The attached flowchart is an initial approach we take when helping our clients better understand the operational & financial performance of their business.

As no two businesses are alike, we then encourage new clients to refine the methodology and tailor the approach over the course of preliminary meetings. It is by no means “set in stone” and is designed to be customised to meet your specific challenges and opportunities

By doing this, clients are able to understand the process, why we undertake each particular step and what outcomes they can expect. This helps ensures our clients are engaged in the process and receive value for money.

Flowchart (pdf) – The Broadoak Approach (flowchart)