Business Advisory Services for Small & Medium Businesses

TOWARDS GROWTH BUSINESS ADVISORY PACKAGE

Gain Clarity, Direction & Momentum with The Clarity & Direction Review

Running a small business can feel overwhelming — especially when you don’t have clear visibility of your numbers, priorities, or the real drivers of performance. Our Clarity & Direction Review™ is a practical 2-session advisory package designed to give you the clarity, direction, and confidence you need to move your business forward.

If you’re unsure about profitability, pricing, strategy, or your next step, these sessions help you cut through the noise and focus on what truly matters.

What This Advisory Package Is Designed To Solve

Business owners usually come to us because they are:

• Unsure if the business is truly profitable

• Struggling with cash flow or unpredictability

• Unsure about pricing or margins

• Feeling stretched, tired, or stuck

• Lacking strategic clarity for the next 12–36 months

• Wanting expert guidance without jargon or overwhelm

This process gives you clarity, direction, and a solid plan — not spreadsheets, confusion, or theory.

How The Clarity & Direction Review™ Works (2 Sessions)

A simple, structured, supportive process that helps you understand where you are today — and what to do next.

1. Current vs Expectations Alignment (Completed Before Session 1)

Before we meet, you complete a short pre-work exercise that helps us understand:

• How your current performance compares with your expectations

• Your perceived risks, constraints, and points of pressure

• Where you feel confident — and where you feel stretched

• How aligned the business is with what you want it to achieve

This prepares us for a meaningful discussion during the first session and ensures we focus on the areas that matter most to you.

2. Session 1 — Deep-Dive Conversation

In our first session, we work through a structured, plain-English conversation that:

• Maps out the key activities across your business

• Shows how each area contributes to value (or drains it)

• Highlights bottlenecks, gaps, duplication, and inefficiencies

• Connects operational activity with financial outcomes

• Makes it easier to see what is driving — or holding back — performance

This conversation provides real clarity on what is happening inside the business and why certain results are appearing.

3. Session 2 — Build Your 90-Day Action Plan

In our second session, we translate insights into action.

You walk away with:

• A focused 90-day action plan

• Clear priorities that move your business toward your medium-term goals

• Simple, practical steps you can implement immediately

• Clarity around pricing, margins, capacity, structure, and financial direction

• A pathway to long-term improvement

You can implement the plan yourself, or we can support you through advisory, consultancy, CFO services, or — where appropriate — an Advisory Board.

Key Benefits of This Advisory Package (Delivered in Our Mentoring Style)

Even though we don’t sell “mentoring” as the product, our style remains warm, supportive, and practical.

Clarity & Confidence

You finally understand what’s going on in your business — and what to do next.

Better Decision-Making

Decisions become easier when you have clear priorities and simple financial insights.

A Realistic, Actionable Growth Path

A plan that works in the real world — not a consultant’s theory.

Support & Accountability

You’re not doing this alone. You have an experienced advisor beside you.

A Calm, Structured Approach

Perfect for overwhelmed owners who need space, clarity, and direction.

Why This Matters for SMEs

Most business owners don’t have a sounding board, financial clarity, or a strategic plan.This review helps you:

• Strengthen profitability

• Improve cash flow

• Avoid blind spots and mistakes

• Reduce stress

• Make confident decisions

• Build a business that supports your life, not the other way around

This is not about fixing problems quickly — it's about building long-term stability and direction.

What You’ll Walk Away With

By the end of the Clarity & Direction Review™, you will have:

• Clear insight into your business’s current performance

• A deeper understanding of what is working and what needs changing

• A practical roadmap for the next 18 months to 3 years

• A focused 90-day action plan you can start immediately

• Better visibility of pricing, margins, capacity, structure, and growth potential

• Confidence and direction for your next stage of business

This is the foundation you need to make smarter, more profitable decisions.

Ready to Gain Clarity & Direction?

If you’re ready to make confident financial and strategic decisions: