Case Studies - Active Directions

Enabling Strategic Growth and Investment Readiness

Written by activedirections | Sep 18, 2025 12:41:13 AM

Driving Strategic Growth and Investment Readiness for a Diversified Private Group 

  • Industry: Agricultural equipment manufacturing, agribusiness, and industrial services 
  • Turnover: AUD $40 million   
  • Ownership: Privately held
Project Trigger

Client engaged Active Directions to ensure shareholder ambitions were effectively aligned with a clear growth roadmap, achieve investment readiness within 24 months including, and strategically support their goal of reaching AUD $80 million plus turnover.

Consulting Approach

Active Directions delivered a comprehensive Strategy Execution Planning engagement, structured in four key phases: 

Review and Set the Foundation
  • Shareholder alignment sessions and strategic review of business units 
  • Financial, sales, and operational analysis 
  • Investment readiness considerations
 
Strategy Execution Planning
  • Management workshops to prioritise strategic projects 
  • Co-development of detailed project plans with KPIs, risks, and financial assumptions 
  • Creation of a custom Strategy Execution Framework
 
Strategy Financial Forecasts
  • Development of a 3-way financial model (P&L, Cash Flow, Balance Sheet) 
  • Scenario planning and funding requirement analysis 
  • Transition of model to internal finance team 

Strategy Execution

Active Directions has continued to support the strategy execution with the following: 

  • Monthly strategy reporting facilitation and weekly sales meeting facilitation
  • Marketing planning, oversight and function establishment
  • Operations and production restructure delivery
  • Driving succession planning activities

 Outcomes

  • A unified strategic plan across all business units 
  • Visibility and confidence in forward sales / business development pipeline 
  • Investment readiness roadmap with clear milestones 
  • Forecasted revenue growth from $40M to $80M+ by FY29 
  • Enhanced organisational alignment and succession planning 
  • Acquisition support framework established, including NBIO and due diligence processes 

Questions to Get the Conversation Started

  1. How aligned are your shareholders and executive team on long-term growth and investment goals? 
  2. What mechanisms do you have in place to ensure strategy execution beyond planning? 
  3. Are your current financial models robust enough to support funding discussions and acquisition decisions? 


Ready to turn strategic ambition into measurable growth?

Connect with Active Directions to explore how we can support your journey to investment readiness and long-term value creation. 

Interested in a private consultation? Email us at info@activedirections.com.