A free 60-minute strategy session on where you want the business to go
A free, 60-minute strategy session for business owners who want to grow. We find your Value Gap and set out a path to where you want the business to get to.
- Before
Before we meet
Send us your last set of accounts and, if you have them, current-year management figures. If you don’t have them to hand, come anyway and we’ll work from what you know.
- 0–15 min
Where the business is
What you sell, to whom, at what margin, and what has changed in the last year.
- 15–45 min
The Value Gap
The difference between what the business produces now and what it could produce on its existing revenue. It usually sits in pricing, margin, overheads or cash trapped in the working capital cycle.
- 45–60 min
What to do about it
The two or three moves with the largest effect for the least disruption, in the order we would do them.
- After
Your written summary
A written summary of what was discussed and, if you want it, pricing for the support that would help.
What the session covers
Your Value Gap
We use our Value Gap Calculator to find cash the business is leaving on the table, and where there is room to increase your personal wealth and the business’s bottom line.
Financial clarity
We look at your lifestyle goals and what stands in the way of them: growth, cash flow, succession planning or anything else that is blocking you.
Your growth roadmap
You leave with a direction and the next moves in order. We talk through how accounting, coaching and advisory could support your goals, with the prices set out upfront.
Who the session is for
Owners of trading businesses who want better results, whose numbers feel unclear or whose growth has stalled, and who want support through the year as well as their annual tax compliance.
What a Value Gap looks like in numbers
A business turning over £480,000 makes £38,400 of net profit, which is 8%. Three changes on the same revenue are each worth something.
These figures are illustrative and show the method. They are not from a client and are not a forecast for your business.
- Net profit now, 8% of £480,000 turnover£38,400
- A 3% price increase held on existing volume+£14,400
- One percentage point off cost of sales+£4,800
- Two overhead lines that have not been reviewed in three years+£3,600
- Net profit after the three changes, +£22,800 on the same revenue£61,200
That takes net profit from £38,400 to £61,200, from 8% to 12.75%, without a single extra customer. The session finds your version of this list and puts figures against it.
If the business is ever valued on a multiple of sustainable profit, the extra profit raises the sale price too. The multiple depends on your sector, your size and how much the business depends on you personally.
Book your session
- Sixty minutes, no charge
- Bring your last set of accounts
- A written summary afterwards
- Pricing only if you ask for it
Questions about the session
Is the session really free?
Yes. We run these sessions because some of the owners who take one go on to want ongoing support. You get sixty minutes on your business, a written summary afterwards, and pricing only if you ask for it. You can act on the summary yourself without buying anything from us.
What do I need to bring?
Your last set of accounts and, if you have them, current-year management figures. If you do not have them to hand, come anyway and we will work from what you know. It helps to think beforehand about what you want from the business in three years, because the Value Gap is measured against that.
What if my numbers are a mess?
Say so at the start, because it changes what the hour is for. Where the records are materially behind, the session sets out what is outstanding and the order to deal with it in.
Will you try to sell me a package on the call?
You get pricing if you ask for it. If there is an obvious fit, we tell you what it would cost, and you are not obliged to take any of it.
Do I have to switch accountants to do this?
No. You can take the session, stay with your current accountant and give them the written summary. If your accountant handles the compliance well, you can keep them and buy the planning work separately, from us or from anyone else.
Accreditations and partnerships
