Business Strategic Planning Available in Montgomeryville, PA

---

Strategic planning starts with asking important questions and understanding the current state of your business:

• Business interruption - What happens to your company if you get hurt.
• Do you have an exit strategy – you don’t just wake up one day and say I want to sell – Hey I think I am going to get married, let me find a broker… 
• Do you know the cost of a new client and value of a new client? 
• Tax planning and succession planning.
• For people retiring - What does it cost you to get out of bed each morning- what will you need to retire – I have had some clients say, my house is paid off, my car is paid off, my costs are low… and then we get into insurance, repairs, phone bills, util bills, RE Tax bills, meals out, groceries, lawn/snow maintenance, clothing, cable/internet/phone – well you get the picture – I have over 100 categories that we list.
• Computer backups.
• Insurance.
• Call Lists – Rolodex - 811 lists, 411 lists and 911 lists.
• Do you know your income divisions/streams? 
• People with partners – do you have a buy/sell agreement.
• Process of strategic management - What processes do you have in place for management?