01
Operational Review
A rigorous read of how the business actually runs — workflows, resourcing and cost structure — returned as a prioritised plan with the financial impact of each action set out plainly.
Operating companies & private businesses
Leaner operations. Stronger margins.
Corporate advisory for the businesses held inside a private balance sheet — led by advisors who read an operating company the way they read a portfolio.
Looking for advice on your personal wealth instead? See our wealth advisory services.
A business you own is a position on your balance sheet.
It should be measured the same way — on the return it produces, the capital it consumes and the time it demands of you.
Adiva brings more than two decades of financial and corporate advisory experience to privately held companies, improving margins, structure and reporting. We do not stop at the diagnosis; we stay through the implementation.
What we do
Seven levers that change how a business runs.
02
Margin & Profitability
We separate the revenue that earns its capital from the revenue that only looks busy, close the leakages, and restructure the P&L around what genuinely compounds.
03
Applied AI
Automation applied where it is defensible: reporting, reconciliation, scheduling, follow-up and data handling. Judgment stays with your people; repetition does not.
04
Systems & Workflow Design
Finance, CRM, operations and reporting integrated into one coherent system, so management information arrives as a matter of course rather than as a monthly exercise.
05
Organisational Structure
An objective assessment of how the business is staffed against what it earns, and a considered path to the right structure — handled discreetly and responsibly.
06
Overhead & Cost Discipline
Recurring costs audited line by line, then eliminated, renegotiated or automated — with the cash flow effect quantified before anything is changed.
07
Technology Implementation
Selection and rollout of the right systems at the right scale — without the cost, complexity or disruption that usually accompanies them.
Why Adiva
Most operational consultants understand process. We understand capital.
Our foundation in two decades of financial advisory means every operational recommendation is tested against margin, cash flow and return — not against a methodology.
And because we also advise the owner personally, the business is never considered in isolation from the wealth that sits around it.
Who this is for
- Owner-managed and family-controlled operating companies
- Portfolio businesses held within a private or family balance sheet
- Founders scaling revenue without scaling headcount proportionally
- Businesses preparing for investment, transition or sale
- Owners whose time is consumed by administration rather than direction
Our process.
01 —
Discovery
A detailed read of operations, cost structure and management reporting.
02 —
Framework
A prioritised plan with the financial impact of each measure quantified.
03 —
Implementation
We work alongside your team through systems, process and structural change.
04 —
Stewardship
Results tracked, savings measured, and the operating model refined over time.
Ready to build a leaner, more profitable business?
If the business is carrying cost it shouldn't, or asking more of you than it should — that is worth a conversation.