Strategic Business Advice

Our team is focused on the performance of a business, understanding every part of the operation, its people, processes, current situation and future goals. Through a 3 stage process we capture where you are now, where you want to be and what does success look like.

With many businesses planning for growth, looking for new markets, improvements in margins and the future succession of all involved we know the key to this is not just in the planning but more in the delivery of actions. We introduce a focus, structure and discipline with clear direction and a number of strategic objectives and how to deliver on them. You and your business will know where you’re going and what you are working towards and importantly how your success will be measured.

We will also be with you to support and underpin decisions in order to get you where you want to be. We’re genuinely passionate about helping you succeed and achieve your objectives; it’s what we are here to do.


Our team are disciplined to listen far more than talk and experienced enough to look much deeper than the surface view presented. As accountants and advisers we ask the right questions to enable us to help understand where you are in the development of your business.

Development phase

Getting to know you and the business through the understanding phase provides us with good analysis to form a clear way forward. We work with you to uncover questions and issues raised and help you find the answers which in turn enable us to help you formulate an action plan.


Once we have all agreed to the right plan of action for your specific goals we stay with you to support the implementation, or we can just act as a sounding board when required if you prefer.

Call NOW to speak to one of our Strategic Business Advisers

Call: 0808 144 5575

Understanding phase

Through this phase we identify:

  • Where you are now in the business lifecycle
  • Identify whether your business plans are aligned with your personal objectives
  • What barriers you face both internal and external
  • What success will look like to you

Development phase

Your action plan will include:

  • A list of specific key actions over periods between 3 months, 12 months and up to 3 years
  • An understanding of who will be responsible for implementing these actions
  • Plans for monitoring and measuring progress

Support Phase

We would also look to support you through:

  • An active advisory board
  • Quarterly reviews
  • Telephone advice

What our clients say

Key contact

Nick Palmer

Strategic Business Advisor

Call: 0113 2211 300

> Meet the Strategic Business Advice team

Enquiry form