Strategic Business Planning

Most business owners have a ton of ideas in their head; where they are, where they want to go, what's broken and what's working. The challenge is seeing the widest view and turning those ideas into actionable items with accountability, timelines and milestones to focus on as an organization. Our firm facilitates these strategic sessions to help achieve what is often taking up mental real estate, and put it into writing that can shape your overall business plan.

Formal business succession and estate planning often involve a team of advisors; your CPA, financial advisor, attorney, your family and the stakeholders at your organization. We facilitate with our decades of experience in business continuation planning and help quarterback your highest values to ensure your dream and the people who count on you aren't left in a crisis, because of the peace of mind with a solid exit strategy.

In Jim Collin's best seller: "GOOD TO GREAT", he highlights the importance of not only having the right people on your bus, but that they are actually in the right seat on the bus. Our firm can help you evaluate your team's strength's, risks, personality types, dysfunctions, and KPI's that create leverage in the way you structure your Org Chart. This exercise has proven to identify leaders and evaluate the bench of leadership at your company.

At the end of the day, businesses that know their numbers, understand efficiency and evolve to be as profitable as possible can do things their peers often only dream of. We can help your team with outside eyes to recognize areas for continuous improvement, process development, risk mitigation, brand strength, and widen margins to help long term profits and sustainability.