Business Plans

If strategic planning is your firm’s map to promising islands, then business planning is the art of getting your entire team to row in unison. It’s essential that everyone is animated by the same goals, and believes that the action items are worthwhile and realistic. It is equally important to include relevant administrators (marketing, finance, IT, professional development, etc.) in the planning process. Without their support you may as well be paddling on only one side.

With decades of experience leading business planning teams and implementing the results, at the firm, practice, and industry group level, we are available to lead you through a process that will produce impactful plans that drive revenue, and focus your firm.