Advisory
Transform Your Business
Partnering with Business Owners and Executives Helping Them Achieve Organizational Excellence
Understanding You and Your Business
It’s a challenging and competitive modern world, where only the best succeed and building a successful business is very often a long-term commitment.
It takes time to create a valuable and rewarding business, together with passion, vision and drive. Our aim is to actively support you in achieving your goals – every step of the way.
When we understand what is important to you, we can tailor our help to what you want and be on hand as matters need attention and support.
Success in business is driven by a number of key performance matters and we aim to agree with you where you want and need to focus and prioritize.
From time to time these challenges or opportunities vary, but we are always there as your strategic business advisor and in for the long-haul encouraging and inspiring success.
OUR AIM IS TO HELP YOU:
OPTIMIZE AND TAKE ADVANTAGE OF YOUR OPPORTUNITIES
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RESOLVE OR EFFECTIVELY RESOURCE ANY PRIMARY CHALLENGES
EVENTS
The Financial Executive
The Financial Executive
The Financial Executive
The Financial Executive
The Financial Executive
The Financial Executive
Discovery
Focus on What’s Important to You
A free introductory and proactive Re-Energizing session for your business
What is Important to You
Building a successful business is very often a long-term commitment. It takes time to create a valuable business, together with passion, vision and drive. We understand this and our aim with all our clients, is to support them in achieving this – every step of the way.
Our introductory Re-Energizing Sessions enable you to articulate what is important to you and explore with us where issues and opportunities exist and want and need to focus.
Our aim is to help you prioritize on:
- Optimizing your differentiated advantages and opportunities
- Resolving or effectively resourcing challenges
From time to time these challenges or opportunities vary, but often your ultimate aims remain the same for several years.
For most business owners, it’s understandable to get stuck on operational matters and sometimes it’s a good idea to just take some short time-out, to look at where you are now and what opportunities exist to improve profit performance and enhance your focus.
Our unique program takes about one hour and considers proactive ideas and explores your priorities. This no-risk experience provides you with:
- Fresh focus and motivation
- Proactive ideas on performance and key strategic matters
- High-tech interactivity
- A copy of the whole session
- A free hour of concentrated value
We are a business advisory firm, so you can trust our financial acumen and confidentiality. This is a chance to experience how we operate without having to change accountants.
How a Re-Energizing Session Works
We look at your ultimate aspirations and aims using an innovative and interactive high-tech approach.
You decide what’s important to you and where to prioritize your focus.
WHAT’S IMPORTANT TO YOU?
Exploring your goals and success factors.
WHERE TO FOCUS
Prioritization of issues and opportunities.
PLANNING YOUR NEXT STEPS
Planning where to focus your next step actions.
Strategic
Gain Fresh Focus and Direction
An inspirational and interactive strategic service for owner managed businesses
Fresh Focus and Feeling in Control
Being a business owner involves dedication and no small amount of passion, in a challenging and competitive world. It takes perseverance, vision and drive to create a valuable business.
We understand this and our aim with all our clients, is to support them in achieving this – every step of the way.
To feel more in control of your own destiny it is vital to have a clear plan of what you want and how you can achieve this, in a sustainable way.
It’s important to take a little time-out, to build a clear strategy and enhance your focus and direction.
Our interactive facilitated Strategic Service enables you to do just this with us, in an innovative way.
- Looking at what are the most important things to you
- Articulating your business objectives
- Focusing on growth plans and their financial impact
- Prioritizing your next actions
You are then able to focus on the exciting implementation of your plans with fresh inspiration and with our support.
Our strategic service is tailored to suit your needs and consists of a series of meetings or a retreat. The strategic service provides you with:
- Fresh focus, motivation and inspiration
- Buy-in and alignment from owners
- Proactive ideas on performance
- High-tech interactivity
- A copy of each meeting
- A chance to experience how we operate without necessarily having to change accountants
- A valuable strategic experience leading to enhanced focus on growth and your goals
How a Strategic Service Works
We look at your ultimate aspirations and aims using an innovative and interactive high-tech approach. We look at key areas of strategy that are most important to you.
PERSONAL AND BUSINESS OBJECTIVES
Facilitation of your goals and aims.
KEY PLANNING MATTERS
Review of key strategic drivers and creation of your plan.
ONGOING ACTION
Fresh actions and prioritized focus.
Start-Ups
The Business Start-Up Program
An interactive strategic service for new businesses
An Exciting Time
Starting a new business is one of the most exciting things you can do. It’s a challenging and competitive world, where only the best succeed and building a successful business is very often a long-term commitment.
It takes time, together with passion, vision and drive. We understand this and our aim with all our clients, is to support them in achieving this – every step of the way.
In the early days of a business it is vital to have a clear plan of what you want and how you can achieve this in a sustainable way.
Our interactive facilitated Business Start-Up Program enables you to do just this. Success in business is driven by several key performance matters and we help you focus on growth and sustainability:
- Looking at the most important things to you and your personal goals
- Articulating your business objectives
- Focusing on growth plans and finances
- Prioritizing actions
You are then able to focus on the exciting implementation of your plans.
