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What Makes Growthink Unique

Customized business plans.

We work closely with you to understand and improve your business model, target market, plans for securing funding and increasing sales, and other aspects of your unique vision to build a custom business plan and financial plan that will help you reach your company goals.

Experienced Consultants

Growthink’s business planning team has world-class academic, entrepreneurial, and financial backgrounds, including experience starting, financing, and growing businesses and working as angel, venture capital, and private equity investors.

Vast Client Experience

We have developed business plans for clients worldwide in hundreds of industries across every organizational type – startups, small businesses, mid-sized companies, large corporations, nonprofit and government organizations.

Better Strategic Planning

We don’t just document your business ideas on paper. Our business plan consultants conduct market research and collaborate with you to create strategies for you to succeed in both today’s environment and over the long term.

$5+ Billion in Funding Raised

We are in constant contact with investors, lenders, and other funding sources. This enables our consultants to develop business plans and pitch decks that raise capital. Growthink clients have raised billions of dollars in debt and equity funding.

Expert Market Research

We have access to several market research databases to help you better understand the emerging trends in your industry and better identify your target markets, potential risks, and growth opportunities to develop a truly comprehensive business strategy.

What the Media Says

Based on Growthink’s track record and leadership, the media constantly contacts us for advice and information on business planning and capital raising. In fact, multiple media sources refer to us as the “Business Plan Experts.”

Growthink has been featured in over 500 media sources including the following:

We are also proud to have been selected as one of America’s Best Management Consulting Firms by Forbes Magazine and Statista.

Speak With a Growthink Business Plan Consultant

Who we serve, early stage entrepreneurs, small businesses, mid-sized to larger companies, fortune 500 companies, nonprofit and government organizations, representative clients, sample clients who have entrusted growthink with developing their business plans include:.

See what our clients have said about Growthink’s quality business plan consulting services:

Client success stories.

I was very impressed with how quickly Growthink grasped our unique industry and business.

In a short period of time, they completed research, a beautiful pitch deck and financial projections that we used in our Series A round, which closed successfully.      

I worked with the team at Growthink to accelerate the development of the original Integreon business plan.

They are a sharp, creative, and results-focused group. I recommend them highly to companies of all sizes looking to turbo-charge the development of their strategic business plans and their businesses.

We really appreciated working with you! The team you assembled, the quality of your work and the process you took us through really helped us in our thinking. It wasn’t just the meetings and reports you created, but also the structured process that forced us to really think through our target customers, our marketing process, our onboarding process, what technology we must deliver and when – all of that was super helpful.

V Starr Interiors

I loved working with Growthink.

The staff are passionate about their work and committed to what they do in a way that can only be achieved when you love what you do. They helped keep us on track to achieve our planning goals.

I am looking forward to continued success working with everyone from Growthink in the future.

I absolutely loved working with Growthink!

They listened to our objectives and truly understood what our mission was prior to beginning our project. They hit all their milestones on-time and on-point. They ultimately delivered a very valuable tool that will have tremendous use to us in our growth plan.

I highly recommend Antonio and the Growthink team.

Our Story & Mission

In 1999, Growthink co-founders Dave Lavinsky and Jay Turo graduated with their MBAs from UCLA’s Anderson School of Management. They conceived Growthink from their deep and abiding passion and curiosity for business. As Turo says, “The work we do at Growthink is what Dave and I would just naturally do whenever we got together – talking about businesses we love and how to make them better.”

Growthink’s mission is to help executives and entrepreneurs grow their businesses so they can create jobs, offer customers better products and services, realize personal satisfaction and wealth, and fund programs that make the world a better place.

Speak with a Growthink business plan consultant today

What it’s like to work with a professional business plan consultant, our business plan consulting methodology, management interviews, strategic market research, draft plan & financial modeling, review & revise, package & finalize.

• Management Interviews : In this first phase, we collect and document your “verbal” growth plan, including your vision, key accomplishments to date, challenges and opportunities, business objectives and goals, and growth strategies. In this phase we also identify and refine key research questions, and work to define and communicate an effective “story” for the business plan. Your “story” is what’s going to appeal to investors and lenders.
• Strategic Market Research : In this phase, we size the relevant market place, analyze competitors, profile existing and prospective customer groups, and perform our due diligence to identify opportunities to grow your own business. Growthink also conducts “benchmarking research” — this involves identifying other companies that have succeeded and/or failed with similar businesses and/or initiatives.
• Executive Summary
• Company Analysis
• Customer and Market Analyses
• Industry and Competitive Analyses
• Development, Operations and Marketing Plans
• Management Team

We will also deliver your complete financial model at this time , including the financial projections .

