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.
98%
of small business owners don’t
know the value of their companies.
(Source: M&T Bank)
Unlock the value of what you’ve created.
1/3
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.
Priorities
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.
Execution
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.
Partnership
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:
Aggressively managing cash flow and minimizing risk
Reinvesting in the company or distributing profits
Securing capital for acquisitions or initiatives
Incorporating tax reduction strategies
Being ready for changes in regional and national economies
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.
Prepare for what’s next with:
We’re rarely behind a desk, but our inbox is always open.
24 Century Hill Drive Suite 102 Latham, NY 12110
Phone: 518-220-3060 | Email: khayden@broadstoneadvisors.com | Fax: 518-220-3053
