Are you a business leader,
seeking a co-pilot?

I’m Rich Poole - Strategic Advisor, trusted Co-Pilot®, Advisory Board member, Board/Strategy Day facilitator & speaker, for business owners, family enterprises & leadership teams at key crossroads: strategy, succession, leadership transition & exit-readiness.

I work at the intersection of  business, life & wellbeing - where real decisions get made.

When business gets complex, clarity matters.

Owning or leading a business is rewarding - and often lonely.

Many of the people I work with are successful, capable and respected - yet they find themselves:

  • Carrying big decisions with no independent sounding board
  • Avoiding succession or exit conversations because they feel hard or unclear
  • Too central to the business - and aware that’s a risk
  • Juggling too many priorities without enough traction
  • Feeling the personal weight of leadership, not just the commercial one

You don’t need more noise.  You need calm thinking, perspective and someone who’s been there before.

    How I help

    I work alongside you to help you get clear, aligned and moving - especially when the stakes are high.

    Exit-Readiness & Succession (Anytime)

    Preparing your business - and you - for succession, transition or sale, so you’re never caught off guard.

    Even if you’re not selling, this is simply good business practice.

    Strategic Advisory & Sounding Board

    A trusted, independent partner to help you think clearly, prioritise well and make better decisions with confidence.

    Business Audits & Strategy

    Focused diagnostics and action plans that lift value, reduce risk and remove owner-dependence.

    Governance, Boards & Leadership Alignment

    Bridging owners, boards and management - including Advisory Board roles that bring structure, discipline and accountability.

    Family Business & Generational Advisory (generations®)

    Succession planning, family governance, next-generation preparation and ownership clarity.

    Connections That Matter

    Introducing you to the right people - advisors, peers and opportunities - when it counts.


      Exit-readiness, Anytime

      Being exit-ready doesn’t mean you’re selling tomorrow. It means your business is:

      • More valuable
      • Less risky
      • Less dependent on you
      • Better governed
      • Ready for options

      And it means you are personally prepared for whatever comes next.

      That’s smart leadership.

        What clients gain working with me

        Working together, you can expect:

        • Clearer thinking and confident decisions
        • Calm, perspective and momentum
        • A stronger, more transferable business
        • Reduced reliance on you as the bottleneck
        • Freedom to focus on what really matters - now and later

        Why work with me

        • Built and sold GrownUps® to Cigna/Chubb (a Fortune 500 company)
        • Fourth-generation family business background (later sold to Toll Holdings)
        • 30+ years across ownership, strategy and advisory
        • Advisor to 150+ owners, founders, executives and partners
        • Known for calm in complexity, straight talk and no ego

        I approach your business as if it were my own.

        Fit really matters

        I work best with people who:

        • See their business as an asset, not just a job
        • Value advisory as an investment, not a cost
        • Want clarity, accountability and a trusted sounding board
        • Are open, values-aligned and ready to move
        • Want someone they can trust implicitly

        When the fit is right, the results follow.

                     Paths & Choices - Yesterday doesn't have to determine Tomorrow...

          You’ve worked too hard to leave your legacy to chance. Let’s make sure your business - and your life - is ready for whatever comes next.