We all have problems of some sort, so why would we want to learn more about our issues? The simple answer is so that we can decide on a course of action. We have three primary responses to problems, avoidance or denial, acceptance, or understanding and controlling it. If you are content with the first two options, then save your time and stop reading this article. The problem you don't know can be an undiscovered issue or a challenge you are experiencing but is not clearly defined or understood. This situation often leads to negative impacts on your personal and financial wellbeing. We use a comprehensive program to review financial data, employee relations, personal goals, risk and liability exposure, asset growth and protection. This process allows us to define the depth of the problem and quantify the negative impact it is causing. Now that the problem is outed and identified we can propose solutions. Most importantly we can provide a framework for the range of solutions with costs to facilitate action plans that offer real returns for the expenses of the answer to the problem.

Our role as a business advisor is to understand your business, provide clear choices and a variety of alternative courses of action for you to act upon. We have no vested interest in any of the options. How you proceed is entirely your choice. Our goal is to provide you with different decisions to support you in making your best executive decisions.

We all (or should anyway) go for annual checkups with our doctor. Why? Not because we have something wrong but to check that we don't have some undiscovered illness or problem. From this checkup, we get the all clear (best response), or we get advice on how to protect our health from developing challenges. We will do the same for your business. We probe beyond the obvious and provide a comprehensive report. We call this report a holistic review of your business. It includes financial analysis, sales, marketing, social and environmental factors, technology, human resources, risk management as part of a 100 checkpoint framework.

As a father of a 15-year-old boy, the importance of regular report cards cannot be overstated. Once we move on from the school system, the report card is left behind. We customise a report card for your business. It has multiple broad-based measures beyond your financial performance. It provides a step of how your company is adapting to changing conditions. It will allow you to reward and develop successes and focus on improving parts of the business that is underperforming. Regular report cards will allow you to measure your progress accurately.

A number of the businesses that I have worked for and with have been family owned. This broad experience with family business has taught me that running a family business presents many unique challenges. The key one is being able to adapt to changes as the company and family mature. An essential service we offer is to listen to ownership and provide honest unbias comments on critical ideas. We then offer alternative options. The result is clearly defined choices for the owners to act on. We will deliver continued support to turn these choices into actions. We will fill an essential role as trusted advisor to bounce ideas off.

I have always had an interest in new technology and processes and their application to problems. With small and medium businesses the implementation of new technology often lags far behinds its needs. Today there is no shortage of new apps, data systems and automated systems that are a being offered. While these promise and will deliver superior results, they can have an incredibly disruptive effect on you and your business. The suppliers of these new technologies are focused on maximising their features and often do not understand the complexity of your business. In the many projects, I have implemented I have discovered that when all the secondary effects are dealt with, then the project is truly successful. This is where the holistic approach is fundamental. ​