Stage 01
Find the North Star
Paul was exhausted. He was up early 6 days a week, carrying client and trade calls and asking whether the business was still worth it. We started by clarifying what he wanted the business to provide for him and his family, and the role he actually wanted to play. That gave every later decision a direction.
Diagnostic focus
Purpose, desired income, time, type of work, risk appetite and the owner's role.