Grow or expand the business
Work out what growth will cost, what could go wrong and what needs to happen first.
Commercial advice for business owners
Regen Advisory helps business owners work through growth, cash pressure, funding, deals, expansion and exit.
When owners use Regen
Start with what is happening in the business.
Improve profit or cashflow
Find where money is being made, lost or tied up, then decide what to change.
Raise or restructure funding
Work out how much money is needed, what the business can afford and how to present the case.
Understand what the business is worth
Review the numbers, risks and future earnings to form a sensible view of value.
Prepare for a sale or exit
Find the issues that could reduce value and improve the business before going to market.
Review an offer from a buyer or investor
Test the offer, the assumptions behind it and what it means for the owner.
Buy, merge or partner with another business
Review the numbers, risks and deal structure before making the decision.
Launch a new product, division or sales channel
Work out whether the opportunity makes commercial sense and what it will take to deliver.
Deal with a business under pressure
Understand what is causing the problem, protect cash and decide what needs attention first.
Turn a major opportunity into a plan
Test the opportunity, work out the numbers and turn it into a practical plan.
What this looks like in practice
A few examples of the work Regen does with business owners.
Technology business
Built a new budget and cashflow forecast, reviewed costs and funding options, and helped management shift its focus back to sales.
Construction business
Connected quoting, project costs, cashflow and accounting so the owner could better see how jobs and the wider business were performing.
Business sales and acquisitions
Reviewed businesses, financials and transaction options to help owners and buyers understand value, risk and what needed to happen next.
Why Regen
Regen brings finance, business and transaction experience together.
Finance
David is a qualified accountant and uses the numbers to understand what is actually happening in the business.
Business
He has owned and operated businesses himself. Advice needs to work in the real business, not just on paper.
Transactions
His background includes business sales and acquisitions, giving Regen experience on both sides of major business decisions.
One commercial view
Regen brings the financial, business and transaction questions together rather than looking at each one on its own.
Have a client who needs commercial help?
Regen works alongside accountants, lawyers, brokers, finance advisers and other specialists. If your client has a business issue that does not fit neatly with one adviser, send it through.
Frequently Asked Questions
What does Regen Advisory do?
Regen helps business owners work through growth, cashflow, funding, business sales, acquisitions, expansion and other major commercial decisions.
Do I need to know what service I need?
No. Start with what is happening in the business. Regen can work out what help is needed from there.
Can Regen help with a sale, buyer or merger?
Yes. Regen can review the business, numbers, value, risks and options before or during a transaction. Legal, tax and other specialist advice stays with the relevant professional.
Does Regen replace my accountant, lawyer or broker?
No. Regen works alongside them and helps connect the wider commercial decision.
How do we start?
Talk to David about what is happening. If Regen can help, the next piece of work will be agreed before it starts.
About David Lean
David Lean is the founder of Regen Advisory. He is a qualified accountant with more than 10 years of experience owning, operating, selling and advising businesses, including work with businesses turning over more than $10 million. His background covers finance, business operations and transactions. Regen brings those areas together when an owner needs help working through a commercial problem, opportunity or deal.
Need help with something happening in the business?
Start with a conversation.