"Never mind insurance, this will be the best investment you make before you get into business with others - like a pre-nup that covers the inevitable curve balls of life."
Business relationships thrive when they begin with shared understanding, not last-minute signatures. Whether you are forming a new partnership, onboarding shareholders, or navigating succession, investing time before the paperwork gets signed protects relationships and delivers stronger outcomes.
Kate facilitates structured, outcome-focused workshops that bring all key players to the table - owners, partners, investors, or collaborators - before deals are done or decisions are made. The goal: to identify what people really want, surface the risks, and build the kind of clarity that avoids conflict down the track.
“Too often, people meet their lawyer or accountant under time pressure. Documents get signed. Questions go unasked. Misunderstandings simmer beneath the surface—until it’s too late. I bring people together earlier, so they leave aligned, informed and connected.”
Kate leads practical, structured conversations that focus on:
Roles, expectations and responsibilities
What’s working—and what’s not
Future risks and opportunities
Ownership, governance, and decision-making
People’s hopes, concerns, and deal-breakers
Kate's legal background helps her spot the issues early and steer the group toward practical outcomes so professional advisors can turn those into detailed documents.
It is never too early to discuss whether collaborative facilitation is the right move. Examples include:
Before entering a new business partnership or shareholder agreement
During succession or ownership transitions
When rethinking or exiting existing agreements
For joint ventures or collaborative project planning
In family businesses with complex dynamics
“Most groups have one person who disrupts or dominates. It’s not fair to ask the company's lawyer or accountant to mediate that. I bring a neutral lens and create space for everyone to be heard, without stepping on anyone’s professional toes.”
