Strategic Planning


The strategic planning process is really quite simple but it has acquired an almost mystical cachet. So much attention has been focused on goal setting that we know exactly what we want to achieve but at the end of the day we have made no progress toward reaching our goals. While we are not familiar with your particular business, it is probable that we have been associated with other businesses and owners that have many of the same problems, opportunities and backgrounds.

Ultimitely the raison d'etre for most small, closely held businesses is the desire for immediate economic provision and long term (even intergenerational) capital growth; therefore, much of our strategic planning work comes from finding that the market value of particular companies is less than the owners desire/require.

If you wish to examine this process, please give us a call. We can sit down under an agreement of confidentiality and discuss your business.