• Review and Revise : In this phase, we review the draft plan with you and discuss the focus, wording, and flow of the document. We incorporate any necessary revisions and refinements, and prepare the revised plan.
• Package and Finalize : The final stage involves creating a clean, professional document, with graphical enhancements, that is copy-edited, formatted, and ready to be presented to stakeholders and investors.

Business Plan Consulting FAQs

A business plan consultant helps small business owners, entrepreneurs, start-ups, and established businesses develop business plans that will help them raise bank loans, equity funding and other forms of funding for their businesses. A quality business plan advisor will also ensure the business’ growth strategy is solid. We are the industry experts in helping many entrepreneurs, business owners, and executives create professional business plans that are well thought out to point your business in the right direction and powerful tools to convince potential investors to fund your project or lend you money.

Every business is unique, so there’s no cookie-cutter business plan. Every business owner has different strengths and weaknesses they bring to the table. We want our clients to get the most out of their business plan by solving problems, leveraging strengths, and highlighting new business opportunities for growth – all while taking it one step at a time.

Growthink starts with what’s important to you: What are your current challenges? What do you hope this business will achieve? Our business planning advisors are there to help make your vision a reality – whether through helping improve your day-to-day operations or providing the strategic planning necessary for companies on an upwards trajectory. Whatever stage you’re at in your company’s life cycle, our business plan consulting firm can help judge the needs of your business and provide solutions based on our years of experience working with companies in a variety of industries.

Read more about  Our Business Planning Process & Methodology .

Growthink’s business plan consultants can produce a custom business plan in as little as seven days, but it may vary depending on the complexity of the business.

The cost for professional business plan development services varies depending on the complexity of the company.

Business Plan Consultants Case Studies

Fathead is the leading brand in sports and entertainment wall graphics with hundreds of officially licensed products. The Company’s product line-up includes Fathead Tradeables, Fathead Jr., Fathead Skins, Furniture for Fans, and of course, our “Real.Big®” Fathead, the officially licensed, life-size, hi-def wall graphics of professional athletes, animated heroes, entertainment characters, team helmets, and logos. Growthink was engaged to analyze trends within the market and create the Company’s strategic business plan. Since working with Growthink, Fathead was acquired by a leading conglomerate of sports and entertainment properties.

Cardio Quick Systems

Porsche Design

Porsche Design Group is a majority-owned subsidiary of Porsche. The company’s activities are focused on the business areas of Porsche Design, Porsche Design Driver’s Selection, and the Porsche Design Studio. Growthink was retained to design and draft a business plan to extend the Porsche unique male luxury brand positioning into the retail arena — specifically sunglasses, leather goods, golf, and electronic products. The business plan and findings were presented directly to the Porsche family, which fully backed it. The Porsche Design Group has since grown dramatically and now operates in many retail locations in the United States and worldwide.

Integreon is a business process outsourcing (BPO) firm that offers a wide range of knowledge and legal support  services  to professionals. Growthink was retained to develop Integreon’s business plan, which focused on raising capital and scaling the business. Since working with Growthink, Integreon has raised over $50 million in venture capital, grown from 12 to 2,000 employees, and is now one of the largest BPO firms in the world.

GET A FREE CONSULTATION

Let growthink's business plan consultants help you.

We are very proud of our business plan consultancy services and are confident we can help you raise money and grow your business. Call us today or fill out our form to get started.

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Corporate and growth strategy

We advise clients on developing strategic opportunities by providing in-depth market, competitor and customer insights. We then help them implement their strategic plans by leveraging financial and operational perspectives across their organization. Our corporate and growth strategy capabilities include:

• Corporate and BU strategy
• Purpose-led strategy and long-term value
• Business model reinvention
• Portfolio strategy
• New market entry opportunities
• Digital transformation strategy
• Go-to-market strategy

Learn more about EY-Parthenon’s corporate and growth strategy capabilities

Transaction strategy and execution

We help our clients realize their full potential through fast-tracked, better-informed decisions across the whole investment life cycle, from strategy through exit. Our transaction strategy capabilities include:

• Operational and IT diligence
• Commercial diligence (buy-side)
• Vendor due diligence (sell-side)
• Integration strategy planning and execution
• Divestiture strategy planning and execution
• Value realization and tracking
• Operational and IT separation

Learn more about EY-Parthenon’s transaction strategy capabilities

Restructuring and turnaround strategy

Whether a business is in crisis or is simply facing an operational challenge, our team is experienced in helping management teams identify and prioritize the most critical issues, stabilize the business, establish a leadership and stakeholder consensus around the solution, and deliver tangible results quickly.

