Advisory

An owner should be able to see how the business earns its money and where its performance falls short. BSM Advisory examines the results and the decisions behind them, with attention to improvements the organisation has the means to carry through.

Discuss your priorities

The assignment in practice

For whom

Owners who need a sound view of earnings, cash and management priorities.

Where we begin

We begin with the concern behind the figures and the records available to examine it.

What you receive

Financial review and model
Five prioritised opportunities with stated assumptions
A 90-day action plan
Owner presentation and recommendations

The precise scope is agreed for each engagement.

We follow the relationship between sales, operating costs and cash, then work with ownership to determine which changes deserve its time and capital.

Owner’s Performance Review

Revenue can grow while the return to ownership diminishes. A review follows the money through the business to understand why: the customers it attracts, the cost of serving them and the management decisions that shape the result. We examine the available trading history and distinguish recurring weaknesses from an unusual season or a temporary disruption.

The owner receives a financial model, five prioritised opportunities and a 90-day action plan. Estimated benefits are accompanied by their assumptions and the work required to achieve them, so that a promising number can become an informed decision.

Private Owner’s Office

Some decisions benefit from a relationship that continues beyond a report. The Private Owner’s Office provides a regular forum in which the owner can examine performance, question proposals and follow the priorities agreed with management. We bring an independent perspective while remaining close enough to the business to understand the circumstances behind the figures.

Commercial Strategy & Profitability

Pricing and distribution affect the quality of earnings as much as the volume of sales. We examine which customers contribute, where commercial effort is being lost and whether the operation can serve additional demand profitably. Recommendations take account of the people and capital available, with changes sequenced so that the business can absorb them.

The first conversation

An initial discussion establishes the concern that deserves attention. A focused review may be sufficient; a continuing advisory relationship may be more useful where the owner needs support through a period of change.

Private Enquiries

Let us discuss your business

Tell us about your business or proposed project, its location and the decision you are considering. Include your intended timing so we can assess how our experience may help.