This Was Meant to Reach You: Turning Motion into Momentum

This Was Meant to Reach You: Turning Motion into Momentum

This Was Meant to Reach You: Turning Motion into Momentum
The Mountain is You: Plan, Pivot, and Prosper in 2025

Are you busy in the trenches, or are you moving your business forward? There’s a difference, and it’s one I see too often in businesses stuck in a cycle of effort without tangible results.
2025 will reward those with a clear plan and focused effort. By now, like many of our clients, you, your team, and your business should be partway through your 90-day goal plan leading up to 31 March 2025, with a solid roadmap for the fiscal 2026 year. If you’re not, it’s time to refocus and realign. Without a structured plan, even the hardest-working teams can find themselves running in circles, busy but motionless.
Every business, no matter its size, needs a clear direction and a foundational structure to succeed. A roadmap isn’t just about big-picture goals; it’s about knowing what steps to take today, tomorrow, and in the months ahead. It’s about defining the “why” and “how” of your activities so your team has clarity, focus, and the tools to adapt when life throws curveballs. Without it, even the best intentions fall short, leaving teams overwhelmed and businesses stagnant.
I’ve said it before, and I’ll say it again: successful businesses don’t go it alone. They rely on external expertise—credible, holistic advisory companies that can provide the coaching and implementation support necessary to achieve sustainable results. These partnerships bring an outside perspective, helping you identify blind spots, set priorities, and create measurable outcomes that keep everyone accountable.

Late last year, we also took steps to enhance how we support and engage more with our customers, potential customers, reach more businesses and save time. We began working with one of our leading providers, Jef Kay Director of Cleva.bot, to create a game-changing experience for visitors to our rich content website. Now, when customers land on our website, they’re guided to the exact information they need through intuitive engagement tools. Not only does this free up our time to focus on helping people in real-time with their specific needs, but it also empowers customers to explore our expertise through a seamless and personalised digital experience. More on Cleva.bot on the next page—but trust us, it’s a game-changer.

When I meet business owners wondering why their team feels stuck despite their busyness, the answer is almost always the same: there’s no plan. A well-defined strategy transforms motion into momentum, enabling you and your team to measure progress, adjust course, and build on successes. Whether it’s planning for growth, improving efficiency, or navigating market challenges, a solid plan is the anchor that keeps you steady in turbulent times.
Now is the time to ensure your 2025 goals are in motion and your team is aligned. If you’re not where you hoped to be, it’s not too late to course-correct. Together, we can ensure that your efforts are focused, your team is empowered, and your business is equipped to climb this mountain. Because with the right guidance and a shared vision, even the steepest climb becomes achievable. Let’s make 2025 the year you work smarter, not just harder. Reach out to be the change your can be for your business – we have the experience.
This Was Meant to Reach You: Turning Motion into Momentum
The Mountain is You: Plan, Pivot, and Prosper in 2025

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XYZ Limited

XYZ Limited

Two founders own 50% each. Lucy is in mid-50’s and looking towards exit. Cath is in her mid-40’s and happy to stay in. Previously sold a 50% stake to another company in the same/complimentary market. Didn’t work out so bought back the shareholding.

 

Subsequently identified two senior managers who could step up to director/owner role over time. Each founder sold down 5% to senior managers. In this case (a) freed up tax free capital (b) small reduction in cashflow and (c) no dilution of control.

Lucy plans to sell down progressively over next few years and reduce day-to-day involvement. Cath will retain 45%. Trade buyer is most likely purchaser (and much greater sale price achievable for all). 

 

Business has systemised most of it’s processes so future business success is not dependent on founders.

 

Structure Design

Structure Design

Roger founded company and owned 100% for 15+ years. Business grew to 15 people. Roger in early 60’s – needed a succession plan and way to ensure continuity of business. Did two things: Sold 15% of the shares to up and coming manager in his late 30’s (and vendor financed the purchase price) and acquired a smaller business of complementary practice from owner in his late 40’s using shares (and sold some more shares to vendor). Outcome: Roger now owns 60% of a bigger company, received cash for 25% and has two new managers/directors to share the load with. Retained 60% of shares (capital) and income (cashflow), agreed to share control with new directors. Enlarged scale of business should increase profitability (economies of scale). Business is in the professional services (engineering consultancy) but has a brand value beyond skills of founder.

HC Builders

HC Builders

Vendor getting toward retirement. Purchaser needed plumbing business to add onto drain laying company. Asset sale of 100% of business. Vendor got to keep his job (on the tools), relinquished management responsibility for up to 9 staff and purchase price consisted of fixed price plus earn out. Vendor has stayed on after earn out finished. Role is to mentor next generation of plumbers, train apprentices and ensure skills embedded in purchaser organisation.