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Strategic Planning and Financial Advisory Services

 

FREE INFORMATION

Strategic Planning

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Strategic Planning Brochure

 

Business Growth Strategic Planning
The Business Growth Strategic Planning program is a comprehensive analytical approach for helping clients build an accurate and effective strategic plan for business growth.

(1) We analyze your current business model, financials, competitors and perform a nonbiased business valuation.

 

(2) We lead an interactive 2 day client workshop to review your current business position, explore strategies and systematically build specific goals, objectives and action items to maximize business success.

 

(3) We review all the data collected, write and deliver your strategic plan.

 

(4) We provide unlimited executive team phone and email mentoring for 30 days.

 

 

 

 

 

 

 

We provide the financial management assessment, the marketing direction, the integrated business strategy and the team sales approach.

 

You keep the increased revenues!

 

Sound Fair?

 

Strategic planning determines where an organization is going over the next year or more, how it's going to get there and how it'll know if it got there or not. The focus of a strategic plan is usually on the entire organization, while the focus of a business plan is usually on a particular product, service or program.

 

Through a strategic, 2-day one-on-one client workshop we help you and your team walk through a complete analysis of your current business, an exploratory strategy session of where you want and need to go, and help you define your corporate goals and maximize your business success.

You will receive a detailed financial analysis of your business as compared to your competitors, a business valuation of your business' worth using a discounted cash-flow approach and a written strategy plan for you and your team to use as a framework to grow your business.

After the plan is finished, you also receive your written strategy plan and 30 days of plan coaching by us to help you facilitate your business action steps.

 

Get a clear picture of your business’s financial health.

 

We analyze key financial figures of your business provide you with a plain language written report which includes: charts, graphs and a rating system to measure your businesses’ financial health. 

You’ll see exactly how your business’s financial performance and situation compares to other businesses in your industry for a better perspective.

 

Our CEO Business Success Scorecard provides the perfect strategic planning foundation for a business performance counseling session to help your business grow & be profitable.

Here’s a sample of what we address:

 

· Liquidity—can you meet your obligations as they come due?  Do you annually budget for expected cash requirements?

 

· Gross Profit & Net Profit—are these trends favorable?  How do they compare to your peers in the industry?

 

· Sales—are they growing & are you satisfied with their levels?  Have you established sales goals for next year?

 

· Borrowing—is it costing you more than it should?

 

· Assets—are they being used effectively to generate a strong return on your investment?

 

· Employees—are you hiring effectively

 

 

 

 

The CxO Group specializes in business performance improvement by integrating sales, marketing, business strategies and financial performance to maximize corporate revenue growth.

We hold long distance and onsite sales, marketing and strategy workshops, seminars and training nationwide including • New York • Orlando • Chicago • Dallas • Houston • Austin • Las Vegas • Los Angeles • San Francisco • Denver • Salt Lake City •Tulsa • Buffalo • Philadelphia • Phoenix • San Diego • San Antonio • Detroit • Miami • Washington DC • Boston • San Jose • Jacksonville • Albuquerque
Oklahoma City Raleigh

 

To help with your strategic planning needs, please tell us more by calling us at (972) 727-6880 or email info@thecxogroup.com

 

 

The CxO Group, LLC

Learn how we integrate Strategy, Marketing and Sales

 

 

 

 

 

 

 

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