The Business Start-Up Program consists of three 1 to 2 hour meetings and starts with an introductory meeting where you can to continue with the rest of the program.
The program provides you with the following benefits:
- Focus and motivation
- Proactive ideas on performance
- High-tech interactivity
- A copy of each meeting
- A chance to experience how we operate
- A valuable series of experiences leading to inspiration and focus
How a Start-Up Program Works
We look at your ultimate aspirations and aims using an innovative and interactive high-tech approach, we review key areas of strategy that are most important to you.
PERSONAL AND BUSINESS OBJECTIVES
Facilitation of your goals and aims.
KEY PLANNING MATTERS
Review of key strategic areas and creation of your plan.
OPERATIONAL MATTERS
Review of business and tax structures and operations.
Growth
Planning for the Top-Line Growth You Need
A facilitated and interactive top-line review service
Fresh Focus and Improved Growth
Being a successful business is very often a long-term commitment.
We understand this and our aim with all our clients, is to support them in achieving this – every step of the way. If you stand still in business, you often go backwards and therefore top-line growth will always be a focus of business owners.
It’s important to take a little time-out, to build a clear growth strategy and enhance your focus and direction.
Our interactive facilitated Top-Line Growth Review enables you to do just this with us, where top-line revenues in business are driven by several factors.
Together we will:
- Look at your marketing
- Review your key marketing drivers
- Review your key sales drivers
- Reflect upon the financial impact of the key sales and marketing drivers
- Prioritize projects with agreed fresh actions
You are then able to focus on the implementation of your growth plans with fresh focus and with our support.
Our Top-Line Review service is tailored to suit your needs and consists of a series of meetings to match what you want. The service provides you with the following:
- Fresh focus and feeling more in control
- Greater awareness of your growth factors
- Focus upon any areas of opportunity
- Proactive ideas on growth
- High-tech interactivity
- A copy of each meeting
- A chance to experience how we operate
How a Top-Line Review Service Works
We help you articulate your ultimate growth aspirations and using an innovative and interactive high-tech approach, look at key areas of growth and that are most important to you.
GROWTH OBJECTIVES
Facilitation of your growth goals and ultimate aims.
GROWTH DRIVERS
Review of your sales and marketing and the impact on growth.
GROWTH IDEAS
Review of what is possible and how to achieve it.
Performance
The Business Performance Program
A three-step interactive review of key areas of business performance
Taking Time Out on Performance
It takes time to create a valuable business, together with passion, vision and drive. We understand this and our aim with all our clients, is to support them in achieving this – every step of the way.
For most business owners, it’s understandable that they get stuck in operational matters and sometimes it’s a good idea to just take some time to look at where you are now and what opportunities exist to improve performance and enhance your focus. Success in business is driven by a number of key performance matters and we agree with you where you want and need to focus next.
Our three steps Business Performance Program enable you to explore opportunities for improved performance in an innovative way.
Our aim is to review with you the three key areas of:
- Profit improvement
- Key performance management
- Risk management
You are then able to decide where to enhance focus and improve overall performance.
The Benefits to You
The program consists of 1 to 2 hour meetings during which we consider with you some proactive ideas and explore your tailored priorities in key areas of business performance.
The program provides you with:
- Fresh focus and motivation
- Proactive ideas on performance
- High-tech interactivity
- A copy of each meeting
- A chance to experience how we operate without having to change accountants
- A valuable series of experiences leading to enhanced bottom-line performance
How a Performance Program Works
We help review your ultimate aims and using an innovative and interactive high-tech approach look at key areas of performance that are most important to you.
PROFIT IMPROVEMENT
Review of the key areas of profit and cash generation.
KEY PERFORMANCE MATTERS
What drives success and how to manage these factors.
RISK MANAGEMENT
Review of the key areas of risk and how to mitigate and manage them.
Management
MANAGEMENT MEETING SERVICE
Staying Focused and on Track
A regular and supportive management meeting service
Staying Focused and on Track
Being a business owner involves dedication and no small amount of passion.
It’s a challenging and competitive world, where the only the best succeed and when building a business, it can sometimes feel like a lonely place.
It takes patience, perseverance and drive to create a valuable business. We understand this and our aim with all our clients, is to support them in achieving this – every step of the way.
To feel more in control of your own destiny it is vital to stay focused and on track with your on-going actions.
We help you focus on improved management of key performance.
Our facilitated Management Meeting Service enables you to do just this, staying focused and on track with our regular support and input.
- Driven by strategic objectives
- Looking at your latest management accounts
- Reflecting on the key performance drivers that underpin these results
- Fresh actions with accountability
You are then able to focus on fresh actions with our support.
Our Management Meeting Service is tailored to suit your needs and consists of a series of meetings throughout the year.
