As part of the REI Retail Retreat, Fitzgerald Power is offering exclusive 15-minute one-to-one finance clinics with our senior advisory team.
These sessions are designed to give you focused, practical guidance on the key financial decisions shaping your business, whether you’re planning for growth, exit, or long-term sustainability.
What You Can Book?
1. Tax Planning
Get expert advice on how to structure your business and finances in the most tax-efficient way. Whether you’re looking to optimise profits, plan ahead, or navigate upcoming changes, Brian can help you identify opportunities and avoid common pitfalls.
Book a meeting with Brian HERE
2. Preparing Your Business for Sale
Thinking about selling your business, now or in the future? Noel will walk you through what buyers look for, how to maximise value, and the steps you should be taking today to ensure you’re exit-ready when the time comes.
Book a meeting with Noel HERE
3. Finance Strategy
Finance strategy is about using your numbers to drive better business decisions, not just reporting on them. In this session, Jennifer can chat to about how you can:
- Understand what your financial data is really telling you
- Align your financials with your business goals (growth, profitability, expansion)
- Identify key drivers of performance and where to focus
- Plan for future investment, scaling, or cost management
This is particularly valuable if you’re asking:
- “Are we as profitable as we should be?”
- “Can we afford to grow — and how fast?”
- “Where are we leaking margin?”
Book a meeting with Jennifer HERE
4. Succession Planning
Planning for the future of your business is critical. Whether you’re passing it on to family, management, or preparing for a phased exit, Darragh can guide you through structuring a smooth and financially sound transition.
Book a meeting with Darragh HERE
How It Works
- Each session is 15 minutes
- You’ll meet one-to-one with a Fitzgerald Power expert
- Come with a question or challenge and we’ll get straight to it!
Availability is limited, so we recommend booking early to secure your preferred topic and advisor.
