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STRATEGIC PLANNING
Assist client to focus on its:
corporate philosophy and mission.
strategic platform.
synergistic criteria.
board of directors’ qualifications and governance criteria.
development of a time line to take critical courses of action.
Work with client on:
definition of product industry and how to expand or narrow the definition of the industry.
industry trends.
evaluating the client’s organizational strengths and weaknesses.
developing strategies to maximize client’s strengths and minimize client’s weaknesses.
corporate financial position and requirements.
developing an exit strategy for principals, including tax and family succession issues.
developing commitments and rewards for key personnel.
identify the short and long term financial requirements taking into account:
- corporate philosophy and mission;
- corporate strategic platform and synergistic criteria;
- industry trends;
- market share;
- corporate strengths and weaknesses;
- corporate structure;
- personal and family needs of owners – short and long term;
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