Strategic Advisory

Strategic advisory services bespoke to your business

Business strategy - the term is discussed all the time, but what does it really mean? At BDO, we believe that no organisation is the same. And that means no business strategy should be the same either. That's why our strategic advisory team takes the time to get to know your organisation and understand its needs. Using this information, we'll provide a completely bespoke set of services that addresses your unique strategic requirements, whatever those might be.

There are several essential strategy questions businesses should (but don't always) know the answer to:

  1. Where are you going?
  2. What do you need to do to get there?
  3. Who is going to help you get there?
  4. How are you going to plan and measure success?
  5. Where does succession planning fit?

Our strategic advisory team will help you answer these questions.

The first stage of any strategic advisory engagement is to get to know your business or organisation at the deepest level possible. This involves getting to know you and your business, what makes it tick and what success looks like for you. Through in-person meetings as well as sending you a range of questionnaires and other materials, we'll also conduct our own market research, using both our national and global network to assess industry conditions. Often specific issues that your organisation may not have been aware of can emerge.

Once we've developed a thorough understanding of your business and the industry you operate in, we'll work out exactly what strategic advisory services your business will benefit from, with the aim of helping you answer the questions above.

Whether you're looking to grow, organise a succession plan, or even if you aren't sure where you want to be, our strategic advisory services can benefit any organisation. From large, established corporates to not-for-profits and Māori organisations, we've supported a broad range of enterprises succeed.

Our strategic advisory services are completely bespoke. You won't receive any off-the-shelf product or even a standard questionnaire. Everything we do will be uniquely tailored to your business, so you can rest assured that your strategy will be completely suited to your individual needs.

BDO is a global firm with connections all over the world. This means we have an extensive knowledge-base to draw from, and can put you in touch with advisors and businesses who understand your industry, any potential disruption, and where you want to go next. Likewise, we also have offices across New Zealand - we understand local conditions and are part of the communities we're based in. This means we're well connected and can put you in touch with a range of people that can help.

At BDO, we believe in strong relationships - with our communities, with our network and with our clients. To find out more about where we could take your business and how you can benefit from these relationships, contact the strategic advisory team today.

What Strategic Advisory Services can we offer your business?

Because no organisation is the same, there are a wide range of strategic advisory services you might benefit from. These include:

Strategy and growth planning:

  • Strategic development.
  • Business plan development and market research.
  • Programme delivery and general management.
  • Stakeholder alignment.
  • Facilitate strategic planning process tailored to your needs to boost performance.
  • Develop clear strategic plans linked to tangible implementation guidelines and supporting KPIs.
  • Targeted growth, customer and channel strategies.
  • Perform targeted market, competitor and industry analysis.
  • Improve operational performance.
  • Apply continuous improvement tools, such as Lean Six Sigma, to drive efficiency and operational performance improvement.
  • Advise on organisational capability programmes and organisational structures.
  • Feasibility studies.
  • Assistance with grant applications and programme management.
  • Design and implementation of change management programme.
  • Facilitate brand development and market research.
  • Assistance with market and digital strategy development.


Organisational development:

  • Change management processes.
  • Performance review and improvement.
  • Organisational review and design.

Governance and leadership:

  • Governance and decision-making advice.
  • Executive mentoring and training.
  • Advisory board development.
  • Succession Planning.


Strategic Success Measures eBook 

Working out a strategy for your business can be hard, especially if you are unsure of where you want to go. BDO's strategic advisory team is here to help. Download our Strategic Success Measures eBook to get started.

Meet our team

Phillip Roth

Phillip Roth

National ESG and Sustainability Sector Leadership Team, Business Advisory Partner
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Martin Veitch

Martin Veitch

Head of Advisory, Advisory Partner, Managing Partner BDO Christchurch
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Paul O’Donnell  | BDO Marlborough

Paul O'Donnell

Managing Director, Managing Partner BDO Marlborough Tasman
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