How Packages Work
Standardised scope. Senior delivery. A clear next step.
Each package is a defined engagement with a clear objective, a set of deliverables and a recommended path forward. They are ideal when you need momentum on a specific question without committing to a full mandate first.
On Pricing
Package scope is standardised; fees are confirmed in a short written proposal once we understand your context. We always share fees before any work begins — there are no online payments or checkout on this page.
The Packages
Seven defined engagements.
Choose the package that matches your immediate priority. Each links to a short request form so a senior adviser can confirm scope and next steps.
Finance Health Check
For: Growing businesses unsure whether their finances are under control.
Challenge: Unclear numbers, weak controls and limited decision support.
You receive
- Review of records, reporting and controls
- Written findings and prioritised gaps
- Recommended finance improvement plan
After: Option to strengthen finance through outsourcing or a fractional CFO.
Request Package Details →Investor Readiness Review
For: Businesses preparing to approach investors or lenders.
Challenge: Not yet credible or prepared enough to withstand scrutiny.
You receive
- Readiness assessment and gap report
- Priorities to become investable
- Recommended data-room and narrative steps
After: Path into a full capital-raising or investor-readiness mandate.
Request Package Details →Tax & Compliance Readiness Review
For: Businesses concerned about tax exposure or compliance gaps.
Challenge: Uncertainty over obligations, filings and record-keeping.
You receive
- Review of tax position and compliance status
- Identified risks and priority actions
- Practical remediation roadmap
After: Ongoing taxation and compliance advisory support.
Request Package Details →Governance Diagnostic
For: Boards and owners strengthening structure and oversight.
Challenge: Informal governance that limits credibility and growth.
You receive
- Governance and structure review
- Board and statutory practice assessment
- Prioritised governance improvement plan
After: Board advisory, structuring or compliance support.
Request Package Details →ERP & Systems Needs Assessment
For: Businesses considering ERP, POS or new operational systems.
Challenge: Unsure which systems fit, and how to implement them.
You receive
- Review of current processes and systems
- Requirements and priorities
- Recommended systems and implementation path
After: Guided implementation through Business Systems.
Request Package Details →Digital Transformation Readiness Review
For: Businesses planning to digitize operations and data.
Challenge: Manual processes, fragmented data and unclear priorities.
You receive
- Digital maturity and data assessment
- Prioritised digitization roadmap
- Automation and quick-win opportunities
After: Digital transformation advisory and implementation.
Request Package Details →Business Valuation Readiness Assessment
For: Owners preparing for a raise, sale or transition.
Challenge: No clear, defensible view of what the business is worth.
You receive
- Review of information needed for valuation
- Value drivers and gaps to address
- Path to a formal valuation
After: Full valuation and transaction advisory support.
Request Package Details →Need something larger or tailored? Request a proposal or speak to an adviser →
The Process
From request to recommendation.
1. Request details
Tell us which package fits and share a little context about your business.
2. Scoping call
A senior adviser confirms objectives, scope and the information required.
3. Proposal & fee
You receive a short written proposal with scope, timeline and fee before work begins.
4. Delivery & next step
We deliver findings, recommendations and a clear recommended next step.
Questions
Advisory package FAQs.
Get Started
Request package details.
Tell us which package fits your priority. A senior adviser will confirm scope, timeline and fee — and respond within one business day.