• Client’s Objective: Develop a post-pandemic strategic plan to take their five entities to the next level
  • Project: Facilitated a comprehensive strategic planning process including the owners, management team, key employees, and advisors
  • Results: Evaluated current situation, discussed critical issues, made tough decisions, determined future vision, and developed profit-improvement plans for three unprofitable business units
  • Value:
    • Extensive stakeholder survey input, IBISWorld industry reports for three primary industries, and proven strategic planning process
    • Assisted owners/planning team in understanding their current situation and in the development of business unit profit-improvement plans
    • Comprehensive three-year strategic plan, subsequent plan implementation support, and proven planning process for future use