Creating and submitting an annual budget to Board can be a challenge for any Chief Executive. This product enables the Chief Executive, Chair, or Board-level Director to garner an independent second opinion on the proposed budget prior to presentation and/or acceptance, thus creating potential for further growth and profitability.

Likewise, Board-level Directors may seek to better understand any submitted budget and gain an view of both the quality and believability of the numbers submitted.


  • Concise, Board-friendly notes on budget details from a seasoned industry executive
  • An independent sanity check of the numbers
  • A valuable second opinion on your proposed budget
  • Ideas and optimisations
  • Fast turnaround time
  • NDA included
  • Fixed price solution


As part of this product, you will receive the following within 3 business days:

  • A overall summary of the proposed budget by an experienced industry executive
  • Concise line-by-line review of the numbers
  • Organised notes offering ideas and optimisation options
  • A grade for the budget (if requested)


We are different. Unlike the majority of consultancies, we have significant experience in building and nurtured multi-million Dollar platform-based businesses across three continents. Our no nonsense, practical approach is designed to enable tangible value and results for our clients. Our business is helping your business.

Offering guidance and experience on all aspects of founding and building a business, our approach is defined by working collaboratively with entrepreneurs, Board and Executive management to find the optimal solutions to the key challenges.


  • Upon purchase, we will send you a template non-disclosure agreement for you to complete. If you have have your own, then you can send us that one instead
  • Upon receiving the NDA we will sign and return it to you via Email
  • Upon receiving the proposed budget we will review and make initial notes, where applicable
  • We will liaise with you via Email to clarify any questions we have regarding detail
  • We will then compile our notes, including optimisations and ideas and deliver them directly to you


If you require further information on this product, or want to discuss how Platform Executive can help you, then please complete the form below: