For accountants
When to appoint, and how not to lose the client.
When to appoint a NED →
Introduce a NED without alarm →
NED as an advisory product →
How to introduce Jayesh →
Briefings
Two lanes only. Accountants get briefings they can forward with a client. Owners get briefings on the first 90 days and on PE or sale readiness. Everything else supports those two jobs.
For accountants
When to appoint a NED →
Introduce a NED without alarm →
NED as an advisory product →
How to introduce Jayesh →
For SME owners
If the business cannot run without you →
The first 90 days →
Preparing for PE or an IPO →
Is this the right time? →
Three sentences you can put in an email. The client hears governance, not first aid. You remain the adviser of record.
Read the briefing →Owner absence is a board test. If nothing moves when you leave, a Chair has nothing to chair.
Read the briefing →Professional-service firms grow an ideal client when the plan is specific. Nine steps, rewritten for partners who want advisory work rather than more of the same compliance.
Read the briefing →A brand is not a logo. It has to sit in the DNA of the firm — marketing, business development, how partners speak in the room.
Read the briefing →Firms hired marketers. They now hunt for business-development people. The two are not the same job — and selling sits in a third place.
Read the briefing →A repeatable way for a firm to grow advisory: identify clients with headroom, put a defined NED seat around them, keep the compliance relationship.
Read the briefing →Selling can take up to three years from the first adviser. Structure, pensions, IHT and what you do with the proceeds are the accountant’s file. Making the firm sellable is the board’s.
Read the briefing →Progressive accountants and lawyers should recommend a NED to a growing client. A growing client means higher fees. Here is the role, rewritten for 2026.
Read the briefing →Early planning around a disposal adds value. The tax structuring stays with the accountant. The Chair’s job is to put a business in front of that adviser that can actually be sold.
Read the briefing →Automation will take the repetitive file. The firms that survive will sell judgement. A NED seat is one way to productise that judgement without competing with the monthly compliance.
Read the briefing →Hierarchy that works on a factory floor is a poor fit for a talent-driven or founder-led firm. Structure is how growth either happens or dies.
Read the briefing →Poor boards have patterns. A Chair who will not name them is decoration.
Read the briefing →When to appoint a NED · First 90 days · Preparing for PE or a listing · Numbers the board cannot take on trust · Building advisory with a NED · Succession, sale and investment · Marketing as a board issue · Structure that scales