Unlocking business potential

We’re here to make a real difference to our clients.  Delivering a high-quality, efficient compliance service is just part of that.  Helping our clients to develop, improve and grow their business is the next natural step. Our business development offerings are practical and tangible services that create long term value for clients.

Business and strategic planning
A strategic plan is essential for every business. It incorporates a vision of your goals and as the starting point for all businesses, should be linked in to your business plan. A solid business plan ensures you don’t overlook any vital issues and should be the basis for any decision making. The outcome of this service is to identify and prioritise goals, both short term and long term, create strategies to achieve your goals, enable you to review actual performance against targets and establish a 90 day action plan to address immediate and critical issues.
Download this pdf that outlines the plan and benefits of business planning with us.

Business coaching
Our business coaching service is targeted at helping your business achieve its goals and getting the very best out of your business with a structured monthly meeting to keep you on track. We assist you to identify areas for improvement, develop and monitor Key Performance Indicators (KPI’s) and help keep you answerable for implementing changes which contribute to growth.
Download this pdf that outlines our quarterly business coaching plan.


Trust review
The robustness of family trusts is coming under considerable scrutiny as a result of the recent Law Commission review, resulting in a massive wakeup call for trustees.   Our trust review service examines your trust set up, identifies any administration gaps, ensures your Trust is compliant with legislation and that trustees are meeting their obligations.

We’ve developed a number of resources and templates to help you to understand this 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.
Download the outline and benefits of the trust review.

Your organisational review
Many businesses do not have absolute clarity around their team’s defined roles and responsibilities. This often results in owners wearing too many ‘hats’, meaning they have precious little time to spend in a strategic sense, or on high-level activities that create real value for the business.
An organisation review will help you to build a functional organisation chart, visually defining departments, functions, roles and responsibilities. We will help you to structure your business so that it is more sustainable, scalable, and, ultimately, saleable.
Read more about the outline and benefits of an organisational review.

Your succession planning
It is important you plan early to get the very best price you can for your business when the time comes to move on. We can help you design your exit strategy now, contact us today.