Jo-Anne Wilson

Advisor

Small Medium Enterprises

B.Business (Accounting)

Jo-Anne Wilson is a CPA qualified accountant, having managed and operated many different businesses. Her experience and skillset gives her a high-level ability to evaluate a business and appraise businesses.

Before starting with Benchmark Business Sales & Valuations, Jo-Anne worked as an accountant in a number of fields including government, manufacturing, retail, and service industries. Jo-Anne became the CEO of a large membership organisation that employed 600 people, with a gross turnover of $50M. Under her stewardship, the business grew its turnover from $8m per annum to $50m. She has a high level of business knowledge, both from a financial and operational perspective.

She held that role for 10 years before deciding to take a change of course in life that led her to become one of our valued colleagues.

Jo-Anne has a high level of business knowledge and experience – from both a financial and operational perspective. Her networking skills have often enabled her to source solutions to problems, and provide entrepreneurial insight and suggestions, as she has ‘been there and done that’ before – many times. Jo-Anne’s area of speciality is wholesale manufacturing and all animal related businesses.

Her extensive management experience along with excellent communication and negotiation skills will ensure that the process -whether it be selling your business or purchasing your next business, will always be as smooth as possible.

Business owners need to prepare their businesses for sale well in advance of their anticipated exit strategy. Even if they are not planning on selling their business this planning, will allow them to have a much profitable and robust business.

As the saying goes failing to plan is planning to fail.

Jo-Anne has worked with business owners to maximise the value of their businesses. This is done by fully analysing their business operations, delving deep into their financials, and providing strategies and advice for the development of their business. She can provide clear plans to start the planning process of an exit strategy.

• Issues business owners face are.
• Not generating enough income
• Expenses are too high
• Not enough time in the day to get everything done
• Value of the business is too low for all the effort put in

To solve these frustrations, she works with business owners by critically analysing their business model. It requires an in depth review of their operational activities and financial activities. This consists of pulling the business apart and looking for solutions to problems.

A business that is structured well and performing at its optimum will be worth more when it is time to put the business on the market, it will also sell in a shorter time frame.