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 counselPut experience
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