Meet the team

Simon has earned an MBA (with distinction) through RMIT and a Diploma of Financial Markets through the Securities Institute of Australia. He is a licensed Business Broker, and is a member of the Australian Institute of Company Directors. He also currently sits on the Board of Wheelchair Rugby League Australia, and is involved in a number of technology start-ups.

Simon’s passion is helping business owners build value in their companies. He understands that every entrepreneur dreams of reaping big rewards when they exit their business, but too often they fail to achieve their potential because they are not aware of the key drivers of value, or haven’t implemented them before it’s time to exit.

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Shanti’s experience, coupled with her understanding of being a business owner, has shaped the way she approaches business. Her passion lies with helping businesses improve and grow in a way that maximises company value. Knowing the challenges that business owners face, her mission is to help them create freedom and options, so they can take their business to new levels and enjoy a lifestyle they deserve. And, when they are ready, achieve the business exit they want, on their terms.

In Australia, almost 80% of business owners plan to transition over the next 10 years and 66% do not have a formal exit strategy or succession plan. Shanti's goal is to reach as many business owners as possible and provide the right tools, systems and actionable insights to ensure that they can extract the wealth they have created in their companies and achieve the freedom they deserve.

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Having worked initially with large corporates, in the last fifteen years Mark has spent significant time providing consulting and business improvement services to SME categorised businesses. These services have incorporated business turnarounds, restructuring, capital and debt raisings, business planning and forecasting.

As a previous business owner and having worked alongside many over the years, Mark has a deep understanding of the motivations and drivers for owners wanting an effective exit from one of their primary assets.

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Leadership roles in organisations with a national and global footprint, including Mortgage Choice and Caltex have led to Brent’s specialised franchise expertise. Brent played a key role in taking Mortgage Choice from a small franchise operation to a leading Australian financial institution listed on the stock exchange. He has held positions as NSW Chapter President of the Franchise Council of Australia (FCA) and was also a valued member of the FCA National Board and awarded a Certificate of Appreciation Award for his contribution to the FCA.

As a business broker Brent has facilitated many business sales. He has experience in all areas of SME business, including business sales and acquisitions, operations, marketing, sales, systems and compliance, field operations, business owner recruitment and selection, and financial management.

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Cheska’s career started with large corporates where she grew her leadership, marketing, operations and project management skills. She has then held senior management roles across a number of Australian companies where she managed and coached a big team, and helped them achieve results and optimal efficiency in their tasks.

Cheska has earned a Bachelor of Arts Degree in Communication (with great distinction – Magna Cum Laude Latin Honour) through a prominent university in the Philippines. She has also been a member of a national youth leadership organisation since 2012. Her passion is making a difference in people’s lives by adding value not only to business owners through the improvement of their business systems and processes, but also to her team members through her leadership.

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