Consultation

Business Recovery Planning Engagement

A structured engagement for owner-managed companies under cash, creditor, or trading pressure — clarifying priorities, protecting viable operations, and mapping a practical recovery path.

Business owners reviewing recovery plans at a meeting table

Who it is for

Owner-managers of trading companies facing liquidity strain, creditor pressure, or stalled turnaround efforts

The result

A written recovery plan with sequenced actions, cash priorities, and clear owner decisions

What is included

  • Discovery call and situation briefing
  • Cash position and short-horizon forecast review
  • Creditor and obligation mapping
  • Recovery options workshop with the owner
  • Written recovery plan and 30/60/90-day action sequence
  • Two follow-up check-ins after plan delivery

What sits outside this engagement

  • Formal insolvency appointments
  • Legal representation or court filings
  • Bookkeeping or tax preparation
  • Ongoing operational management

How the work unfolds

  1. Stage 1

    Briefing call to confirm fit and urgency

  2. Stage 2

    Document review and cash snapshot

  3. Stage 3

    Owner workshop to rank options and constraints

  4. Stage 4

    Draft plan, owner review, and finalisation

  5. Stage 5

    Handover of action sequence with check-in dates

How to prepare

Recent bank statements, aged payables and receivables, current loan schedules, and a plain-language note of what is keeping you awake at night.

Constraints

We work with owner-managed trading businesses. We do not accept engagements where a formal insolvency appointment is already underway without the appointed practitioner’s involvement.