Advisory offer
Strategic Growth Advisory
A multi-month partnership that clarifies where an established firm should grow next, what to stop doing, and how leadership holds the line.
Who this is for
Owners and senior teams of established small and mid-sized companies — typically with 20 to 250 staff — who face a concrete growth question: a second site, a new customer segment, a product line that has outgrown its original market, or a succession clock that is starting to tick.
This engagement is not a one-week workshop and not a full interim management placement. We advise; you remain accountable for decisions and execution inside the firm.
What you receive
- A written growth thesis for the next 18–36 months, grounded in your accounts, customer mix, and capacity constraints
- A prioritised set of initiatives with owners, sequencing, and kill criteria
- Fortnightly working sessions with the leadership group and monthly board-ready briefings
- Direct challenge on pet projects that dilute capital or management attention
- A close-out pack covering decisions made, open risks, and recommended next steps after our engagement ends
What is excluded
Day-to-day operations management, recruitment search, legal drafting, and audit services sit outside this offer. We will name specialists when those needs appear, but we do not bundle them into the retainer.
How the work unfolds
Weeks 1–4 — Discovery. Interviews with owners, managers, and key customers; review of financials and pipeline; a half-day workshop that surfaces competing growth stories already living inside the firm.
Months 2–4 — Choice. We narrow options to a small set of credible paths, pressure-test them against cash, capability, and market access, and help the board or ownership group select one primary direction.
Months 5–12 — Hold the line. We stay alongside implementation: reviewing progress, adjusting sequencing when facts change, and calling out drift when old habits reappear.
Preparation we ask of you
Access to recent management accounts, a named internal sponsor, and honest time on calendars. Firms that withhold financial detail or treat the engagement as theatre rarely get value.
Pricing basis
Monthly retainer from NZ$9,500 depending on complexity, number of sites, and travel outside Auckland. A discovery call precedes any proposal. Deposits and payment timing are set out in our engagement letter and refund policy.
Next step
Request a discovery call and tell us the decision currently on your table. We will say quickly if we are the right fit — or if a shorter diagnostic makes more sense first.