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Business Planning Process
Industries: Industries
Your Business Success
How we roll out the program in your business.
Personal Vision
Month 1
Business Vision
Months 1-2
Blockages
Months 1-3
Strategic Plan
Months 1-6
Accountability, Systems & Culture
Months 1-12
Our Pathway
![AdobeStock_309129526 [Converted].png](https://static.wixstatic.com/media/159cea_4ce7696f71074ee7828303a164f8d9bf~mv2.png/v1/fill/w_980,h_552,al_c,q_90,usm_0.66_1.00_0.01,enc_auto/159cea_4ce7696f71074ee7828303a164f8d9bf~mv2.png)
Your Business Success Program Outcomes
How we roll out the program in your business.
Outcome 1: Improve Your Direction
Personal Vision
Business Vision
Strategic Plan
Outcome 2: Build Fuel Gauges & Controls
KPI's & Success Factor Metrics
Monthly Review Meetings
Outcome 3: Improve Your Speed & Power
People
Systems
Marketing
Cash
Outcome 4: Improve Your Profitability, Business Value & Personal Lifestyle
Business Services:
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Strategic Business Advisory
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Business Needs Analysis
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Business Planning
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Small Business Financial Planning
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Value Gap Analysis
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Business Performance Reviews
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Exit & Succession Planning
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Employee Benefit Plans, Pensions, and 401(k) implementation
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Executive Benefits and Deferred Comp Plans
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Employee Financial Planning and Seminars
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Key Person Planning
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Capital Raising Services
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M&A, Private Placements, & Investor Relations Services
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