Ongoing independent counsel

Independent Advisory Board Member. A longer-term perspective.

Senior board-level experience for entrepreneurs and owner-managed businesses—without adding another statutory director.

01

The situation

  • The business would benefit from recurring senior strategic, financial and international perspective, but does not necessarily need or want another formal director.
  • Unlike a defined Second Opinion, this is an ongoing advisory relationship with its scope agreed for the business concerned.
02

Questions we test

  • Which strategic issues need regular independent challenge?
  • Where could senior financial, capital or transaction experience support management?
  • What meeting rhythm and access between meetings would be useful?
03

What you receive

  • Ongoing independent senior counsel for owners and management.
  • A recurring forum to review important strategic issues and challenge assumptions.
  • An agreed level of availability for defined consultations between meetings.
04

Included

  • A monthly retainer relationship.
  • A meeting rhythm and scope agreed for the business.
  • Independent input on agreed strategic, capital and transaction matters.
05

Not included

  • A statutory director appointment.
  • Unlimited availability or undefined project work.
  • Specialist legal, tax or regulated investment advice.

The exact scope, meeting rhythm and retainer are agreed individually before the relationship begins.

Longer-term counsel

Put experience
in your corner.

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