Strategic Planning

Strategic planning is the lifeblood of most successful companies. Strategic planning tools are essential to getting the most comprehensive and insightful financial view of an organization. Most C-Level Managers are not familiar with all of the variables involved in producing a reliable strategic report. Critical outcomes include determining the cost, probability, risk and cycle time of various strategic plans. A rigorous planning process supported by refined budgeting and financial analytics, can drive massive growth. Attract Capital will simplify the strategic planning process and empower you with valuable information.

The quality of the strategic plan is important to stimulating interest of the lenders. The strategic plan should be easy to understand with clearly articulated costs, returns and timescale. Whether the strategic plan includes acquisition, innovation or regional expansion, it must convey understanding of market size, execution costs, and critical success variables. Through using a financial lens to tell your strategic growth story, the lender will see you as a more credible and sophisticated company. An organic strategic growth plan should contain detail about new product and new customer economics at a detailed level. The most impactful strategic plans include expanding the product line to capture more customer spend and acquiring new distribution to expand the customer base.

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Our strategic planning tools include the following:

Use of operational metrics for building a financial model.
Use of financial models to assess cost, projected growth, and time frame.
Use of economic and industry knowledge to guide projection reliability.
Use of strategic planning knowledge to guide C-Level thought process.

Our strategic planning tools have been used in a variety of strategic report projects. Whether you are launching a new product, restructuring, or raising funds for expansion, our tools will deliver a peak outcome.

Our Strategic Planning tools are quoted on a project basis.

Get in touch with us for a FREE consultation on your strategic planning project.

Frequently Asked Question

1. Is it easier for a lender to finance new growth or an acquisition of an existing business?

Cash flow lenders need historical cash flow in order to make a loan, so it is easier for them to finance an acquisition rather than a new growth. New growth contains uncertain revenue scaling which is difficult for a lender to rely upon.

2. Is the strategic plan different than the confidential information memorandum used to raise capital?

The strategic plan is part of the confidential information memorandum. It is a separate section, but the presentation should highlight the strategic plan. The lender wants to know where the company has been and where it is going. The strategic plan answers this question.

3. Do I need to hire a consulting firm to create the plan?

The Company does not need to hire an outside consulting firm to create the plan. The senior team working together with your investment banker is sufficient to create the plan. If there are too many missing data points as to the market size and growth, a consultant can sometimes help fill in the gaps.

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FUTURE SUCCESS BEGINS WITH STRATEGIC PLANNING TODAY…

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