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Consulting Support

Doing the heavy lifting for you, because you are busy enough.

At Castle Strategy we appreciate how busy you are which is why we take a consultative approach to the majority of our services. This means we get our sleeves rolled up and do the majority of work for you.

The success of this hands-on approach comes from effectively communicating with you and your team, and integrating our expertise into business as usual at your company. This means when we have finished work the changes are successfully embedded in your company systems and adopted by your people.

Strategic Planning

Whether you are looking at a strategy to support you with growth, exit, merger, succession, change or restructure we can help you. We work closely with you and your team, doing the hard work, and making sure your strategy is both designed and delivered.

Our team supports you to make sure you are clear on where you are going and what needs to be done to get you there.

Work we can do for you includes:

  • Engaging stakeholders
  • Establishing goals
  • Building your plan
  • Identifying future value
  • Establishing the costs
  • Enabling your management team
  • Engaging your staff

Mergers and Acquisitions

Growth through merger or acquisition can be an effective and fast route to growing your company. However, there is a huge amount of work needed upfront to make sure the deal you choose is right for you and will deliver the expected returns. Over 75% of acquisitions fail to deliver a clear return on investment, and the complexity and effort of managing an acquisition must not be underestimated.

Our team supports you to ensure the price is fair, the business case is watertight and the potential rewards make up for the risks undertaken.

Work we can do for you includes:

  • Strategic planning for inorganic growth
  • Deal pipeline, origination and screening
  • Supporting or representing you in initial approaches
  • Commercial due diligence
  • Value identification and business case development
  • Deal structuring and negotiation
  • Post-merger integration and deal value realisation

Business Sale

We support you in preparing the presentation of your business to potential buyers so that it is seen in the best light and attracts multiple multiple buyers. We prepare your business for due diligence and lead on negotiations through to a successful conclusion.

Work we can do for you includes:

  • Identification of critical information for business sale
  • Analysis, review, and consolidation of financial and operational business status summaries
  • Preparation of your anonymised business marketing ‘teaser’ and confidential Information Memorandum
  • Preparation of Data Room containing read-only, anonymised, non-saveable documents for information requests and due diligence
  • Fielding additional information requests and preparing additional documents
  • Modeling of financial scenarios between options and buyers
  • Facilitating Meetings with your potential buyer(s)
  • Assistance with negotiations and finalising your sale

Securing Investment

Sometimes you need funding to grow, and it’s always challenging to secure investment.

You may be considering seed funding from friends, family or business angels, substantive VC or Private Equity investment, crowdfunding or government grant support. Whichever route you are going, we can steer you in the right direction and help you close it.

Our team will help you to build an airtight business case. We will clarify why you are doing it, how it will be done, expected returns, costs and how to deal with the risks.

Work we can do for you includes:

  • Business modelling
  • Financial planning and outlook with investment
  • Establishing partnerships
  • Proof of efficacy
  • Current outlook
  • Specific needs and investment plans
  • Competitive analysis


You can’t improve what you don’t understand. Clear and unambiguous reporting enables you to track work in marketing, sales, finance, production and all other aspects of your business. This ensures you have the right information at your fingertips for analysis and decision making.

Our team can work with your people to understand what you are looking for and do the hard work pulling information from your systems and building the spreadsheets and other tools to show it in a structured way.

We help you to analyse the data and use it to influence the actions and behaviours your team need to deliver desired outcomes.

Work we can do for you includes:

  • Develop a range of relevant metrics
  • Display as graphs, charts and tables
  • Connect reporting with your strategic plan
  • Identify what reports add value and which do not
  • Analysis and interpretation of reports, and making recommendations
  • Assisting at management meetings

Business Coaching

Many of the most successful CEOs and MDs have a business coach alongside them year after year. There are many reasons they have this including to help them step up to strategic work, raise the bar, a sounding board, challenge thinking and create accountability.

Our team have many years of experience in this field working with CEOs/MDs from every walk of life. Our business coaching programmes are tailored to individuals. These may be you the CEO/MD of the company or a member of your senior management team.

The support we offer you includes:

  • Executive coaching
  • Leadership coaching
  • Management coaching
  • Individual coaching
  • Team Coaching

Do You Require Support?

Please contact us today if you are looking for additional support, our team of business consultants are waiting to help.

Contact us on 0800 488 0249 or email