Engagement Process

Hale FPA is passionate about making a real positive difference to your business, therefore it’s important to feel confident that Hale FPA is a good fit for your business.

We’re confident that we can help you towards your business goals. That’s why we offer an introductory call and a separate business analysis/exploratory session where we can dive into more detail around the business and key drivers.

Please see the 4 steps below on how we can work together.

4 Steps

Step 1 - Introductory Call

15-30 minute call, to make sure that we’re a good fit for each other. You can use the “contact" page or email paul@hale-fpa.com

Step 2 - Business analysis/exploratory session

This is our opportunity to scope out the work, but equally important is to dive into the business model and the key value drivers. Conducted on a 60 minute video call

Step 3 - Planning

Proposal completed, with agreed timelines, milestones, and costs. Aligned to the 3 key service offerings: i. Strategic Planning & Budgeting, ii. Business Performance Analysis, iii. Financial & Business Projects

Step 4 - Completion

The final stage where everything is bought together: the analysis, recommendations and actionable insights