.
The standards we hold ourselves to.
Transparency
Relationships and commercial interests are disclosed up front.
Clarity
Plain language, realistic expectations and clear next steps.
Coordination
The right specialists, introduced at the right time.
Continuity
A relationship that continues beyond a single decision.
A clear path, one stage at a time.
Clients join at the stage that fits their situation. Next Goal Advisory does not need to be involved at every stage, and many clients work with us for one part of the journey only.
- buy
Thinking About Business Ownership
- buy
Initial Consultation
- buy
Business Ownership Strategy
- buy
Business Acquisition or Startup
- grow
First 90 Days
- grow
Business Growth
- grow
Ongoing Advisory
- exit
Exit Readiness
- exit
Future Exit
Access to Professional Expertise
Business decisions often involve expertise across several professional areas. Where appropriate, Next Goal Advisory may introduce clients to external professionals whose services may be relevant.
You remain free to choose your own professional advisers. An introduction from Next Goal Advisory does not require you to engage the recommended provider.
What you should know upfront
Transparency Notice
Next Goal Advisory may have commercial relationships with some professional service providers we introduce or recommend. In some circumstances, Next Goal Advisory may receive a referral fee, commission or other commercial benefit if a client engages a provider.
Where applicable, relevant commercial relationships and benefits will be disclosed in accordance with applicable requirements.
You are under no obligation to engage a provider introduced by Next Goal Advisory and remain free to select your own professional advisers.
Business Broking Disclosure
Where business brokerage services are required, these services may be provided separately through the appropriately licensed business brokerage entity. Advisory and brokerage services should be treated as separate engagements.
Where an adviser represents the vendor of a business being considered by a Next Goal Advisory client, the adviser represents the vendor in that transaction and Next Goal Advisory will not provide independent purchaser representation regarding that business.
The relationship will be disclosed where applicable and prospective purchasers should obtain their own independent legal, accounting, taxation, financial and other professional advice.
Related Business Disclosure
Next Goal Marketing is a related business. Where marketing or implementation services are discussed, clients remain free to engage Next Goal Marketing or another provider of their choice. Any engagement with Next Goal Marketing is separate from the Next Goal Advisory engagement.
Full detail is set out on our Conflicts & Transparency page.
Start With a Conversation
Every business owner and aspiring business owner has different goals.
Whether you are considering buying your first business, looking to improve performance, planning growth or preparing for a future exit, the first step is understanding where you are today and where you want to go.
Book a confidential consultation to discuss your situation and the type of support you are looking for.
From there, we can discuss whether Next Goal Advisory is the right fit and what type of support may be appropriate.