ServicesBusiness Advisory & Strategy
Business Advisory & Strategy
Compliance work tells you what already happened. Advisory work is about what happens next: where the business is going, what is holding it back, and what to do about it.
What a business strategy session involves
A structured four-week process, run once rather than as an ongoing engagement. Week one establishes where the business is now; week two clarifies where you want it to go; weeks three and four turn that into a plan you can act on.
Week 1: Business Analysis
Determining where you are now.
- Business diagnostic
- Goals questionnaire
- Team capacity reports
- Anonymous SWOT with your team
- Financial performance review
- Service and product analysis
Week 2: Strategy Session
Clarifying where you want to go.
- Uncover your direction and purpose
- Connect with your strategic fundamentals
- Understand the strengths you can leverage
- Unearth gaps and weaknesses
- Analyse the data to identify new opportunities
- Identify risks and threats to mitigate
- Pave a way forward to follow
Weeks 3 and 4: Action Plan
Establishing what to do next. You walk away with:
- An assessment of your current situation
- A timeline of actions and priorities for the next 12 months
- A list of options to help you progress the business forward
Free business assessment
The quickest way to see where you stand is the free online business assessment. It takes a few minutes, and the results give us both something concrete to work from on the call.
Guides you can take away
Three checklists we put together for the questions that come up most often, free to download and use.
- Business Health Check A self-audit for established owners, covering financials, marketing, team, premises, equipment and suppliers. Download the PDF
- Getting Your Business Up and Running The first steps for a new business: registrations, finances, branding, team, premises and supplies. Download the PDF
- Start Your Company With Bravo What our company establishment package covers, and what we need from you to get going. Download the PDF
Ready to make a start?
Book a 15-minute callThe detail
More about Business Advisory & Strategy
- What it costs
- The Business Strategy Session is $3,300, with an introductory offer of $1,499. Ongoing monthly coaching is available afterwards where it would help keep the plan on track, but the session itself is a one-off.
- Reporting and insight
- Budgeting and forecasting, management reports, and cash flow reporting, giving detailed information on financial performance, presented so it can actually be used for decisions.
- Setup and advice
- Structure setups and advice for new businesses, and asset protection, helping minimise tax liabilities and build long-term wealth.
- Support for small and medium businesses
- Ongoing support for small to medium-sized businesses, and guidance for investors with medium-sized share or property portfolios.
Ready to work on the business, not just in it?
A free 15-minute call to work out what you need and who you should speak to.
