Our Services

Solutions to Grow Your Business in Cardiff

At Lindbeck Partners our goal is to help you manage every aspect of your business. One of our six specialist business services is entirely dedicated to growing your business. 


We will help you keep track of your organisation’s goals by setting KPIs, seeing how you compare with your competitors with benchmarking reports and assessing your possibilities of expansion with a feasibility assessment.

Grow Your Business with Specialised Support


Defining and Monitoring Key Performance Indicators


Have you ever wondered how your business progresses towards its organisational goals and objectives?


Once an organisation has analysed and defined its goals and objectives, it needs a way to measure its progress. Key Performance Indicators (KPIs) define and measure progress towards those goals and objectives.


KPIs serve as guidelines to help you and your organisation reach your goals. They engage employees by setting a common goal among the team and help you connect your purpose and the culture of your business.

Here at Lindbeck Partners we can help you:

  • Select and implement effective KPIs for your company and teams
  • Use KPIs to spot current and potential strengths and weaknesses in your business
  • Set realistic and achievable goals
  • Use KPIs to drive performance in your business

Get in touch now to learn to effectively your business is achieving key business objectives.

Define Effective KPIs

Compare Your Performance with Benchmarking


Have you ever wondered how your business performs compared to your competitors? Are you spending enough on advertising? Are you paying too much rent? Are your staff costs too high? What is the average bottom line of your competitors?


In today’s business climate, survival requires spending more time working in your business rather than on the company.

We can provide you with accurate, timely and informative benchmarking reports. This will allow you to:

  • See how your business compares against your competitors
  • Understand how the rest of your industry works
  • Analyse the key performance indicators of your industry
  • Armed with this information, we'll work with you to develop action strategies to improve your bottom line

Sitting down to start writing a benchmark report can feel very daunting. This is when you can reach out to Lindbeck to work with you every step of the way.

Build Effective Benchmarking Reports

Make the Right Decisions to Grow Your Business with a Feasibility Assessment


One of the most challenging aspects of the operation and maintenance of a business is making business decisions. Whether you are planning to expand, close or venture into other channels for development, certain factors will have to be considered and evaluated before making a decision. A feasibility assessment is an important tool when reaching a critical business decision.

Through a feasibility assessment we can help you:

  • Evaluate the benefits and risks of business decisions
  • Establish alternative courses of action (if appropriate)

Contact Lindbeck Partners to study and determine the if requirements of your business decisions can be met. Make a feasibility assessment your next big business step.

Assess the Feasibility of Your Next Business Move

Improve Your Cash Flow


Monitor Cash Flow


Have you ever wondered if you are holding too much stock? Is this the right time to expand your business? Are you going to have enough cash to pay expenses as they fall due?


We can provide you with accurate, timely and informative cash flow forecasting reports that allow you to:

  • Realise and understand when cash is available
  • Plan and prepare for growth, stock control, and taxes
  • Analyse and anticipate key income and expenses 
  • Better manage your businesses cash flow position

We are here to work with you to develop action strategies to improve your bank balance. Contact Lindbeck Partners to estimate your future sales and expenses and make better business decisions.

Forecast Your Cash Flow

Advice to Improve Your Cash Flow


Many business owners do not attempt to create a cash flow forecast because they think it is impossible to predict the future. But with the correct data and methodology, you can project how much money your business will earn and spend. 


Lindbeck Partners has developed expertise throughout the years to help you develop strategies to improve the cash flow of your business. We will design personalised strategies for your company. We will look at building:

  • Pricing & volume strategies
  • Accounts receivable strategies
  • Expenses strategies
  • Assets strategies
  • Staffing strategies
  • Inventory

Contact Lindbeck Partners to manage your cash flow and predict how much money you will have to spend and when it is likely to run out. Keep on top of your cash position with strategies to preserve and stretch your cash flow further.

Learn More about Cash Flow Strategies

Improve Business Profitability


Profit Analysis


The fundamental goal of a business is to earn a profit. This is undebatable.


Profit analysis refers to the techniques used to generate an overall performance evaluation from the financial perspective. Measuring your business’s profitability allows you to make better-informed decisions, whether it means closing down an unproductive division or discontinuing a product because its costs outweigh the revenue they bring into the business.


At Lindbeck Partners, we can review your profitability and provide advice based on current market trends and changes to help you grow your overall profit.

Contact Now to Increase Profit

Get Help to Define Costing, Pricing & Profit Margins


To improve your profit margin, you need to make sure your costing and pricing are correct.

Lindbeck Partners can assist you with:

  • Review and analyse your variable, fixed and semi-variable costs
  • Calculate and analyse the business cost-volume-profit
  • Review current pricing compared to the market/industry trends
Contact Now to Define Profit Margins

Set Financial Targets with Budgeting


A good budget is a necessity in a good business plan. It is a powerful tool to allow businesses set financial targets and measure performance.


In addition to goal setting value, budgets will often improve your chances of securing funding. Financers often require budgets as a prerequisite for funding approval.


The techniques we utilise in the formation of financial projections will allow you to consider future scenarios and allow to you set goals to strive for in your business. There are many types of budgets and we can help you design the right budget for your needs and requirements.

Let us show you how a budget can provide feedback to allow you to plan for the future of your business. 

Start My Business Budgeting Now

Protect Your Assets


Review Holdings & Structures


Have you considered the benefits of leasing versus purchasing assets outright? What if I transferred my assets into a business - how do I protect them from vexatious litigants? Can I transfer assets to a partnership?


