OUR PROCESS
Five steps that turn advice into measurable results.
Our methodology is deliberately simple. After more than 20 years in practice we know that complexity is not a sign of expertise — discipline is.
01 — Discovery
We learn the business first-hand
Before any recommendation, we run structured conversations with the owner and the key people, and we review the numbers, contracts and processes.
- Workshop with the owner (3–4 hours)
- Interviews with 3–6 team members
- Review of financial statements for the last 24 months
02 — Diagnosis
Numbers first, opinions second
We build an independent, quantitative picture of the business: margins, cash flow, key KPIs, organisational risks and market position.
- Profitability analysis by segment
- 13-week cash forecast
- Map of operational and organisational risks
03 — Strategy
A plan that fits on a single page
A strategy no one in the company can retell is worthless. We produce a document the owner can walk through in three minutes and the team in five.
- 3–5 priorities with owners and deadlines
- Financial projections and targets
- Risks, assumptions and scenarios
04 — Implementation
In the room with you, not on the sidelines
We do not hand over a PDF and leave. We join key meetings, coach the team and help make sure the first decisions are executed properly.
- Operating rhythm (weekly / monthly / quarterly)
- Coaching sessions for the management team
- Direct support in negotiations and stakeholder meetings
05 — Measurement and correction
Results are measured, not assumed
After 90 days we run a formal review — what worked, what needs adjusting, what comes next. Honest numbers, no window-dressing.
- Review of KPIs against targets
- Corrections to the plan and priorities
- Roadmap for the next three months
Guiding principles
Three commitments we make to every client.
No 'work for the sake of work'
We charge for outcomes, not for hours spent in the meeting room.
No massaged numbers
Bad news comes first, clearly and without softening.
No dependence on us
Our goal is that your team knows more when we leave than when we arrived.