Ongoing business advisory for service businesses

Growing businesses face a steady stream of decisions: a new service, a second location, a large client, a key hire, a shift in the market. Many of them benefit from an outside view from someone who knows the business, its numbers and its systems.

Ongoing advisory provides that view on a regular schedule, so decisions are made with structure instead of in a rush.

It is also useful when nothing is urgent. Regular time to step back, look at the business as a whole and ask what should change next is often the first thing to disappear when a team is busy, and it is usually where the best decisions come from.

Sessions follow your priorities, with a consistent rhythm.

Agendas are set ahead of each session, with input from you, so the time goes to the questions that matter most right now rather than a fixed checklist.

• Progress on the growth plan and key measures
• Decisions coming up and the options for each
• New opportunities and risks
• Team and capacity questions
• Offer, pricing and positioning adjustments
• Systems and process priorities
• Agreed actions, each with a responsible person

Advisory sessions draw on your real numbers. Where we also run your reporting, sessions start from live data. Where we do not, we agree on the figures to bring.

Every session ends with clear actions, recorded and reviewed at the next one.

When a decision needs more analysis than a session allows, such as modeling a new location or a pricing change, we prepare it between sessions and bring the results back for discussion.

Advisory often surfaces work for other areas, such as a marketing push, a process fix or an automation. When it does, we scope it and sequence it against your priorities, whether we build it or your team does.

The cadence is set with you and can change as the business moves through different stages.

We keep a running record of decisions and the reasoning behind them, which helps when a question comes up again months later or a new team member needs context.