Phase 1 -- Pre-Meeting Current Business Model Assessment
Through our best practices databases, we complete a detailed financial analysis of your business and measure you against your industry competitors. Then we create an independent, non-biased business valuation of your business worth using a discounted cash-flow assessment and then we scorecard your marketing, sales and strategy process.
With this detailed background, we then understand better your growth success potential and use this information as a foundation for the plan development.
Phase 2 -- On-Site Strategic Plan Development
Through a tactical 2-day one-on-one client workshop, we walk CEOs and their management team through an interactive discussion on their current business position and then hold an exploratory strategy session on where they want and need to go. Using the Value Forward methodology, we systematically help them build specific goal objectives, calculate corporate asset requirements, determine employee staffing needs, and plan timelines needed to layout their strategic plan.
Phase 3 -- Managing and Understanding
Once your on-site strategic planning session is completed, we regroup with all the data, client objectives, and business assumptions collected during the engagement and then write your strategic plan.
Once your plan is submitted, we then provide the CEO and the management team ongoing coaching and consulting on the plan’s recommendations and implementation requirements.
"The difference between an entrepreneurially managed company and a professionally managed company -- is planning and metrics." Paul DiModica
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