Current Problem or Situation

Often business owners do not have a real time perspective on the financial strength of the business, what are the key financial metrics, and what needs to happen to become more profitable and effective. Worst case this dynamic leaves the business (and owner) exposed to risk.

Strategic Masterplan™ Program that breaks your Business Shackles!

This is a “done for you” program designed specifically for your business, to solve your Financial problems. 


FINANCE commences with a ‘deep dive’ on the Profit and Loss of the business over the last 3 years trading to review the key financial metrics – Income, Cost of Sales, Gross Profit, Operating Expenditure and New Profit. Its key early on to identify the ‘rhythm and momentum’ of the business.

The program will identify several areas for review and ongoing action. After analysis, discussion and alignment we find that owners have a whole new state of clarity on a timely basis and are clear on what needs to be actioned to talk to profitability, efficiency and growth.


Benefits and Outcomes of the Program

  • A Profit and Loss that talks to the drivers of the business

  • Establishing a timely review framework that is action focused

  • Defining financial accountability and ownership for various stakeholders within the business

  • Focus on actions that support profitability, growth and the financial health of the business

  • Peace of mind for the business owner

Solution and Outcomes

‘FINANCE’ is the most popular program. It consistently gives owners confidence and clarity on the focus and actions to positively impact profitability and growth.

Founders and Instructors

Co-Founder Greg Larsen

MEntr (Distinction), MIoD, NZ Dip Bus, Dip. Mgt, Dip Mktg

Co-Founder Jonathan Sweeney

MBA

Some Clients we have worked with

How about joining the Family?

What our clients say

Founder/Owner, Nose to Tail Ltd

Kath Fitzpatrick

I’m sure, like many, I had fallen into the ‘trap’ of focusing my energy and effort on working in the business. While COVID was a catalyst to look at what we were doing, the detailed lessons we have learnt now give the business, and myself, more options and choices for the future. Jonathan has been of huge value through this process.

Director, Aqualectrix Ltd

Lorraine Moloney

The Competitor Analysis step within the Strategic Masterplan program allowed us to confidently increase pricing while providing a superior service than our competitors. We increased Net Profit by 40%. This aligned with the staff survey providing, the internal support needed for the growth.

Owners, Multiple Auto Shops

Tyrone & Natasha Van Graan

Like most, we’ve learnt running a business ‘on the tools’. We did feel we were running a ‘tight’ operation but, like a vehicle, felt we needed to get someone to ‘look under the hood’. Jonathan has highlighted to us several ways to increase profit as well as supporting enhancing longer term business value. It’s not always ‘comfortable’ to stare into where you are and what you need to do but we know Jonathan has always had our best interests at heart.

Program Curriculum - 20 Days

Create financial discipline to build strength, sustain growth and achieve profit

    1. Lift your Business

    2. Welcome to the Immersion Family

    3. Program Confirmation

    4. Our Gift to you

    5. Slightly Confronting

    1. Video - Goals, Roles and Expectations

    2. Terms of Engagement

    3. Confidentiality Agreement

    4. Designed for you

    5. Your Journey Ahead - The Nine Masterplan Steps

    6. At Your Pace

    7. Implementation Path - How we deliver the Program

    8. Video - Communication - How we work together

    9. Join the Immersion Group Masterplan Facebook Group

    1. Video - Audit Finances Introduction

    2. Confirming - Confidentially Agreement & NDA

    3. What we need

    4. Upload Financial Information

    1. Book a Meeting

    1. We would love your feedback

    2. Masterplan Series Programs

    3. Let's Catch up

    4. Thank you

About this course

  • $2,495.00
  • 23 lessons
  • 0 hours of video content

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