Overview

The Strategic Advisory Partnership provides ongoing access to independent, structured, and data-informed advisory support for organisations facing important strategic, commercial, and planning decisions.

BAFA provides an external advisory perspective to help clarify priorities, review assumptions, and strengthen decision-making before important commitments are made.

This partnership is suited to organisations seeking calm, analytical advisory input on an ongoing basis.

Strategic Advisory Partnership

£1,750 per month

What is included

• 2 × 60-minute advisory sessions per month.
• Pre-scheduled sessions, usually every two weeks.
• Portal and email support for follow-up questions and clarifications.
• Agenda-led advisory meetings focused on agreed priorities and key questions.
• Annual strategic review, including discussion of priorities, assumptions, and direction.

Response Window

Typically respond within 2 business days for portal and email queries

Executive Advisory Partnership

£2,250 per month

The Executive Advisory Partnership is designed for organisations that need closer access, greater scheduling flexibility, and more responsive advisory support around active decisions

It builds on the Strategic Advisory Partnership with faster follow-up, flexible scheduling, and more regular review where priorities or timing may evolve quickly.

What's included:

• Up to 2 × 60-minute advisory sessions per month.
• Greater flexibility in scheduling across the month.
• Portal and email support for follow-up questions and continued discussion.
• WhatsApp access during business hours for brief strategic queries and clarifications.
• Agenda-led advisory meetings focused on agreed priorities, active decisions, and practical next steps.
• Quarterly strategic and planning review to assess direction, priorities, and evolving considerations

Response window

• We typically respond to portal and email queries within 1 business day.
• WhatsApp messages are monitored during business hours for brief follow-up and time-sensitive clarifications

Working Relationship

Advisory partnerships operate on a minimum three-month basis to allow meaningful continuity and informed support.

Engagement capacity is intentionally limited to maintain analytical depth and client focus.

Overview

A structured independent review for organisations assessing an important strategic decision, opportunity, or proposed commitment. The focus is on clarifying assumptions, reviewing options, and strengthening decision-making before significant commitments are made.

What's included

• Initial advisory scoping discussion.
• Review of the decision, proposal, or opportunity under consideration.
• Identification of key assumptions, risks, and decision variables.
• High-level review of commercial considerations and planning context.
• Structured consideration of possible scenarios and decision paths.
• Written advisory summary with key observations and next-step considerations.
• Final discussion to walk through key observations and next considerations

Delivery Timeframe

• Typically delivered within 20 working days, depending on scope and document readiness.

Engagement Fee

Standard (20 working days): £3,250

Optional Fast-Track Delivery (12-13 working days): £4,150^*

^*Fast-track delivery is available for clients requiring accelerated analysis and is subject to availability.

Overview

A structured independent review for family businesses seeking clearer decision-making, stronger alignment, and greater confidence around ownership, leadership, or transition-related questions.

The focus is on identifying structural gaps, clarifying roles and responsibilities, and supporting more considered internal discussion where continuity, succession, or governance arrangements require closer attention.

What’s Included:

• Initial advisory scoping discussion.
• Review of the current business structure, decision-making arrangements, and key concerns.
• Identification of role, oversight, or communication gaps affecting clarity and continuity.
• Structured review of ownership, leadership, or transition-related considerations within the agreed scope.
• Independent observations on areas requiring clearer alignment, boundaries, or decision-making support.
• Written advisory summary with key observations and next-step considerations.
• Final discussion to walk through the review and discuss practical next steps.

Delivery Timeframe

Typically delivered within 20 working days, depending on scope and document readiness.

Engagement Fee: £3,950 fixed fee

Optional fast-track delivery may be available, subject to scope and availability.

For specific accounting, financial, or business decision questions where a full advisory engagement may not be required.

Clients can email a short summary of the issue to contact@thebafa.com

BAFA will review the request and respond with the most suitable next step.

Fees depend on the scope, complexity, and urgency of the request, and will be communicated after BAFA reviews the enquiry.