Digital strategy consulting

EY-Parthenon professionals design and help deliver digital business strategy. We provide clients with distinct, innovative, sustainable, data-driven services to help fuel future growth, optimize current digital competencies and accelerate digital and business transformation.

Learn more about EY-Parthenon's digital strategy consulting capabilities

How EY-Parthenon can help

Sustainability and ESG strategy consulting 

EY sustainability and ESG strategy consulting teams can help you with strategy, M&A, capital allocation, ESG due diligence and portfolio optimization.

EY-Parthenon professionals can help your business design and provide transformative strategies for sustainable growth. Learn more.

EY-Parthenon professionals can help your company maximize value throughout the deal lifecycle, from target assessment through integration and beyond. Learn how.

Our restructuring and turnaround professionals can help your business transform, create, preserve and recover value. Find out how.

Corporate finance consulting

The EY corporate finance consulting team helps the CFO drive sustainable value for all stakeholders. Learn more.

Geostrategic Business Group

Our Geostrategic Business Group (GBG) can help your business translate geopolitical insights into business strategy to manage political risk. Find out how.

Corporate Venture Building

Discover how our corporate venture building team designs and delivers cutting-edge digital businesses, guiding them from concept to cash.

Divestment strategy: sell and separate

Our divestiture services can help you with portfolio management to improve value from carve-out, spin-off or joint venture. Get in touch today.

Software strategy consulting

EY-Parthenon software strategy consulting brings real-world software CTO and CPO-level experience to drive value. Learn more.

Commercial strategy consulting

Our EY-Parthenon commercial strategy team can help you realize enterprise growth, improve profitability, extend customer and shareholder value. Learn more.

Industry strategy

Our EY-Parthenon industry strategy consulting teams can help your business challenge the status quo. Learn more.

Full Potential Paradigm™

EY-Parthenon’s proprietary diagnostic framework, the Full Potential Paradigm, can help lead your business on the path to a strong strategy. Find out more.

CEO of Ouronyx on transforming people power into strategic advantage

“Strategy without people will never come to life.” Learn how CEO Ida Banek empowers employees.

Barak Ravid

Energized by all things at the intersection of technology and strategy. Passionate about the strength of diverse and inclusive teams. Love sailing, biking, soccer, snowboarding. Father of three girls.

Sonal Bhatia

Passionate about helping clients achieve their full potential through rigorous execution of their growth, portfolio and M&A strategy. Ardent supporter of diversity and inclusiveness in the workplace.

Chris Librizzi

Focused on what it takes for our work to drive lasting change. Believer in the power of diverse and inclusive cultures. Advisor to education leaders reshaping their organizations. Husband and father.

Ranu Carroll

Life sciences sector leader. Strategy and M&A advisor. Avid traveler. Opera enthusiast. Rugby fan. Proud mom of three small humans.

Working mother. High-performing team builder. Diversity, equity and inclusion (DEI) advocate. Helps companies and people transform and grow.

Experienced strategy, transaction and transformation advisor and operator. Board member. Husband, father of two.

Gaurav Malhotra

Experienced turnaround and restructuring advisor serving a variety of sectors. Loves to navigate clients through a challenge. Family man who enjoys the outdoors and is still trying to break 90.

Arda Ural, PhD

Co-author of numerous whitepapers and a frequent speaker about biopharmaceutical strategy at industry conferences. Married father of two.

M&A advisor to large corporations and PE firms. Passionate about generating stakeholder value and helping clients achieve sustainable success. College football enthusiast.

Matt Bartell

Decades of experience in technology and management consulting. Passion for helping clients with complex global transactions.

Kasia Lundy

Strategist. Education industry thought leader. Wife. Mother.

Our latest thinking

Mergers and acquisitions outlook signals rebounding US deal market in 2024

Based on economic and market indicators, the latest EY-Parthenon Deal Barometer predicts a rise in deals in the 2024 M&A outlook. Learn more in the report.

Macro Bites: How is M&E navigating the streaming services revolution?  

Learn how media and entertainment (M&E) companies are navigating the streaming services revolution in an unbalanced environment.

How CEOs juggle transformation priorities – the art of taking back control

EY CEO survey highlights how CEOs consider AI transformation, ESG and M&A to navigate between immediate profits and future sustainability aspirations. Read more.

How global business leaders can harness the power of GenAI

Learn about five strategic lessons for business leaders seeking to successfully utilize the power of GenAI.

GenAI risks and challenges for the economy

Learn about the expected impact of GenAI on the labor market by exploring our four key findings regarding GenAI use.

