How We Work
A structured, disciplined process designed to deliver clarity and results.
Our Process
Five clear steps from discovery to delivery
Discovery
We begin with an initial consultation to understand your business, current challenges, and objectives. This includes reviewing your operations, financial position, market context, and strategic goals. We assess whether our services are a good fit and whether you are ready for structured advisory work.
Diagnosis
We conduct a comprehensive diagnostic assessment of your business. This involves reviewing financial statements, operational systems, governance structures, market positioning, and strategic readiness. We identify gaps, risks, and opportunities, and provide an honest assessment of what needs to be addressed.
Structured Proposal
Based on the diagnosis, we develop a detailed proposal outlining scope of work, deliverables, timeline, responsibilities, and fees. This proposal is clear, specific, and structured. We do not proceed until both parties understand and agree on expectations and commitments.
Execution
We execute the engagement according to the agreed plan. This involves structured work sessions, deliverable development, progress reviews, and regular communication. We maintain professional standards and hold both parties accountable to agreed timelines and responsibilities. Our work is collaborative but disciplined.
Review
Upon completion, we conduct a final review to ensure all deliverables have been met and objectives have been achieved. We provide implementation guidance and support for transitioning from advisory to execution. We remain available for follow-up questions and ongoing support as needed.
What to Expect
Our engagements are professional, structured, and results-focused. We expect clients to be committed, responsive, and willing to follow structured processes. We do not tolerate unprofessional behavior, missed commitments, or resistance to necessary changes.
We communicate clearly and directly. We provide honest assessments and do not sugarcoat challenges or risks. If something will not work, we will tell you. If you are not ready for advisory work, we will tell you that too.
Typical engagements range from 6 weeks to 6 months. Timelines depend on scope, complexity, and client readiness. We bill based on scope and value, not hourly rates. Fees are agreed upfront and outlined in the engagement proposal.
Ready to Begin?
If you are serious about structured advisory and willing to commit to the process, let's start with a discovery discussion.
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