Evidence first. Then decisions.
Most strategies fail in the gap between the board paper and the budget. Ours are built on evidence your directors can challenge, and come with the owners, numbers and sequencing to make them stick.
We start with facts — your numbers, your customers and your competitors — and replace opinion with evidence. Then we take a small set of options to the board and help it make the hard choices.
You leave with a one-page strategy, a five-year plan and a 100-day programme that the board has debated and the CFO has stress-tested.
Typical triggers
- Your core market is flattening and growth has stalled
- A new CEO, investor or activist wants a clear plan
- Too many divisions competing for the same capital
Everything the board needs to decide.
- Market & competitor scan Size, growth and profit pools in every segment you compete in.
- Customer & expert interviews 20–40 interviews to learn why customers buy — and why they leave.
- Portfolio review Which divisions, regions and products to fund, fix, sell or close.
- Board off-site Scenario sessions that take directors from options to a decision.
- Five-year plan Sequenced initiatives with owners, budgets and milestones.
- Financial model Revenue, margin and cash scenarios your CFO can stress-test.
- Pricing & market-entry cases Where growth will come from, priced and tested against the market.
- Investor & lender narrative A growth case that holds up in front of investors and lenders.
Five stages, zero surprises.
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Diagnose
Weeks 1–2Data review, director and executive interviews, and a fact base the board trusts.
Deliverable: Fact base -
Explore options
Weeks 3–4We frame three real options and test each against market evidence, capital and capabilities.
Deliverable: Options memo -
Choose
Weeks 5–7A board off-site where directors debate the options and commit to a focused set of choices.
Deliverable: One-page strategy -
Plan
Weeks 8–11Initiatives, owners and budgets are built into a five-year plan and a 100-day programme.
Deliverable: Plan & financial model -
Launch & track
Weeks 12–14We help you take the plan to investors and lenders, then return at 90 days to check it is holding.
Deliverable: Investor narrative & 90-day review
Fixed fees, clear scope.
Strategy Diagnostic
A fact base, three options and a recommendation the board can debate.
- Fact base & three options
- 1 board working session
- Written recommendation
Strategy Programme
A full strategy refresh with business cases and investor narrative.
- Everything in Diagnostic
- Board off-site & five-year plan
- Financial model & investor case
Board Advisor
A partner in the room for planning cycles, off-sites and major decisions.
- Quarterly planning cycles
- Board off-sites & papers
- Partner on call
All fees exclude VAT; travel is billed at cost. Every fee is fixed in writing before work starts.
Good questions, straight answers.
How much of our team’s time will this take?
Can you work with our existing strategy team?
What happens after the board approves the plan?
Do you sign an NDA before the first call?
Tell us what is on the table.
A partner replies within one business day; a written proposal with scope, team and fixed fee follows within five. Fields marked with * are required.