Loosemore Advisory

Melbourne, Australia

Independent advice for decisions crossing more than one discipline.

I work with owners, boards and executives on questions which do not sit comfortably with an accountant, a lawyer or a specialist consultant. These questions generally involve the numbers, the people and the structure at once, and the difficulty lies in seeing how each overlaps. The work involves analysis and judgement, applied to a particular situation, for the person who has to decide.

How this works
01

The business is good at what it does, but not yet run like a mature business.

The attention has gone into the work itself, and the structures around it have not kept up: risk managed informally, people managed by whichever manager has time, a finance function built for a smaller company. The question is which of those to build first to avoid risk and maintain organisational culture, without unduly harming profitability.

02

A sale or an exit is coming, and the business is not ready.

The work is preparation rather than the transaction itself: financials in order, reporting a buyer will trust, informal arrangements from years earlier written down properly, and a business which looks as well run as it is. It takes time, but it is necessary before a sale or exit can be attempted with confidence.

03

The board is not confident it is hearing everything it should.

Nothing has necessarily gone wrong. The papers arrive, the questions are answered, and directors are still left wondering what is not in front of them. The issue is usually what gets escalated, when, and in what form, and whether what reaches the board is enough for it to act ahead of a problem rather than only in response to one.

04

Money is being spent without proper analysis of whether it is returning anything to the business.

Marketing, systems, headcount, advisers. Some of it has to happen — the business does not operate without it — but that is not the same as knowing whether the amount is right. It may well be too little. The work is agreeing measures which separate the spend from its return, so the decision to increase it or cut it is made in the interests of the business rather than on a hunch.

05

Something has to be stood up.

A new operation, a new capability, a function moved offshore, or AI put to work where it would make a real difference. The design decisions taken in the first month determine what can be controlled afterwards: what the output is checked against, and who is accountable for the risks it introduces. They are usually taken under time pressure by people who will not be running it, and are sensibly put in front of someone who can see the whole business — either as they are made, or soon after, while changing them is still feasible.

06

A major commercial decision is on the table, and the case for it has not been tested.

A new line of business, a new market, buying or selling a business. The case is usually built by whoever is keenest on it, and the risks which would actually decide the question are the ones nobody has been asked to write down. What is wanted before committing is a plain view of what has to be true for it to work, and what it costs if it does not.

01

A conversation.

Free thirty minutes, no obligations.

02

A proposal in writing.

I set out what I understand the question to be, what answering it properly would involve, what it will cost and when it will be delivered. Fees are agreed in advance, in writing, before any work begins.

Reduced fee arrangements are available for not-for-profit organisations.

Fees and the arrangements in full

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If you would rather write, I am at michael@loosemoreadvisory.com and I answer everything myself.

If any part of a matter sits outside my competence, I will tell you early and, where I can, say who should be approached.