The secret of your
future is your
strategic plan today

“If you fail to plan, then you plan to fail”

In order to grow and be successful in your industry you need a road map. Insight into your current situation
and identifying solutions with an attainable action plan will execute your success.

What is a Business Plan?


A business plan is an essential document for describing aims and objectives – enabling the measurement of process toward achieving them.

The business plan provides the means to:

  • Appraise the present and future of the business
  • Define short and long-term objectives
  • Establish a framework for action to achieve those objectives

Why is a Business Plan important?


A business plan is a living document that should be continuously reviewed in light of the environment and actual observed results. It is vital for directors and key stakeholders to oversee all aspects of business performance and manage it more effectively.

A current analysis ensures accurate real-market conditions and value. It contains 3 essential elements:

  • Marketing plan
  • Operations plan
  • Financial plan

Do I need a SWOT analysis?


A SWOT analysis should be integrated both at the beginning of the business plan, as well as on a continual basis for monitoring and modifications due to the dynamic external conditions of the environment in which your company is positioned and of your internal environment.

Your company’s strengths and weaknesses are detailed in a comprehensive analysis of:

  • Strengths
  • Weaknesses
  • Opportunities
  • Threats

What are the timelines of your Business Plan?

“Successful people visualize their future.”

The strategic business plan will define major business goals for the next year and for the next 3 years.
It includes a financial plan and will consider market trends and future issues that may impact your business.

Starting a business:

  • Turn your ideas and capital into a viable business
  • Secure financing from lenders & investors
  • Identify strengths, weaknesses, opportunities & threats

Managing an existing business:

  • Communicate your vision to employees & external parties
  • Develop accurate financial forecasts
  • Compare planned vs. actual performance

Exiting your business:

  • Develop a plan to transfer ownership, sell your business, or close your business
  • Establish a timeline for the transition process
  • Identify financial & regulatory requirements

How our strategic business planning process
works for you…

Phase 1 –


Internal Assessment:

  • Management
  • Marketing
  • Finance / Accounting
  • Production / Operations
  • Research & development
  • Products & services
  • Customer Relationship Management (CRM) systems


  • Economic forces
  • Social, cultural, demographic & environmental forces
  • Technological forces
  • Competitive forces

Phase 2 –
Marketing Strategy


After a careful analysis, we create an effective strategy to increase your presence in the marketplace

  • Understand your market & your ideal customer profile
  • Identify new customer segments
  • Identify new marketing channels
  • Develop the brand to build visibility & awareness

Phase 3 –
Strategic Business Plan


The strategic business plan will review all four areas of your business:

  • Operations
  • Administration
  • Marketing
  • Sales

Phase 4 – Implement
Integrated Marketing Strategy


A direct result of the first three phases in the business development process is a number of recommendations. The final phase implements the recommendations as an integrated solution that ties together branding, marketing, sales, CRM systems, database research and human resources to effectively communicate your unique value proposition.

“Ideas are worth nothing unless executed.
Execution is worth millions.” ~ Steve Jobs


We find your niche and the whole world knows it

“The best way to predict your future is to create it.” ~ Peter Drucker

Contact us today to find out more for what works for you:

  • Business Plan
  • Feasibility Plan
  • Marketing Plan
  • Outbound Sales Plan
  • Exit Plan
  • Transition Plan

Prior to meeting, please fill out our confidential

Business Consultation Questionnaire

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It’s time to prepare your business for the future; either by growth, acquisition or sell and divest your valuable business.

Let’s schedule a call to talk more about your needs and how we can help.