Together, let's embark on a journey

to uncover the potential of your business

Your story is our story and I’m

excited to be part of it.

Embark Business Advisors

Lost

Are your stress levels high? No clear focus? Are you sick of firefighting problems?

Direction

We will work together on setting goals & vision for you and your business.

Actions

Together we will implement the improvements to drive your business to success.

Success

Celebrate your successes. What comes next

Lost

As a business owner can you relate to one or more of the following business challenges?

Stressed and Feeling Lonely:

As a business owner it can feel relentless and take a personal toll.

Struggling to Find Direction & Focus:

We understand it can be daunting when you’re unsure of the next steps.

Constant Firefighting:

Tired of dealing with one problem after another without making real progress?

Ineffective Implementation:

Have great ideas but you struggle to put them into action?

Poor Financial Returns:

Not consistently generating business profits and personal financial returns that match your sustained level of effort?

Lack of Accountability:

You are finding it hard to stay on track?

People Problems:

You struggle to consistently manage, motivate, develop and retain your key people?

Feeling overwhelmed in Business?

On the assumption you have responded “yes” to one or more of these challenges, let’s tackle them together. Our initial consultation is free and tailored to understand your specific needs. This is where the Embark journey starts…

What do you get out of our initial consultation?

I listen to you tell your story about your personal and business journey.

This helps me understand your challenges and frustrations and identify the key issues to address and resolve them together.

We get a feel for each other and see if we are a good fit to work together

We need to develop trust with each other, so our relationship is a key to successfully working together.

You have the opportunity to ask me questions

so you can understand my values and beliefs, my approach, my experience, and how I have helped other business owners achieve their successes.

If we decide after our initial consultation we want to work together, the next step

is for me to prepare you a fixed fee proposal which clearly outlines how we will work together, what will be done in what timeframes, fees and payments terms – no nasty invoice surprises. You then decide if what I offer (in the proposal) is for you, and if so we get started on our journey together as quickly as possible.

Direction

Planning Workshop 1

focuses on your personal & business goal setting – follows a structured process to set goals and have clearly documented.

This process will ensure your goals have been thoroughly thought through and that you have real clarity around what they mean to you, and will include a “reality check” review.

Planning Workshop 2

reflects on your goals set, and then focuses on considering the journey from “where you are at now” to “where you want to be” based on the goals. As part of the workshops will consider key business drivers, overall people organisational structure including owner roles, succession planning, risk/opportunities, and more.

Ongoing telephone and e-mail support

is provided through this process, so you have support as/when needed as you will be thinking more about the goals and issues from the workshops.

Setting Goals and Finding Your Direction:

Together, we’ll establish clear, achievable personal and business goals, to figure out where you want your business to go.

We will then consider strategies and options that look at where you are at now vs where you want to get to. We’ll map out an action plan that’s clear, achievable, and exciting – a roadmap to achieving your goals.

We will look closely at key business areas, including:-

  • Structure
  • Sales & Marketing
  • People
  • Finances
  • Processes & Systems

to assess where positive changes can and should be made to work towards achieving your goals.

Actions

Turning Plans into Reality.

We will provide a clear action plan to guide you; your key people towards the goals you have set.

We provide ongoing support via mentoring and accountability, with regular progress reviews, to ensure
your plans stay on track.

Together we will implement the improvements to drive your business to long-term success and sustainability.

Develop practical action plans

From the 2 planning workshops (as outlined under “Direction”) a detailed but practical-action plan will be developed from your personal and business goals set, and also strategies considered to support achieving these goals. The action plan will be a summary of what tasks have been agreed to implement, who will be responsible for actioning, and setting target dates for completion.

Regular review-accountability check-ins

Once the action plan has been finalised & tasks completion underway, a key part of our support is with regular (ie: monthly, bi-monthly etc) review-accountability check ins. These sessions will involve an update on progress from the action plan tasks and how well you are progressing towards your set goals, whilst assisting you to work through any roadblocks or any new issues that may have arisen on your journey.

Ongoing support

Ongoing telephone and e-mail support is provided. Our approach goes beyond advising; we walk with you through implementation, so you have “hands-on” support as required so not feeling like you are on your own to make it all happen. This support can be seen as a “sounding board” that will help you generate many more perspectives than you could on your own. This means you have support as/when needed.

Success

Celebrating your Achievements

Celebrate your success having unlocked your business potential.

What comes next ?

Unlocking your business potential can, and should be, an ongoing journey to achieve further goals and success.

Is it time to start planning your business succession-exit strategy, so you can proactively work towards maximising the best outcomes, both personally and financially?

Our Approach

We don’t just help you achieve success; we ensure you build on it and keep your business evolving. Our goal is to drive your business to succeed through effective implementation of improvements.

Things don’t always go to plan. We see part of our role as being a sounding board and reality check given we know what you are wanting to achieve, but we can objectively consider your bigger picture without being bogged down in the day to day noise.

We continue to work closely assisting you to always be planning ahead, and to be available for support as and when required.

Embark on your journey with Us

Facing business challenges? Let’s tackle them together.

Our initial consultation is free and tailored to understand your specific needs.

We’re not just advisors; we’re your partners in success.