Advisory

Some situations don't resolve in a single session.

When the ownership conversation keeps recurring. When a board needs an independent voice that actually shows up consistently - not just for the hard moments. When a business is moving through a period of change and the pressure of that needs someone holding a clear, external view across it.

That's when an ongoing advisory arrangement makes sense.

Who This Is For

Private companies and family enterprises where:

• A facilitation engagement has built trust and clarity and that momentum needs protecting
• The board has no independent voice and would benefit from one consistently
• Ownership decisions recur and benefit from structured, external perspective
• The business is moving through growth, succession or restructure and needs someone holding the line
  
  

Two Ways to Engage

Advisory Retainer 

For owners, leadership teams and ownership groups who want ongoing independent perspective without a formal board role.

Monthly governance or ownership call. Quarterly half-day session - strategy, decision facilitation or priority reset. On-call access when something time-sensitive lands. And continuity - no re-briefing, no starting from scratch every time.

Advisory Board Role 
For boards wanting a formal independent presence. Structured, committed, consistent.

Attendance at board or ownership meetings. Pre-meeting review of papers. Independent challenge in the room and direct access between meetings. Quarterly governance review.

Both arrangements have an initial three-month minimum.  Engagements are scoped and priced following an initial conversation.

What Both Have in Common

This isn't open-ended consulting. It's defined, focused and built around what actually matters to the business.

The value isn't the hours. It's having an independent mind that knows your situation, holds you accountable and stays calm when decisions get hard.

“Working with Richard has had a hugely positive, transformative effect on my business and wellbeing. Their insightful advice provided the cut-through required when often too busy to look yourself. Richard’s experience in all aspects of business has been invaluable. ” Owner (Currently in a sales process), Director

How It Typically Starts

Most advisory relationships begin with a facilitation engagement. Once trust is established and the fit is clear, some clients choose to continue.

Occasionally, where the situation is right, an advisory relationship begins directly.

Both arrangements start with an initial three-month minimum - enough time to build context, establish rhythm and demonstrate value.

Not sure which applies to you? The Exit Readiness Diagnostic will tell you in seven minutes. → Try it here