Knowledge + Experience
As a business owner, having access to someone that’s independent, yet knowledgeable with the right experience is often the ‘missing link’ in achieving sustained success.
We’ve worked with business owners across every industry, in every type of operational structure and with ownership interests from lone wolves to multi-director and mixed share-holder businesses.
We’ve assisted business owners in all aspects of business including marketing, sales, finance, accounting, tax, commercial law, people management, leadership, succession, exit, and retirement planning; interlinked with helping the business owners and their families integrate strategies for their own personal wealth management and asset protection.
With our ongoing work with clients across various industries and geographic locations, we are uniquely placed to capture real-world insights and remain abreast of operational impacts across the wider economy. We harness this knowledge and experience to assist business owners make fully informed and strategic decisions.
Our Strategic Business Advisory services encompass:
> Advisory Board: Monthly or Quarterly structured meetings where we review your financial reports and results, look at cashflow forecasts, align financial and business strategies and act as a sounding board for decision-making.
> On Call, Ad-Hoc Helpline: This is the equivalent of a ‘phone-a-friend’ solution for business owners. An on-call helpline, sounding board and trusted confidant that you can reach out to as needed for assistance with strategic, financial or business issues.
> One Page Strategic Plan Reviews: It’s been described as having someone check your home-work, however we prefer to call it your ‘voice of reason’; we use our pragmatic and independent role to challenge your assumptions and thinking so you avoid missed opportunities or costly mistakes.
If you’d like to tap into our knowledge, skills and experience, reach out to us and we can set up a discovery meeting to start your Exhilarating Business™ journey and discuss how our strategic business advisory can help you achieve sustained success.
Let's Work Together.
Success – what does that look and feel like to you?
For some, it’s more money, profit, growth, cashflow or wealth so that they can live and even indulge a little.
For others, it’s more time, freedom, clarity and focus so they can live more and enjoy what life has to offer.
For those working with us, it’s all that and more.