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Case Studies

Introduction

Advisory without execution is theory.

Delivery without structure is risk.

Good Balance provides execution oversight across commercial, property, governance, and trade-related initiatives.

CASE STUDY 1 – ADVISORY

Strategic Business & Governance Structuring for SME
Client Context

An early-stage enterprise seeking capital investment and operational clarity.

Challenge

The business lacked financial forecasting discipline, investor-grade documentation, and governance structure to support funding discussions.

Approach
  • Developed a 5-year financial projection model
  • Built working capital analysis and scenario modelling
  • Structured governance and reporting framework
  • Assisted in preparation of investor-ready presentation materials
Outcome

The client gained clarity on capital requirements, margin structure, and risk exposure — significantly improving credibility in investor discussions.

CASE STUDY 2 – TRADE

Export Market Structuring for Australian Producer
Client Context

A South Australian producer exploring export opportunities into India.

Challenge

The client required structured market entry analysis, price build-up modelling, and distribution strategy to test feasibility.

Approach
  • Built landed-cost and margin models
  • Designed white-label strategy
  • Structured importer engagement pathway
  • Developed event-based market testing approach
Outcome

Clear export pricing structure, risk assessment, and phased market entry plan — reducing commercial uncertainty prior to shipment.

CASE STUDY 3 – DELIVERY

Contract Oversight & Execution Framework
Client Context

Organisation managing multiple vendor contracts across operational portfolio.

Challenge

Inconsistent monitoring, risk exposure, and limited performance reporting.

Approach
  • Developed structured contract management framework
  • Introduced performance monitoring systems
  • Implemented risk registers and reporting cadence
  • Clarified procurement and escalation pathways
Outcome

Improved vendor accountability, reduced compliance risk, and stronger governance oversight.

CASE STUDY 4 – ESG

ESG Readiness Framework for SME Supply Chain

Small-to-medium enterprise seeking alignment with ESG expectations of larger clients.

Challenge

Limited formal ESG documentation and no structured sustainability pathway.

Approach
  • Conducted ESG gap assessment
  • Designed phased ESG adoption roadmap
  • Built reporting templates and disclosure frameworks
  • Integrated ESG into operational governance
Outcome

Improved supply chain credibility and enhanced alignment with client expectations.

CASE STUDY 5 – FINANCE

Investor-Grade Financial Model for Growth Venture

Growth-stage startup preparing for funding round.

Challenge

Unstructured financial assumptions and limited understanding of working capital impact.

Approach
  • Built integrated financial model (3–5 years)
  • Developed revenue, cost, and capital expenditure projections
  • Performed sensitivity analysis
  • Supported valuation discussions
Outcome

Investor-ready financial narrative and clearer capital deployment strategy.

CASE STUDY 6 – PROPERTY

Warehouse Development Feasibility & Commercial Structuring

Investor exploring development of commercial warehouse portfolio.

Challenge

Uncertainty around capital structure, phased recovery, and leasing assumptions.

Approach
  • Developed detailed feasibility model
  • Structured phased sale and retention strategy
  • Analysed rental yield and vacancy sensitivity
  • Assessed downside scenarios
Outcome

Improved decision clarity, risk mitigation strategy, and structured investment roadmap.