about the founder
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what we do

We refresh business plans for business owners who want to move forward. This can mean moving up, out, sideways or bringing the next generation up!

Our mission is to give business owners the framework to meet their expectations. This may mean repositioning the business, growing the business or winding it down, creating more profit, more sales or developing a plan for getting out of the business altogether.

We focus on delivering against key performance indicators and our remuneration can be tied to that delivery.

Process Cosiderations

Deliverables, skills, skill gaps, training, communications The good, bad and enviable Their needs, who are they with now? Client Auditing Working capital, growth funds, sales opportunity Interests, alliances Target based/focused, Internal communications
The Team The Competitors Your Perfect Client Funding Community Commitment Communication Structures and Needs
OUR CLIENT
The Expectations – what is in their heart? Ownership structure with owners’ roles and skills Business objectives Business Development Process Corporate Distinctive Notable Attributes
Freedom, family, escape, more... Corporation, partnership, trust, unstructured Profit and loss Valuation of client: 2 year relationships Values, alliances, vision and mission, professional networks

Our process can include:

  • The Here & Now Review – Expectations, foundations and building blocks
  • The good, the bad and the ugly interviews – Engaging the "chain"
  • Discipline & Direction agreements – Keeping it real
  • Are we there yet? Review and analysis – It doesn’t stop.