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Advisory & CFO

Advisory board

An advisory board gives you a regular, structured way to test your plans with experienced people. Business Mantra Accountants helps design and run one for your business, so decisions are made with outside perspective and someone keeps you accountable.

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Business Mantra Accountants

Chartered accountants and business advisors

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Who it’s for

  • Owner-managed businesses

    Owners who make most decisions alone and want outside input.

  • Businesses planning to scale

    Businesses preparing for significant growth.

  • Family businesses

    Families who want more structure in decision-making.

What’s included

  • Board design

    The board’s purpose, members and how it works.

  • Regular meetings

    Structured meetings with agendas and reports.

  • Business model review

    Testing your business model and growth plans.

  • Accountability

    Following up on actions agreed at each meeting.

How it works

  1. Goals

    You set out what you want the board to help with.

  2. Design

    The board’s structure and members are agreed.

  3. Meetings

    Regular meetings with clear agendas begin.

  4. Review

    The board’s value is reviewed over time.

Good to know

Questions

Can’t find your answer? Ask us and we’ll pass your question to the right business.

Insights

Guides from the group’s specialists

Next step

Ready to talk aboutAdvisory board?

Tell us a little about your situation and we’ll pass it to the Business Mantra Accountants team.