Strategic Planning

To support your growth, we offer Strategic Planning services that diagnose and determine a plan of action for the future. Our approach includes examining 18 different value drivers and other factors that may affect future value to improve the overall value proposition of the company. Our team works closely with you to identify opportunities and develop customized strategies that align with your vision for growth and expansion. Centered around your vision and goals, our strategic planning services include:

  • Strategic Planning Facilitation
  • Strategy Development
  • Strategic Road Map and Initiatives
  • Strategic Plan Implementation
  • Leadership Development
  • Coaching and Mentoring
  • Succession Planning

Meet the Team

Dr. Patricia Malone
Dr. Patricia Malone, CPA, CEPA, CPF
Managing Director

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