Mark was a seasoned entrepreneur in the luxury property market. While his company had built a solid reputation and a loyal client base, it lacked the systems necessary to achieve his ultimate goal—a £10 million exit. He found himself too involved in the daily running of the business, unable to step back and focus on growth. The financial management of the company was also inefficient, with little focus on profit planning, and his brand, while established, wasn’t fully maximised to attract new, high-value clients.

Louise had been running her creative agency for over a decade, specialising in film and TV production. Despite her deep passion for the industry, her business wasn’t giving her the freedom she craved. She was involved in every aspect of the company, from client management to project execution. Her pricing structure was outdated, and she often gave away services for free, undervaluing her years of experience. Marketing was almost non-existent, and her brand lacked the consistency to stand out in a crowded market.