Our Advisory Programmes

If you fail to plan, you plan to fail

Business Plan

We are passionate about helping you build a successful business... and it starts with business planning

A Business Planning session will require you to take time out from your day-to-day activities to focus on the business. Together we will review past performance and clarify future direction. At the end of the session you will have a Business Plan which will act as a guide to ensure you are on course for success.

Is this service for you?

Every business should have a plan.

Would you like:
Motivation to get out of bed on those hard days
Increased growth, profitability and cashflow
Clarity on where you are headed and steps to get there
Alignment of your business to your personal values and aspirations
A process for sharing these goals with your team
If the answer is yes, contact us to know more!

What is the process?

Let’s meet to understand your needs A complementary meeting Decide that a Business Planning session is for you We’ll send you some pre-work to complete before the session. This will get your mind thinking in the right direction. Work together with our advisor either in person or online to create your plan The business plan is given to you so you can execute.

What you will get

Minimum of 4 hour session with an advisor
Envision what the next three years looks like
Discuss and set business goals for the next 12 months
Establish a 90 day action plan
Identify key metrics to track for success
Identify and solve opportunities and issues within your business
Got questions?

Meet Maia, our virtual team member.

You don't need to pick up the phone or wait for a reply on email, Maia can answer most of your questions here on your device.
Chat with Maia now
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