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About us

Roger Ellingworth
MBus(RMIT), CFP®, Dip FP

Neil White
CFP®, Dip FP

Next Step Business is a specialist business valuation and planning firm, founded by Roger Ellingworth and Neil White in 2012.

Combining over 60 years’ of experience working with private clients and small businesses, they identified that the ‘value gap’ – the difference between the value of your business today and what you need it to be at time of sale, is a critical component of succession and retirement planning.

Next Steps unique business valuation, benchmarking and business life plans help bridge the ‘value gap’, so that you can realise the true value of your business and reap the rewards of your labour when it comes time to sell.

The Next Step Business process involves:

  • An initial valuation of your business
  • Benchmarking report, comparing your business to the industry
  • Dynamic business plan
  • Implementation and ongoing support

As part of the process, Next Step Business will create for you and your team an easy to follow and measurable business plan designed to help reach specific or relative industry benchmarks.

Your business plan will identify ways to improve your current business value and reduce risk for you, as well as current and future business stakeholders, such as equity partners and bankers.

We not only create your business plan, but provide a complete ongoing service to implement your plan. We work in conjunction with your wider professional team, including your accountant, legal counsel or other specialists, so that all parties are focused on the future direction of your business.

Using licensed BStar patented business valuation methodology which meets the Accounting
Professional and Ethical Standards (APES) 225, our services compete with that offered by large
accounting firms, but at an affordable cost to SME’s.

Please call Next Step Business on (03) 9663 3031 for a confidential, no cost initial consultation or to receive a FREE industry benchmark report for your industry.