How we work
4 steps, and the first one is just a conversation
Chemistry Conversation
An unhurried first chat. No pitch, no jargon. Just your story, and whether we are the right people to walk this with you.
Vision Mapping
What you want the business to become, and what you want your own next chapter to look like. Both matter equally.
Opportunity Scoping
We'll highlight where we can contribute the greatest value: the model, the team, the market, and the customer groups you serve.
Roadmap Building
A dated plan with milestones, then the transparency and accountability that makes it actually happen.
How the deal works
Simple, open and tied to results
A Small Monthly Fee
Owners typically pay a small monthly advisory fee while we work on the plan together.
Equity Earned, Not Taken
Any equity is earned through milestones we agree up front, so it only follows real progress.
Profit Share Above A Baseline
Profit share only applies to profit above an agreed baseline, with open books and agreed review dates.
What a roadmap can include
The practical work
Brand & Marketing
Sharpening the story and the marketing activity so the right customers keep finding you.
People & Recruitment
Sourcing and training new team members to build real capacity, plus HR and upskilling that develop the people already doing the job.
Processes & Capacity
Refining and defining how the work actually gets done, so the business no longer depends on you being in every room.
Automation & Efficiency
Taking the repetitive work off the desk so you get more from the hours you already have.
Service Design
Identifying new opportunities that fit your brand, your team, and your audiences to drive revenue.
Ready when you are
Talk it through with someone who has done it
An informal first conversation, with me, about where you are and where you want to get to.