Strategic Business Planning & Outsourced CFO Services

Our team provides expert, project-based financial advice and knowledge to help guide your business.

As an Outsourced CFO for your company, we can help you develop a strategic business plan to serve as a roadmap for your new or existing business.

Strategic Business Planning is a critical first step in planning for the future of your organization. This is an involved process of collecting information, analyzing collected data, and taking a look at the available resources within your organization in order to identify long-term business goals and objectives. This process often involves a SWOT analysis, looking at your organization’s current strengths and weaknesses, as well as opportunities and threats within your particular market, or commonly associated with your chosen business model. You can think of it as developing a unique blueprint for your business.

Why strategic business planning

By implementing Strategic Business Planning, you are enabling your company to develop data-driven plans to achieve your specified business goals, and establishing a stable financial foundation upon which to build your business. It is also an effective tool for unifying key leaders within your organization, and helping to keep both management and staff focused and working together towards the same goals.

There are many reasons that strategic business planning makes sense for your business. It’s a critical foundational step to help unify employees and set a vision, and it can also be used as a valuable tool to gain funding. It has implications for your long-term vision too, including helping to establish daily operations, as well as any future growth or launch plans.

So, when does putting together a strategic plan make sense?

  • When starting a new venture, or launching a new product or service
  • When expanding an existing organization
  • When buying a new business
  • When trying to turn around a business in decline

Services we provide

For any organization looking to implement strategic business planning, we can act as an Outsourced CFO that works with you to build and grow your business profitably. This means we’ll manage the same processes that a CFO within your team might, but without requiring you to hire additional headcount. We have deep expertise in developing financial strategies, and strategic business planning for small business owners.

We’re also well versed in Business Plan Development, which can provide a foundation upon which to build your organization. Working together in this capacity, we’ll research and identify your business’s:

  • Vision/Mission/Values
  • Objectives and Goals
  • Product/Service mix
  • Plans
  • Pricing
  • Unique differentiators
  • Competitive environment
  • Business risks

Whether you’re a seasoned business owner looking to take your business to the next level, or a new business owner seeking support as you get started, let us help you develop a powerful, strategic business plan that will enable you to scale your business profitably.