Strategic Planning


Simply put, we orchestrate a systematic process of envisioning your business’s desired future, and help you to develop a plan to translate that vision into broadly defined goals and objectives along with a sequence of steps to achieve them. Strategic planning is not long-term planning or tactical planning.

In contrast to long-term planning (which begins with the current status and lays down a path to meet estimated future needs), we believe strategic planning begins with the desired-end and works backward to the current status.

In other words:

  • At every stage of long-range planning the planner asks, “What must be done here to reach the next (higher) stage?”

  • At every stage of strategic-planning the planner asks, “What must be done at the previous (lower) stage to reach here?”

Also, in contrast to tactical planning (which focuses at achieving narrowly defined interim objectives with predetermined means), strategic planning looks at the wider picture and is flexible in choice of its means. Our team of advisors have over 30 years of corporate development and strategic planning experience. Our strategic planning engagements are specifically tailored to meet your unique needs.