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.

Book your 30 minute Strategy Consultation 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).

Jerome’s developed a program *Steering your business to Success*, this works for all business owners, this framework works whether you are fast tracking your start up, shifting through new levels growth to exiting for a big pay day.

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 can 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, you 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.

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.

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.

Download your copy of the Lead Enquiry to Invoice Guide!

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.

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Case Studies

Rise Advisory prides itself on results – working for our clients and providing support, knowledge and tools to assist them in their business journey. Here are just a few businesses we have helped over the years …

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.