Business Planning

The gap between projection and reality can be vast.

Whether allocating the annual resources of an established enterprise or preparing to launch an innovative idea, leaders must be able to prioritize and sequence activities and expenditures across core functions.


  • Lack of clarity between management and Board about resource requirements per period of time
  • Long term strategic planning that is disconnected from the operational budget
  • Management team conflict that is based in differing views of operational reality



We know what it is like to “sit in the seat.” We have been (and are currently) business leaders who understand the power of effective business planning — the keystone without which there is no clear definition of success shared internally, there are different versions of reality, and there is resulting conflict between management and staff. Our Business Planning services are designed to effectively allocate resources to allow you to reach your desired objectives.