Business Advisory
Transform Your OperationsAdvising Business Owners and Executives Helping You Achieve Organizational Excellence – Business Advisor
Business Advisory
CFO Advisory
Helping Benchmark and Improve Financial Performance
Executive Facilitation
Facilitating C-Suite Sessions and Peer Groups to Enhance Teams
Organizational Strategy
Assessing Performance and Recommending Solutions to Improve Processes and Outcomes
Helping You Find Success with Business Advisory
Business Advisory: Guiding and Transforming Businesses. Helping You Achieve What’s Possible.
It’s an ever-evolving and competitive business world, where only the best-in-class succeed. Building and sustaining a thriving business is very often a long-term commitment. It takes time to create a valuable and rewarding business, together with passion, vision and drive. Through business advisory, our goal is to support you proactively in achieving your goals – every step of the way.
When we understand what is important to you, we can customize our help to what you want. As business advisor, we are available as matters need attention and support.
Success in business is driven by a number of key performance matters and we aim to agree with you where you want and need to focus and prioritize.
From time to time these challenges or opportunities vary, but we are always there as your strategic business advisor and in for the long-haul encouraging and inspiring success.
Our goal: To help you optimize and take advantage of YOUR opportunities.
Business Advisory Success Stories
Executive
Services
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What is Business Advisory?
What is Business Advisory?
Through our client advisory services as active strategists, we help you leverage resources including technology and management best practices to align company goals, processes, and business units. Through a collaborative approach, we as advisors assist clients with process improvements and accountability.
Think of it as adding a chief operating officer COO with financial expertise to your team.
Client Advisory Services, Client Accounting Services, and CAS
Are client advisory services and client accounting services the same? They are both called CAS.
Whereas client accounting services have primary emphasis on monthly accounting, client ADVISORY services encompass the whole business model.
We as your business advisor view the relationship long-term helping you deal with ongoing challenges.
Using various perspectives and lenses, we as your advisor serve as a guide. With breadth and depth expertise in business and financial matters, providing a unique perspective understanding the big picture, 30,000-foot view, in addition to successful strategic goal implementation.
It’s important to understand and know the entire business model in addition to the financials.
COO and CFO | Chief Operating Officer and Chief Financial Officer
Think of business advisory as combining business administration and operations acumen with financial expertise. Accounting is the language of business. Let our business and financial acumen help take your business to the next level.
Business Advisor Improving Businesses through Business Advisory
As executive advisor and executive coach, we help our current and emerging business leader clients achieve what’s possible. Our clients are innovative, progressive, and visionary through their continuous growth mindset. Embracing innovative change, they are open to constructive feedback, committed yet balanced, authentic and visionary, and embrace open communication.
How Do I Know if Business Advisory is Right for Me?
It’s a challenging and competitive business world, where only the best succeed. Building and growing a thriving business is very often a long-term commitment. Through multidimensional experiences, we can help as we do with all our clients – every step of the way.
Who is Business Advisory for?
As executive advisor and executive coach, we help our current and emerging business leader clients achieve what’s possible. Our clients are innovative, progressive, and visionary through their continuous growth mindset. Embracing innovative change, they are open to constructive feedback, committed yet balanced, authentic and visionary, and embrace open communication.
Business Advisory vs Executive Coaching vs Executive Consulting
Effective executive leadership is the ability of those who lead or direct employees in a business to influence and guide teams.
Business Advisor (client advisory) – We build and grow long-term relations with our clients. Helping you achieve what’s possible. Ongoing business advisors helping you navigate the competitive business landscape. Transforming businesses through ongoing support. Helping you turn challenges into successful opportunities.
Executive Coach – Whereas our business advisory and executive consulting focus more on your business, executive coaching emphasizes you as a business professional. We as executive coach help draw out higher-levels of performance from you as the professional. Great coaches ask great questions. You do most of the talking.
Executive Consultant – As executive consultant, we consult with business owners and executives, providing professional services. Generally, the relationship is short-term in nature. The focus is typically on a specific business function or task (i.e., financial consul, information technology assistance, human resources recommendation). Clients typically onboard us as consultants to help solve a specific problem.
Ongoing Focus
Executive teams are accountable for driving business results. When we understand what is important to you, we can tailor our help to what you want and be on hand as matters need attention and support.
Success in business is driven by several key performance matters and we aim to agree with you where you want and need to focus and prioritize.
Fresh Focus and Feeling in Control
Our interactive facilitated strategic service enables you to do just this with us, in an innovative way.
- Looking at what are the most important things to you
- Articulating your business objectives
- Focusing on growth plans and their financial impact
- Prioritizing your next actions
You are then able to focus on the exciting implementation of your plans with fresh inspiration and with our support.
Benefits to You
The Benefits to You of Strategy
Our strategic service is tailored to suit your needs and consists of a series of meetings or a retreat. The strategic service provides you with:
- Fresh focus, motivation and inspiration
- Buy-in and alignment from owners
- Proactive ideas on performance
- Facilitated interactivity
- A valuable strategic experience leading to enhanced focus on growth and your goals
The Benefits of Quarterly Meetings
Our facilitated quarterly meetings are tailored to suit your needs and consists of a series of meetings throughout the year.
The service provides you with:
- Focus on what you really want to achieve
- Structured and consistent meetings
- Regular opportunities to talk at a genuine management level
- Our on-going support and encouragement
- Fresh re-energized and accountable actions
The Benefits to You of Business Performance
The engagement consists of interactive meetings during which we consider with you some proactive ideas and explore your tailored priorities in key areas of business performance.
The review provides you with:
- Fresh focus and motivation
- Proactive ideas on performance
- Facilitated interactivity
- A valuable series of experiences leading to enhanced bottom-line performance
Collaborative and Tailored
When we understand what is important to you, we can tailor our help to what you want and be on hand as matters need attention and support.
Success in business is driven by a number of key performance matters and we aim to agree with you where you want and need to focus and prioritize.
Our Business Advisory Approach
What We Do
Specializing in strategy execution and business advisory, we partner with business leaders as your strategic executive advisor and business coach. We transform organizations through business advisory, CFO advisory, executive facilitation, and strategic planning.
Our Process…Is All about YOU
Through business advisory, we help you focus, clarify, and execute your strategic goals.
How It Works
Schedule a Free 1:1
NO RISK – It starts with a free collaborative and exploratory meeting where you can see how we work.
Choose a Business Advisory Plan
INSPIRATION – With our help and support you can enjoy enhanced focus and motivation.
TAILORED – Programs are adapted to suit exactly what you want.
Reach Your Goals
GOAL DRIVEN – At the core are key action items that help you stay focused on your goals and on track.
