Business Transformation Services
Plan it.
DIRECTION SETTING
Develop and renew strategic plans in concert with key stakeholders.
Provide business planning using relevant analytical tools and techniques.
Deliver operational planning to facilitate change by identifying operational gaps and optimal resources to bridge those gaps.
Build it.
PROJECT MANAGEMENT
Engage staff and stakeholders to successfully change corporate culture and practices.
Organise, plan, and manage resources to bring about completion of specific projects and deliver operational change.
Plan, resource, and deliver successful events.
Grow it.
PEOPLE AND PROFITABILITY
Review strategic marketing concepts and identify key actions required for revenue improvements.
Deliver HR management and workforce planning including organisational reviews and design.
Provide part-time | interim leadership focused on team development and profitability.
Transition it.
SUCCESSION PLANNING
Get your enterprise exit-ready and due-diligence-proof
Provide business valuation supported by Capitaliz software
Develop and launch ESOP program
Manage the leadership/ownership transition
Business Transformation in Action
Exit Planning for the Owner of a Mid-sized Commercial Aluminium & Glass Company
Situation: Managing Director / Owner (MDO) client wishing to transition away from the day-to-day operations, plan for retirement, and exit his multi-million Aluminium / Glass Company via a sale to a large corporate buyer.
Solution: Lachlan Maclean provided project leadership and utilised Fulcrum Thinking alliance partners to undertake a strategic review of business operations including implementing improvements in Branding, Marketing and Sales processes. Fulcrum Thinking also undertook an organisational and team structure review and implemented Lean Manufacturing Systems and processes to position the business for a successful exit.
Outcome: A 3-year engagement resulted in the MDO achieving his objectives of transitioning away from the day-to-day operations and selling his business whilst retaining ownership of the land and facilities. A factory lease arrangement entered into with larger form providing a passive income stream back to the MDO for his retirement.
IPO for an Innovative IoT Electrical Test and Tagging System Start-Up
Situation: MDO client required “seed capital” to fund the technology development of an innovative electrical equipment safety testing and tagging system based on a Software as a Service (SaaS) model and mobile phone connectivity.
Solution: Working closely with the company’s board as an interim CEO, Lachlan Maclean led the development of a Strategic Business Plan that included the creation of a new small public company structure enabling the company to apply for Government Grants whilst pursuing an IPO shareholder marketing strategy with the Australian Small Scale Offerings Board (ASSOB) to raise shareholder equity funds.
Outcome: A 5-year engagement resulted in funding goals being achieved, the technology achieving a Minimum Viable Product stage and the company securing a pre-sale strategic partnership with an Australian distribution supplier to deliver the system into the Australian market.
Executive Leadership and Operational Improvement of a Destination Snow Resort
Situation: The new MDO of small boutique styled snow resort in the NSW Snowy Mountains required improvement in the executive leadership and management of all facets of the snow resort’s business from customer service interface to delivery of overall resort infrastructure and operations.
Solution: In an embedded 10-year immersive role as the resort’s General Manager, Lachlan Maclean led a multi-disciplinary team in strategic planning and execution to dramatically improve the snow resort’s service culture, it’s accommodations, food and beverage facilities and on-mountain operations.
Outcome: The snow resort’s overall reputation in the marketplace improved significantly underpinning the winning of a new long-term Head Lease for the MDO. The resort’s enhanced market positioning and customer service experience led to an improved and sustainable business.
Client Comments about Fulcrum Thinking
“Lachlan Maclean came to National Fixing at a time when our Business was in need of a restructure and we also needed to look at exit strategies. Fulcrum Thinking and the firm’s associates in the Institute of Independent Business (IIB) had a broad range of skills from running factories to HR. Their input assisted us in identifying the strengths and weaknesses of our business. They arranged workshops and, in consultation with our staff, helped implement programs to assist in the better running of our business. Lachlan provided us with a vision of how we could move forward with my exit from the company and he kept us on task so we are now able to do what we want, when we want. I recommend Lachlan to any business owner wishing to lead their business and themselves through a period of change and improvement.” - Wayne McAlister | Managing Director/Owner, National Fixing Pty Ltd
“Lachlan acted as interim CEO during the technology start-up, capital and fund-raising phases of our Electrical Safety Testing and Tagging system, the IntaCept tag. His ability to foster relationships and tenacity to get the job done combined with his direct involvement in our capital raising activities was instrumental in us achieving our early-stage funding goals. His strategic leadership and business insight provided us the momentum we needed to hit our technology development milestones. I highly recommend Lachlan to any business owner wishing to bridge the growth and transformation gap in their business.” - John Vanderhout | Technology Founder and Chairman, IntaCept Ltd
“Lachlan’s leadership and collaborative approach to operational planning is excellent. I would highly recommend Lachlan to any business owner seeking an impactful leader who is wanting lasting change and improvement in their business.” - Kevin James Blyton | Chairman, Blyton Group (Owner/Operator of Charlotte Pass Snow Resort Pty Ltd)