Our three-phase process

We work with you from clarity to execution. No gaps between strategy and delivery.

Phase 1: Clarity (6 to 8 weeks)

We understand where you are, where the market is going, and which strategy fits your position.

Phase 2: Strategy (4 to 6 weeks)

We build the complete business case and implementation roadmap for your chosen path.

Phase 3: Execution (6 to 18 months)

We move the plan into action, working next to your team to deliver measurable progress.

What you get

Phase 1: Clarity (6 to 8 weeks)

Strategic assessment report

✓ Market analysis for your sector and target markets

✓ Business performance review (revenue, margins, customer mix, growth blockers)

✓ Strategic fit analysis with your corporate goals

✓ Three-scenario evaluation (hold and develop, acquire and grow, sell or divest)

✓ Recommended path forward with supporting logic

Executive presentation

✓ Executive summary and main findings

✓ Market context and competitive positioning

✓ Business performance assessment

✓ Scenario comparison with clear recommendation

✓ Phase 2 focus areas

Phase 2: Strategy (4 to 6 weeks)

Business case and implementation roadmap

✓ Strategic value explanation backed by market data

✓ Financial analysis with base, upside, and downside scenarios

✓ Multi-year projections with investment requirements and expected returns

✓ Risk assessment with clear mitigation actions

✓ Implementation roadmap with 100-day priorities and 6-month milestones

✓ Resource requirements, responsibilities, and KPIs

✓ Clear go or no-go recommendation

Scenario-specific content

➔ Hold and develop: Growth focus, target segments, value proposition, key investments, structure and talent needs

➔ Buy and develop: Top 3 to 5 acquisition candidates with rationale, estimated values, synergy analysis, integration approach

➔ Sell or divest: 8 to 12 potential buyers, expected valuations, recommended sale process with timing

Phase 3: Execution (6 to 18 months)

Core deliverables (all scenarios)

✓ Execution tracker Single dashboard showing key milestones, KPIs, and progress against goals. Updated monthly.

✓ Monthly progress review Regular meeting (online or on-site) to review achievements, discuss bottlenecks, and set next steps.

✓ Stakeholder update pack Monthly summary for Board and senior team with main outcomes, risks, and required actions.

✓ Final implementation report (5 to 10 pages) Summary of achievements, lessons learned, and next actions to keep results on track.

Scenario-specific support

➔ Hold and develop: customer outreach, recruitment support, training follow-up to build new capabilities

➔ Buy and develop: Pipeline tracking for targets, deal status updates, early post-integration guidance

➔ Sell or divest: Buyer tracking, due diligence coordination, negotiation briefings

Learn more about how we work

Find out about our experience, approach, and what makes us different.

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Find new customers | Sell or acquire | Lead the execution