Definition
It is one question, scoped in writing, answered in a document a board can vote on.
Not a workshop series. Not a deck of frameworks with your logo on the cover. Not a research report that assembles the evidence and then declines to draw the conclusion. The engagement is finished when there is a recommendation on the page, the reasoning behind it is visible, and the people who have to approve it can interrogate both.
Most of the decisions we are called into are not short of information. They are short of a shape. There is a plan somebody believes in, a set of numbers that does not quite support it, two or three options nobody has written down side by side, and a board meeting in five weeks. The work is to turn that into something that can be decided: what is actually being chosen, what the real alternatives are, what each one costs, and which one the firm would choose if it were its own money.
That last part is the obligation the engagement takes on. An adviser who lays out three options and leaves the choice to the client has done half the job and taken none of the risk. We say which one, and why, and what would have to be true for us to be wrong. If the evidence genuinely does not support a recommendation, the document says that too — and says what would settle it, and what that would cost to find out.
The judgement behind it comes from having built businesses rather than from only advising on them: more than twenty years of it, including a construction and fit-out consultancy in the UK market — payroll, working capital, contracts that go wrong, and decisions taken with incomplete information because the alternative was taking none.
We do not sell a proprietary method with a name and a trademark. There is nothing to license and nothing to be certified in. What there is, is a discipline about what a recommendation has to contain before it is worth putting to a board.