Engagement path
How a recovery planning engagement moves from first call to a working plan.
Owner-managed companies rarely need another workshop that ends in sticky notes. This path shows the sequence we use so cash, creditors, and owner decisions stay in the same frame.
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Discovery call
A short conversation to confirm you still control the business, what creditors are pressing, and whether advisory recovery planning — not a formal appointment — is the right lane. No fee for this call when it leads to a written proposal.
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Document pack
You share recent bank statements, aged payables and receivables, loan schedules, and a brief note on what keeps you awake. We review before the workshop so meeting time is spent deciding, not hunting files.
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Cash snapshot
We build a near-term cash calendar and highlight the weeks where payroll, suppliers, and lease obligations collide. That snapshot becomes the spine of the recovery options workshop.
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Owner options workshop
On-site in South Australia or remote elsewhere, we rank what to protect, what to pause, and which creditors hear from you first. Mild discomfort is normal — the workshop surfaces choices that were previously unspoken.
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Written recovery plan
You receive a concise plan with a 30/60/90-day action sequence, cash priorities, and prepared positions for key creditors. We revise once after your review.
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Check-ins
Two follow-up sessions after delivery help you adjust the calendar and creditor responses as reality shifts. Further support can continue as creditor negotiation support or a post-recovery operating plan.
Fit check
This path suits owners who can still choose.
If trading continues, key people remain, and at least some customers are paying, recovery planning can rearrange priorities while the company still operates under your name. If a formal insolvency appointment is already underway, we only join with the appointed practitioner’s involvement.
