Services Portfolio

The importance for clients is understanding and agreeing what is needed and when. We have substantial knowledge and experience running businesses and advising clients but Peritia don’t profess to be subject matter experts in all areas of business.

What we do understand is when, and to what extent subject matter experts should be engaged in assisting clients.

Set out below are some aspects of what Peritia principals have been engaged in over the course of their careers. These aspects are integral to all businesses and the level of importance or urgency at any one time fluctuates depending on industry, businesses and economic factors and cycles.



  • Board Advisory
  • Strategy
  • Leadership
  • Finance and commercial
  • Business development and growth
  • People

Conduct and facilitate strategic reviews

Facilitation of Vision, Mission, Values and Objectives

High level Goals setting

Roles and responsibilities for boards and the members

Performance of the board

Setting KPIs and incentives for executive directors

Remuneration reviews

Facilitate value setting and cultural review

Financial literacy and financial performance for non-executive directors

Act as a sounding board for the chairman and managing director

Purpose and intent

Strategic review

Strategic planning


Engaging people

Being commercial

Taking action

Setting direction

Lateral (out of the box) thinking

Change management

Conflict resolution





Self awareness

Leadership-behaviour and style

Ethics in business

Management skills


Project management

Business structure

Setting financial key performance indicators

Financial performance and analysis

Risk management

Budget setting

Cashflow management

Working capital

Debt capital structure

Cost control

Price setting

Business case analysis

Business reporting, systems and structures

Forensic analysis

Setting policies and procedures

Systems and process re-engineering

Due diligence

Business advice on acquisitions and sales

Managing banking relationships

Capital raising

Litigation support

Information Technology


Debtor management




Client service management

Client service standards


Database management


Market analysis



Performance management

Technology and tools

Organisational structures

Integration of values and attributes (culture) with skills and knowledge

Decision making

Development of accountability based roles

Job Descriptions

Performance reviews

Development of skills matrix and gap analysis

Development of training matrix

Career path development

People succession planning