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;and
-     personal and family needs of owners – short and long term.

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