We support business owners and organisational leaders on the issues that matter most: from strategic clarity to governance, leadership, and transitions. Our advisory engagements are practical, independent, and tailored to each organisation’s context.

Strategy

  • Designing and facilitating annual strategic planning processes
  • Contributing to strategy formulation and prioritisation through advisory board participation
  • Bringing a long-term, strategic mindset to operational, financial and investment decisions
  • Helping leaders align around a shared direction and communicate it effectively
  • Facilitating strategy conversations that integrate owner, board, and executive perspectives

Owner strategy and family business dynamics

  • Helping owners articulate goals across succession, exit and growth horizons
  • Facilitating alignment between owners, family members and executive teams
  • Clarifying roles and expectations between ownership and leadership
  • Designing strategies that reflect both business needs and family context

Organisation

  • Supporting founder-to-CEO transitions and role clarity at the top
  • Designing incentive systems and performance frameworks
  • Coaching senior executives and developing leadership capability
  • Improving team dynamics and decision-making effectiveness within leadership teams

Financial management

  • Helping ensure that leaders receive accurate and timely financial and non-financial information
  • Ensuring capital management is aligned with business strategy and shareholder expectations
  • Bringing financial rigour to operational decision-making
  • Providing commercial input on restructures, shareholder negotiations and capital changes

Governance

  • Establishing or strengthening advisory boards and governance forums
  • Enhancing board effectiveness through clearer roles, better meetings and decision discipline
  • Supporting chairs and owners on governance succession and transition
  • Developing board and committee charters, policies and operating rhythms

Special situations

  • Acting as a trusted adviser during crisis, conflict or high-stakes transitions
  • Supporting owners during shareholder disputes with clarity, independence and discretion
  • Supporting owners and executives through periods of turbulence or impasse
  • Helping re-establish clarity, structure and momentum when it matters most