12th October 2022
Access a selection of the same tools we use when working with our clients directly
On this page you'll find some important guides, checklists and tools to download. We use these with our clients. All of this is free to you, but that doesn't mean it's not valuable. Giving it away is part of our commitment to help owner/managers realise their ambition.
Whatever the shape and size of your business, creating the conditions whereby everyone’s efforts are maximised towards the achievement of specific goals, is a critical occupation. It’s also incredibly challenging, particularly if you have more than one role to play in the firm. Here’s a selection of resources to help you lead your organisation forward.
12th October 2022
The APP is a planning tool to help individuals and their managers plan personal performance and increase the probability of achieving the desired results.
Download Now22nd October 2021
A planning tool that follows the LPP framework and helps when designing the optimum deal structure.
Download Now16th March 2021
Some useful questions and insights to use when attempting to understand a proposed transaction.
Download Now16th March 2021
Discussing the same ‘pet’ subjects at every management meeting can be frustrating. Use this template to record key decisions and refer back to it when the inevitable happens.
Download Now16th March 2021
There’s only one thing worse than sitting through a pointless meeting, and that’s reading a comprehensive summary of it. Use this template to focus on key decisions and action items.
Download Now16th March 2021
Setting a tight meeting agenda is a key step in the pursuit of efficiency. Plan your management meetings using this simple agenda.
Download Now16th March 2021
Use this template to map out your plan for the year. If you’ve completed the Personal Vision Sketchbook, then just extract the detail from there.
Download Now16th March 2021
The majority of business meetings are a waste of time. Use this guide to set some rules, plan your approach and turn your meetings into shorter, more productive sessions.
Download Now