Our Capital Allocation Methodology
A systematic approach developed through years of working with Australian businesses, combining proven frameworks with real-world market insights.
Our Five-Stage Process
Financial Health Assessment
We start by examining your current financial position, cash flow patterns, and existing investment structure. This isn't just number-crunching — we look at how your business actually operates day-to-day. Most companies discover gaps they never noticed before.
Risk Profiling & Tolerance Mapping
Every business has different comfort levels with risk. We map out what makes sense for your industry, growth stage, and long-term goals. This prevents the common mistake of either being too conservative or taking unnecessary gambles with working capital.
Opportunity Analysis
Here's where we identify specific allocation opportunities that align with your business model. Whether it's expanding operations, diversifying revenue streams, or optimizing cash reserves — each recommendation comes with clear reasoning and expected timeframes.
Implementation Strategy
We create a detailed roadmap for putting the plan into action. This includes timing, resource allocation, and milestone markers. Most importantly, we ensure you understand every step and why it matters for your specific situation.
Monitoring & Adjustment
Market conditions change, and so do business needs. We establish regular review points to track progress and make adjustments when necessary. This isn't set-and-forget — it's an ongoing partnership to ensure your capital keeps working effectively.
Real-World Application
Our methodology isn't theoretical — it's built from working with hundreds of Australian businesses across different industries. We've seen what works in practice, not just on paper. From manufacturing companies optimizing equipment investments to service businesses diversifying revenue streams, each approach gets tailored to real market conditions and actual business constraints.
The Team Behind the Method
Brennan Christopherson
Lead Financial Strategist
Fifteen years of experience helping Australian businesses optimize their capital allocation. Previously worked with mid-market companies across manufacturing and professional services, developing practical frameworks that actually work in real business environments.
Crispin Beckworth
Risk Management Specialist
Specializes in helping businesses understand and manage financial risk without being overly conservative. Has guided companies through market downturns and expansion phases, focusing on practical risk management that supports growth rather than hindering it.
Measurable Business Impact
of clients report improved cash flow management within six months
average improvement in capital efficiency metrics
Australian businesses have implemented our methodology since 2019