S.01

Service

Strategy & Growth

Growth that improves margin, not just revenue.

Identify growth opportunities, clarify strategic priorities and develop a practical roadmap for sustainable business performance.

Who it’s for

Founders, CEOs and private-equity owners when growth has stalled or stopped paying.

$20M–$300M revenue

Founder-, family- or PE-owned

Growth has slowed or stopped paying

Leadership team in a meeting room

Fig. · In practice — Strategy & Growth

Sample image

Leadership team in a meeting room

Fig. · In practice — Strategy & Growth

Sample image

02

When to call us

Situations we’re hired for.

If this sounds familiar, it’s this service.

Clients rarely arrive asking for Strategy & Growth. They arrive with one of these.

Situation 01

Growth is adding complexity instead of profit.

The problem

Revenue rises while margin stays flat, because new customers, products and channels cost more to serve than they earn.

Why it matters

Unprofitable growth consumes management time and capital that the profitable core needs.

Revenue up, margin flat or down

Long tail of customers and SKUs

Price is set by habit, not by cost to serve

Resolved · PRV-016

· 7 months

Sample data

Before

31.5%

+4.7 pts

After

36.2%

Situation 02

Leadership lacks a clear view of business performance.

The problem

Leaders see activity — stores, headcount, volume — but not the economics of each unit of the business.

Why it matters

Capital keeps flowing to the parts of the business that look busy rather than the parts that earn.

The board debates activity, not economics

Unit-level profitability is unknown

Decisions wait for the next pack

Resolved · PRV-012

· 11 months

Sample data

Before

8.2%

+5.4 pts

After

13.6%

03

What you receive

4 deliverables.

Yours to keep and run.

Everything is built on your data and in your tools, and handed over with its definitions.

01

01

Business performance assessment

Profitability by customer, product and channel, reconciled to your accounts.

Profitability by customer, product and channel, reconciled to your accounts.

Report + data model

Delivered week 2

02

02

Growth opportunity analysis

Opportunities sized by margin impact and effort, with what each needs to work.

Opportunities sized by margin impact and effort, with what each needs to work.

Opportunity book

Delivered week 4

03

03

Strategic priorities

Three to five priorities, and the activities you will stop to fund them.

Three to five priorities, and the activities you will stop to fund them.

Board paper · 2 workshops

Delivered week 6

04

04

Execution roadmap

Quarter-by-quarter plan with owners, targets and the baseline each is measured against.

Quarter-by-quarter plan with owners, targets and the baseline each is measured against.

Roadmap + KPI targets

Delivered week 8

04

Timeline & format

6–8 weeks.

Phase by phase.

The longest typical engagement is shown. Shorter scopes compress the middle phases; the baseline and the measurement never move.

01 ·

Weeks 1–2

Diagnose

Baseline the economics: profitability by customer, product and channel.

02 ·

Weeks 3–4

Analyse

Size each opportunity and the real cost of complexity.

03 ·

Weeks 5–6

Decide

Two leadership workshops choose the priorities — and what to stop.

04 ·

Weeks 7–8

Plan

Roadmap, targets and owners, ready for the board.

01

Team

Partner + 2 consultants

02

Cadence

Weekly steering, 60 minutes

03

On site

1–2 days a week

04

Your time

CEO and CFO, ~3 hours a week

05

Who leads it

Led by Helena.

In every weekly review.

HM

Portrait · 4:5

Helena Marsh, Managing Partner

Managing Partner

Helena Marsh

Leads growth and portfolio work for founder-led and PE-backed companies. Has taken four retail and services businesses through margin-led turnarounds.

Previously

Partner, global strategy consultancy · 11 years

Strategy director, listed retailer

Sectors

Retail · Consumer · Business services

06

Fee & what's included

From $40k.

Fixed fee, agreed in writing.

The fee covers a typical mid-market scope. You receive the exact scope and fee in a written proposal within a week of the first call.

Starting fee · Project-based

$40k

Fixed fee agreed in writing. 50% on signature, 50% on delivery of the final paper.

Illustrative sample pricing

Starting fee · Project-based

$40k

Fixed fee agreed in writing. 50% on signature, 50% on delivery of the final paper.

Illustrative sample pricing

Included

The partner leads every working session

Analysis on your own systems — no new tools

Two leadership workshops

A board-ready final paper

Not included

Implementation support (available as a retainer)

Survey panels and primary market research

Travel outside the US and UK, billed at cost

07

Related results

Where we’ve done it.

3 published cases.

Every Strategy & Growth case on the site, with its baseline, timeline and source.

08

Questions

About Strategy & Growth.

Before you call.

Specific to this service. Fees, timing and confidentiality are covered in the general FAQ.

01

Do you need access to our systems?

02

How is this different from a strategy offsite?

03

What happens after the roadmap?

09

Next step

Talk to Helena

about Strategy & Growth.

A 30-minute call with the partner who leads Strategy & Growth. You'll leave knowing whether there's a fit, the likely scope and the fee.

Your request

≤ 1 working day

A partner replies

We’ll respond within one working day.

09

Next step

Talk to Helena

about Strategy & Growth.

A 30-minute call with the partner who leads Strategy & Growth. You'll leave knowing whether there's a fit, the likely scope and the fee.

Your request

≤ 1 working day

A partner replies

We’ll respond within one working day.

09

Next step

Talk to Helena

about Strategy & Growth.

A 30-minute call with the partner who leads Strategy & Growth. You'll leave knowing whether there's a fit, the likely scope and the fee.

Your request

≤ 1 working day

A partner replies

We’ll respond within one working day.

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