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
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
- Optimizing your differentiated advantages and opportunities
- Resolving or effectively resourcing challenges
- 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
Strategic
- 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
- 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
Start-Ups
- Looking at the most important things to you and your personal goals
- Articulating your business objectives
- Focusing on growth plans and finances
- Prioritizing actions
- 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
Growth
- 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
- 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
Performance
- Profit improvement
- Key performance management
- Risk management
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.
- 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
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.
- Fresh focus and feeling more in control
- Greater awareness of your key profit drivers
- Focus upon any inappropriate reporting
- Proactive ideas
- High-tech interactivity
Succession
- A review of what is important to you and what are the key value drivers
- Exploring succession issues
- Supporting your plans
- Implementing your actions
- 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
Team
- What you want to achieve
- Your brand and culture – internal and external
- People development plans
- Your priorities and actions
- 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