Our Advisory Work
Three Engagements. Each Designed Around a Real Business Situation.
We offer three advisory engagements, each with a defined scope, a structured process, and a fixed fee agreed at the outset.
← Back to HomeHow We Work
Our Advisory Approach
Each engagement begins with an initial conversation — no charge — to understand the business situation and confirm that the scope of the relevant engagement is appropriate to it. If both sides agree to proceed, a brief letter of engagement is issued that sets out the scope, the fee, the key dates, and the deliverables.
Working sessions are structured around questions rather than presentations. The adviser prepares an agenda for each session, shares it in advance, and uses it to guide a genuine conversation rather than to present findings that are already formed.
All engagements close with a written document. The form of that document varies by engagement type — a short options summary for a Strategic Direction Review, a succession framework for a family engagement, an operating model specification for a redesign project — but in each case the writing is the adviser's responsibility, not the client's.
Initial Conversation
Free, no obligation. About an hour. Both sides decide whether to proceed.
Letter of Engagement
Scope, fee, dates and deliverables agreed in writing before work begins.
Working Sessions
Structured conversations, led by the senior adviser, with prepared agendas.
Written Deliverable
The engagement closes with a clear document the client keeps and can act from.
Engagement 01
Strategic Direction Review
A four-week engagement intended for owner-led firms and mid-sized businesses considering their next stage of growth. The review includes a working session with senior leadership, a structured look at market position, customer concentration and operating margins, and a short written summary that sets out two or three honest options for the path ahead.
The aim is not to prescribe a course but to give the leadership team a clearer view of where they stand and what choices are realistically open to them.
What is covered:
- Market position and competitive landscape
- Customer concentration and revenue dependencies
- Operating margin analysis
- Two to three realistic growth options
- Written handover document
Process:
Initial briefing and document review
Two working sessions with senior leadership
Adviser analysis and options drafting
Final session: presentation of written summary
Fixed Fee
RM 580
4-week engagement
Engagement 02
Family Business Succession Planning
A considered programme for family-held companies preparing the next generation for ownership and operating responsibility. Conducted over roughly twelve weeks, the work covers governance structure, role clarity between family members, and the gradual transfer of decision rights.
We sit with the principals individually before bringing the family together for facilitated conversations. The pace is set by the family.
What is covered:
- Governance structure review and design
- Role clarity between family members
- Decision rights transfer framework
- Written succession framework document
- Annual review questions list
Process:
Individual sessions with each principal
Facilitated family sessions (two to three)
Framework drafting and review
Final handover and meeting cadence setup
Fixed Fee
RM 1,950
~12-week programme
Engagement 03
Operating Model & Organisational Design
A senior advisory engagement for established businesses where the structure has grown over time and now feels misaligned with the strategy. Over four months we work with the leadership team to map current accountabilities, identify the few decisions that are slowing the firm down, and design an organisational shape that reflects how the business actually wants to compete.
Includes monthly steering sessions and a final retrospective to assess how well the transition has held.
What is covered:
- Current accountability mapping
- Decision bottleneck identification
- Redesigned operating model
- Two-quarter transition plan
- Monthly steering sessions + final retrospective
Process:
Discovery: interviews and document review
Design: leadership workshops (two to three)
Transition planning and model documentation
Implementation support and monthly steering
Final retrospective session
Fixed Fee
RM 3,200
4-month engagement
Choosing the Right Engagement
Which One Fits Your Situation?
| Feature | Strategic Direction | Succession Planning | Operating Model |
|---|---|---|---|
| Duration | 4 weeks | ~12 weeks | 4 months |
| Fee | RM 580 | RM 1,950 | RM 3,200 |
| Number of sessions | 3 | 5–7 | 8–10+ |
| Best suited for | Owner-led firms at a growth juncture | Family businesses preparing transition | Established firms with structural drift |
| Written deliverable | |||
| Implementation support | Not included | Cadence setup |
Not sure which engagement is relevant? The initial conversation will help clarify that — at no charge.
Shared Standards
Across All Engagements
Confidentiality
All materials and discussions remain within the engagement.
Fixed Fees
No variable charges. Fee is agreed before work begins.
Senior-Led
The lead adviser attends every session and signs every deliverable.
Written Close
Every engagement ends with a clear document the client retains.
Pricing
Transparent, Fixed Fees
Engagement 01
Strategic Direction Review
RM 580
4-week engagement
- 3 working sessions
- Market position analysis
- Written options summary
- Handover document
Engagement 02
Family Business Succession
RM 1,950
~12-week programme
- Individual + family sessions
- Governance structure design
- Succession framework document
- Annual review checklist
Engagement 03
Operating Model Design
RM 3,200
4-month engagement
- 8–10 working sessions
- Operating model document
- Two-quarter transition plan
- Monthly steering + retrospective
Next Step
Start With a Conversation
If you are unsure which engagement fits your situation, the initial conversation is the right starting point. No charge, no obligation — just an honest exchange.
Book a First Conversation