Business Advisory Services

Discovery

DISCOVERY PROPOSITION

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.

The Benefits to You of Re-Energizing

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

STRATEGIC PROGRAMS

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.

The Benefits to You of Fresh Focus

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

BUSINESS 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 Benefits to You

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

TOP-LINE GROWTH PROGRAMS

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.

The Benefits to You of Focus

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

BUSINESS PERFORMANCE PROGRAMS

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.

The Benefits of Management Meetings

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.

The Benefits to You

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

BUSINESS SUCCESSION PROGRAM

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 Benefits to You

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

TEAM AND CULTURE PROGRAM

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.

The Benefits to You of People Performance

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.

Coaching

Executive Coaching

Financial Coaching

Leadership Coaching

Management Coaching

Coaching

Transform Your Career

Enabling High-Performance Leadership through Strategic Alignment and Optimization

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.

Executive Coaching

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Financial Coaching

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Leadership Coaching

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Management Coaching

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Consulting

Business Consulting

Financial Consulting

Management Consulting

Technology Consulting

Consulting

Transform Your Operations

Recommending Solutions to Improve Processes and Outcomes

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.

Business Consulting

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coach and lead with strategy pyramids and maps as well as performance management metrics via balanced scorecards, dashboards, and KPIs. It’s important to align business units vertically with organization-wide goals. Execution of strategy and vision articulation are critical.

Aligning Strategy • CFOs are strategic business partners • Strategy, board, revenue opportunities, and cost management • Human resources, legal, technology, and/or operations

Financial Consulting

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Management Consulting

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Technology Consulting

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Speaking

Keynotes

Seminars

Speaking

Transform Your Future

Facilitating Keynotes and Seminars to Enhance Teams

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.

Seminar 1

Seminar 2

Seminar 3

Seminar 4

Seminar 5

Seminar 1

Seminar 2

Seminar 3

Seminar 4

Seminar 5

Keynotes

Keynote 1

Keynote 2

Seminars

Seminar 1

Seminar 2

Seminar 3

Seminar 4

Seminar 5

Board and Committee

Communication

The Financial Executive

Leadership

Networking: Connector

Nonfinancial Manager

Professional Brand

ONLINE DESCRIPTIONS:

Track I: Leadership Concepts

This track introduces leadership and management. Effective leaders build credibility and trust through action. It is critical as leaders to conduct oneself with integrity and ethics. Leadership exists in many forms. A leader can have positional authority. However, positional authority does not necessarily equate to leadership. Leadership transcends position. One must know when to lead and when to follow. A direct report or team member can and will weave in and out of lead and follow modes.

Module 1: Leadership versus Management

Quite often used interchangeably, leadership and management are two different concepts that can overlap. Join us to learn how and why one can and should lead irrespective of title or position. We cover some of the key qualities that make a great leader. We also discuss when it is appropriate to follow and when one should lead.

Module 2: Leadership Styles and Qualities

Leadership requires trust, building relationships, and empowering members to own the process and desired outcomes. Great leaders create synergy and foster engagement while harnessing the energy and talents of members. They know how to lead meetings effectively and efficiently while maintaining a good balance of process and desired outcomes. Committing to the growth of people, they learn how to establish direction, align people, and motivate and inspire.

Module 3: Leadership Credibility

Integrity. Ethics. Trust. This course focuses on the most important leadership concepts. Professional relationships do not exist without these elements. With them, you inspire business success, loyalty and commitment, higher levels of performance, and positive climate and culture.

TRACK II: Organizational Excellence

This track focuses on the organization and leadership of teams. From climate and culture to cross-functional teams to performance metrics, processes, and governance, we will take a look at business strategy and execution. Businesses that vertically align achieve their desired outcomes. Join us to learn what organizational excellence is including best practices and how to apply them.

Module 1: Organizational Excellence Defined

We all strive to exceed stakeholder expectations. What if there was a way to align and improve standards and processes while engaging and motivating employees to deliver exceptional products and services? Building collaborative teams with diverse skill sets and supporting continued growth and professional development plans is essential.

Module 2: Organizational Excellence – How To and Best Practices

Effective organizations understand that through continuous improvement, they can achieve optimal win-win outcomes. Learn organizational excellence best practices, including how to apply.

Module 3: Strategy and Execution

Successful executives make effective and timely decisions. Informed decision making is critical for the day-to-day operations and long-term strategic direction and vision for any organization. In this course, you will grow your critical thinking and decision-making skills. Through new-found confidence, you will be able to execute when presented with various scenarios leveraging available resources and relevant information.

Track III: Executive and High-Performance Leadership

This track focuses on you as a leader. We will invest time together on the role of executives. To achieve organizational excellence, strong leaders create synergy and vision all while maintaining self-awareness and emotional intelligence. Great leaders know how to build collaborative teams, committing to the growth of people. They learn how to establish direction, align people, and motivate and inspire.

Module 1: Executive Leadership

Senior leaders bring both breadth and depth to the table. Join us to elevate your role to the level of a business partner. Engaged with several moving parts, senior executives are responsible for and support many business units. They have an ability to influence and guide teams to meet organization-wide goals, set policy, engage in overall decision-making, and lead strategic planning initiatives.

Module 2: High-Performance Leadership

Move from good to great. Effective leaders manage their time and resources. They know how to create synergy and provide constructive feedback. High-performing leaders set and articulate vision, both inspiring and motivating engaged teams to achieve goals. Self-aware and valuing 360-degree feedback, these leaders are always seeking to improve.

Module 3: Leadership Team Collaboration and Development

Great leaders invest in their organization’s most important asset: People. Successful organizations improve results through talent management. Great leaders serve as coaches and mentors. They show a vested interest in and develop direct reports. Great leaders know how to build collaborative teams, committing to the growth of people. They learn how to establish direction, align people, and motivate and inspire.

Track IV: Interpersonal Strategies for Leaders

Great leaders are storytellers. They recognize the importance of and develop strong interpersonal skills. The higher you ascend in an organization, the more important communication skills are. Formulating and communicating strategies and vision, leaders lead in inspiring ways all while guiding the organization to achieve desired goals and outcomes. Executive presence, developing a brand, and building a strong professional network are also important.

Module 1: Communication Strategies for Leaders

Great leaders have mastered the art of sharing vision and strategy. It’s important for leaders to balance confidentiality and transparency. As a professional, you are held to a higher standard when it comes to protecting and communicating information. A two-way street, leaders know how to listen actively in addition to delivering their message. Great leaders provide constructive feedback with tact as they inspire and motivate followers to continuous improvement.

Module 2: Presence and Brand Development

Executive presence: Both nonverbal and verbal communication are critical. Join us as we cover perceived value and developing a brand.

Module 3: The Art of Collaboration and Relationship Building

Business development and aligning with strategic partners are keys to success. Leaders know the importance of surrounding oneself with talent, both internal and external to the organization. Professional networking adds tremendous value.

The Financial Executive
Controller versus CFO (Business Partner)
Origin of Value and Planning Continuum
Corporate Culture and Business Plans
Strategic Planning
Lean Management, Best Practices, and Turning Data into Knowledge
Ethical Leadership
Employees
Oversight of Human Resources and Information Technology
Project and Change Management
Communication and Presentation Skills

Nonfinancial Manager

Nonfinancial Manager