Designed to reduce dependency, surface risk, and restore control.

Install reporting that moves from compliance theatre to decision control — so you know what's actually happening before FSCA or buyers ask.

Identify where revenue, decisions, and continuity depend on specific individuals rather than transferable structure.

Design and install a clear operating model that defines decision rights, accountability, and how the practice runs day-to-day — so the business doesn't bottleneck through you.

Engineer continuity so the practice survives adviser exits, principal step-back, or Key Individual transition — and prepare the firm for vetted KI succession.

Prepare the practice to withstand buyer scrutiny, eliminate valuation discounts caused by operational dependency, and remain stable before and after ownership change.

Hands-on operator support to embed structure, stabilize execution, and ensure control holds under real operating pressure — not just on paper.