Half or full day, off-site, with the right people in the room. For family businesses where succession, exit, family dynamics or shareholder decisions keep stalling. You leave with a written roadmap your family and leadership team can act on.
A 3 to 3.5 hour session in Parnell, Auckland, with preparation beforehand. Come on your own, or bring your leadership team or family (up to eight people) and get clear on the next 12 months.
Normally $4,995 + GST, plus 7% disbursements.
Available until the end of January.
Want the fuller version, with a detailed roadmap covering owners and timelines and a 90-day plan? We can extend to a half or full day, priced separately.
Outside Auckland? I work with clients across New Zealand and am happy to talk about a session in your region. Travel costs would apply.
Reserve a sessionThe issue is rarely that people don't know what needs to happen. It is that nobody inside the room can make it happen without it costing them something. In a family business, most of what looks like a business decision is a relationship decision wearing a business suit.
A strategy day takes those decisions out of the day-to-day. One structured session, with an independent facilitator, to get the right conversations on the table before they're forced.
Owners, family and the key people the decision depends on. Off-site, away from the business.
Succession, exit, family dynamics, shareholder alignment - whatever is actually stuck.
We agree the format on our first call, based on the breadth and depth of the priorities involved. Either way, it's a fixed fee, so no surprises.
One or two clear priorities that need resolving. A focused session to surface the issue, align the room and reach a decision.
Several priorities, or ones that run deeper - where ownership, succession and governance questions are connected and need working through together.
A first call, then preparation with the key people beforehand, so the day starts at the real issue.
Owners, family and board working from the same picture.
A clear decision, owned and understood by everyone who needs to act on it.
A written roadmap: decisions, priorities, owners and timelines. Monthly or quarterly advisory if you want help keeping it moving.
Not every call starts with a problem. Some boards and family businesses simply build an Annual Strategy Day into their calendar - one day, once a year, to pressure-test direction, alignment, and what's not being said. Each year, the roadmap gets reviewed and reset. It's often the easiest way to start working together.
"What stood out was the preparation Richard invested in before the session, his ability to keep the team engaged, and the calm way he facilitated complex discussion while keeping us focused and on track."
A first conversation is confidential, with no cost and no obligation. We'll work out whether a half or full day is right, and who needs to be in the room.