Is it viable, and where's the opportunity? Find out before you spend more.
For businesses that have launched, stalled, or outgrown the way they work. In two weeks you'll have a clear view of what the evidence says, where the opportunity is, where processes, people and AI could do more, and what to do first.
€950Two weeksCredited if you proceed within 30 days
Enquire about Take Stock →See who trusts us with this
Still at the idea stage? Prove and Perform is built for you → About to raise? Start with a free First Read →
A focused review, not a five-month audit.
Take Stock is the first two weeks of the kind of work big businesses have trusted us with. We review what you give us, answer the most important commercial questions and tell you where to focus, with a priced plan for anything bigger.
A viability view
A high-level read across eight areas, from customer and pricing to processes, people and spend, based on the information you provide: what the evidence suggests, what needs testing and where to focus.
Where the opportunity is
Focused market research from agreed sources on who buys, what they're worth and where demand is moving, so you can see which opportunities are worth a closer look.
Where AI and agents could help
A shortlist of processes where AI-supported workflows could save time or money, the likely benefits, what oversight they'd need, and which are worth exploring first.
A spend and systems audit
The platforms and subscriptions you pay for, with cost, renewal date and owner. Businesses quietly collect subscriptions, and this is often where the review pays for itself.
Your runway and next 90 days
An initial runway view where the financial data is available, then three priorities in order, what each will cost and what each should prove.
A straight recommendation
A priced proposal for what comes next, or an honest recommendation to pause or stop spending, in writing. It's our judgement on the evidence, not a guarantee, and we'll always tell you which way we'd go.
Not included in the €950: detailed financial due diligence, legal advice, a full process audit, implementation or custom agent builds. Those are quoted separately if you need them.
How the two weeks run.
You work with both of us. Guy takes the market, the numbers and the research. Tasch takes your customers, your processes and how your team works.
We'll ask for access to your analytics, ad accounts, finances and the systems your team uses day to day. Every login stays in your name, and we only ever need view access.
Day 1
90-minute kick-offWhat you've built, what you've spent, what you were hoping would happen and what's actually happening.
Days 2 to 9
We do the diggingYour market, your numbers, your processes and your systems, checked against what customers are actually doing.
Day 10
60-minute playbackWe walk you through what we found, then you get the written report, the model and the proposal or the stop.
What happens after.
Everything after Take Stock is priced up from there, in writing, before anything starts. If you go ahead within 30 days, the €950 comes off the first stage you agree. If that's Prove and Perform, Take Stock replaces Apply, so you continue at Develop and pay €4,950 in total, the same as starting at Apply.
Ready for sale or scale
The deeper work: systems, accounts, processes and structure, streamlined and coordinated so the business can be sold, funded or grown. This is the work behind the names below.
Build it with AI
Want us to build what the review found? We scope the setup of individual agents, connected workflows and team training around what your business actually needs.
Partner
Fractional commercial and marketing leadership, working alongside you while the plan turns into traction.
Stop
Sometimes the right answer is to pause or stop spending. You'll get that in writing too, with what's worth keeping.
Fees exclude value added tax where it applies.
Big businesses trust us to streamline, coordinate and structure.
Take Stock brings the experience behind work like this into a focused two-week review. The examples below were broader engagements, each delivered to its own scope.
Renaissance Cosmetic Clinics
Five months taking stock of a multi-site clinic group across Western Australia and Victoria, its systems, accounts and processes, to make it saleable. Read the story →
The Sunday Times and PerthNow
Guy helped streamline, coordinate and structure the business through the sale of two of Western Australia's biggest news brands.
Community News
Installed by the board as one of four executives overseeing the business, leading the five-year strategic plan and improving the loss trajectory through targeted operating changes.
ABC International Development
Assessed the viability of media organisations across the Pacific and Timor-Leste, consulting media, telecommunications, government and development partners, then built training for local commercial capability. More on this →
Digital transformation
Tasch led a state health department's digital transformation team, changing how clinicians communicate with each other and with patients.
Sports technology
Turning medical-grade technology into a simpler sideline concussion assessment for sport, from product transition to market application and commercial readiness.
“Guy has a deep understanding of how large, complex organisations operate, not just in theory, but in the real-world context of competitive, fast-moving markets. I've seen him design and deliver audience, revenue and operational strategies that boosted profitability and positioned companies for sustained growth. Through brand transformations, mergers and crisis management, Guy has demonstrated exceptional leadership - calm under pressure, able to align boards, executives, and teams around a shared vision, and always laser-focused on results. His skill in translating data and market intelligence into clear, actionable strategies consistently drives impact.”
Raising? Get investor-ready before you pitch.
Investors ask the same questions Take Stock does, just less politely: is it viable, where's the growth, and what will their money do. So getting ready to raise runs on the same work.
Start with a free First Read of your deck. If you'd like more support after the review, Term Sheet Ready spends eight weeks with you, one to one, getting the story, the numbers and the data room ready before you send it. If you'd rather we wrote it, we can do that too.
A written scorecard on your deck across eight areas, three things to fix first and a 20-minute call. Five a month.
Eight weeks of one-to-one sessions, and a scenario model built on your own numbers.
Term Sheet Ready, plus we write the deck, the one-pager and the investor emails.
We get you ready for a term sheet. Your lawyer reads, explains and negotiates the term sheet itself, and we can't promise you'll get one. Fees exclude value added tax where it applies.
Ask for a First Read
We take five decks a month, first come, first served. Share your deck as a link (Google Drive, DocSend or similar) with view access. If we're full, we'll tell you when the next spot opens.
Short answers.
Is it for founders or established businesses?
Both. If you've launched a product that hasn't taken off, or you run a business that has plateaued or outgrown the way it works, the first questions are the same: what does the evidence say, where is the opportunity, and what should you do first.
How is this different from the work you did for Renaissance?
Take Stock is the first two weeks: a focused diagnosis and a priced plan. Getting a business ready for sale or scale is the deeper work that can follow, quoted from what the review finds.
What do you mean by AI and agents?
Software that takes on repeatable work, such as research, reporting, follow-ups and admin, with a person checking what it does. Take Stock shows where it could help. Building it is quoted separately.
Is Take Stock the same as Apply in Prove and Perform?
No. Apply is the first stage of testing an idea that hasn't launched. Take Stock reviews a business that has launched or is trading. If Take Stock shows you need to test demand before spending more, and you go ahead within 30 days, Take Stock replaces Apply. You continue with Develop at €1,500 and Prototype at €2,500, €4,950 in total including Take Stock.
Will you really tell me to stop?
Yes, if that's what the evidence suggests. It's our judgement in writing, with what's worth keeping and what it would take to change the answer.
I'm about to raise. Where do I start?
With a free First Read of your deck. If the deck is fine but the business underneath it isn't ready, we'll tell you, and Take Stock is usually the better first step.
Enquire about Take Stock.
Tell us a little about your business and we'll reply personally within two working days to talk through whether the review is right for you. There's no obligation.
guy@turnerand.cotasch@turnerand.co
Nicosia, Cyprus · working globally