Strategic Planning
New Business Modeling from Concept to Launch
Financial & Accounting System Design & Analysis
Merger & Acquisition Evaluation
Strategic Planning
Strategic Planning is the cornerstone of our consulting services. The firm has 25 years experience in strategic planning and development for a broad array of businesses and non-profit organizations. Our team understands that strategy is extremely important to the viability of any organization and approaches each case with urgency and a high level of commitment. Sharon believes that strategy or strategic planning is about understanding your environment, developing appropriate plans to thrive in this environment and aligning resources to achieve the plan. It is also important that top leadership is aligned with the strategy. We take great pride in our ability to get organizations to take an objective look at themselves and their environment and breakthrough to a new plan.
Financial & Accounting System Design & Analysis
Our Finance and Budgeting products are designed to increase the value of the organization and emphasize performance improvement, goal attainment, resource allocation and actionable management reporting. Sharon has experience in every area of finance which provides a broad perspective for addressing client needs. Sharon and her team works with your organization to build and transfer knowledge to make sure that improvements are sustainable.
To generate a budget that builds value in the organization, Sharon works with the leadership team in a process designed to ensure resources are aligned with top priorities and goals. Management reporting and tracking and monitoring systems are provided to enhance budget compliance.
New Business Modeling from Concept to launch
Our team works with start ups and smaller businesses to develop their business plans. Business plans are a very classic document to communicate your business direction and are an important requirement for financing. Our customized business planning process provides the core elements and includes:
Executive Summary & Description of Opportunity
Financial, Marketing, & Operational Plan
SWOT/Risk Analysis & Organizational Information
Management Team Profiles
Merger & Acquisition Evaluation
We have worked with clients on both sides of a merger or acquisition. In all instances, we always start with a review of strategy, a market assessment and full understanding of potential candidates. We further assist in due diligence and negotiating strategy. Once a transaction is complete we will also assist with the realignment of resources and assets to assure an efficient and successful integration.