“IIMBE engaged with Matt and Invigour during a pivotal time in our growth. Due to a rapidly expanding client base and all the stresses and strains that brings, as we went from start up mode to an established, mature business.
Matt guided us through all of this with empathy, insight, wisdom, charisma, tact and challenged us to move forward with confidence.
Matt supported IIMBE with not only direction but he brought invaluable processes and tools to support the development of a concise, staged implementation path that was perfect for our stage of growth.
I would highly recommend Matt to any organisation seeking to go to the next level. We will continue to work with Matt over the coming years and value his advice enormously.”
Shareholders Alignment Workshop
(Level 1 –
Value Clarification)
What misalignment could cost you?
What would you do if you were approached by a strategic player in your sector or a PE-backed growth opportunity?
Most businesses have more than one shareholder, including the founders – often in director positions – and in our experience they haven’t applied much planning to be ready for and to lead such a process, which should be one of the most significant transactions in their lives. Nor have they optimised their business value ahead of such an event.
Uncertain about what it means for them and unaligned about what they should aim for the business, these opportunities create dissention, where people start chasing different financial and strategic objectives, ultimately resulting in failed transactions, bitterness and resentment. Further, time kills deals, and money divides.
Therefore it is essential to preemptively address these potential issues. Through our shareholder strategy process, we interview the Founders personally and run a custom-agenda that we create together with you over a one day workshop, that will result in a breakthrough, achieve Shareholder alignment, and empower your leadership to move forward as one with clarity, conviction and speed.
Successful Relationships
Matt guided us through all of this with empathy, insight, wisdom, charisma, tact
- Steve Appleby
- Managing Director at IIMBE
Matt was incredible in his approach to achieve so much in only two workshops
“We needed to (re)align on our purpose, commit to a revised organisational structure to help us lead a path to growth and investment, and gain an understanding where the shareholders should invest their time and energy to be more ‘founder inspired; not founder led’.
Matt was incredible in his approach to achieve all the above in only two workshops over a limited time. He was able to get to the heart of our anchors that held us back, help setting the business up for future success, and based on our personality types and capabilities – where the shareholders needed to play to their strengths. We developed a bespoke governance model, a new operating blueprint enabling more efficient decisions making, and a clearer accountability framework built for scale.
I can’t thank Matt enough for his wealth of experience, tenacity in driving the right outcomes, and emotional intelligence to get the shareholders to have tough but respectful conversations and get us united for the future of our business at scale.”
- Kelvin Dart
- Managing Director at Bound Interactive
Workshop Overview
Avoid dissension surging at critical moments like deal negotiation and ensure shareholders agree on a common end goal to maximise their chances of achieving (and even exceeding) it with this powerful yet challenging 1-day workshop.
Participants undergo a solid workshop preparation, including a thorough analysis of your business and, for each partner, completing an individual questionnaire to reflect on their achievements to date, their situation and expectations, coupled with a one-on-one meeting with Matt.
Leveraging these insights and his expertise, Matt engages and challenges the workshop participants to resolve existing issues, proactively address potential sources of conflict, and create alignment behind a shared ‘endgame’ vision and lay the critical foundations for a capital event.
Workshop Key Steps
1
The company lead completes an extensive Business Questionnaire to share essential information on the company with Matt, and also names the other shareholders/founders that will participate in the workshop.
2
Each shareholder/founder named in the Business Questionnaire has to complete an individual questionnaire to share with Matt (and only him) their personal views and expectations around the business. Then, Matt has a 1:1 Call with each of the founders prior to the workshop.
3
Shareholders Alignment Workshop with typical agenda items such as:
- Shareholder Clarity and Alignment
- Liquidity ROI Targets (Quantum, Structure and Timing)
- Culture, Team Issues and Succession
- Board Governance and structure, and approach to Decision Making
- Approach to Strategy, Execution and Planning
- Scaling Up Goals and Challenges
- Financial optimisation
- Deal Readiness
- Inorganic growth / M&A Planning for the Future
Workshop Outcomes
Outcomes of this workshop can include:
- Creating a new paradigm strategy and direction that renders current major obstacles redundant.
- Developing an immediate forward action plan.
- Achieving shareholder or management alignment on the future of the business.
- Understanding the steps to get Deal Ready for a future investment round, exit or inorganic strategy.
What Founders say about Matt
Capital raising, scaling, readying for sale and maximising value
“I remember meeting Matt for the first time at CUB Business Club and he lights up a room with his energy and passion.
I was looking for advice, mentoring and guidance in regards to capital raising, scaling a business, readying it for a sale and maximising value, and Matt delivered in spades.
His incredible knowledge, experience and ability to communicate even advanced ideas in digestible and workable pieces is extraordinary. He helped guide my businesses to a successful capital raise and now continues to help scale it.
I now consider Matt a good friend and colleague and I’d absolutely recommend Matt to anyone looking for business advise especially in the growth, scaling and selling phases.”
- Peter Heery
- Owner at Cascade Studios
Matt helped me add millions of dollars of value to the business.
“Matt’s experience in corporate, business optimisation and NLP/ EQ greatly assisted in resolving both shareholder and team issues, and in completing a transaction his pitching, negotiation and contract skills helped me add millions of dollars of value to the business.
His real world experience from scaling businesses and preparing them for a successful exit was a particular stand out to me. I was in the process of deciding whether it was viable to sell, and after working with Matt on preparing my businesses for a successful transaction it was evident that I had found someone who could assist me in navigating through the complexities of a potential sale.
I would recommend Matt to any business owner needing assistance with growing and scaling a business, strategy formulation, deal preparation and negotiation as well as preparing for a successful exit. ”
- Julian Grasso
- Managing Director at 30XY Group
Adding millions to the sale price
“I have had the utmost pleasure over the last few years on working with Matt for mutual clients with his work on preparing companies for rapid growth and sale.
Matt has an incredible mix of business experience, knowledge, empathy and coaching skills that provide business owners with immeasurable comfort and guidance during their all so important journey.
Matt fills a gap that traditional corporate financiers, accountants and lawyers do not cater for and the results he provides are, in my view, not only many hundreds of thousands more dollars or even millions more on the sale price but also the confidence that the businesses will be in the best shape possible to maximise the chances of the sale transaction completing.”
- Paul Miller
- Partner at Deutsch Miller
Expert in structure, governance, growth, and scale
“I had the pleasure of working with Matt on a project to review, modernise and provide recommendations in relation to governance, structure and its related documentation framework.
Effectively blending legal and commercial aspects – his ability to approach complex problems with fresh and creative angles was truly impressive, with a level of thoroughness that brought immense value to our project. What also sets him apart is not just his dedication but also his genuine concern for the individuals involved. He takes time to get to know the people he works with, understanding their personal as well as professional needs.
I am grateful for the positive impact he had on our project, and I wholeheartedly recommend Matt to anyone seeking to calibrate their business for structure, governance, growth, and scale. His expertise, innovative thinking, and genuine care for people make him an invaluable asset in achieving organisational success, as does his extensive network of top-of-market resources and contacts.”
- Stephen Clout
- CEO at Ardea Investment Management
Working with Matt was one of the best decisions for our leadership team.
“Working with Matt in 42Interactive’s Founder Shareholder Alignment Workshop was an absolute pleasure and one of the best decisions for our leadership team as a beacon of clarity for our company.
Matt’s approach to working with our leadership team was as effective as it was enjoyable. Matt brings a rare combination of insightful analysis and practical strategy that has helped us refine our business structure, planning, future clarity and areas for growth, and his skill to facilitate critical thinking while maintaining a collaborative atmosphere is remarkable.
His expertise is a must for any company looking to run a 1 day workshop to align, improve and drive meaningful change, and his skills for drawing out information in a relaxed yet effective manner have helped shape the future of our agency – which is why I wouldn’t hesitate to recommend his services.”
- Rob Collins
- Co-Founder & COO at 42Interactive
He redefines service by going the extra mile
“We brought Matt in before the Corporate Advisors, to not only help us to select them though a tender, but to primarily to assess and develop our readiness.
For me the major differentiator was on the strategic plan communication, readiness health check and the mindset required for the process.
Matt offers practical guidance and real life experience to deal with the various steps ahead of and through the deal.”
- Pedro Carrilho
- Managing Director & Founder of PhoenixDX
His engaging, challenging, and articulate approach makes it a great experience to work together
“I engaged Matt as a business coach and got way more than I expected.
Matt helped tailor my approach to business pitching, deal structuring, de-risking raises, public speaking, EQ Comms, and performance management and introduced me to a range of influences and people to support me.
His engaging, challenging, and articulate approach makes it a great experience to work together, and I’d highly recommend working with him if you get the opportunity.”
- Michael Burford
- Executive Director at Urban Pulse
His depth of experience and vast networks provide any organisation with significant value
“Matt is an incredibly valuable asset to any company looking to define a clear growth strategy.
His depth of experience and vast networks provide any organisation with significant value.
I’d highly recommend him for any growing business.”
- Jack Delosa
- Founder, Chairman & Executive Director of The Entourage
I cannot recommend him more highly
“I like to be sharp and to the point for my recommendation for Matt Joy. The service offered by Matthew via his company Invigour is brilliant. If you are on the fence (or never considered the value of a consultant to add value) then I would like to change your mind.
Some people do their job well. There are then types of people who do their job well and invest emotion, pride and friendship into their work. Matt is the latter.
Matt has injected knowledge and directly and indirectly identified gaps in my business. He has also injected enthusiasm into my mindset.
I cannot recommend him more highly.”
- Charles Liu
- Director of Swift Insurance, Owner of Cubic Promote
Matt challenged us to raise the bar in our vision and execution
“Matt has my highest recommendations to anyone who owns their own business… no matter what stage you are on your journey.
We met 6 months ago when our company was little more than an idea. Since then he has given us invaluable and clear advice on how we can strengthen our foundations and has challenged us raise the bar in our vision and execution.
Above this, and more importantly, Matt listens and is interested to learn about us and our story. He is an absolute pleasure to work with, and someone I am now proud to call a friend.”
- Cassandra Sasso
- Chief Executive Officer at Wander
We achieved a huge amount of work in a fraction of the time
“Through our shared membership at CUB, I met Matt and was immediately impressed with his intelligence, expertise, and considered approach to any discussion. Our conversation quickly progressed to realise that Matt had the skills, expertise and ability to help guide and coach me through a pivotal business and personal transition.
Most valuable was his ability to listen deeply, question intelligently, filter, consolidate and playback the thinking and insights to ensure alignment was unparalleled. It meant that we achieved a huge amount of work in a fraction of the time, but more importantly, we went deeper and more expansively into what makes me tick and what is worthy of my future energy and endeavours.”
- Darren Wooley
- Founder & Global CEO at Trinity P3 Global Marketing Management Consultants
No matter how difficult the situation, Matt made sure he left me whole and complete
“It’s rare that you come across standout talent like Matt.
I had the pleasure of learning from Matt to improve my business strategies and interpersonal relationships. I was particularly impressed by Matt’s ability to precisely advise and steer me through my toughest times – a skill that often takes years to develop but which seemed to come perfectly naturally to him.
No matter how difficult the situation, Matt made sure he left me whole and complete.
As an investor or strategic partner, he earns my highest recommendation.”
- Peter Cheuk
- Systems Architect at AgentBox
He takes the time to understand you and your business
“Matt has made such a difference to my work and personal life in such a short amount of time!
He embodies the ideas that he teaches, so it just feels so natural.
He takes the time to understand you and your business and provides well considered answers to any questions.
The depth of knowledge is amazing and he’s a pleasure to spend time with.“
- Louis Keating
- Managing Director at White Box
His skills are numerous such as in strategy, negotiation and business scaling
“I knew Matt through one of my business colleagues, and met him at a conference. We started working together shortly after and from the start he made an impact. His skills are numerous such as in strategy, negotiation and business scaling. Personally he became a close friend and trusted advisor fast, providing an invaluable check and balance which I believe is essential for any CEO.
His role and experience with us ranged from winning new business, strategy through to international investor negotiations, as well being a friend and a coach / mentor.
Given his clear results and proven relationship with me I would have no hesitation in recommending him to any company looking for fast growth, strategy, investment or exit. Or if you just need a coach.“
- Eddie Cetin
- Founder and Chairman at Agentbox
A shot of Vitamin Awesome
“My mentoring experience with Matt was like receiving a shot of vitamin ‘awesome’.
Matt brings ‘heart-to-heart’ communication and a generous spirit as the perfect sounding board for ideas.
Matt comes to the party with an array of start-up tools, resources, expert advice and a network of contacts to develop areas of the business that have shaped aupairtribe’s foundation.”
- Megan Gale
- International Training and Development Manager at Servcorp
His result driven approach has brought clarity to the business purpose, vision and strategy
“Working with Matt has been a highly enjoyable and rewarding experience.
His energy and passion for attaining clear and defined results for clients, makes strategic planning and implementation, straight forward and simple.
His result driven approach has brought clarity to the business purpose, vision and strategy.
In addition, Matt brings a vast network of trusted professionals to support his clients in all facets of business.”
- James Barwood
- General Manager at New Soil
A mixture of rigorous action and gentle action
“Unlike any one I have ever worked with or worked for Matt quite simply gets the best out of you.
His experience and knowledge instantly make you feel like you have grown 10 years in a month. A mixture of rigorous action and gentle love make Matt more than just a coach, but a mentor and a friend.
His value goes past what he knows, it’s his willingness to serve and provide immense value to anyone in need.
My coaching and vocational experience with Matt quite simply been transformational and has left me aspiring for more each day.“
- Ben Skelton
- Business Strategist at The Social Producers
No-nonsense masterful business coach, and a compassionate human being
“Working with Matt allowed me to create the business I really wanted. It was demanding work, pulling my vague dreams into a structured plan of action. Many times I was challenged by my own sense of inadequacy,
Matt proved to be both a no-nonsense masterful business coach, and a compassionate human being.
He took me through step by step from grand vision into practical tasks. It was like an amazing journey into my own creative ability. He also connected me to high quality people in his network who I am now happily partnering with.
To your continued success, I say work with Matt! Invigourate!”
- Julian Noel
- Founder of Shine
Matt has been a beacon of clarity for our company and one of the best decisions for our leadership team
“A genuine strategic thinker, Matt Joy has been a beacon of clarity for our company and one of the best decisions for our leadership team.
His approach to teasing out our company’s strengths, areas for growth and driving meaningful change was both refreshing and enlightening.
His clear tactics and strategies were spot on.
He’s a strategic ally in our company’s journey, and his expertise is a must for any company looking to improve and grow.”
- Rob Collins
- Co-Founder & COO at 42Interactive