In order to create a business which becomes less and less reliant on you, you need a great team, with the right people, in the right roles, motivated and focused on achieving your vision of the future. 

Your team needs leadership, they need goals, the right training and support to do their jobs. They need to feel motivated, valued, engaged and fulfilled not only as part of the team but as individuals.

We sit down with you and look first at LEADERSHIP. Is your vision and mission statement clear and understood by all your staff? Does each member of the team know their role and responsibilities and how they play a part in the bigger picture? Would training/coaching be of benefit in improving any areas of leadership and people management? How do you monitor and measure the effectiveness of your management team?

Then we look at your TEAM. What is their motivation? What reward systems do you have in place? What are their opportunities for progression and are they regularly and effectively appraised? Do they feel engaged in the success of the business? What systems do you have in place for delivering pastoral care? Stress reduction, counselling, personal coaching and personal development are all key areas to maintain a healthy team happy and focused on their job. What about training? For your business to evolve your staff must be able to adapt to changes in the market and ways of working. Do you have in place training schemes either in-house or externally to equip them with the skill sets they need to deliver your vision? 

We talk to you and your team and develop an action plan to equip your business with the people and skills it needs adapt, change and deliver evolution. We use experts to help as needed with the more complex elements of this area, such as human resources, change management, leadership coaching, accountability measuring, technical skills, marketing and personal development.

“Great things in business are never done by one person. They’re done by a team of people”

Steve Jobs

We have resources to identify each and every process in your business and turn it into a system. Having effective business systems is the only practical way to manage the important details of your operation. These details are found in lower-level subsystems. For example, your marketing system may have a subsystem called lead generation. The lead generation system could have subsystems such as direct mail, telemarketing, or internet advertising. Systems and subsystems are the workhorses that deliver consistent results, even when you're not around.

Although we then have access to a sophisticated tool called System Builder, a business system may be as simple as a checklist created in an hour or two. 

We revisit your personal goals. What are your priorities now? Do you want more free time to relax or travel, have fun with your family? Are you driven to focus more on your business and take it in new directions or start a new business? Would you like to spend more time on charitable work?

Then we look at your business goals. Do you want to sell the business? What is your exit strategy? What about succession planning? Do you want to take your business in new directions or move into new market places?

We help you achieve your goals by giving you as much information on your choices and the consequences of these as possible before you make any decisions. For example, you may wish to sell and exit. If so, how does that work? What’s the best approach? What about timing? How will any deal be funded and does this have an impact on any tax due? What about tax relief? Can you claim any? When you sell the business, what about the cash you’ll have? How will this affect your estate and Inheritance tax? Will you get any reliefs on this or do you need to plan how to invest the funds? Here you need to be sure any sale is carefully planned so you can sleep soundly knowing any questions HMRC may have can be answered thoroughly.  

What about if you want to pass the business to your children? As well as the tax planning for you and the business, how will it affect them? What about when they come to sell? Planning early gives them choices too.