Isaan Bridge
Business planning session

Our engagements

Three structured engagements for Thai SME owners

Each designed for a specific situation. Each with a clear scope, a defined output, and a fixed fee.

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Our methodology

How we work with clients

1

Initial conversation

A short, obligation-free discussion to understand your situation and explore whether one of the engagements may be relevant. Typically thirty to forty-five minutes.

2

Scope agreement

If the fit seems right, a short written scope is produced. This covers what will be examined, what outputs will be produced, the timeline, and the fee. Nothing begins without this in place.

3

Engagement delivery

The engagement proceeds as scoped. Sessions are held with the owner and relevant team members. A written output — note, plan, or ongoing correspondence — is produced as agreed.

Engagement 01

SME Business Review

A structured engagement for Thai small and medium enterprises that would like an outside reading of their current position. The review includes conversations with the owner or managing director and key staff, a visit to the premises where helpful, and a review of available financial and operational documents.

Returns a short written note with observations and questions for internal discussion. Often appropriate for family-run firms weighing a succession question, a capacity decision, or a change of direction.

What the review covers

  • Conversations with the owner, managing director, and key staff
  • Review of available financial and operational documents
  • Premises visit where this would be useful
  • Written note with observations and questions for internal use
  • Suitable for succession, capacity, or direction decisions

Process steps

1Scope agreement and initial briefing
2Conversations with owner and key staff (1–2 sessions)
3Document review and premises visit if appropriate
4Written note delivered within one week of final session
฿ 8,700 THB / engagement · typically 2–3 weeks
Ask about this review
SME Business Review

Who this is for

This engagement may be a fit for an owner who senses that the business is at a crossroads but has not yet found the time or the structure to examine what that means. It is also used by business owners who want a second pair of eyes before making a significant decision.

Engagement 02

Operating Plan Engagement

A six-to-eight-week engagement that produces a working twelve-month operating plan for an established SME. The plan covers commercial priorities, operating targets, staffing considerations, and a straightforward financial view.

Conducted jointly with the owner and senior team, with weekly working sessions delivered in English with bilingual support when helpful. The output is a practical working document — not a bound strategy volume — designed for the client's own team to use and update.

Plan components

  • Commercial priorities for the twelve months ahead
  • Operating targets and performance indicators
  • Staffing and capacity considerations
  • Straightforward twelve-month financial view
  • Weekly sessions; bilingual support available
  • Living document designed for the team to update
฿ 30,600 THB / engagement · 6–8 weeks
Enquire about a plan
Operating Plan Engagement

Who this is for

This engagement is suited to an established SME that has been operating without a formal plan and would find value in building one — jointly, with external input. It works well for businesses preparing for a year of deliberate growth, significant cost decisions, or a change in staffing structure.

Engagement 03

Owner Advisory Partnership

A six-month partnership for SME owners and managing directors who would find value in a consistent, considered outside counterpart. The partnership includes two scheduled conversations per month and written correspondence between sessions.

Topics follow what matters at the time — a difficult hire, a customer concentration concern, a generational transition, a capacity question. Delivered with attention to the particular character of Thai family-run businesses and the considerations that come with them.

What the partnership includes

  • Two conversations per month, by call or in person
  • Written correspondence between sessions as needed
  • Topics are determined by what is pressing — not a fixed curriculum
  • Attentive to Thai family business dynamics
  • Continuity — the same counterpart throughout six months
฿ 64,300 THB / six-month partnership
Ask about this partnership
Owner Advisory Partnership

Who this is for

This partnership works well for an SME owner who has a capable team but finds that the decisions which matter most — the ones with the most consequence for the business and for the family — are ones they tend to carry alone. A consistent outside counterpart who knows the context can make that less isolated.

Which engagement?

Choosing the right engagement

Most owners have a sense of which situation applies to them. This table may help clarify the distinction.

Feature Business Review Operating Plan Advisory Partnership
Duration 2–3 weeks 6–8 weeks 6 months
Main output Written note Working plan document Ongoing conversations
Best for A specific decision or crossroads A year of deliberate direction Sustained owner support
Team involved? Owner + key staff Owner + senior team Owner primarily
Fee (THB) ฿ 8,700 ฿ 30,600 ฿ 64,300

Not sure which applies? An initial conversation — at no charge — can usually help clarify this.

Standards

What applies across all engagements

Confidentiality

All client information is held in strict confidence. Formal confidentiality agreements available on request.

Written scope first

A clear written scope is agreed before any engagement begins. No ambiguity about what is included.

Principal-led

Every engagement is led by a founding principal. Work is not delegated to junior staff.

No referral fees

Isaan Bridge takes no commissions or referral arrangements. Recommendations are made on the merits.

Two-day response

All enquiries and correspondence are responded to within two working days.

Fixed fee

Fees are fixed and communicated before any engagement begins. No open-ended billing or day-rate surprises.

Ready to explore an engagement?

A first conversation carries no commitment. It is usually enough to clarify which engagement, if any, may be a reasonable next step.

Request a conversation