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Strategic business consulting

We help management turn business decisions into priorities, processes and implementation plans. We begin with an assessment of the company and define a scope of work with deliverables, responsibilities and measures of progress.

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Business consulting

Areas of work.

Each project begins with an assessment. The deliverables below are options for the project. We agree the scope with management based on the information, priorities and resources available.

Business strategy and governance

We start by identifying the decisions the company needs to make, the information required and who is accountable. The work may include assessing the business model, growth priorities and governance processes.

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Deliverables tailored to your project

  • Assessment of objectives, operations and implementation capacity
  • A clear allocation of decisions, responsibilities and oversight
  • A roadmap prioritised by impact, effort and dependencies
  • Board or committee agendas focused on business decisions
  • Performance measures and a review schedule agreed with management

Acquisitions and operational integration

An acquisition also requires decisions about integrating people, processes and systems. We can define a scope for operational assessment and integration planning, coordinated with the legal and financial reviews the transaction requires.

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Deliverables tailored to your project

  • Business questions and criteria for assessing the opportunity
  • An inventory of critical processes, systems and dependencies
  • Identification of operational gaps before integration
  • A transition plan with milestones, responsibilities and outstanding decisions
  • Integration monitoring within the agreed scope

Growth and new business units

Before entering a market or opening a business unit, it helps to establish how the business will need to operate. The scope may cover the service model, resources, dependencies and criteria for deciding whether to proceed.

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Deliverables tailored to your project

  • Assessment of current capacity for growth
  • Comparison of expansion options and assumptions
  • Design of the new unit’s operating model
  • A phased implementation plan and resource requirements
  • Measures to track progress and inform adjustments

Family business management and continuity

In a family business, continuity also depends on how responsibilities are assigned and decisions are made. Work may focus on governance structures, the transition of roles and the organisation of management information.

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Deliverables tailored to your project

  • A map of family, ownership and management roles
  • Agendas and operating rules for decision-making bodies
  • A plan for transferring management responsibilities
  • Management reporting for owners and leadership
  • A process for addressing disagreements and outstanding decisions

Preparing your business for investment

Preparing for a conversation with investors requires a clear explanation of the business, its needs and its capacity to deliver. We can help organise management information and initiatives requiring funding, without promising access to capital.

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Deliverables tailored to your project

  • Assessment of available information and gaps
  • Organisation of business information for investor review
  • Investment priorities linked to the business plan
  • Operational indicators to support monitoring
  • A roadmap for closing gaps before presenting the company

Processes, risk and management oversight

We examine how work flows, where it stalls and what information reaches management. The scope may include mapping processes and operational risks, proportionate controls and a routine for monitoring improvements.

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Deliverables tailored to your project

  • A map of processes, responsibilities and control points
  • Assessment of bottlenecks and duplicated tasks
  • Prioritisation of improvements and operational risks
  • Definition of indicators, data sources and responsibilities
  • Functional dashboard design and implementation monitoring

From assessment to follow-through.

A plan should clarify what needs to happen, who is responsible and how progress will be reviewed.

  1. Understand the business

    Define the challenge, review available information and identify constraints.

  2. Agree on priorities

    Set out deliverables, responsibilities and measures of progress in an action plan.

  3. Support implementation

    Review progress and outstanding decisions with management where implementation is included in the scope.

Corporate, contractual and regulatory documentation is handled by our legal practice. Systems and dashboards are scoped with Marín Ortega Tech. Valuations, financial audits and investment services require a specific professional scope.

Let’s discuss your matter.

Tell us about your business and the issue you need to address. Together, we will define the support you need.

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