Financial Analysis

At Peak, we dig into the numbers and help you set up a strong, profitable foundation, whether you're running dairy, sheep, beef, deer, or cropping.

Peak specialises in comprehensive analysis of the financial performances of farm businesses be it sheep, beef, dairy deer or cropping with the objective of delivering long term financial and operational success along with delivering personal and family goals and meeting environmental and compliance requirements. 

Peak Advisory Services

I specialise in delivering in-depth financial performance analysis for farm businesses.

My approach is focused on delivering long-term financial and operational success while supporting personal and family goals.

Alongside this, ensuring your farm meets crucial environmental and compliance standards, helping you build a sustainable, resilient future while meeting modern standards in farming.

Assessing Current Farm Performance 

A full assessment of current business performance is undertaken, looking at all aspects of operational and financial performance over recent seasons, benchmarking it against industry standards. This will include:

• A full assessment of physical and operational performance, including historical production data.
• A review of financial statements.
• An analysis of profitability and cash flow.
• An assessment of balance sheet strength and the business’s overall financial position.

Developing a Plan 

This could be a simple as developing an annual farm a budget or a more detailed monthly cash flow, incorporating production targets, or a full farm-system review across all areas of the business

Using the existing farm financial system Zero/Figured/Farm Focus or other monitoring farm platfroms. 

There may also be other specific analysis using tools such Excel, Farmax or benching marking tools such Dairy Base, or Beef and lamb monitoring information.  

Services may include setting up a detailed feed budget or implementing a straightforward spring rotation planner to optimize seasonal pasture management.

It may also include: animal performance assessment and breeding programmes, young stock performance expectations, or pasture production analysis, recommendations and plans to improve utilisation of both pasture and imported supplements.

It could even extend to revision and advice around nitrogen use and other fertiliser usage (in conjunction with your fertiliser rep.)

 

Implementation 

Once developed, the key steps to implement the plan are identified and put into action.

From there, short-term adjustments may then be needed to meet the specific targets outlined in the plan.

 

Regular reviews ensure your farming objectives remain on track. 

We monitor and assess the progress monthly, quarterly, bi-annually, or annually as required by the client. 

This might include ongoing industry benchmarking, where a farm can gauge their current performance, against what farmers are achieving on per hectare basis, with a view to identify key areas of performance 

Your farms' success is my priority! 

Let's discuss hot to implement and achieved Peak, gold standard and your desired outcomes. Email or call me