Our Programs and Methodology

Thinking on capital, risk, and what actually moves it.

Published at least twice monthly, tagged by vertical. Every article ends with two paths forward — advisory, or the newsletter.

Work With Us

You didn't build this business to keep firefighting it. Somewhere between the first client and the ten million dollar mark, the questions change, from "how do I grow" to "how do I protect what I've built while I grow it further." This is where you find out where you stand, and exactly what it takes to move.

  1. How exposed am I?

    Diagnostic

    Free, twenty-five questions, a real picture of where your business is strong and where it's quietly at risk. No sales call required to find out.

  2. Stop losing deals I'm already paying for.

    Sales Recovery System

    We fix the leak, missed calls, slow follow-up, quotes that go cold, before we talk about anything bigger.

  3. Give me a second opinion before I go to the bank.

    Capital Review

    An outside, experienced eye on your position before you walk into a lender, credited in full toward anything you do with us next.

  4. Am I actually bank-ready, and is my cashflow structured right?

    Cashflow & Clarity Diagnostic

    A full read on your financing structure and cash position, and a plan to fix what's not working.

  5. Get me funded in 30 days.

    Bank-Ready in 30 Days

    We take you from application to funded, structured properly the first time.

  6. I need this handled ongoing, not project by project.

    Virtual C-Suite Membership

    Your CFO, CMO, legal counsel, technology and strategy seat, on call. Application only.

  7. I want the room, not just the advice.

    Vertical Programs

    A closed circle of operators in your industry, working live on the decisions in front of you. Application only, by invitation from within the Iridium ecosystem.

  8. This needs to travel beyond Australia.

    International Advisory & Family Office Structuring

    Structuring and access for founders and families operating across borders.

  9. Nothing off the shelf fits my situation.

    Tell us where you are. We'll tell you if we're the right fit.

Dental & Medical

3 Financial Blind Spots Costing Your Dental Practice Growth

Where working capital quietly leaks in a growing practice — and how to see it before your accountant does.

Family Office

Geopolitical Risk and Family Office Portfolios: What 2026 Is Teaching Us

Why the families moving fastest are the ones who restructure early, not the ones who wait for certainty.

Growth Business

The Founder Diagnostic: A 25-Question Gut-Check Before You Raise

Most raises fail on structure, not story. Here is what "bankable" actually means to a lender.