Are you a small business owner who is wondering how to grow your business? When was the last time you reviewed your business plan?  Have you reviewed your productivity lately? Are your systems supporting your business growth or defeating it?

Our Business Strategy and Operations Services are offered by professionals with executive experience and the unique ability to apply their skills to any sized company. We can assist you whether your goal is to grow your company and continue operating it or sell your company and retire – and everything in between.

As a first step in all of our work, we conduct an introductory business review to determine the most productive areas to target. The goal in this preliminary meeting is to understand the tools available to the business owner or manager to effectively monitor the current operations of the business and to highlight any concerns.

Following the meeting, a dynamic strategic plan is developed, and action plans are generated.

Business Strategy and Operations

You work hard to ensure that your business operates smoothly. But, is it running smoothly enough for you to take a vacation without checking in? Can it survive if you become ill? Are the processes and systems in place contributing to your profitability, providing you with a good Return on Investment, or are they getting in the way?  How does your company compare to others in your industry?

We advise Business Owners, Entrepreneurs and Managers, on a wide range of issues affecting their business. We combine industry knowledge, rigorous analysis, and operating experience to provide our clients with advice that is innovative, insightful, and effective. Our services include:

  • Strategic Planning
  • Management Consulting
  • Business Process Improvement
  • Business Systems Selection
  • Financial Controls
  • Performance Benchmarking (relative to the competition)
  • Financial Forecasting

Businesses in Transition

Are you satisfied with the pace or business growth? Are you considering selling or transferring your business or retiring within the next five years?

Are you beginning to worry that you may need to close your doors? Can your business continue to grow at the current pace or at an increased pace without adding employees? Has your business outgrown existing banking relationships? Whether your company is experiencing growth or contraction, or if you anticipate a sale or a generational transfer, it is crucial to strategically prepare the environment for those changes in order for that process to attain a successful outcome. Typical services include:

  • Business Process Evaluation and Remediation
  • Profitability and Growth Planning
  • Management Consultant
  • Banking Relationships
  • Deal Structuring
  • Negotiation Assistance
  • Tax Strategies