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Strategic Planning

Strategic Planning

Navigate Your Business 
In today's competitive business environment, it is critical for a company to know where it is headed.  With a clear vision of what is important and a strategic plan to achieve it, your business is armed with a road map for success. 

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 on the tasks at hand. 

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

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

Strategic Plan Benefits

How SPBs Help Your Business 
As is a written description of your business's future, a Strategic Business Plan tells what you plan to do and how you plan to do it. 
If you jot down a paragraph on the back of an envelope describing your business strategy, you've written a plan, or at least the germ of a plan. 
GWI will assist you in planning how you will get from here to there. We will: 

  • Identify and describe the target customer profile, features, advantages and benefits of your new venture, product or service.
  • Justify that your plans are credible by fully researching the need being filled with your new venture.
  • Develop marketing plans including full descriptions of targeted promotional campaigns with implementation timelines.
  • Examine market conditions, the nature of your customers, as well as your competitors, sales potential, and projected results of your promotional campaigns.
  • Develop staffing plans including identifying the key players, skills, attitudes, and expertise needed to build the venture.
  • Develop management plans including full descriptions of management systems and timelines for implementation.
  • Develop financial plans including projected startup costs, operating costs, revenue, profits, and break-even analysis for the first 3 to 5 years.
  • Identify building and equipment needs including vendors and cost estimates.
  • Formulate company milestones including timelines for upcoming products and services in development

The Process

Execute
The perspective gained through your Strategic Business Plan can make a significant contribution to your company's success, and help you get the funding you require. 

In fact, most lending institutions and private investors will not even talk to you without a solid financial plan. 
 
Contact us today to begin your business' strategy for success.

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© Greg W. Isley, CPA, PA 2019, 9205 Baileywick Road, Suite 101, Raleigh, NC 27615
T: (919) 676-1998 F: (919) 676-1749 E: info@gisleycpa.com

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