Our Five-Step Roadmap

Support for owners, managers, and SME leadership teams

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SME Acheivement – Five Step Road Map

Our five-step roadmap is designed to support owners, managers, and SME leadership teams in achieving commercial success, driving sustainable growth, and building resilient, high-performing teams — all within a safe and compliant workplace.

We begin by clarifying your strategic goals, identifying operational challenges, and aligning with long-term objectives such as succession or exit planning. Next, we conduct a focused analysis of your business’s strengths, risks, and opportunities. Based on these insights, we develop a tailored, actionable plan — refined with your input — and move into structured implementation.

With the right people, systems, and resources in place, we execute the plan and monitor progress through regular reviews, adjusting where needed. At every step, we remain focused on your leadership priorities — whether that’s improving performance, increasing profitability, or laying the foundation for a successful transition or exit.

SME Achievement- Road Map

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

What our customers say about us

⭐⭐⭐⭐⭐

Fantastic – thanks Tim at SME Advisor for designing and facilitating this leadership workshop. Having spoken to members of the team it sounds like it has met its objectives and more. Really encouraged to hear the team feeling empowered and skilled to implement the theory rather than it being isolated and theory only. I’ve received a lot of theory only training, this sounds far more effective. Really looking forward to seeing this team flourish with this training being a great catalyst. We really appreciate your genuine interest in our team’s development, your authentic interest was clear in our conversations prior to the training, it is recognised and appreciated.

– Riverrok

⭐⭐⭐⭐⭐

In 2006 our company was almost broke, had no direction and was lost in the day to day dilemma of trying to survive. From that day to this I have been utilising SME Advisor’s expertise in the many areas of professional development, coaching and mentorship they excel in. Their delivery is fresh, structured, controlled and highly valuable to all involved. SME Advisor has transformed our business into a highly motivated, constantly improving, profitable organization. With a caring and commercial culture. I would highly suggest SME Advisor will ensure you achieve the results you are searching for.

– Allan Sandilands, Taipan Pty Ltd

 

⭐⭐⭐⭐⭐

Paul Beard and his colleagues have provided the immediate and specialised HR help and support that I have needed over the past 5 years, employing and managing office staff for my charity. I was told by SME ‘Don’t do anything before you contact us’ and this advice has been vital. They are respected experts in their field, and I cannot praise them enough for their professional manner and intense support.

– Diana Levantine, The Sussex Snowdrop Trust

⭐⭐⭐⭐⭐

SME Advisor carried out Health and Safety checks on one of my building projects. The property which was a public building was having refurbishment work carried out. His team applied just the right amount of checks, not overbearing but ensured that the work was being carried out in a safe manner. His team was also on hand for advice when needed. I would be happy to recommend SME Advisor.

– Alan Prior, AP Architectural

 

⭐⭐⭐⭐⭐

SME Advisor Ltd were extremely professional recently when dealing with a potential employment issue. Their knowledge and experience was invaluable and I would have no hesitation in utilising their services again in the future.

– A Packham, Shore Financial Services Ltd

 

⭐⭐⭐⭐⭐

After years of working with faceless HR Providers, we have been delighted with the high quality, person-centred and local service we receive from SME Advisor. Paul and his team understand us and our mission as a charity, and through the input of their professional expertise and skills, they enable us to provide they best possible HR services to our staff so they can continue support our blind and sight impaired beneficiaries.

– Nik Demetriades, 4Sight Vision Support

 

⭐⭐⭐⭐⭐

We have been working with SME Advisor for many years. We have always found that their team have provided very balanced and real world advice both for us and our clients. They take the worry off of our shoulders. We would happily recommend their services to others.

– Allen Porter, Middleton Insurance Services

⭐⭐⭐⭐⭐

Paul and the team have been invaluable to our business over recent months. With so many potential challenges to face, his advice has taken a significant chunk of it off my plate allowing us to focus on what we do best. Highly recommend SMEAdvisor

– Mark Wisdom

Need further support?
We are here to help!

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.

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