Advisory

Independent oversight. Ongoing momentum.

Some situations don't resolve in a single session.

When a board or ownership group needs sustained independent perspective - to protect governance discipline, maintain decision momentum and hold the business accountable to its own direction - an ongoing advisory relationship makes sense.

Who This Is For

This works best for private companies and family enterprises where:

  • The board lacks an independent voice and needs one consistently
  • Ownership decisions recur regularly and benefit from structured external perspective
  • The business is moving through change - growth, succession, restructure - and needs ongoing discipline
  • A facilitation engagement has established trust and the momentum needs protecting


    Two Ways to Engage

    Advisory Retainer - $3,000 + GST per month
    Ongoing independent perspective without a formal board role.

    Includes a monthly governance check-in call, quarterly half-day session and on-call access for time-sensitive matters.

    No re-briefing. Continuity of context.

    Board Advisory Role - $5,000 + GST per month
    Formal independent advisory presence.

    Attendance at board or ownership meetings, pre-meeting review, structured challenge and direct access between meetings.

    Both arrangements have an initial three-month minimum.

      What Both Have in Common

      This is not open-ended consulting. The value is not the hours - it is the continuity of an independent mind that knows your situation, holds you accountable, and brings calm structured thinking when decisions matter.

      For a business where ownership decisions shape long-term value, independent oversight is not a cost.

      It is a governance investment in your asset.

      How It Typically Starts

      Most advisory relationships begin with a facilitation engagement. Once trust is established and the fit is clear, some clients choose to continue.

      Occasionally, where the situation is right, an advisory relationship begins directly.



      “Working with Richard has had a hugely positive, transformative effect on my business and wellbeing. Their insightful advice provided the cut-through required when often too busy to look yourself.  Richard’s experience in all aspects of business has been invaluable. ” Owner (Currently in a sales process), Director