Services
A playbook built from real experience.
The four-phase methodology below reflects the work I have done — and do — inside real businesses. Every phase has been stress-tested and refined through a decade of operational experience leading a business from start-up to £40m+ revenue and an 8-figure exit.
Engagements are tailored to where you are and what you need. Some clients come in at Phase 1 and work through all four. Others engage for a specific phase. The approach is always hands-on, always outcome-focused, and always oriented towards one goal: maximising the value of your business.
Months 1–3
Sales Process
Remodel your entire customer journey to lift conversion and build a sales operation that performs consistently — at scale.
Typical Outcome
Typical result: sales conversion doubling — for example, from 10% to 20% — with transparent, individual-level performance visibility.
Deliverables
- Full customer journey audit and redesign
- IT upgrades and task automation
- Sales performance management framework
- Commission structures and incentive design
- Individual coaching and training programme
- Conversion tracking and reporting
Months 3–6
Marketing Strategy
Take control of your lead pipeline. Renegotiate referral arrangements, appoint the right specialists, and build real-time ROI reporting so every marketing pound is accountable.
Typical Outcome
Command the lead volume your business needs, at a viable cost — with the data to prove it and the levers to optimise it.
Deliverables
- Third-party referral term renegotiation
- New referral partner identification
- Marketing agency appointment and management
- Web developer and CRO specialist engagement
- Live ROI reporting dashboard
- Lead volume and cost-per-lead benchmarks
Months 6–7
EMI Option Scheme
Create a tax-efficient management incentive that motivates your team, documents their targets, and protects you — because options are tied to employment.
Typical Outcome
A motivated management team with documented targets and a tax-efficient reward structure — one of the most powerful tools for aligning interests ahead of a sale.
Deliverables
- Financial forecast review
- Corporate finance adviser engagement
- Enterprise value modelling
- Management target-setting
- HMRC-approved low valuation
- Legal drafting and scheme implementation
Months 7+
Profitability Analysis
A forensic audit of every transaction to identify savings and efficiencies. In the context of a business sale, every pound saved is worth a multiple of its face value.
Typical Outcome
Every £1 of cost saved multiplies into enterprise value at sale — making this the highest-return activity in the final phase of the programme.
Deliverables
- Full transaction-level audit
- Supplier and overhead renegotiation
- Process efficiency identification
- P&L line-by-line review
- Savings quantification and prioritisation
- Enterprise value impact modelling
The Commitment
Minimum risk. Maximum focus.
I work with a small number of clients at any one time to ensure full focus and genuine embedded presence in each business.
Pricing
Discussed at enquiry stage — not published publicly, consistent with a premium engagement.
Availability
I work with a small number of clients at any one time to ensure full focus and genuine embedded presence in each business.
See if this is the right fit.
The first step is a confidential introductory call. No obligation — just an honest conversation about where your business is and where you want it to go.
Book a Consultation