Case Studies

Purposefully Built to Positively Impact Lives

Purposefully Built to Positively Impact Lives

I first met Jerome in July 2019. At that time, I was transitioning out of one business and into a new industry. The initial sessions were to establish an actionable game plan, and then hold regular reviews against clearly defined criteria.

Three Director & Four Shareholder Company

Three Director & Four Shareholder Company

From conception of the big idea, the business/software now has shift from small entities to an enterprise model that delivers value to stakeholders’ long term.

Innovating Tomorrow, Today

Innovating Tomorrow, Today

When I bought into the business, I always knew I wanted a business advisor. Someone who would speak and advise from outside of the business. When I meet Jerome, I knew straight away that he would offer this and much more. His genuineness, values, integrity, and relational approach are what drew me to work with him over others.

Capability + Intention = Results

Capability + Intention = Results

Being a business owner in a professional service does not mean you are an expert in all aspects of business. I recognised that early on and new that whilst I understood accounting and finance there was a lot a new nothing about such as marketing, strong systems, and time management. I initially engaged Jerome as he offered skills that I did not possess myself and I wanted to ensure I was making balanced business decisions, particularly in the early stages.

Driven: Kelvin Armstrong

Driven: Kelvin Armstrong

“Rise Advisory’s experience helps me move forward”

North Shore Scaffolding Have Your Needs Covered

North Shore Scaffolding Have Your Needs Covered

NSS (North Shore Scaffolding), a family owned and operated business for over 30 years: taking innovation seriously.

Solid Foundation for Future Value in an Ever Changing Landscape

Solid Foundation for Future Value in an Ever Changing Landscape

Husband & wife team with a clear focus on increasing business value develops management structures with core systems.

Three Heads Are Better Than One

Three Heads Are Better Than One

Business Partnerships with clearly defined department roles, aligned common goals and culture for customer service matters. Early days for these owners, having alliances and healthy appetite for innovation and delivering operational excellence provides confidence for clients continuing to have next level projects priced and implemented. Systems, people, and results drive Protection forward with clear objectives in client’s results.

Building a Fresh Brand to Meet The Next Level Market Value

Building a Fresh Brand to Meet The Next Level Market Value

Husband and wife team that are motivated by quality and then growth – driven by personal & business goals that’s built on a solid foundation of people & processes.

Consistently Evolving Through Quality Workmanship

Consistently Evolving Through Quality Workmanship

Being steady with confidence in knowing your numbers and the type of work your want has been the success with partner with Andrew, developing solid process and team that deliver on client expectations has been the proven formula and them aligning with key business relationship that allows for a win/win for the client results has been totally beneficial to all parties. Jerome has and is a part of the team and helps with the direction and outcomes to my business success.

Building a Business to Leverage Other Opportunities

Building a Business to Leverage Other Opportunities

Clear on business objectives, clear on types of clients/ alliances and team needed to achieve business goals that’s driven from personal goals. Put significant amount of business processes in place while building a solid team that drive projects onsite to free Craig up to work on Business Development and other opportunities that fuels his entrepreneurial space.

Steady Growth in the Right Places

Steady Growth in the Right Places

Having never run my own business and given the stats on small businesses surviving, when I first launched Cain Built Ltd., I wanted to learn quickly what not to do, to have the best shot at success. To get things off the ground and in the right direction, I needed a mentor.

Business Purchase, ROI & Then Scale

Business Purchase, ROI & Then Scale

Business Turnaround, from margin control, sales function and incentives to branding improvement to software match while driving profits and cash flow up. Business Ownership is key motivation with building a strong management team. Now building a team that delivers on clients’ expectations and meeting compliance standards is vital to overall growth strategy.

Controls that Allow for Profits & Growth

Controls that Allow for Profits & Growth

I have been in business for a while, learned & operate out of best business practices. Yet, I do believe that having good people around that genuinely care about your business and success with skills that can complement and challenge the way forward is valuable.

The Keys to Success

The Keys to Success

Reasons, reviewing ownership model (partnership), what the overall business strategy is for short and long growth, support the controls that impact people/process to deliver business growth. Understand your business goals that’s driven from your personal objectives.

Building for Scale

Building for Scale

Matt’s vision is to scale – this represents clarity with all key roles that impacts business value and implementing training systems for customer success. This coupled with a highly functioning business development that is aligned with business strategy for long term team engagement.

Niche is King | Mitch Avison

The strength is in the back end team and process for scaling profit centres. Diversification into non-council activities will provide long term value and improved cash flows. Amazing results, Sales (-18%) / Gross Profit (up 43%) / Net Profit (up 80%).

Investing in the Future | Brendon Booth

In just one year, has implemented a clear vision and culture, driven by an A-class management & production team while developing a meaningful KPI/ work flow job management system for growth. Through the process the company has increased its revenue 27% while purchasing new plant and reducing debt.

Leading the Way | Rob & Amanda Inskeep

Husband and wife team in the Audio Visual Industry with a nationwide contractor base, in 2 years has transformed the complete company with a solid management team and systems for scalability. The company now has an advisory board FIT for growth.

Steadiness Wins the Race | Adrian Van Den Bemd

Owner, Adrian Van Den Bemd has work Jerome for many years in all areas of business stability and growth, consistently innovating through qualifications to meet the industry standards and building efficiencies through systems and  investing in people has taken Height Access Technology to be leader in it’s field and continues built value to all involved.

Standing the Test of Time | Igor Gubani

I was reluctant initially to have Jerome on the team, after meeting up with him and then recognising his value through a trial period, we manage to bring on an internal support team to assist with day to day running, working together to develop our marketing activities, improve on systems and challenging us in all areas has been instrumental to moving to the next level of business growth. His help has been valuable and continue to work together through all kinds of business situations.

Constantly Evolving | Be De Wet

Making hard decisions has come easier when building a team from top down, not only implementing systems – moving from chaos to control which includes pricing process for margin control to commercial clients – effective payment claiming and improved terms to drive cash flow for future investment. Goals includes reduce liabilities and then invest in the right gear for maximizing profits. Having Jerome as a coach/advisor has been a great strategic move, since I have had a coach before and his ability to work in house truly has a positive impact.

Culture & Business Goals = Growth | Mat & Natalie Alexander

From Auckland to Bay of Plenty and Northland, having a recipe for success does matter when a clear focus that includes an incentivised team driven for client outcomes. Owner, Mat’s expectations are – the business grows when everyone has long term team engagement, resulting into retaining talent. Scaling your business is always challenging when getting the management structure right, so being clear of roles that drives customer success has been instrumental to the growth of Plumbuilt. This all started with making sure that the company was profitable, investing in people & assets that delivers, while maximizing business opportunities with key sectors for the future growth. Consistent improvements for new levels of growth continues to shape positive business outcomes.

Expectations & Actions = Results | Ryan Bickley

Several years ago, I engaged Jerome to help drive a clear vision of having A-Class clients; improving the sectors that includes light commercial, high end residential, insurance and asbestos removal. Making sure that my business objectives in my Brand & Sales aligned with the highest quality assurance standard in the A-Z of operations. His help in making sure that we secure a bookkeeper and knowing where my time was best spent. Eg. Fostering new key business relationship for the sales function and running the selected production team with very specific criteria that allowed for onsite confidence was important. The focus is moving to becoming a business owner that delivers on expectations in all areas on business success and with the intention looking into developments as a future aspiration.