Running a business is hard. When you’re deep in the day job, it’s easy to lose sight of changes that can take you where you want to go.
Take part in a Strategy Day and you can step away from the noise to focus on what matters most – your business, your ambitions and what comes next.
Working with your outsourced CFO, you’ll take an honest look at what’s working, what’s holding you back and what needs to change to take your business where you want it to be. Together, we’ll turn insight into action – sharpening your priorities and uncovering opportunities to create a clear, practical growth plan.
One focused day. One clear direction. A stronger foundation for every decision that follows.
What is included?
Full business deep-dive
See the bigger picture, uncover priorities & understand what really needs attention.
CFO-led strategy session
Challenge thinking, explore opportunities & shape ambitious, achievable direction.
Financial performance review
Understand what drives performance to strengthen profitability and cash flow.
Goal and priority setting
Turn ambition into clear priorities – focusing effort where it matters most.
Growth planning
Identify practical opportunities aligned with capacity, ambitions & business stage.
Action plan creation
Leave with clear priorities, responsibilities, next steps and momentum.
Create ambitious & achievable goals together
More business clarity
Conduct a gap analysis to assess where you are, uncover strengths, challenges, gaps and opportunities.
Strategic & focused
Whether you’re planning growth or preparing to exit, turn your ambition into a workable strategy built around your goals and future.
Financial understanding
Understand what drives performance, profitability, and cash flow and where change will have the most meaningful impact.
Set priorities
Cut through that noise and focus on the high-impact actions that will genuinely move the business forward over the next 12 months.
Expert support
Work through key challenges and opportunities, explore scenarios together and make important decisions with greater clarity and confidence.
Aligned leadership
Ensure your key people understand the direction, priorities and next steps – with clear ownership of what must happen next.
“I had the pleasure of working with NA as part of their CFO program. They had an incredible understanding of my industry and business and were very helpful in forming plans and goals for the next journey within the company”
Gareth Hardwick, JPT Roofing Ltd
FAQs
What is a Strategy Day?
A Strategy Day is a dedicated, CFO-led session designed to take you out of the day-to-day and focus on the bigger picture. It’s an opportunity to step back, review performance, work through challenges, and build a clear, practical plan for the future of your business.
Who should attend the Strategy Day?
Business owners turning over £250k–£5m+ who want a clear, actionable plan and to focus on long-term value. Typically, this includes the owner and key decision-makers (directors or senior team), ensuring the right people are in the room to align and move forward.
What do we cover in the session?
We review your performance, explore key challenges, and define clear goals, before building a focused, practical action plan for your business. Whether you’re planning for growth, preparing for exit, or simply want a more aligned direction, the session is shaped around what matters most to you.
How is this different from Boardview Meetings?
The Strategy Day sets the direction and plan, while Boardview Meetings provide ongoing structure, accountability, and strategic oversight.
What do I leave with?
You leave with a clear, detailed, and actionable plan that outlines your priorities, strategic direction, and next steps. It’s designed to be practical and easy to implement, giving you confidence in what to focus on and why.
We also provide tailored follow-up sessions to support you after the day – helping you stay accountable, refine decisions, and keep momentum as you put the plan into action.
