Strategic Planning

Delivering Value

"Sound strategy starts with having the right goal.”

— Michael Porter

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Integrated Growth Advisors helps privately-held business owners understand the overall health of their businesses. We work with our clients to determine the right vision and strategic path to follow in order to achieve the right goals and objectives. We then work to align planned tactics with strategic objectives.

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An effective strategic plan outlines the critical path to success as you

define it. Aligning tactics with your strategic objectives puts your

business in the best position possible to capitalize on the implementation

and execution of the strategic plan.

Business owners seek our assistance when:

  • They are growing too quickly or too slowly
  • They are seeking to obtain capital to fuel their company’s growth either through lending or equity investment
  • They desire to have better control of their organization
  • They are considering an exit from their business either through a sale, transfer to a family member, or transfer to a key employee
  • They desire a comprehensive right-sized, right-shaped governance infrastructure tailored to their needs, objectives and goals
  • They desire a review of their internal controls or business processes
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The Challenges:

The Integrated Growth Advisors team has deep expertise in this area. We regularly work with clients facing direct challenges to the strategic path and overall health of their businesses. The common areas we see are created by challenges around:

  • Growth
  • Control
  • Transition

 

Our team is well versed in identifying core issues and providing solutions. We effectively communicate throughout the entire engagement term with the objective of achieving “buy in” during and throughout each step of our process.


All of our engagements begin with a set of general inquiries that are clearly organized in our onboarding self-assessment tool.

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