[ 90 Days to Clarity ]

Three structured meetings to properly understand the business and decide what needs attention next.

When the numbers, existing issues and decisions have not been looked at together, it can be difficult to agree what should happen first. These meetings give us time to understand the business and work through that with you.

Book an introductory call →See the three meetings ↓

Wakefield Pacific adviser reviewing business information with an owner

Meeting 1

Where are we now?

We start with the financial position, cash, tax, existing issues, ownership and reporting. We also need to understand what the owner is trying to achieve.

Review the available accounting information and tax position
Understand the entities, ownership and existing commitments
Identify missing information and immediate issues

A shared understanding of the current position and the information still needed.

Meeting 2

What needs to change?

We return to the issues identified and information gathered. We review financial performance, the business structure and key decisions, then work through the options and actions.

Review what has changed since the first meeting
Consider cash, profit, margins and relevant tax implications
Agree which decisions need more information and who will obtain it

Agreed actions, with clear responsibilities and timing.

Meeting 3

What are we doing over the next 12 months?

We agree priorities, actions, reporting, meetings and tax planning. Major decisions ahead should be visible, along with the information needed before committing.

Confirm priorities and who is responsible
Agree the reporting and meeting frequency the business needs
Identify tax-planning dates and major decisions ahead

A practical plan for the year ahead, with work and follow-up agreed.

The work continues between meetings.

We follow up on agreed actions and information, including the work our team needs to complete. At the next meeting, we return to what was agreed, what happened and what changed.

Some actions sit with us. Others sit with the owners or their team. Responsibilities and dates should be clear.

The scope is agreed for your business.

This can be useful for an established privately owned business that wants a fuller review of its position and decisions. It is not a required first 90 days for every client.

We agree the information, work, meeting dates and fee before starting. Any ongoing engagement, reporting and meeting frequency are agreed separately according to what the business needs.

See pricing →How we work →

Tell us what is happening in the business.

You do not need to know which service to ask for. We can discuss the issues and whether these meetings would be useful.

Book an introductory call →