The Cerecon Group is an ecosystem of civil construction businesses with demanding constraints – margins are tight, payment cycles are long, and the work is critical. Like most founders, they are carrying personal risk, and want to protect themselves whilst growing the business well.
Strategy
You can’t protect what you can’t see. So we gathered and agreed on an honest picture of the business, including the risks, opportunities, and the founders’ ambitions.
Action
Secure better finance terms, review every available document, interview the team and key clients – they were the foundations.
Next I arranged for the Chairman of one of the country’s most respected construction firms to spend time with the founders so we could get a personal insight into how they can scale from tens of millions into the billions.
Then it was articulating a 10 year vision for each of the founders, ensuring the strategic choices made in how and when to scale the business, empowered their personal wealth and lifestyle aspirations.
Lastly, I took them to meet with two Family Wealth Advisory firms that could support them on their journeys.
Outcome
A two-stage journey they chose deliberately, with commitments written down and a regular check-in where they get held.
Their personal wealth is now part of the plan – with the right advisors and mentors around them.
If you’ve built something significant and want it to protect and pay you the way it should – that’s the work I do.
