Business Planning

Living plans to help you work towards achieving your goals

When you own a business you can be so consumed with the day-to-day that you don’t make plans to improve and grow. We specialise in developing one-page business plans to help you articulate and work towards achieving your goals.

We help you develop a meaningful strategic plan by:

  • Understanding your business and your lifestyle and commercial goals
  • Reviewing your business model and your value proposition for different customer segments
  • Assessing the market and competitor offerings
  • Defining the key initiatives to support business growth such as refining pricing models, improving IT systems, HR planning, sales and marketing
  • Developing budgets for specific initiatives
  • Developing timeframes and allocating responsibilities for implementing the initiatives
  • Communicating the business goals to employees and relating their roles in achieving the objectives

We encourage you to look at your business plan regularly, and to review and update it when you need to.

We also work alongside you to help you implement the strategies: getting the right people in the right jobs, managing sales, building your brand, improving your systems and processes, managing your finances …

Other Carix Services

We offer a range of services tailored to your needs. Everything we do is aimed at making life easier for you.



We can assist with staff recruitment, providing as much input as required.  Some clients choose to stay at arm’s length to the process while others want an impartial observer on the interview panel.

Corporate Communication and Branding

SMEs don’t have the branding budgets of their larger competitors, but it’s still important you project a unified name, visual identity, and ‘personality’.

Family Businesses

Carix understands the issues faced by family businesses and offers tailored support including succession planning and mediation.


Do you struggle with finding the time to prepare documents for applications and accreditation?  We can help your business create, compile, collate and submit documentation for ESG, ISO, FSC, NHVAS, AEO and other certifications.

Sales Management

Whether you’re selling products or services, effectively managing the sales function of your business is essential.  You need to have a healthy pipeline, even when times are good.

Grant Identification

Governments at all levels, Federal, state and local, support small-to-medium businesses to succeed by offering a range of grants and services.  We aim to support SMEs in accessing funding support.

Value Pricing

We can help you understand the value of your products and services and therefore the price the products or services are worth.


We prepare and delivered tailored workshops for clients (and other organisations) on a variety of topics including managing sales, value pricing, roadmapping and business models.

Cash Flow and Budgeting

We don’t aim to take the place of your accountant, but we can work with you to make sure you are knowledgeable about, and in charge of, your business finances.

Right People Right Jobs

We can help you develop an organisational structure that supports your strategic objectives, and work with you to prepare job descriptions, employment contracts, and staff policies and procedures.