The team at Lindbeck Partners can review your current business structures and assets and provide advice to meet your needs, whether to minimise tax or keep your software up to date.

Get Advice on My Assets Now

Capital Gains & Tax Issues


Have you considered the effects of capital gains tax (CGT) on your assets, or may you be considering purchasing?


CGT is the tax you pay on the profit made when you sell or dispose of assets you acquired after 19 September 1985. The capital gains are included as income in your annual income tax return, so CGT is not a separate tax but a component of your income tax.


Here at Lindbeck Partners, we can give you advice on how to minimise CGT issues now and in the future.

Contact Now for Help with Capital Gains

Define the Structures of Your New Business


Starting a business without a plan and clear structure is not recommendable. Did you know that it is estimate that only 3 to 5 per cent of Australian businesses starting from scratch have a formal business plan to operate their business? No wonder why one in three new small businesses fail in their first year of operation. And a good plan starts with choosing the correct structure to suit your idea.


Let us help you turn your business idea into a reality.

If you have an idea for a new business venture but don't have expertise in the legal or financial aspects of creating a new business, we can help you:

  • Decide on the most suitable structure for your business - sole trader, partnership, or limited company
  • Prepare a business plan, cash flow projections, budgets, and trading forecasts
  • Assess your finance requirements, advise on the best sources of finance, and draw up the necessary proposals
  • Establish a good working relationship with your bank
  • Register for an Australian Business Number with the ATO
  • Complete registration procedures with the Australian Securities and Investments Commission
  • Deal with company secretarial issues (if applicable)
  • Set up a recording system for your internal use and for complying with statutory requirements

Avoid new business pitfalls and seek external advice when you need it. Contact Lindbeck Partners to start your new business.

Start My New Business Right

Risk Management


There’s a multitude of risks in today's business environment. At Lindbeck Partners, we pride ourselves on our proven ability to accurately assess risk and protect your business from vulnerabilities inherent in your industry. An effective risk management strategy will improve performance, allow completion of goals, and preserve the value of your business.

A risk assessment includes:

  • Assembling relevant information about your business and its market
  • Identifying significant risks facing your business
  • Developing a risk strategy
  • Implementation of the risk management procedures

Call the specialists at Lindbeck Partners for an effective risk management strategy to keep your business thriving.

Contact Now to Manage Business Risks

Find a Suitable Successor for Your Business


Succession Planning


In ensuring the long-term success of your business, it is critical to establish a well-designed succession plan. Coordination of the transition of your business to your successors can be a difficult process. However, with our years of experience, we can address the complex issues of business continuity, taking the stress off your shoulders.


Contact us for more information on forming a plan that allows for a hassle-free continuation of your business.

Contact for Help with Business Succession

Investor Ready Planning


Investor ready business plans are documents that have been professionally prepared to meet the needs of both venture capitalists and angel investors. This plan must be able to answer the concerns of all investors, as they are risking hard earned capital in the hope of long-term returns.


If you need help creating your investor planning, contact the professionals at Lindbeck Partners.

I Need an Investor Ready Planning

Transfer Your Business to the Next Family Generation


Are you looking to transition your business to the next generation? Planning to hand over or leave the family business?


As family business owners start planning for their retirement, it is crucial that the business has a well-crafted succession plan to ensure that the exit doesn't impact the business operations or the value of the business.

At Lindbeck Partners we can assist you with:

  • Ownership and management of business transfers
  • Your ongoing role in the business after retirement
  • Preparation of a family business constitution
I Need to Transfer My Family Business

Sell Your Business to a Third Party


Selling a business can be a complex issue. In this state, the tasks involved in selling a business can seem particularly arduous. Here are Lindbeck Partners we can relieve that stress for you.

We provide the following services in preparation for the selling of business:

  • Obtaining comparative operational results
  • Establishing a realistic sale price
  • Taking the business to the market
  • Negotiating with potential purchasers

Our team of experts can assist you to achieve a maximum return for your business.

Get My Business Ready for Sale

Wills & Estate Planning


Plan your estate to make sure your money and assets are inherited by the people you want to receive them. Another key reason is to make sure they attract as little tax as possible. Talking about wills might be an unpleasant task but is one of the necessities of life.


For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

Here are Lindbeck Partners we can assist you in:

  • Setting objectives for your estate
  • Confirming assets - valuations, inventories, appraisals
  • Documentation involved in estate planning
  • Protecting the assets
  • Trust estate management, including payment of taxes and debts as well as handling estate distributions 
Prepare My Will

Improve Your Work and Life Balance with Business Coaching


Release Your Full Potential with Business Coaching 


What are your reasons for being in business? Do you feel the company has reached its full potential? Are you motivated to push your business to the next level?


Business coaching is not about being an expert in your chosen industry but instead being an expert at what it takes to make your business succeed in the current challenging times. A business coach will work closely with you to work out what you need to do and what you want your business to do for you. 


We can work out how to achieve these goals through a business plan or business strategy. A business coach will push you to achieve optimum performance.

By adopting a business coach, you can:

  • Establish a vision and drive to take your business to the next level
  • Have an abundance of successful marketing strategies
  • Discover confidence in yourself and in your business
  • Increase your business revenues and profits

Business coaching is one more of the exclusive services Lindbeck Partners can offer you to succeed.

Release My Full Potential

For a complete assessment to grow your business and improve your life, contact Lindbeck Partners.

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