SME Achievement- Road Map
When we were assessed, the feedback was:
“SME Advisor’s innovative methodology is holistic in its approach, comprising a five-stage Road Map toward the clients’ ultimate objective. Early stages are dominated by gaining a comprehensive understanding of the business, its challenges, and its objectives through a deep dive approach. Strategic analysis enables the consultants at SME Advisor to assess the business risks to create a plan moving forwards, whether that includes HR, business development, health & safety solutions or a blend of all three. The judging panel was particularly impressed by the Company’s ability to unlock their client’s potential.”
A Small and Medium Enterprise (SME) Advisor Roadmap provides a structured approach for advisors to guide business owners in scaling, optimising, and transitioning their businesses successfully. It ensures SMEs receive strategic insights and actionable steps tailored to their growth and exit objectives.
Deep Dive/Discovery
- Businness (short/long term goals)
- ID and prioritise critical issue
- Timeline, milestones, and objectives
- Scale and exit strategy
Strategic Analysis
- Determine and confirm core strengths
- Prioritise commercial risks
- Risk/financial exposure
- Plan preparation and development
Plan Presentation
- Review plan for feedback
- Adjust as needed
- Confirm all considerations are included
- Agreement to proceed with plan
Implementation
- Communicate and engage key stakeholders
- Resource allocation
- Execute plan
- Focus on goal achievment
Progress Monitoring
- Ongoing reviews
- Plan updates
- Celebrate success
- Future planning
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Whether you need a single one-off meeting, an on-going consultancy or an entire portfolio of documentation and advice, SME Advisor offers a bespoke service to suit your needs and budget.