Convert more meetings. Scale the firm.
From critiquing how your advisers run a meeting to building the operational backbone behind a growing practice - hands-on consultancy from people who've built and exited advice firms themselves.
Conversion Review
Most advisers don't have a lead problem - they have a conversion problem. We sit alongside your advisers, critique the way meetings are being run, and show you exactly where prospects are dropping out and what to do about it.
We Observe the Process
Walk through how your advisers structure first meetings, fact-finds, presentations and follow-ups.
We Critique Honestly
Highlight what's already working, and call out the moments where prospects disengage or slip away.
We Lift Your Conversion
Specific, practical changes to how you run meetings - so more prospects say yes, sooner.
What we look at:
- • How the first meeting is framed and structured
- • Discovery, fact-find and value-articulation moments
- • Use of cashflow, planning tools and visuals
- • Pricing conversations and engagement letters
- • Follow-up cadence between meetings
What you walk away with:
- • Honest assessment of your current conversion process
- • Where prospects are dropping out, and why
- • Specific changes to lift meeting-to-client conversion
- • A repeatable meeting framework for the whole team
- • Maximum value from every prospect already in the door
Consultancy & Advisory
Comprehensive support for growing professional service businesses
Business Strategy & Planning
Strategic guidance for sustainable growth
What We Provide:
- • Business strategy development and refinement
- • KPI identification and performance tracking
- • Growth planning and market analysis
- • Operational efficiency assessments
- • Technology stack optimisation
- • Regulatory compliance guidance
Ideal For:
- • Businesses planning significant growth
- • Companies looking to improve efficiency
- • Professional service providers wanting strategic clarity
Typical Engagement: 3-6 months
Mentorship & Advisory
Expert guidance from industry veterans
What We Provide:
- • Regular mentorship and coaching sessions
- • Strategic decision-making support
- • Industry insights and best practices
- • Challenge resolution and problem-solving
- • Goal setting and accountability
- • Leadership development guidance
Ideal For:
- • Solo practitioners scaling their business
- • New business owners
- • Professional service providers facing complex decisions
Flexible ongoing support
Non-Executive Director Services
Board-level expertise for ambitious professional service businesses
Governance & Oversight
- • Board meeting facilitation
- • Risk management oversight
- • Compliance monitoring
- • Strategic decision validation
- • Independent challenge and support
Strategic Leadership
- • Long-term strategy development
- • Market opportunity assessment
- • Acquisition and partnership guidance
- • Succession planning support
- • Exit strategy preparation
Stakeholder Relations
- • Investor relations support
- • Key client relationship management
- • Regulatory body liaison
- • Professional network access
- • Industry representation
Operational Support Services
Hands-on help with day-to-day growth activities
Process Optimisation
- • Client onboarding process improvement
- • Administrative workflow optimisation
- • Technology integration and automation
- • Quality assurance framework development
Client Relationship Management
- • Review meeting preparation and scheduling
- • Client document chase and follow-up
- • Satisfaction surveys and feedback collection
- • Referral generation and management
Business Development
- • Marketing strategy and campaign planning
- • Lead generation system implementation
- • Partnership and referral network development
- • Brand positioning and messaging
Performance Monitoring
- • KPI dashboard creation and monitoring
- • Regular performance reviews
- • Benchmarking against industry standards
- • Continuous improvement recommendations
Why Our Consultancy & Advisory Works
Proven scaling wisdom from experienced business professionals
Industry Experience
Founded by experienced business professionals who understand the unique challenges and opportunities in professional services.
Proven Results
Track record of helping professional service businesses scale from startup to successful exit, with deep understanding of common pitfalls.
Tailored Approach
Every engagement is customised to your business's specific goals, challenges, and growth stage - no one-size-fits-all solutions.
Flexible Engagement Models
Choose the support level that fits your needs and budget
Project-Based
Specific deliverables with defined timelines
Perfect For:
Strategic planning, process optimisation, specific challenges
Duration:
2-6 months typically
Payment Profile:
Milestone-based fixed charges
Retainer-Based
Ongoing support with regular touchpoints
Perfect For:
Continuous growth support, regular strategic guidance
Duration:
6-12 months minimum
Payment Profile:
Monthly retainer
NED Appointment
Board-level strategic oversight
Perfect For:
Established businesses, major strategic decisions, investor requirements
Duration:
12+ months typically
Payment Profile:
Monthly retainer
Accurate pricing will be quoted after the initial strategy call
Each engagement is tailored to your specific requirements and business goals
Ready to Scale Your Practice?
Book a strategy session to discuss your growth challenges and opportunities