Skip to content

Strategic Business Planning

A Strategic Business Plan is much more than a tool to obtain financing. Preparing a strategic plan helps you clarify your company's direction, ensures your key leaders are all "on the same page" and keeps both management and staff focused.

A Strategic Plan is often needed when...

  • Starting a new venture, product or service.

  • Expanding a current organization, product or service.

  • Buying a new business, product or service.

  • Turning around a declining business.

A Strategic Plan provides a blueprint, describing your company, its products, the competitive environment, management team, financial health and business risks.

A Strategic Plan allows you to...

  1. Identify and describe the target customer profile along with, features, advantages and benefits of your new venture, product or service.

  2. Justify that your plans are credible by fully researching the need being filled with your new venture.

  3. Develop marketing plans including full descriptions of targeted promotional campaigns with implementation timelines. You also get to examine market conditions, the nature of your customers, as well as your competitors, sales potential and projected results of your promotional campaigns.

  4. Develop staffing plans including identification of key players, skills, attitudes and expertise needed to build the venture.

  5. Develop management plans including full descriptions of management systems and timelines for implementation.

  6. Develop financial plans including projected startup costs, operating costs, revenue, profits, and break-even analysis for the first 3 to 5 years.

    Projected financial plans allow you to effectively predict upcoming challenges, or prevent them. In other words, the perspective gained through your Strategic Business Plan can make a significant contribution to your company's success and help you obtain the funding you require. In fact, most lending institutions and private investors will not even consider prodicing you financing unless you have a solid financial plan.

  7. Identify building and equipment needs including vendors and cost estimates.

  8. Formulate company milestones including timelines for upcoming products and services in development.

Remember: Failing to plan is planning to fail.

Let us help you develop a powerful Strategic Business Plan that drives your business to the level of success for which you aspire.


Ask a Question

Find comfort in knowing an expert in accounting is only an email or phone-call away. (602) 285-0500

We Are Here to Help

We will happily offer you a free consultation to determine how we can best serve you. Contact Us

Send Us a File

Use our convenient ShareFile page to securely deliver a file directly to a member of our firm. Share File

Subscribe to our Newsletter

Subscribe to our monthly emailed newsletter to receive news, updates, and valuable tips. Subscribe