Strategic Planning

T: (970) 217-1995
bruce@brucewilsoncpa.com

We assist business leadership in identifying its three-year financial and performance goals, including its risk-adjusted ROI requirements; conducting an environmental audit of the company’s business and operating models; performing a SWOT analysis; and, prioritizing strategic initiatives aligned with the identified goals.  Management information and key performance indicators are created to monitor and measure alignment with the defined future targeted initiatives.

Our strategic planning efforts include advising and consulting on the following:

  • Strategic Plan Facilitation and Documentation
  • Revenue and Cost Models
  • Growth Strategies
  • Performance Measurement and Monitoring
  • Corporate Development Activities, Such as M&A, Strategic Partnering and Capital Attraction
  • Income Tax Planning