Strategic Planning

The term “strategic plan” is more often considered by mid-market company leaders as a need uniquely reserved for the enterprise public companies. In reality, having a well-defined, comprehensive and clearly communicated strategic plan is more critical for a mid-market company.

Whether your plan is a one year, three year, five year, or even ten year strategic plan, it’s essential to develop that roadmap rather than “hope” it all works out or use the typical mid-market strategy that sounds like this: “We will adjust as we go, besides how could I know what is going to happen a year or three from now.”

We provide the templates, framework and guidance to produce your one year, three year, five year, seven year or even ten year strategic plan which covers both your public and your private agenda.

If the philosophy of “hope, and adjust as we go” was attempted in an enterprise company, the entire leadership would be terminated.

“Ken’s years of working with family offices impressed us, so we engaged him to assist us with the assessment and development of our own executive staff. Ken knows people and business. His teaching, coaching and assessment work with our senior staff has been remarkable.”

Ward McNally and Frank McGrew
Managing Partners, McNally Capital

Interested in learning more?