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