The service provides you with:
- Focus on what you really want to achieve
- Structured and consistent meetings
- Regular opportunities to talk at a genuine management level
- A copy of each management meeting
- Our on-going support and encouragement
- Fresh re-energized and accountable actions
How the Service Works
We meet with you at regular intervals to suit your needs. Typically, this is monthly, bi-monthly or quarterly.
YOUR STRATEGIC OBJECTIVES
At the core of all management activities.
REGULAR MANAGEMENT MEETINGS
Management meetings that reflect and focus upon performance drivers.
IDEAS AND PRIORITIES
Fresh actions and responsibilities.
Financial
FINANCIAL MANAGEMENT PROGRAM
Focus on Improved Business Performance
A financial management review service
Ongoing Focus
Being a successful business is very often a long-term commitment.
Your business finances reflect the results of your efforts. We understand this and our aim with all our clients, is to support them in managing their finances in the best possible way.
To stay focused on optimizing performance it is vital to tightly manage financial and key performance drivers.
Our Financial Management Review service enables you to do just this with us.
Success in business is driven by a number of key performance matters and we help you focus on managing these financial drivers. Our aim is to focus with you:
- On a number of performance factors driven by your strategic aims
- A review of key performance drivers
- Current financial management systems
- Ideas on improvements
- Prioritizing focus
You are then able to focus on managing your business with fresh inspiration and with our support.
Our Financial Management Review service is tailored to suit your needs and consists of a series of meetings that start with an introductory meeting where we scope with you a program to suit what you want.
This provides you with:
- Fresh focus and feeling more in control
- Greater awareness of your key profit drivers
- Focus upon any inappropriate reporting
- Proactive ideas
- High-tech interactivity
How a Financial Review Works
We look at your key performance factors that most impact on your success using an innovative and interactive high-tech approach. We also look at your current financial management systems.
KEY PERFORMANCE
Exploring your objective-driven key performance factors.
FINANCIAL REPORTING
Review of your current systems and ideas on how these could be improved.
ONGOING ASSISTANCE
Review of what is possible and how to achieve it.
Succession
Actively Planning for Business Succession
A facilitated and interactive succession support service
Fresh Focus on the Future – Now!
Being a business owner involves dedication and no small amount of passion and is often a life-long commitment.
It takes perseverance, vision and drive to create a valuable business. However, at some stage you will need to withdraw the value from your business and plan to exit. We understand this and our aim is to support you in achieving this.
To feel more in control of your own destiny it is vital to have a clear plan to eventually exit and withdraw the value you have created and how you can achieve this in a sustainable way.
Our interactive facilitated Succession Support Program enables you to plan to do just this.
- A review of what is important to you and what are the key value drivers
- Exploring succession issues
- Supporting your plans
- Implementing your actions
You are then able to focus on the exciting implementation of your plans with fresh inspiration and with our support.
The service provides you with the following benefits:
- Fresh focus and feeling more in control
- Greater awareness of the key value drivers
- Proactive ideas on issues
- High-tech interactivity
- A copy of each meeting
- A chance to experience how we operate without necessarily having to change accountants
- A valuable series of experiences leading to enhanced focus on wealth creation for the owners
How a Succession Program Works
We help you articulate your ultimate aspirations and aims and using an innovative and interactive high-tech approach, look at key areas that drive exit values.
YOUR STRATEGIC OBJECTIVES
At the core of all succession planning.
EXPLORING SUCCESSION ISSUES
A focus on the future and what are your key drivers of value.
CREATING A PLAN
Developing a succession plan with timelines and actions.
Team
Planning for the People Performance You Want
A facilitated and interactive culture and performance review service
Fresh Focus on People Performance
Being a business owner involves dedication and no small amount of passion and patience. It’s a challenging and competitive world where the only the best succeed and building a successful business is very often a long-term commitment.
Business is about people and we understand this and our aim with all our clients, is to support them in building the business culture and people performance they want – every step of the way.
It’s important to take a little time-out, to build clear plans and enhance your focus and direction.
Our interactive facilitated People and Performance Review Program enables you to do just this with us, in an innovative way.
We look at:
- What you want to achieve
- Your brand and culture – internal and external
- People development plans
- Your priorities and actions
You are then able to focus on the implementation of your plans with fresh motivation and with our support.
Our People and Performance Service is tailored to suit your needs and consists of a series of meetings that start with an introductory meeting where we scope with you a program to match what you want.
The service provides you with:
- Greater awareness of the key dynamics of your business culture
- Proactive ideas on key issues
- High-tech interactivity
- A copy of each meeting
- A chance to experience how we operate without necessarily having to change accountants
- A plan for how to develop your people and gain improved performance
How a Program Works
We look at your ultimate aspirations and aims using an innovative and interactive high-tech approach. You decide what’s important to you and where to prioritize your focus.
WHAT YOU WANT
Exploring your goals for culture and people.
BUSINESS CULTURE
A brand and culture review.
EMPLOYEE DEVELOPMENT
Facilitating a people development plan.