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Plenty of owners know something needs attention the structure, the succession question, the approach sitting in the inbox, the vague sense that the business should be readier than it is — without knowing which thread to pull first. Our Diagnostic process is built for exactly that.

Plenty of owners know something needs attention the structure, the succession question, the approach sitting in the inbox, the vague sense that the business should be readier than it is — without knowing which thread to pull first. Our Diagnostic process is built for exactly that.

How it works

WEEK 01 - WEEK 02

We look

We look

Structured conversations with the owner (and, where appropriate, key stakeholders), a review of the essential documents including financials, structure, key contracts, any shareholder or succession arrangements and a first-principles look at the business through a transaction lens.

Structured conversations with the owner (and, where appropriate, key stakeholders), a review of the essential documents including financials, structure, key contracts, any shareholder or succession arrangements and a first-principles look at the business through a transaction lens.

WEEK 03 - WEEK 04

We tell you what we found

We tell you what we found

A working session and a short written report covering the state of the structure, the value and risk drivers as an outsider sees them, the questions that need answers before any transaction or transition, and a prioritised plan including what to do now, what to do next, and what can genuinely wait.

A working session and a short written report covering the state of the structure, the value and risk drivers as an outsider sees them, the questions that need answers before any transaction or transition, and a prioritised plan including what to do now, what to do next, and what can genuinely wait.

A diagnostic, not a mandate.

A candid, principal-level view of where the business actually stands.

A prioritised roadmap you can action with us, with your existing advisers, or on your own.

Clarity on whether any of our other engagements being readiness, structure, succession, a sale process is actually warranted. Sometimes the honest answer is that none of them is yet, and the diagnostic is where the engagement ends. That answer costs you weeks, not a fully fledged mandate.

What happens after

Whatever the roadmap says. Some clients take the report and run; some engage us for a specific workstream; some move to a light ongoing advisory arrangement, with a principal available as questions arise. The diagnostic obliges you to none of it.

Fee

Fixed, agreed before we start, and disclosed at the first conversation.

Start with the Diagnostic.

The first conversation is confidential, without obligation, and usually the most valuable hour of the process.

Daniel Jude Pty Ltd (ABN 83 701 985 088) as a corporate authorised representative (CAR No. 001323408) of the Sandford Capital Pty Limited (ABN 82 600 590 887) (AFSL 461981).

The information in this website (the Information) has been prepared by Daniel Jude Pty Ltd.

This information is for general information only and is not an offer for the purchase or sale of any financial product or services. The Information has been prepared for investors who qualify as wholesale clients under section 761G of the  Corporations Act 2001 (Cth) (Corporations Act) or to any other person who is not required to be given a regulated  disclosure document under the Corporations Act. The Information is not intended to provide you with financial or tax  advice and does not take into account your objectives, financial situation or needs. Although we believe that the Information is correct, no warranty of accuracy, reliability or completeness is given, except for liability under statute  which cannot be excluded. Please note that past performance may not be indicative of future performance and that  no guarantee of performance, the return of capital or a particular rate of return is given the Licensee, Daniel Jude Pty Ltd or any other person. To the maximum extent possible, the Licensee, Daniel Jude Pty Ltd or any other  person do not accept any liability for any statement in this Information.

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SYDNEY NSW