Advisory & Project Support

Experienced Perspective. Practical Solutions. Greater Freedom.

With more than 30 years of business and consulting experience, including PwC and Unilever, I work with selected business owners and organizations on important business challenges, strategic initiatives and opportunities for improvement.

My experience spans multiple business sectors, including hospitality, and combines strategic thinking with a practical understanding of how businesses operate, where they become dependent on key individuals, and what needs to change for them to function more effectively.

These engagements are particularly suited to established small and medium-sized businesses with lean management structures, as well as selected larger organizations that need experienced business input without adding another full-time executive or consultant.

The objective is to help you move important work forward, strengthen your business, and reduce the extent to which everything depends on you personally.

Engagements are selective, individually scoped and focused on practical outcomes.

Fees for most defined engagements range from US$ 2,000 to US$ 10,000+, depending on scope and complexity.

Areas of Engagement

1. Business Planning & Special Projects

Have an opportunity to pursue, a business to expand, or an important initiative that needs experienced input?

I help business owners turn ideas and opportunities into structured plans and practical next steps.

  • Business plans and financing proposals for banks, credit unions, and other lenders.

  • Business conceptualization and feasibility assessments.

  • Business expansion and growth planning.

  • Strategic proposals, project plans and business improvement initiatives.

  • Focused reviews of business challenges and opportunities.

The outcome: A structured plan, assessment or project blueprint that provides clear direction for implementation by you or your team.

Further implementation support can be arranged where needed.

2. Management Reporting & Business Performance

Better decisions require better information.

Yet many established businesses lack the management reporting, budgeting and forecasting processes needed to understand performance and plan confidently.

I help businesses design and develop practical management reporting and performance-monitoring systems suited to their needs.

  • Review of existing reporting and planning arrangements.

  • Design and development of management reporting systems and performance indicators.

  • Budgeting, forecasting and periodic financial planning updates.

  • Review of available business and financial information to identify trends, potential problem areas and issues requiring further investigation.

  • Frameworks for periodic performance reviews and management decision-making.

The outcome: A practical blueprint for a management reporting and planning system, including recommendations for implementation.

Further support can be arranged to help integrate the system, establish reporting routines and conduct periodic reviews.

3. Advisory Boards & Strategic Governance

Business owners don't always have access to the independent perspective, experience and challenge they need to make important decisions.

I help business owners design and create advisory boards, including shaping their purpose, composition and operating arrangements. Where appropriate, I can also chair the board and provide ongoing strategic input.

  • Advisory board design, creation and establishment.

  • Definition of board purpose, priorities and operating arrangements.

  • Identification of appropriate expertise and perspectives.

  • Strategic guidance on business growth, performance and organizational development.

  • Ongoing advisory-board participation and chairing, where agreed.

The outcome: An advisory board designed around the business's needs, with a clear purpose and practical framework for operation.

Ongoing chairing and advisory support can be arranged separately.



4. Succession & Exit Readiness

A successful business can still be heavily dependent on its founder or principal owner.

That dependency can create challenges for continuity, succession, business value and a future ownership transition.

I help business owners assess their readiness and identify the priorities that need attention.

  • Initial founder dependency assessments.

  • Review of critical responsibilities, decision-making and operational dependencies.

  • Succession readiness and business continuity reviews.

  • Initial exit-readiness assessments.

  • Identification of leadership, governance and structural issues requiring attention.

The outcome: A focused assessment and prioritized blueprint for reducing key-person dependency and preparing the business for succession, continuity or a potential exit.

More comprehensive advisory and implementation support can follow where appropriate.

5. Business Content & Professional Communications

Business owners and professional firms often have valuable experience and ideas to share but lack the time to communicate them consistently.

I help turn that expertise into clear, useful business communications.

  • Business newsletters and articles.

  • LinkedIn articles and supporting posts.

  • Content planning and development.

  • Business proposals, reports and professional presentations.

The outcome: An agreed set of professional communications or a repeatable content framework, with the option of ongoing monthly support.

6. Executive Profiles & Career Positioning

For experienced professionals, managers and executives, how their experience is presented can influence the opportunities available to them.

I help senior professionals communicate their achievements and capabilities more effectively when pursuing senior appointments, career transitions or internal promotion.

  • Executive CV and resume development.

  • Repositioning existing CVs around achievements and capabilities.

  • LinkedIn profile reviews and improvements.

  • Professional biographies and executive profiles.

  • Supporting documents for senior-role applications or promotion cases.

The outcome: A stronger, more clearly positioned professional profile and agreed supporting documents, ready to use for the individual's intended career objectives.

A Selective, Outcome-Focused Approach

These are not high-volume, standardized services.

Each engagement begins with a discussion of the business need, the desired outcome and the most appropriate scope of work.

The initial assignment is designed to deliver a defined outcome, whether that is a business plan, assessment, system design, advisory framework or set of recommendations.

The client's management team can then implement the resulting blueprint, with further support available if required.

Fees are agreed in advance and reflect the scope, complexity and value of the work.

Most defined engagements range from US$ 2,000 to US$ 10,000+, with more extensive assignments scoped individually.

Let's Discuss Your Business

If you have an important initiative to advance, a management challenge to address, or a need for experienced independent input, let's discuss your situation and determine whether an engagement makes sense.