How I Help
Structured approaches to find what you are missing
The Process
Every engagement follows a proven methodology refined over 25 years.1
Discovery
2
Analysis
3
Recommendations
4
Action Plan
Business Growth Diagnostic
“I know we can do better, but I cannot pinpoint where.”
A focused engagement to identify your highest-impact opportunities. I analyse your operations, financials, and market position to find the improvements that will make the biggest difference.
What You Get
- Comprehensive diagnostic across 8 business dimensions
- Identification of your top 3-5 improvement opportunities
- Quantified potential impact for each opportunity
- 90-day action plan with specific next steps
- Follow-up session to review progress
Business Value Assessment
“What is my business actually worth?”
A thorough assessment of your business value using multiple methodologies. You get not just a number, but a clear understanding of what drives your value and how to increase it.
What You Get
- Valuation range using 3+ methodologies
- 8-dimension business strength scorecard
- Value driver analysis showing what matters most
- Gap analysis vs. industry benchmarks
- 12-month roadmap to increase value
- Executive summary suitable for banks or investors
Exit Strategy Session
“I want to sell in the next few years. Am I ready?”
A comprehensive assessment of your exit readiness. I look at your business through a buyer’s eyes to identify what will attract premium offers and what might derail a deal.
What You Get
- Exit readiness assessment across 12 criteria
- Realistic valuation expectations
- Buyer profile analysis: who would buy and why
- Deal-breaker identification and remediation plan
- Fix-before-sell priority list
- Optimal timing recommendations
- Introduction to M&A process and next steps
Ongoing Advisory
Some clients want continued support as they implement recommendations or prepare for exit. I offer retained advisory arrangements tailored to your needs, typically including:- Monthly strategy sessions
- Ad-hoc advice and problem-solving
- Progress tracking against goals
- Access to my network of specialists
