Strategic Planning

See Other Solutions and Services:

 CFO Advisory Services

Business Assessments

Capital Raises

Mergers and Acquisitions

Exit Strategy

Numerous elements need to come together to create a successful strategic plan. The following are representative of activities we will perform or collaborate with your team to accomplish.

• Perform a Business Assessment
• Understand your measures of success
• Create a Strategic Vision
• Define major goals
• Establish the end game
• Architect a business transformation – moving from the current state to the strategic vision to which you aspire

• Review and evaluate existing strategic  and financial plans
• Perform a SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) or evaluate the SWOT inherent in your existing plan
• Understand market position and customer perceptions
• Evaluate budgets and forecasts
• Assess internal growth potential
• Assess potential for growth through acquisitions
• Develop a planning model
• Assess and or help establish financial goals

• Evaluate the company infrastructure
• Assess financial systems
• Analyze the segmentation of profitability – evaluation of margins by channel, customer product group, SKU, sales rep, geographic area, business line, plant or office
• Benchmark against industry performance

• Cash flow forecasting
• Capital expenditure planning, analysis and financing alternatives
• Capital structure planning

• Evaluate links between strategies, tactics, and individual responsibilities
• Develop strategic planning scorecard