Three Ways We Can Help
Each service addresses different business needs. Choose what fits your current situation, or speak with us to determine the right approach.
Back to HomeChoosing the Right Service
Each option serves different purposes. Here's how to think about which might suit you.
Need Clarity?
If you're uncertain about where your business stands or what to prioritise, start with a Business Health Check.
Facing Change?
If your business is adapting to new circumstances or growth, Change Navigation provides ongoing support.
Financial Planning?
If you need better financial visibility and planning, Financial Planning Support creates practical frameworks.
Not certain which service fits your situation?
Have a conversation with us. We'll discuss your circumstances and recommend the most appropriate approach, even if that means suggesting you don't need our services yet.
Discuss Your Needs
Business Health Check
An honest assessment of how your business is performing across key areas. Rather than looking for problems, we're looking for the full picture—strengths to build on as well as areas that might benefit from attention.
What's Included:
- Financial performance review examining profitability, cash flow patterns, and cost structures
- Operational efficiency assessment looking at workflows, bottlenecks, and resource utilisation
- Market position analysis considering competitive landscape and customer satisfaction
- Team and capability evaluation assessing skills, alignment, and development needs
- Customer satisfaction insights through feedback analysis and relationship review
- Prioritised findings report with clear recommendations and suggested next steps
One-time investment for comprehensive business assessment
Change Navigation
When your business needs to adapt—whether to market shifts, growth challenges, or new opportunities—having an experienced perspective can help you navigate more smoothly. This service provides ongoing support as you work through significant changes.
What's Included:
- Initial situation assessment to understand current state and desired outcomes
- Change planning workshop developing practical roadmap and identifying potential obstacles
- Fortnightly progress consultations tracking implementation and addressing challenges
- Stakeholder communication guidance ensuring team and customer alignment
- Problem-solving support as issues arise, providing experienced perspective
- Three-month engagement with flexibility to adjust based on evolving needs
Three-month engagement with fortnightly consultations
Financial Planning Support
Clear financial planning helps businesses make better decisions about investment, pricing, and resource allocation. This service works with you to develop practical financial plans and forecasts based on realistic assumptions.
What's Included:
- Current financial analysis reviewing revenue streams, costs, and profitability
- Cash flow forecasting developing reliable predictions for planning purposes
- Budget development creating practical spending frameworks aligned with goals
- Scenario modelling exploring what-if situations and potential outcomes
- Monthly review sessions for six months tracking actuals against plan
- Ongoing plan refinement adjusting forecasts as circumstances change
Six-month engagement with monthly review sessions
Combining Services
Many businesses benefit from using multiple services either simultaneously or sequentially.
Common Progression
Starting with a Business Health Check provides clarity about where to focus effort. This often leads naturally to Change Navigation for implementation support or Financial Planning Support if financial systems need strengthening.
Simultaneous Support
Some businesses combine Financial Planning Support with Change Navigation when managing significant transitions that require both strategic guidance and solid financial frameworks. We coordinate these efforts to avoid duplication.
Flexible Approach
There's no requirement to commit to multiple services upfront. We recommend starting where the need is clearest, then determining what additional support would be valuable based on what we learn together.
Getting Started
The process of working together is straightforward and begins with a conversation.
Initial Discussion
We talk about your situation, what you're hoping to achieve, and whether one of our services seems appropriate. This conversation is informal and carries no obligation.
Clear Agreement
If we proceed, we'll outline exactly what the engagement involves, what you can expect from us, and what we'll need from you. Everything is documented clearly before we begin.
Begin Working
We start the selected service according to the timeline we've agreed. Communication remains open throughout, and we adjust our approach as needed based on what we learn.
Questions About Which Service Fits?
We're happy to discuss your situation and recommend the most appropriate approach. There's no pressure to commit, just a straightforward conversation about what might help.
Get in Touch