Transformational Coaching

Do you ever feel you are not fulfilling your full potential? Our Coaching services bring accountability and help you identify the changes to transform your life

Join regular financial coaching and accountability meetings to keep you on track for long-term achievement. Experience peace of mind, improved financial performance, and a lasting relationship with our expert coaching services. 

What truly sets our services apart is the lasting relationship we build with you. This journey is collaborative at its core, built on trust, transparency, and mutual respect. We're not just advisors; we're partners committed to your success, offering continuous support, guidance, and encouragement every step of the way.

What Coaching Is—and What It Is Not

Financial coaching is a guiding force that gives you both personalised advice and strategies that align with your specific goals and circumstances. 

It's about empowerment and education, not about taking control or making decisions for you. Think of it as a partnership where you're the captain of your ship, and we're your navigational chart.


Discover Your Core Values and Live with More Clarity

Understanding your core values is the key to living a life with more clarity and purpose, especially when it comes to managing your finances. Our coaching sessions delve into what truly matters to you, ensuring that your financial decisions are in harmony with your personal and professional aspirations. When you experience clarity of purpose, your financial journey becomes more meaningful and fulfilling.

Discovering Direction: Bringing Clarity to Your Life Vision

A clear vision is crucial for navigating the complexities of personal and professional finances. Our coaching helps you outline a detailed financial roadmap, aligning your short-term actions with your long-term objectives. By focusing on where you want to go and establishing concrete steps to get there, you're more likely to achieve the financial security and freedom you're aiming for.

The Power of Accountability: Unlocking Your Career/Business Potential

Accountability is a powerful tool in achieving financial success. Through regular check-ins and progress tracking, our coaching sessions help you stay committed to your financial goals. This framework not only keeps you on track but also empowers you to unlock your full career or business potential, turning aspirations into tangible achievements.

Download our Owner's Guides

Monkey Mind: Navigating the Emotional Highs and Crushing Lows of Building a Successful Business

Building a successful business is not merely a journey toward financial independence; it’s a personal voyage laden with a spectrum of emotions. There are periods of exhilarating highs, when your dreams seem within grasp, and, inevitably, gut-wrenching lows, when the pitfalls of business hit hard. It’s essential to remember that navigating this emotional odyssey is as crucial as managing your business operations. 

In this eBook, you will learn the tools to help emotionally equip yourself for the thrilling rollercoaster that is entrepreneurship including: 

  • How to temper the highs and lows. 

  • How to separate your identity from the work that you do. 

  • The importance of finding your tribe. 


The Overlooked Owner: A Key Factor in Determining Business Value

In a study of 1,511 companies, we found one factor commonly omitted when assessing the value of a company – the owner. Our research suggests that the owner’s reasons for exit and the steps they take to prepare for an exit can play a significant role in the value of a company. 

In this eBook you will learn: 

  • 3 common reasons business owners exit their company and how each affects business value. 

  • The 4 areas in the preparation process that can increase business value by 36%. 

  • Helpful exercises to ensure your exit won’t hurt your company’s value. 


How to Emerge From a Crisis With a More Durable, Valuable Company

Veterans refer to “the fog of war” to describe how difficult decision making can be when you’re on the battlefield with imperfect information.

Sometimes the obvious answer in retrospect is not so apparent when you’re in the throes of a crisis which is why we wanted to share the stories of eight owners who took bold and decisive action at a time of deep economic uncertainty.

You’ll discover:

  • How to pick the parts of your business that are worth keeping (and what to get rid of right now)
  • How to leverage digital and virtual channels to bring your product or service to market when your traditional business model is compromised
  • How to leverage social media groups to build your business at little or no cost as more people flock to social media to combat isolation
  • One surprising source of financing for your business right now

How Your Greatest Strength Becomes a Debilitating Weakness

  • In a study of 23,158 companies, we found 40% of business owners have one thing in common. They are Rainmakers – the primary revenue driver for their company. Rainmakers are exceptional at rapidly accelerating business growth, but our data suggests they eventually hit a ceiling. Revenue stagnates and business value plateaus, forcing owners to confront the Rainmaker’s Dilemma. 

    The solution? Become an Architect.   

    In this eBook you will learn:

    • The defining characteristics of a Rainmaker.
    • The one problem Rainmakers will encounter. 
    • Quantitative evidence on how Rainmakers affect company value. 
    • The negative impact Rainmakers have on receiving an acquisition offer.
    • 9 strategies to transition from a Rainmaker to an Architect. 


I worked with Alasdair for a few years and it was a great experience all-around. Very pleasant guy on a personal level and a forward looking Director on the professional level. I would be more than happy to work with Alasdair at any point in time!
Financial Services Director
Alasdair has been supporting She of the Sea for over a year with all things accounting. Setting up and keeping on top of accounts beyond that of budgeting was not my area of strength and the peace of mind that came from knowing that this was in good hands freed up my time and mind to focus on important day-to-day tasks.
Client and Chief Mate 3000GT
Alasdair is a professional and effective operator, very responsive and positive in handling client requests. He is also good company and full of good ideas, putting together people from his array of contacts to get the best results.
Chairman and Client
I have been collaborating with Alasdair in several superyacht projects and he always proved to be very efficient and an excellent professional.
Superyacht & Business Aviation Professional
Alasdair has a sound knowledge of accounting and has a great commercial pedigree with his all-round Business experience accumulated in a variety of roles. Very personable and approachable.
Intermediary Banker
Alasdair is brilliant technically and has a very analytical mind. He is an absolute pleasure to work with and can manage a team to meet deadlines and deliver quality work.
Financial Accountant
I've had the pleasure of working with Alasdair on two occasions with different businesses, helping with business automation. Alasdair is very easy to get along with, he has excellent accounting skills and understands how technology can be used effectively in a modern financial services business. He is equally comfortable dealing with strategy and the necessary detail. I look forward to an opportunity to work with him again.
Virtual CIO


2. ApprovalMax_logo_color (1)

Get the Coaching You Need - Contact Us Now