Strategy, Planning, & Business Growth

Strategic Planning

A strategic plan is an organization’s road map. It shows you where you want to go, how you plan to get there, what to expect along the way, when you expect to arrive, how you’ll recognize your destination, and who will be responsible for getting you there. We can serve you best in this area by acting as an outside independent facilitator for one or more sessions in which key members of your organization develop a strategic plan.

Business Plans

A business plan is a guide that directs an organization’s efforts when considering a new product or service, a new line of products, or a new business. A business plan is usually part of a broader overall strategic plan. We can work with you to develop and write a realistic plan that includes the following key elements:

• Executive summary of major plan points
• Description of the business or product
• Business environment analysis of industry characteristics and trends, market potential, and competition
• Strategic plan that includes long-term goals, assumptions, tactics for achieving the goals, and success indicators
• Analysis of management skills and experience in operations, marketing, and finance
• Financial analysis, such as forecasts or projections

Business Start-Up Services

Starting a business is difficult and time-consuming. We can help with the back office functions such as setting up records, organizing the accounting system, assisting with bookkeeping, and helping you file the necessary forms for payroll and income taxes. We also help business owners evaluate and determine the most appropriate business structure for their goals, operations, and long-term tax considerations.

Business Succession Planning

The development of a plan to gradually transfer management of a business from a retiring owner (usually a parent) to others (often children) can be complicated. A well-organized plan can help the transition go smoothly and anticipate areas of potential difficulty. We also help clients evaluate the tax implications of succession planning strategies to support a smooth and tax-efficient transition.