Discovery & Planning Meeting
We begin with a discovery meeting to better understand:
- Business goals
- Current frustrations
- Operational challenges
- Growth plans
- FY27 priorities
EOFY FY27 Commercial Planning Review
Stop Rolling Into The New FY Guessing Your Numbers...
A practical commercial planning review designed for trade and project-based businesses wanting greater visibility, profitability, and commercial direction moving into FY27.
- Revenue Targets
- Profitability
- Overheads
- Break-even revenue
- Gross Margins
- Labour Recovery
- Sell Rates
- Commercial risks and opportunities
Limited EOFY intake available for June & July engagements.
What is Included?
Commercial Review & Analysis
Berg Consulting completes a detailed commercial review, including:
- FY26 P&L review
- Expected operating net profit review
- Overhead analysis
- Break-even revenue analysis
- Gross margin review
- Labour cost and sell rate review
- Labour recovery assessment
- Commercial risk identification
- Profit leakage review
Review Meeting & Recommendations
A follow-up review meeting is then completed to:
- Review findings
- Discuss opportunities and risks
- Clarify assumptions
- Confirm priorities
- Discuss recommendations moving into FY27
Final FY27 Planning Summary
You will receive a final planning summary outlining:
- Commercial observations
- Revenue and profitability targets
- Gross margin considerations
- Labour recovery recommendations
- Key operational considerations
- Priority focus areas for FY27
Common Problems We See!
- Revenue has increased, but profit has not
- Pricing has not kept up with labour and overhead increases
- Labour sell rates are outdated
- Margins vary significantly between projects
- Business owners do not know their real break-even revenue
- Businesses are busy but still feel cash flow pressure
- Commercial decisions are being made reactively instead of strategically
Who Is This Designed For?
Electrician's
Improve labour recovery, pricing consistency, and profitability across service and project work.
Plumbers
Gain clearer visibility over margins, overhead recovery, and operational profitability.
Builders
Review project profitability, overhead structure, and commercial performance moving into FY27.
AV Integrators
Strengthen commercial control across labour, projects, pricing, and operational delivery.
HVAC Businesses
Improve visibility over labour utilisation, margin recovery, and financial performance.
Fire & Security Business
Review pricing, labour recovery, and profitability to support sustainable growth.
Trade & Project Based Businesses
Built for businesses managing labour, projects, scheduling, overheads, and profitability pressures.
3-20+ Staff
Designed for growing businesses experiencing increasing operational and commercial complexity.
Revenue Targets and Growth Plans for FY27
Establish clearer commercial direction, profitability targets, and structured planning for FY27.
A Desire for Stronger Commercial Control and Profitability
Improve visibility, decision-making, profitability, and confidence moving into the new financial year.
Investment
Limited EOFY booking availability applies.
$1,885+ GST
The first 7 businesses can receive: 12% OFF — Use code: FY27PROFIT
- Discovery Meeting
- Commercial review & analysis
- Review meeting
- Final recommendation summary
- June & July Engagements
EOFY Priority Offer Ends In:
What You Leave With?
Commercial Clarity
- Clear FY27 revenue targets
- Profitability visibility
- Break-even understanding
- Greater confidence in pricing
Commercial Control
- Labour recovery visibility
- Gross margin understanding
- Commercial recommendations
- Improved decision-making confidence
Direction & Priorities
- Priority focus areas for FY27
- Practical operational considerations
- Structured next-step recommendations
- A clearer financial direction moving forward
Not just advice — structured support to help get the right work done.
Unsure?
Not ready to book yet? Send through your details and we’ll get back to you to discuss whether the FY27 Commercial Planning Review is the right fit.