Advisory work
Owner-Manager Board Advisory
A standing advisory seat for owner-managed companies that need disciplined board-level challenge without a full independent board.
Who it is for
Founders and family owners who still sit in the chair and want clearer board discipline around capital, succession, and growth decisions.
The result you should expect
A documented advisory cadence, sharper papers for major decisions, and a trusted external voice that holds the leadership team to the plan.
What is included
- Monthly advisory sessions (half-day or virtual equivalent)
- Pre-reading of board packs and decision papers
- Written notes after each session with agreed actions
- Quarterly strategy deep-dive with the owner and key executives
- Access between sessions for time-sensitive board matters
What sits outside this engagement
- Statutory director appointments unless separately agreed
- Day-to-day operational management
- Audit, tax, or legal representation
- Crisis communications or media work
How the engagement runs
Discovery call to map ownership, decision rights, and current board rhythm
Engagement letter and first 90-day focus areas
Standing calendar of sessions and pack deadlines
Quarterly review of outcomes and next-cycle priorities
Preparation
Share recent financials, ownership structure notes, and the last three major decisions the business faced.
Constraints
Best suited to companies with established revenue and a single or family ownership structure. We do not advise listed entities.