I've sat in the same rooms that my clients are sitting in.
Not as an advisor looking in, but as an owner.
I grew up in a fourth-generation family business. So I have experienced what that world is actually like - the dynamics, the things nobody says out loud and those decisions that keep getting parked.
Later I built my own business and sold it to a Fortune 500 company. This took nine months of Due Diligence and I made plenty of mistakes along the way.
So when an owner sits across from me with a conversation they can't quite have inside the room - I've probably been in a version of that room myself.
Thirty years. 150+ owners, executives and partners across private companies and family enterprises in New Zealand.
I'm not there to make the decision. I'm there so the right people can.
"Working with Richard has had a hugely positive, transformative effect on my business and wellbeing. The insightful advice provides the cut-through required when you are often too busy to look yourself. Richard's experience in all aspects of business has been invaluable."
"Richard is very knowledgeable about business which is important, but also takes a holistic view as well with the work/life balance which is also a crucial component to the overall success of the business."
Over 30 years in business, primarily under my Co-Pilot brand, until 2025. Owners & Generations maintains confidentiality with assignments, due to commercial sensitivity.
People who've worked with me tend to put it simply: "He's who you call when something needs to actually happen."