What We Offer

Full-Cycle Business Advisory Services

Eight integrated practice areas, each led by a principal consultant with deep domain expertise. Whether you need a single focused engagement or an ongoing advisory partnership, we have the capabilities to support your goals.

Strategic Planning Interim Management Exit Planning Market Research HR Planning Investment Risk M&A Advisory Conflict Management

Strategic Planning & Development

In an environment of accelerating change, rigorous strategic planning is not optional — it is the difference between organisations that lead their markets and those that react to them. Keystone's strategic planning practice has supported more than 140 Australian businesses in defining, stress-testing, and executing long-term growth strategies. We facilitate structured planning processes that challenge assumptions, align leadership teams, and produce living roadmaps — not documents that sit in drawers.

Our approach combines quantitative market analysis with executive facilitation, ensuring your strategy is both commercially grounded and organisationally supported from the outset.

  • Long-term growth roadmap development (3–7 year horizons)
  • Competitive landscape analysis and positioning strategy
  • Market entry feasibility and go-to-market planning
  • Board-level strategy facilitation workshops
  • KPI framework design and performance dashboard development
  • Scenario planning and business resilience modelling
  • Strategy execution and milestone accountability reviews
  • Annual strategic review and refresh facilitation

Interim Management Solutions

Leadership transitions — whether planned or sudden — create vulnerability. An unexpected executive departure, a protracted search process, or a period of significant organisational change can leave critical functions exposed and direction unclear. Keystone's interim management practice provides executive-calibre leadership on a temporary basis, maintaining operational continuity and strategic momentum while permanent appointments are made.

Our interim managers are experienced principals, not consultants playing executive. They take genuine accountability for outcomes, integrate quickly with existing teams, and transition cleanly when their engagement concludes.

  • Interim CEO and Managing Director placement
  • Interim CFO and financial leadership
  • Interim Chief Operating Officer roles
  • Transition period management during M&A integration
  • Turnaround leadership for underperforming business units
  • Project-based executive leadership for major change programs
  • Succession transition support and knowledge transfer
  • Board reporting and stakeholder communication during transitions

Exit Planning & Strategy

For many business owners, the sale of their company is the most significant financial transaction of their lifetime. Achieving the best possible outcome requires preparation that begins years before a sale is contemplated. Keystone's exit planning practice works with business owners at every stage — from initial value enhancement through to buyer identification, negotiation, and settlement — with a singular focus on maximising enterprise value and protecting your interests.

We have advised on exits across every major industry sector, including trade sales, management buyouts, private equity transactions, and ASX listings. Our fee structure aligns our interests directly with yours.

  • Independent business valuation and benchmarking
  • Value enhancement strategy (EBITDA optimisation)
  • Buyer identification and market outreach
  • Information memorandum preparation
  • Due diligence preparation and vendor data room management
  • Deal negotiation and term sheet advisory
  • Succession planning and family transition structures
  • Post-sale transition management and earn-out advisory

Market Research & Analysis

Sound business decisions require sound market intelligence. Keystone's market research practice delivers structured, evidence-based industry analysis and strategic intelligence for Australian organisations operating in competitive markets. Our work goes beyond aggregating publicly available data — we conduct primary research, engage industry participants, and apply commercial judgement to produce insights that are genuinely decision-useful.

Market research engagements are typically commissioned in support of a strategic decision — an investment, an expansion, a market entry, or a major product launch. We tailor each study to the specific decision being made, rather than producing generic industry reports.

  • Industry landscape and market sizing studies
  • Competitor benchmarking and positioning analysis
  • Customer segmentation and needs assessment
  • Market entry feasibility research
  • Opportunity identification and whitespace mapping
  • Regulatory and compliance environment assessment
  • Supply chain and distribution channel analysis
  • Investor-ready market analysis and prospectus support

Human Resources Planning & Transformation

People are the primary source of competitive advantage for most organisations — and the primary source of risk when managed poorly. Keystone's HR practice works with boards, CEOs, and HR leaders to design and implement workforce strategies that attract, develop, and retain the talent required to execute business strategy. We take a systems perspective, examining culture, structure, incentive design, and leadership capability as an integrated whole.

Our HR transformation engagements are particularly suited to organisations undergoing rapid growth, significant restructuring, or cultural remediation following leadership change.

  • Workforce strategy and capability planning
  • Organisational design and structure optimisation
  • Talent acquisition framework and employer brand development
  • Performance management system design
  • Culture assessment and transformation programs
  • Executive remuneration and incentive design
  • Leadership development and succession planning
  • HR function maturity assessment and capability uplift

Investment Risk Assessment

Whether you are considering a material capital deployment, assessing an acquisition target, or seeking independent validation of an investment thesis, Keystone's investment risk practice provides rigorous, independent analysis. Our team combines financial modelling expertise with deep sector knowledge to identify risks that financial statements alone do not reveal — including management risk, market risk, regulatory risk, and operational fragility.

We are routinely engaged by boards, investment committees, family offices, and private equity firms who require an independent perspective unconstrained by deal pressure or relationship considerations.

  • Commercial due diligence for acquisitions and investments
  • Financial due diligence and quality of earnings analysis
  • Risk framework design and risk register development
  • Financial modelling and sensitivity analysis
  • Investment thesis stress-testing and scenario analysis
  • Post-investment monitoring framework development
  • Real estate and infrastructure investment assessment
  • Independent expert reports for board and investor use

Mergers & Acquisitions Advisory

Mergers and acquisitions create enormous value — and destroy it in equal measure when poorly executed. Keystone's M&A practice has supported both acquirers and vendors through the full transaction lifecycle, from initial identification and approach through to completion and post-merger integration. We are not an investment bank, and we do not run broad auction processes. We work with clients who want genuine advisory counsel, not just deal facilitation.

Our M&A work is characterised by a focus on strategic fit above deal metrics, rigorous pre-deal due diligence, and active involvement in integration planning — the phase where most M&A value is either created or lost.

  • Acquisition target identification and approach strategy
  • Deal structuring and commercial terms negotiation
  • Pre-deal commercial and operational due diligence
  • Integration planning and Day 1 readiness
  • Post-merger integration management and synergy capture
  • Vendor advisory and sale preparation
  • Management buyout (MBO) support
  • Cross-border transaction advisory for Australian participants

Conflict Management & Dispute Resolution

Commercial conflict — whether between shareholders, board members, business partners, or management teams — is one of the most disruptive forces a business can face. Left unresolved, it erodes productivity, destroys value, and frequently leads to expensive litigation. Keystone's conflict management practice provides experienced, accredited mediation and structured dispute resolution as an alternative to the courtroom, preserving relationships and protecting commercial interests.

Our dispute resolution work is handled with absolute discretion. We frequently act where legal proceedings have commenced or are imminent, facilitating structured negotiations that achieve settlement faster and at a fraction of the cost of protracted litigation.

  • Shareholder and partnership dispute mediation
  • Director and board-level conflict resolution
  • Commercial contract dispute facilitation
  • Governance review and board renewal advisory
  • Employment dispute mediation and resolution
  • Business separation and demerger advisory
  • Buy-sell agreement facilitation
  • Family business succession conflict management
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Not Sure Which Service Fits Your Needs?

Many of our best engagements begin with a simple conversation. Contact us for an obligation-free introductory discussion — our principal consultants will listen carefully and advise you honestly, even if that means pointing you elsewhere.

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