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AZIVAROADVISORS, home
Where do you stand?
What we do

How you get there.

It starts with an honest read of where you are and ends with knowing whether any of it worked.

Start with where you areSee the sequence
Two men stand by a bright window talking over mugs of coffee, one holding a folder

Your first 90 days

  1. Week 1where you stand
  2. Week 4the roadmap
  3. Week 12handoff
Handoff · week 12
90days
The sequence

Each part produces something you own.

You can stop after any step, take the work to your own team, or have us carry it through. That is a decision gate, not a sales step.

  1. Free · five questions · three minutes

    Step 1: You are here

    An honest fix on your current position.

    Before anything is planned or sold, you get a straight answer about where the business actually is: what is strong, what is carrying risk, and what would move the number most.

    You get

    A score, the things we would flag, and a recommended starting point with a price range. No email required.

    No cost, no email
    A gray haired owner in a gray suit and glasses talks and gestures from his chair, a folder on his knee, seen past the shoulder of a white haired listener
  2. Scott Hambrook · financial intelligence · about three weeks

    Step 2: Destination

    Find the number you are building toward.

    What the business is worth today, and what it would need to be worth for the next chapter to work, whether that is a sale, a succession, or simply taking your hands off the wheel.

    You get
    • Financial Intelligence Report
    • North Star Vision Statement
    • Value Gap Analysis
    A silver haired man in round glasses smiles as he reads a book in warm sunlight
  3. Michael Sullivan · transformation · three to four weeks

    Step 3: Roadmap

    The route between here and there.

    Current state mapped across strategy, people, process, technology, data and governance. Then what must change to reach the North Star, sequenced so the order does not undo the work.

    You get
    • Transformation roadmap
    • priorities by system, ranked
    • resourcing, ownership and decision gates
    A gray haired man in a jacket and tie points to an agenda written on a whiteboard as he explains it
  4. Dev Sharma · platform and build · six to ten weeks

    Step 4: Rocketship

    The thing that actually carries you.

    The systems, the platform and the people who run it. A plan is not a vehicle. The knowledge that lives in your head gets written down, and the business starts running on more than your attention.

    You get
    • Documented operating system
    • the platform
    • handoff package, all of it yours
    A bearded owner at his desk under warm lamp light studies a printed chart beside his computer
  5. All three · ongoing, by choice

    Step 5: Position fixes

    Are we still on course?

    A course is not set once. A small number of measures, reviewed on a rhythm, that tell you within a week if you have drifted rather than at the end of the year.

    You get
    • Owner dashboard
    • monthly review
    • a valuation refreshed rather than guessed
    An older man in a white shirt and a younger colleague go through figures together on a laptop at a cafe table

Most plans die in the handoff.

The usual way

  1. 01A consultant writes the plan.
  2. 02It is handed to your team or another firm.
  3. 03The context gets lost. The plan sits on a shelf.

Plan delivered. Nothing changes.

The Azivaro way

  1. 01We build the plan with you.
  2. 02The same people stay to build it with your team.
  3. 03It is running before we step back.

Plan delivered. And running.

Which is why the person who builds it sits in the room when it is planned.

The deliverables

Three documents. Yours to keep.

Whatever you decide afterwards, the work is written down and transferable.

Two colleagues in glasses go over printed plans together at a table, one holding a sheet up to the other
Deliverable 01 · Destination

Marketing plan

How the business positions itself and grows toward its North Star. Audience, message, channels, and campaign priorities.

  • Ideal client profile and targeting
  • Core value proposition messaging
  • Channel strategy across digital, outreach and referral
  • Campaign priorities and quick wins
  • Tracking and KPI framework
Hands rest on printed forms and plans spread across a wooden table
Deliverable 02 · Roadmap

Transformation roadmap

The path from where you are to where the North Star requires you to be, across every system in the business.

  • Current state across six systems
  • Gap analysis against the North Star
  • Priorities by system, ranked
  • Change sequencing, and why that order
  • Resource requirements and ownership
  • Risk factors and decision gates
An owner and a colleague go through printed charts at a meeting table while another colleague stands beside them with a folder
Deliverable 03 · Rocketship

Execution plan

How the transformation gets built, sprint by sprint, owner by owner. Ready to hand to any implementer without translation loss.

  • Phased sprints across thirty, sixty and ninety days
  • Owner assignments per workstream
  • Milestones and acceptance criteria
  • Build and integration sequencing
  • Prioritized backlog
  • Launch readiness and quality checklist
An owner in a dark suit sits at the head of a meeting table, writing, while his team works around him
The question owners actually ask

You do not go away. You move up.

The most common worry we hear is that systemizing the business writes the owner out of it. It does the opposite. What changes is which decisions reach you, not whether you are needed.

Your control is the goal of every engagement. Not less of you in the business. More of the business on your terms.

Investment and timeline

Scoped to the business, not to a price list.

A full engagement runs about ninety days from first session to handoff.

Typical investment

Most engagements fall between $5,000 and $25,000.

Engagements are scoped by the complexity of the business rather than sold from a menu. A single-location company with a simple model and a multi-location company with governance complexity are not the same piece of work.

You get the number in writing, with what it includes and what it does not, before you commit to anything. If the work is not worth it for you, we will say so.

Ask what it would cost
  • $5KOne stepValuation & North Star
  • $15KTwo stepsRoadmap on its own
  • $25K+Full engagementThrough to handoff
Start where you are

The first step costs nothing.

Five questions, about three minutes, and no email required to see the result.

Where do you stand?Or just talk to us
A white haired man in a quilted jacket sits at his table with his papers, smiling calmly