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Strategic Planning
Financial Services

Redefining a 5-year growth strategy for a mid-market financial services firm.

The leadership team had competing views on the firm's strategic direction following a change in ownership. Decision-making had stalled, and the board required alignment before committing capital to new markets.

We ran a structured facilitation programme over six weeks — individual stakeholder interviews, a two-day leadership offsite, and a synthesis workshop to resolve the key tensions and surface shared priorities.

6wk
Engagement
100%
Board Alignment
3
Priority Markets Agreed
Executive Facilitation
Healthcare

Leadership offsite design and facilitation for a healthcare network facing rapid expansion.

A regional healthcare network was doubling in size through acquisition. Senior leaders from different organisational cultures needed to align on values, operating principles, and shared accountability frameworks.

We designed and facilitated a 2.5-day immersive offsite. Sessions combined structured dialogue with working groups, and concluded with a co-authored leadership charter that the full team endorsed.

40+
Leaders Aligned
2.5d
Offsite
1
Unified Charter
Business Advisory
Professional Services

Operational restructure and performance improvement for a national professional services firm.

Despite strong revenue, the firm was experiencing margin compression and high partner attrition. The CEO needed an independent view on the root causes and a prioritised improvement roadmap.

We conducted a rapid diagnostic across people, process, and pricing — then worked alongside the executive team to design and sequence a 12-month restructure that preserved culture while restoring profitability.

12mo
Roadmap
↑18%
Margin Recovery
↓60%
Attrition Rate