Strategic Planning for Generational Businesses

We help owners and executives communicate constructively,
so the business can grow strategically.

What is the growth plan for the business? What risks are worth taking? How will profits be used? Answering these questions, and others, will bring your leadership team together. We specialize in facilitating these conversations, building consensus, and creating and implementing effective plans.

25 min.

is the average time per day company leaders get to spend on strategizing, goal-setting, and major projects.

(Source: Center for Management & Organization Effectiveness)

We can help you realign your focus.


of small business owners don’t
know the value of their companies.

(Source: M&T Bank)

Unlock the value of what you’ve created.


or less of small business executives report having well-documented strategic plans and goals.

(Source: Perigee Consulting 2021 Executive Small Business Report)

Gain confidence in the future.


Are you spending time working in your business or on your business?
It’s easy to get caught up in the day-to-day, but companies
like yours need to look beyond today’s priorities.

We can help you define your vision. Outline your short- and long-term objectives. And unify stakeholders behind every step.


Conflict in business happens. How you manage it is what matters.
How much more effective would you be without the friction that can arise throughout the workday?

We help closely-held companies communicate more constructively, focus on what’s important, and implement tools and structures that lead to better decision-making.


If you’re failing to plan, you’re planning to fail.
Where will the business direct time, money, and energy? How do you use resources to benefit loved ones now while also reinvesting for future generations?

We can help you balance the short- and long-term so you can achieve your goals.


Building a business should be a team effort.
Running a company can feel lonely. Who do you turn to for honest advice when tough decisions need to be made?

We’re reliable, long-term partners for you and your company, now and in the future.

Comprehensive Strategies for:

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Aggressively managing cash flow and minimizing risk

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Reinvesting in the company or distributing profits

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Securing capital for acquisitions or initiatives

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Incorporating tax reduction strategies

Graph pointing upwards exponentially.

Being ready for changes in regional and national economies

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Unlocking the value of the business and maximizing retirement income

“Keeping busy entrepreneurs focused on their financial affairs is a challenge. Todd and Kyle have provided invaluable advice and structure in creating clarity in our financial matters.”

Scott Weidle, Chief Operating Officer – BCB Homes –

Scott W. is a current client and was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.

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