Pivot Points

Because the right next move changes everything.

Clarity, confidence, and a practical path forward

Every business reaches moments where the next step really matters.

You might be growing fast but feeling unclear on direction.
You might be busy, but not as profitable as you expected.
You might be thinking about exit, succession, or what comes next — without wanting to commit to a long programme or ongoing support.

Pivot Points are designed for those moments.

They create space to step back, cut through the noise, and make informed commercial decisions with confidence — not guesswork.

What Are Pivot Points?

Pivot Points are one-off, expert-led strategy sessions that result in clear, actionable outputs — not documents that get read once and put in a drawer.

They are designed to produce living, breathing working documents for your business: plans that are realistic, prioritised, and intended to be used as your business evolves.

You will leave with:

• Clear, agreed priorities

• Informed choices about what matters most next

• A practical, step-by-step action plan

• A documented roadmap you can revisit, refine, and act on

Pivot Points are about moving from uncertainty to momentum — with decisions you can stand behind and plans you can actually implement.

If You’re at a Crossroads, This Is for You

Pivot Points are for business owners and leadership teams who feel they’re at a crossroads, even if things look “fine” on the surface.

Common triggers include:

• Growth that’s starting to feel messy or reactive

• Margins that don’t reflect the effort going in

• Too many priorities and not enough clarity

• Early thinking about exit, succession, or long-term value

• A sense that decisions are being made without enough information

If you want a high-value strategic conversation grounded in experience — not generic frameworks — Pivot Points are built for you.

How the Process Works

1. Discovery conversation
   We start with a conversation to understand your situation and discuss the specific Pivot Point you’re interested in.

2. Pre-work and preparation
   You complete a short questionnaire to provide context, priorities, and key information. This ensures the session is focused and relevant.

3. Expert-led Pivot Point session
   A structured, in-depth session focused on your business, your decisions, and your goals.

4. Actionable output
   You receive a written report capturing:

   • Key insights and decisions

   • Agreed priorities

   • A practical, step-by-step action plan
     Often broken down month-by-month, where appropriate.

5. Implementation-ready roadmap
   The output is designed to be used, reviewed, and adapted — not filed away.

There’s no obligation to continue beyond the session. Some clients choose ongoing support; many simply take the clarity and move forward independently. The value stands on its own.

Who Pivot Points Are For

Pivot Points work best for:

• Founder-led and owner-managed businesses

• Leadership teams navigating growth or change

• Business owners who value expert judgement over templates

• People who want clarity, calm, and momentum

They’re not designed for:

• Businesses looking for quick fixes or generic advice

• Those who want decisions taken off their hands entirely

Ready to Talk It Through?

If you’re not sure which Pivot Point fits your situation, that’s completely normal.

The best place to start is a conversation.

Book a discovery call to talk through what’s going on and explore whether a Pivot Point is the right next step.

You don’t need to have all the answers yet.
That’s the point.

Each Pivot Point supports a different kind of decision moment. We’ll work with you to ensure the right focus for where you are now.

Strategy Reset

From £2,000

A focused reset for businesses that need clarity on direction, priorities, and next steps.

This is for you if:

• The business has evolved, but the strategy hasn’t kept pace

• You’re carrying too many priorities without a clear sense of what matters most

• You want to pressure-test direction before committing time, money, or energy

What you get:

• A clear view of where the business is now

• Honest challenge around what’s working — and what isn’t

• Defined and agreed priorities for the year ahead

• A practical action plan setting out how to achieve those priorities

• Confidence in what to focus on, what to pause, and what to stop

This is about alignment, focus, and moving forward deliberately rather than reactively.

The Profitability Puzzle

From £2,500

Clarity on the real story behind your numbers — and what they mean for your decisions.

This is for you if:

• Revenue looks healthy, but profitability feels unclear

• You’re unsure which services, clients, or activities truly perform

• Pricing and commercial decisions feel stressful or uncertain

• The unknowns in your numbers are creating hesitation

What you get:

• A clear, plain-English view of how your business actually makes money

• Insight into what’s driving or draining margins

• Reduced stress from understanding what’s really going on

• Practical recommendations you can act on immediately

• Stronger foundations for pricing and commercial decision-making

This isn’t about spreadsheets for their own sake.
It’s about understanding the story your numbers are telling you well enough to make better, calmer choices.