What we do Strategic Planning
Your family and business have different goals. Plan for both.Families are about people and businesses are about money, so tensions between the two are inevitable. Our unique approach to strategy is parallel planning ‒ to plan for both the business and family together, with a focus on understanding how change in one affects the other.
This approach kick-starts discussions about the business’s potential and where the family should invest its capital, human and financial, to reach their goals.
Strategic Planning & Direction
A shared vision for the future of the business and the family.
We begin by evaluating existing strategies to understand the lay of the land and identify potential opportunities. Then we help create strategic planning processes that bring together the family’s vision and values with insights that set the management team up to succeed — now and for future generations.
Our consultants help remove the roadblocks that get in the way of both simple and sophisticated plans. Bringing simple yet powerful questions to the table helps everyone involved hone their strategic vision, identify blind spots, plan for future needs, and move toward implementation.
Strategic Goal Setting
Clarity on goals empowers management to succeed.
In family business, management often answers to many family masters. Owners’ competing goals lead to logjams that make it harder to take appropriate action. An ownership group that speaks with one voice when setting goals frees management to choose and execute strategies that meet or exceed them.
How fast should the business grow? How large might it become? What risks are the owners willing to take? How will profits be used? Alignment around goals for growth, risk, profitability and liquidity gives owners a meaningful say in the business’s direction without slowing down progress.