What we work on
Six areas of your business and your life.
Each area tackles a trap that successful owners fall into. Across the year there are two Expert Spotlights per area, twelve in all, and your one-to-ones start wherever the pressure is greatest.
The problem: Busy but drifting
Clarity & Strategy
Knowing where the business is going, why, and what to say no to, so every big decision is made against a clear destination.
- Vision, direction and what success means to you
- Your Enough Number: the income, wealth and time you actually want
- Three-year direction, one-year goals and 90-day priorities
- Business model and competitive positioning
- New products, services and markets
- Acquisitions, partnerships and joint ventures
- Expansion, including international
- Adapting to change, including AI
- Big decisions and trade-offs: what to stop doing
The problem: Feast and famine
Demand
A steady flow of the right clients at the right price, from more than one source and not only from your own selling.
- Brand, positioning and your story
- Marketing strategy, budget and plan
- Digital, social media and content
- Being found on Google and in AI assistants
- PR, speaking and your personal brand
- Referral and partnership systems
- Sales process, pipeline and closing
- Pricing and pricing power
- Client experience, retention and lifetime value
- Reducing reliance on one big client
The problem: Busy but broke
Money & Wealth
Healthy margins, cash in the bank, and personal wealth built outside the business so your family's future doesn't depend on one company.
- Financial management and the numbers you should know
- Cash flow, forecasting and late payment
- Profit, margins and cost control
- Funding, borrowing and investment
- Tax planning and tax efficiency
- Business structure, including holding companies
- Pensions and personal wealth
- Investing and optimising returns outside the business, including property
- Estate planning: wills, trusts, lasting powers of attorney and inheritance tax
- Protection and insurance
- Business valuation, exit readiness and succession
The problem: Nothing works without you
Team & Systems
A team and systems that deliver without you, so you can step away for weeks and the business still runs.
- Your leadership style and what it creates
- Hiring the right people, and senior hires
- Building a leadership team you can rely on
- Delegation and accountability
- Culture, values and engagement
- Performance management and difficult conversations
- Keeping good people: pay, incentives and progression
- Processes, systems and standard operating procedures
- Operations and productivity
- Technology, automation and putting AI to work
The problem: Running on empty
The Leader
The mindset, energy and judgement to lead well for decades, not just survive this year.
- Mindset, self-belief and limiting beliefs
- Money mindset and your relationship with wealth
- NLP and the psychology of high performance
- Decision-making under pressure
- Resilience, stress and burnout
- Energy, sleep and fitness
- Focus, priorities and time management
- Communication, influence and presenting
- Confidence and emotional intelligence
The problem: Success at any cost
Life
A business that serves the life you want, rather than one that consumes it.
- What really matters to you: values and purpose
- Your Life Guardrails, the non-negotiables no goal can break
- Health, physical and mental
- Relationships, your partner and family
- Time off that is really off
- Friendships and loneliness at the top
- Giving back, meaning and legacy
- Life after the business
Sessions on tax, investments, pensions and estate planning are educational. Where you need regulated advice, we introduce you to qualified, independent specialists.
