The firm

About Havenmont Advisory

Havenmont Advisory is a revenue advisory and demand generation consultancy that helps businesses reach suitable buyers and develop opportunities their sales teams consider worth pursuing. Its Data Advisory service helps owners explore possible licensing revenue from existing operating records.

Leadership

Led by Yuvy Dhaliah

You work directly with Yuvy, who leads the relationship, helps define the work and coordinates delivery.

When specialists are involved, you still have one person responsible for keeping the work moving. Havenmont remains accountable for the work it agrees to deliver.

Yuvy Dhaliah on LinkedIn

Yuvy Dhaliah, who leads Havenmont Advisory

What Havenmont does

Revenue Advisory

Find out why promising conversations stall and decide which change is worth the investment.

Explore Revenue Advisory

Demand Generation

Reach buyers beyond referrals and develop opportunities your team considers worth pursuing.

Explore Demand Generation

Data Advisory

Explore whether the records your business keeps could earn licensing revenue.

Explore Data Advisory

The approach

Your knowledge guides the work.
You know who is responsible

Start with your business

Your objective and knowledge of the business shape the work. We establish what is known and what needs closer assessment before recommending the next step.

Agree what you are committing to

You review the proposed scope, responsibilities, cost and timing before starting. In demand generation, your team also decides which opportunities meet the agreed standard.

Name who owns the next step

You know what Havenmont is handling, what your team needs to do and who to contact when something needs attention.

Who the work is for

Our revenue advisory and demand generation work serves businesses selling to other businesses, including:

Commercial lenders and finance brokers
Packaging manufacturers and suppliers
Commercial and industrial service providers

The work needs to make sense for what you sell, what a new customer is worth and how much new business your team can handle.

Explore the industries

Data Advisory helps established operating businesses explore another use for the records they keep. Suitability depends on what the records contain, permission to use them and a buyer who needs them.

How Havenmont works

Understand the situation
Discuss your objective and current process, then decide whether further assessment makes sense.
Agree the engagement
Review the proposed work, assumptions, responsibilities, fees and timing before committing.
Deliver and review
Review progress with Havenmont and decide together what needs to change.

See the engagement process

Separate specialist responsibilities

For Data Advisory, a specialist broker would review and prepare the records and work with buyers. Legal and security questions need the right professionals. We agree what Havenmont would handle before starting.

How Data Advisory works

At a glance

Key facts

Company: Havenmont Advisory
Category: Business advisory consultancy
Leadership: Yuvy Dhaliah
Core offering: Help reaching suitable buyers, improving how new business is won and exploring possible licensing revenue from operating records. Work and responsibilities are agreed for each engagement.
Services: Revenue Advisory, Demand Generation and Data Advisory
Fees and timing: Agreed in writing for each engagement
Contact: info@upmarketworks.com
Website: upmarketworks.com
Company profile: Havenmont Advisory on LinkedIn (opens in a new tab)

Frequently asked questions

How much does an engagement cost?

The fee depends on what needs to be done and what it takes to deliver it. We define the work and agree the cost with you before you commit.

How long does an engagement last?

Timing depends on the work, what needs to be ready and the people available to deliver it. We confirm the schedule with you before starting.

Does a qualified opportunity guarantee a sale?

No. An accepted opportunity is one your team considers worth pursuing. Winning the customer still depends on the sales process. Your team handles proposals, negotiation, closing and customer delivery unless we agree to take on additional work.

Contact Havenmont

What would you like to explore for your business?

Tell us what you want to achieve and what prompted the enquiry. We will review it and reply about the next step.

Talk to an advisor