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 …

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.