Strategic Business Planning: Creating Your Roadmap to Business Success

Running a business without strategic business planning is like trying to steer a ship without navigation tools— you’re not likely to get from A to B if you don’t know where you’re going and haven’t planned for the turns, obstacles and potential hazards along the way.

You Need to See the Forest AND the Trees– Neither Alone Is Enough

There’s a lot to think about when planning strategically for the future of your business, and it’s all important to your overall success. You need to look at:

Your Business Plan

  • What you’re doing now and what you will be doing in 1, 5 and 10 years
  • What your processes are, what’s working and what isn’t
  • How to maximize operational efficiency and minimize costs
  • How you sell your products/services and market your business
  • How you select and work with vendors/suppliers
  • How you take care of your customers

Your Finances

  • Cash flow and reserves
  • Operating budget and expenses
  • Assets and liabilities including debt
  • Payroll and benefit costs
  • Contractor and outsourced labor costs
  • Inventory and supply costs
  • Real estate and equipment costs
  • Plan for handling unforeseen emergencies
  • Ability to fund future expansion

Your Team

How to strategically, consistently and successfully:

  • recruit
  • build
  • inspire
  • motivate, and
  • supervise

a cohesive, effective team whose members perform to the best of their ability for you.

To further complicate things, all of the above are interconnected, so making changes to any of them affects the others.

That’s why you need to make smart, informed decisions every step of the way— the choices you make today will absolutely impact your future.

We Help You Plan, Prepare and Make Smart Decisions

We work with owners of all types and sizes of businesses, to help them plan and prepare for long-term growth, sustainability and success. Our clients include B2B and B2C businesses in every sector that sell products, services or both.

Our approach is holistic and starts with the big picture— your goals, values and purpose. We want to understand not only what you do, but also why  you’re doing it.

Then we look at everything you as a business owner need to consider in your business— operations, planning and finances— to make sure you achieve your goals in a way that maximizes your profits, minimizes your risks and is consistent with your core values.

  • Step 1: Request Your Free Business Assessment

    Everything we do begins with a free business assessment that will help you get clear on where you want to go and where you are on the journey.

    We’ll meet with you and ask a lot of questions to help us understand your vision, goals, business model and challenges.

    Then we’ll give you our honest assessment of how healthy your business is, whether you’re fully prepared for the future you want, and any areas where some additional strategic planning work may be worthwhile.

    There’s no obligation and it costs nothing to speak with us.

  • Step 2: Dive Deeper With Our Business Planning Engagement

    After we have completed your initial assessment, if you would like our help we’ll give you the services and guidance you need to ensure you’re on the right track to succeed:

    • Strategic Business Planning
    • Financial Planning for Business
    • Group Retirement Plan Development
    • Executive Bonus Planning
    • Succession Planning
    • Corporate Philanthropy

    We’ll dig into the details of your business plan, marketing plan, financials and operations— everything you need to solve your business problems and lay a solid foundation for a successful future.

Get As Much or As Little Help As You Need

We tailor our Business Planning Engagement specifically to the needs of your business, so you receive only the help you need, as often as you need it. For some clients, an annual comprehensive business review is enough; others need help on a monthly or quarterly basis to get their business on track for success.

To learn more about our Strategic Business Planning Engagement and whether it can help you position your business for growth, please contact us.

We will be happy to tell you more about the resources we offer and help you gauge whether working with us could benefit your business.

Tools and Resources

What is my business cash flow?

What are the key financial ratios for my business?

How much working capital do I need?

I need equipment. Should I buy or lease?


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