How RISE ADVISORY Works with you

What is Truly important
to you and where will
you be in 2, 5 or 10 years?

Here’s how we can work
together to accelerate
your success

Experienced Business Coaching and Advisory

My Goal, is to partner with you with proven ways that improve your results, by…

• Firstly, getting cashflow and profits working better
• Leveraging your resources (people and process)
• Freeing up your time (by knowing your strengths)

Once, your business is under control and measured, then, we look at growth opportunities and options.

If this sounds like you? Book your strategy consult with Jerome.

Here’s what you can expect when you work with Rise Advisory:

Working with me (Jerome) 1 on 1 so you get 100% personalised guidance. We’ll catch up for regular one-hour sessions (usually weekly or fortnightly).

Online or in-person (depending on where you are). In between sessions, you’ll get on-tap support by phone & email. (I only work with a handful of clients each month so that I can support them well).

Road Map: Determine Your Business Direction

First, it’s wise to invest time and identify where you’re winning & losing and see what’s really going on. So, we know exactly where you are, then we’ll get clear on where you want to go & how to get there. Rise Advisory is built on experience, having applied knowledge from 17 years working with hundreds of professional/trades businesses, using proven strategies to generate consistent results in today’s market. We respect & value time, we get to the point and focus on gaining traction and move forward with confidence, from management to finance so that we have the fuel to go the distance with your business outcomes, including your exit options.

Stop the Fuel Leaking

Having a clear understanding of your numbers so you get control over where your business is heading. We’ll set up simple dashboards to track the money flow, margins and profits. When you know what’s going on with your financials, there’s no second-guessing on where you’re making money. Confidence in your numbers allows for informed and smarter decision making.

Interestingly, your will come to find an immediate improvement just by being able to measure, it happens every time. We will work together through a process from bumper to bumper, from the types of clients you have to quality assurance so that we can remove and improve any profit leakage.

Once we have stopped the leaking, we will budget for stability and fund the growth.

Your User Manual: Restructure for Efficiencies

There’s a saying that goes, 20% Systems and 80% Human abilities, understanding as a business owner never to repeat themselves in the day-to-day operations of their business. We take the time to understand your standard operating procedures and review your job management systems (what’s automated and what’s not) and how your people interact to provide a smooth process. We support by ways of templates, systems, checklists, scripts, step by step guides, ready to go as you need.

During the implementation phase, we’ll be maximising your best opportunities. Sharpening up your sales process & online/offline marketing. So you attract, win, & keep more of the right jobs & clients. And have plenty of good profitable work lined up, ultimately, we are wanting to remove any bottlenecks and push through the roadblocks while making subtle adjustments so that your business works.

Choose Your Crew: Building a Success-based Team

Having people in different seats that understands the direction of the business, knowing what is expected of them and working together for a common goal takes leadership, also understanding what motivates them, is something all business owners figure out through quality engagement. We quickly identify the gaps in your HR function, from recruitment/selection to saying goodbye to those people that do not fit the culture or have the disciplines for stability or growth outcomes that are vital to every business’s success.

A Few Questions

Can this Work for Me?

I work with company owners, partnerships all over NZ, with 2-30 staff & sales of 250K-15MIL, also have worked with many couples/husband & wife teams.

What type of businesses?

Professional – Accountants, insurances, digital marketing, IT, surveyors, and software companies.

Trades – Builders, electricians, fencers, roofers, tilling, glazing, flooring, security, concrete polishing, scaffolding, landscapers, painters, plumbers, earthmoving… & all other trades.

I thrive on Services/product-driven businesses, they have much potential and I have customers that have developed Group type companies because of solid value and confidence in having the right foundations in place.

Some expectations?

There is a month to month fee. Cost depends on the level of support you need. Done right, business coaching is an investment, not an expense. You’ll get some easy to implement strategies, so you get a return on your investment quickly. As well as medium-term planning to position you for future success. If you’re playing at 100% you’ll see results. Typically, you can expect a minimum of 3-5X return on investment inside the first 6 months. In other words, making an extra $15k+ per month is very achievable for most within a relatively short timeframe (depending on the size of the business). It’s simple math. But if I don’t think this will work for you, I’ll tell you straight up.

Most business owners ask me how we get started, Like with most options/process minded people – it is about taking a test drive and if you see the benefits – you will continue or if not – simply stop.