Business and Strategic Planning

Business and Strategic Planning


Long Range Strategic Planning

Our strategic business planning services are designed to strengthen a business. We work with clients not only on the strategic plan, but also on the equally important implementation and monitoring phases. Whether the strategy is focused on organic growth, mergers and acquisitions, or a combination, we can help ensure more successful planning efforts. Already have a strategic plan in place? We can analyze it and suggest revisions or fine-tuning ideas.

  • Business Modeling
  • Compensation Planning
  • Succession Planning

Short Term Tactical Planning

As financial consultants, we are often asked to provide guidance regarding a wide range of operational challenges. We provide resources and advice to our clients without compromising our independence, including:


  • Profit Optimization
  • Organizational Structure Analysis
  • Financial Projections/Budgeting/Analysis
  • Cash Flow Reporting and Projections
  • Expense Allocations
  • Budgeting
  • Internal Controls, Systems, and Procedures
  • Internal Financial and Operational Reporting
  • Pricing Structures
  • Banking Issues

Your entrepreneurial experience along with keen insight on best business practices has proved to be an invalauble resource for our team.

“Every once in a while, I make it a point to set aside some time to reflect on the previous 5 years in our particular business and thank the people who have been most instrumental to our success. This time, it did not take long to realize that Steve Handler is at the top of our list. I want to personally thank you for everything you have done for me and all of my companies. I cannot emphasize enough how instrumental you have been in helping us plan and shape our business. Your entrepreneurial experience along with keen insight on best business practices has proved to be an invaluable resource for our team. Thank you again and I look forward to our continued consulting/strategy sessions.”

Brannon Lambert, President
Chicago Premier Suites


the top of our list 

Judy Mason

Judy Mason

CPA, CVA, CEPA, Partner

Resource Article

Strategic Planning Matters!

Everyone knows that the executive leaders of successful small and medium-sized enterprises devote many hours on the day-to-day business operations. The pressure on Chief Executive Officers is without end. It is important that they dedicate time for periodic strategic planning because it matters to businesses’ overall success.

read more

Starting a New Business? Let Us Help.

Starting a new business is an exciting time in a person’s life. Excitement, however, is one of several emotions that will undoubtedly be felt as you embark on this journey of entrepreneurship. Feelings of stress, uncertainty, and fear are common. Successfully building a business can be incredibly difficult, but also highly rewarding.

read more