Strategic Business Planning

A Strategic Business Plan is much more than a tool to obtain financing. If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction. It can ensure that your key leaders are all on the same page and that management and staff are focused on the tasks at hand.

A Strategic Plan is often needed when...

  • Starting a new venture, product or service
  • Expanding a current organization, product or service
  • Buying a new business, product or service
  • Turning around a declining business

The Strategic Plan provides a blueprint, describing your company, its products, the competitive environment, management team, financial health, and business risks.

The plan allows you to...

  1. Identify and describe the target customer profile, features, advantages and benefits of your new venture, product or service.
  2. Justify that your plans are credible by fully researching the need being filled with your new venture.
  3. Develop marketing plans including full descriptions of targeted promotional campaigns with implementation timelines
  4. Develop staffing plans which include identication of the key players, skills, attitudes and expertise needed to build the venture
  5. Develop management plans including full descriptions of management systems and timelines for implementation
  6. Develop financial plans including projected startup costs, operating costs, revenue, profits and break-even analysis for the first 3 to 5 years
  7. Budget for fixed assets and other business needs
  8. Formulate company milestones including timelines for upcoming products and services in development

Remember: Failing to plan is planning to fail.

Projected financial plans allow you to effectively predict upcoming problems, or prevent them. In other words, the perspective gained through your Strategic Business Plan can make a significant contribution to your company's success and help you get the funding you require. In fact, most lending institutions and private investors will not even talk to you without a solid financial plan.

Let us help you develop a powerful Strategic Business Plan that drives your business to the level of success you deserve.

Request a free consultation below.

Name
Phone
Email
Best Time To Call
Comments

Get In Touch

At KPR and Associates, we've been serving the accounting needs of Pleasant Hill, CA and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a FREE initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

KPR and Associates

2300 Contra Costa Blvd, Suite 315,
Pleasant Hill, CA 94523
T: (925) 941-6200
F: (925) 941-6200
E: info@ourcpa.com

© 2021

Search  Site Map  Privacy Policy  Disclaimer
Back to top

Get In Touch

Client Portal Login

Subscribe to our Newsletter