CFO Services - Strategic Business Planning

CFO Services - Strategic Business Planning

As a function of our California Interim CFO Service, we challenge your vision, build actionable business strategies and develop a strategic business plan to move you from current state toward your definition of an Exit Plan. Our approach is not to put a lot of paper into a three-ring binder that collects dust, but rather to build a comprehensive set of linked, but separable near-term actions focused on isolating tactical and strategic planning imperatives that will result in outsized results (the 80/20 rule).

  • Benchmark Company vs. Peers
  • Develop competitive SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats)
  • Assess Viability of Organic Growth
  • Evaluate Feasibility of Acquisitive Growth
  • Assess leadership and management talent and identify gaps
  • Ensure leadership and management agree with and buy in to the future direction
  • Document who is going to do what, by when and what results are expected
  • Development of tracking mechanism for each 90 day period to assess progress and take corrective action to stay on course