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

What's the process?

Consultation

Let's meet to understand your needs. It's complimentary

Say YES

Decide that a business planning session is right for you

Complete Pre Work

We'll send you some pre=work, to get your mind thinking in the right direction

Do the Plan

Work together with our advisor, either online or in-person, to create the plan

Execute the Plan

The business plan is given to you to 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
What is involved
Spend time with one of our advisors, who have also run their own business. You'll dig deep into your purpose, vision and values as a foundation for understanding why you do what you do. We'll then get into aspects like your target audience and what makes you stand out from the rest.

And we'll finish with some visionary work and goal setting, with how you will measure progress that matters.
Upon inquiry into this program, ask us about funding options for up to 100% of the course.