If you are applying for a commercial loan from the bank, and they are asking for information you’re not familiar with (cash flow or three-way forecasts), chances are that you are finding it difficult to obtain loan approval.
We work with businesses to prepare the financial information often required by banks. This can help smooth the application process and improves the chance of obtaining a commercial loan.
If your business is deciding whether to proceed with a project (e.g. commercial developments, new business product lines, expansion into new markets etc.), you may be asking whether it is worth the time, effort and money.
To help make informed choices, we assist businesses with understanding the financial implications of these potential decisions.
If your business is profitable but you constantly request to overdraw bank accounts, receive calls about overdue payments or pay excessive interest on overdrafts, you may have cash flow issues.
We help to identify and address potential cash flow gaps, so that businesses can reduce the occurrence of such stressful situations.
If you’ve considered selling your business, you may be looking to maximise the sale price. We provide businesses with performance and efficiency insights to help improve the value of the business.
At Ravit Insights, we strive to develop assets that add value to your business decision making
We don’t stop at a vanilla solution; we aim to identify your business drivers, so our solutions are relevant to your decision making.
We understand the difference in scale and spend between businesses, so we adapt our approach to what is specific to you.
Jun has been active in the finance industry since 2011 which includes various roles within one of the Big 4 Banks in Australia. Jun has worked in providing financing for growth and working capital, as well as process solutions to both private and ASX-listed companies in health, insurance, retail, manufacturing, wholesale, technology, property and construction.
Chana has worked as a franchise business consultant in one of the leading health and wellness companies in Australia. Her experience includes assisting investors in analysing business opportunities. She has also been involved in investigating areas for improvement in businesses through short and long term business planning in areas such human resources, financial planning, sales, operations as well as back and front-end management.
Jonson graduated from the University of Melbourne with a Master’s degree in Management (Accounting) He was the recipient of the Eric J. Ingram Prize for achieving the highest result in the subject, ‘strategic cost management’. Jonson is passionate about learning real-life business skills and is keen to help make a difference in Australia’s business landscape.
Alen graduated from the University of Melbourne with a Bachelor of Commerce with Honours in Finance. Since then, he has taught finance at the University of Melbourne as a Head Tutor, specialising in Corporate Finance and International Finance, and has gained experience at a boutique corporate advisory firm.
Having completed the CFA Level 1 exam, Alen plans to continue with the CFA program; and he hopes to contribute his knowledge and skills towards helping businesses learn how to grow and navigate their way towards their goals.
Tony has an extensive skill set as a former engineer and consultant. He has previously advised a client base spanning multiple levels of federal, state and local government with a focus in securing infrastructure project funding.
With over 20 years of spreadsheet modelling experience, Tim is one of Australia’s foremost financial modellers, both in building financial models and leading financial modelling teams. His experience covers a wide range of industries including energy, utilities, infrastructure, government, defence, retail, wholesale, manufacturing, agriculture, telecommunications and transport.
Barbara is an architect/designer with a background in commercial and private residential projects.
At Ravit Insights, she is the designer and co-ordinator of the company’s visual content and works closely with the analysts to develop tools that are accessible and simple to use in order to help people advance in their financial literacy
We strive to deliver high quality decision-making tools and services tailored to the needs of our clients. To achieve this level of quality, we leverage off, and engage key technology and collaboration partners.
Provides best in class software that is helping to redefine the process of developing Microsoft Excel-based financial models. Its content management platform helps to foster and grow the community of model developers.
Provides best in class software to create two-way connections to Xero and Quickbooks. We use DataDear to help our clients create and automate consolidation three-way models, improve reporting, as well as keep their data “live” with direct connections into their Xero and Quickbooks.
Everrich Finance was founded in Melbourne 2017 as a mortgage brokerage firm, specialising in residential, commercial, investment and business lending.
Business advisory partner, supporting entrepreneurs in making inspired, informed and timely decisions.
Our collaboration partner on highly complex transactions. They bring decades of experience in financial services, property, technology, social impact, investment trust, and government tenders.
Accounting partner we've worked with providing Taxation, Accounting and Bookkeeping services.
A collaborative partner who provides the full suite of services to start-ups and SMEs from bookkeeping, accounting all the way to CFO advisory services. Standard Ledger’s goal is to help start-ups stay in business and ultimately to grow over time.
Skalata Ventures supports Australian entrepreneurship. They have established a fully-integrated Seed Investment Program to help early stage companies prepare to scale and grow into significant and sustainable businesses by providing them with the capital, know-how and networks to succeed.
We’re always working on building ourselves to improve our services.
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