Strategic business planning and coaching

You might feel alone as a business owner, juggling multiple responsibilities day to day. Monthly or quarterly coaching provides a regular forum to bounce ideas around and make plans. It’s about accountability and ongoing support.

• Stay on track with your business plan and goals.
• Identify and resolve burning issues early.
• Gain clarity on your priorities and maintain momentum.
• Tap into our collective wisdom for strategies and solutions.

You’ll meet with a senior team member who’ll help review your results and clarify where improvements can be made. We’ll also discuss ideas to overcome obstacles and stay aligned with your long-term direction.

This service focuses on the numbers that really matter—your key performance indicators. We’ll help you identify and measure these, then put steps in place to improve them.

• Learn how to capture and interpret 3–5 critical KPIs.
• Streamline processes to boost efficiency and profit.
• Encourage accountability by setting meaningful targets.
• Gain insight into how you can increase productivity and reduce bottlenecks.

We meet regularly to review progress, refine strategies, and keep you accountable for ongoing improvements in your KPIs.

Understanding your financials is the foundation of solid decision-making. This coaching arms you with the knowledge to interpret reports and manage cashflow effectively.

• Get comfortable with key accounting concepts and terms.
• Learn to produce and interpret your own financial reports.
• Understand how small changes can have a big effect on your bottom line.
• Discuss new ideas and solutions between sessions as needed.

Our goal is to give you confidence in your numbers so you can make faster, more informed decisions.

Success often starts with a plan. Business planning is a focused session where we work together on your vision, goals, and action steps.

• Step away from daily tasks to clarify your direction.
• Establish realistic financial and performance targets.
• Break large objectives into manageable tasks.
• Identify any potential risks or opportunities early.

By the end of the process, you’ll have a concise one-page plan and a clear set of strategies to achieve your goals.

Every business needs an exit or transition strategy, even if you’re not thinking of leaving soon. We guide you through the steps to secure your future value.

• Clarify personal, family, and business objectives.
• Identify and plan for potential successors or buyers.
• Address any legal, tax, or structural gaps ahead of time.
• Strengthen systems and processes for a smooth handover.

By beginning early, you’ll avoid stress later and help ensure you get the best result when the time comes.

Poor cashflow is a leading cause of business challenges, even when sales are strong. We help you forecast, plan, and monitor your cash so you can respond to changes effectively.

• Pinpoint and fix the underlying causes of cashflow issues.
• Set up a realistic cashflow forecast and regularly compare it to actuals.
• Tackle short-term gaps before they become problems.
• Reinforce habits that lead to stable growth and a healthier bottom line.

This helps you plan investments, avoid late fees, and fund your next big step.

Good governance helps you make better decisions and manage risk. We’ll support you in setting up a structure that adds value and aligns everyone on the same path.

• Separate operational and strategic responsibilities.
• Define clear roles for directors, managers, and stakeholders.
• Assess your current board and create a governance action plan.
• Set annual and quarterly goals that the entire team can follow.

Effective governance means fewer surprises and a board that’s actively driving success.

Many owners wear too many hats. This service helps you build a functional organisational structure that clarifies roles and responsibilities.

• Reduce overlap and confusion in daily tasks.
• Redistribute lower-level tasks so you can focus on strategy.
• Increase team satisfaction through clear opportunities for growth.
• Strengthen business continuity, making your company more sustainable.

We’ll review your current layout, provide recommendations, and help you refine a final structure that serves your long-term goals.