Owning and operating a business is hard work, our monthly Coaching programme provides you with accountability and support to ensure you make the best decisions for you and your business. We’ll work together to develop strategies to achieve your desired work outcomes and gain the lifestyle you want.
Whether your business needs guiding through a major change, or simply wish you have regular contact with the coach, we’d love to help.
Financial Awareness Coaching
The robustness of family trusts is coming under considerable scrutiny as a result of Law Commission review, resulting in a massive wakeup call for Trustees, Our Trust Review service examines your Trust set up, identifies any administration gaps, and ensures your Trust the
We’ve developed a number of resources and templates to help you to understand the complicated topic and to help you develop an effective Memorandum of Wishes. Most importantly, this service provides a framework to ensure your Trust is meeting its objectives.
Cashflow planning is best practice in any business and critical to survival and growth. Our Cashflow management service is designed to help you improve your Cash Conversion Cycle and maximize your cash flow. It will allow you to predict large cash outflows and respond to changes in your business.
Managing cash flow is all about your business processes. After preparing a Cashflow Forecast we’ll conduct a thorough review of your processes and identify any potential causes of poor cash flow so that we can treat the underlying issues.
We’ll meet with you on a quarterly basis to monitor,
Cashflow Management Seminar
Making a great profit in your business is one thing, but that’s not much comfort to you if your cash flow is bad and what’s left in your bank account does not relate to your business profits.
Join us for this 90-minute seminar covers the seven most powerful ways to improve your business profitability. We’ll help you identify ways to maximize business efficiency, improve profit and cash flow and gain clarity on how to better lead and manage your business.
Take time out from working in your business to look at your business in a new light. Challenge yourself to set a clear roadmap for your business so that you achieve your business and personal goals.
No generic packages – we tailor make the solutions for you
Not Currently a client? We’d also be happy to discuss your business at a complimentary meeting.
As a business owner you can at times feel alone and unsupported, spending little time working on your business and trapped in the day to day technical aspects. Our quarterly Coaching service provides you with increased accountability and support so that you achieve the results you want from your business. The performance against forecasts and access to an expert sounding board to ensure you continue working towards your goals.
Proactive Accounting Meeting
During the meeting, we’ll identify your burning issues, opportunities and potential tax efficiencies, and establish goals and strategies to achieve them. We’ll also have a strategic discussion about the current and future direction of your entities.
Following the meeting, if required, we’ll prepare a proposal for services, with all costs priced upfront, whether this be strictly for Business Development work and/or compliance.
Succession Planning helps you clarify what you want
We’ll begin the half-day Succession Planning session with a presentation providing an overview of important considerations, succession options and processes relevant to your business. We will then work with you to define your succession timeline and identify your ideal succession scenario, opportunities to improve your business value and vulnerabilities you need to manage, documenting them In a robust Succession Plan.
We’ll then set 12-month goals and quarterly goals and actions to achieve these. As a result, you’ll have a roadmap to guide decision making and ensure your business is on the business is in the best position to achieve maximum return on your hard work and investment.
You can simply purchase the Life Organiser and complete it yourself or have a review meeting where we’ll manage the process and advise you of any actions we think would benefit you and your estate. Upon completion of your Life Organiser, we’ll store an electronic copy for you – to be reviewed annually when we meet to discuss your financials.
KPI Improvement Coaching
First, we’ll help you establish what your key drivers are. These may be financial (e.g. gross profit margin), or non-financial (e.g. customer satisfaction ratings). We’ll teach you how to measure each KPI and set improvement targets, Once you’re confident measuring each KPI we’ll provide monthly coaching to help you implement a tactical plan focusing on the business processes and behavioural changes required to ensure improvement.
Investing a little time each week and making simple changes can dramatically improve your KPIs, thus positively impacting your business performance and personal life.