Macro Bites: Capital allocation priorities

What are companies’ capital allocation priorities as interest rates are poised to fall? Watch the episode.

The impact of GenAI on the labor market

How divestitures can fire up growth with a focus on commercial strategy

CEOs and their teams can prioritize commercial strategy when planning a carve-out or other separation to help ignite future growth. Read more.

How pharma can benefit from using GenAI in drug discovery

Using GenAI in drug discovery is a hot topic in the pharmaceutical industry, with speed and cost savings seen as potential benefits. Learn more.

The productivity potential of GenAI

Explore the likelihood of future substantial productivity gains from the use of generative AI across sectors.

Global economic outlook: finding balance in 2024

The 2024 global economic outlook includes a search for equilibrium amid lingering turbulence and volatility as policymakers try to maintain a soft landing.

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EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. For more information about our organization, please visit ey.com.

EY-Parthenon is a brand under which a number of EY member firms across the globe provide strategy consulting services.

Project Description

Business planning & advisory, business planning & advisory services.

We work closely with clients on small and large matters, helping to minimize risk and maximize revenues and profits. Clients look to our highly trained professionals for advice, skills and our access to advanced technology that helps them gain deeper insights that lead to successful outcomes.

QuickBooks Support

For millions of small businesses, QuickBooks is the de facto standard financial software. Our experts can help you to get the most of your accounting software system so you can maximize your financial analysis and reporting capabilities using key QuickBooks modules including accounts receivable, accounts payable, payroll and inventory, in addition to credit card and other useful features.

Succession Planning

Bederson is expertly equipped to provide guidance in the creation of a customized exit or succession strategy. With proper planning, we can help protect a greater portion of your assets and diminish the tax burden.

How We Can Help

We make sure the business’ goal or mission is well defined and on course by analyzing the strategies that are being used to meet those goals. We help guide our clients in making important decisions vital to the growth of their business and help them drive their businesses into the future by providing analyses and an understanding of:

Budgets, Projections and Forecasting

Financing and Recapitalization

Insurance Options and Planning

Business Valuations

Buy-Sell Agreements

Intangible Assets and Intellectual Property Issues

Management Structure and Succession Planning

Gift and Estate Planning

Insights and Updates

Latest News

Paul Reyes Serves as Bederson’s AGN Firm Facilitator

Accounting and Auditing Manager, Paul Reyes has recently accepted the […]

Maximizing the Impact of Donated Property: Accounting for Auction vs. Internal Use

Maximizing the Impact of Donated Property: Accounting for Auction vs. […]

Happy Holidays from Bederson LLP!

Want a free consultation with one of our experts?

From our accounting and audit team and business advisors, to our globally recognized tax professionals, and award-winning insolvency and litigation services team, Bederson puts 85 years of experience, creative insights and specialization to work for you every day.

Contact Info

100 Passaic Avenue Suite 310 Fairfield, New Jersey 07004

Strategic Planning Consultants

Our expert strategic planning consultants can lead your sessions using our best practices, real-world experience, and hands-on exercises to build an excellent agile strategic plan., work with an expert consultant today..

Why work with our strategic planning consultants?

OnStrategy has been trusted by 1000s of organizations to build and implement their strategic plans. Our expert strategic planning consultants help establish a bold vision supported by an agile strategy with OKRs to accelerate your impact.

We’ll lead your stakeholder feedback processes, facilitate your strategic planning sessions, create your final written strategic plan, and guide your ongoing implementation to ensure you see results from your panning process.

Strategic planning consulting for growth and impact.

Here’s why we’re the clear choice for your planning services:

We’ve built 1000s of plans. Seriously 1000s.

Every plan framework, every size plan, always implementation-ready. We have 20 years of planning experience. Business fads come and go, but good strategy stands the test of time.

We’re running more than 300 strategy execution cycles right now.

We stand up implementation processes that are sticky, consistent, and lightweight. We promise you’ll never launch and leave your plan. We ensure your board, senior management, and stakeholders are engaged for successful execution.

We create alignment and focus with your stakeholders.

We’ve been in the business of strategic planning services and facilitation for nearly two decades. We know how to guide team members and stakeholders through consensus building to create alignment, focus, and clarity on what matters most in your organization.

We’re the ONLY team that includes an AI focus in your planning process.

Our strategic planning process includes a focus on identify your AI opportunities and integrating them into your plan. We’ll bring AI experts to your planning sessions and help your organization realize the promise of Generative AI.

How we deliver strategic planning consulting services:

• Strategic Plan Facilitation

Let our experts lead the process for you to build a plan virtually or onsite.

• Strategic Planning Facilitation

Strategy Consulting

Get an expert strategy consultant to build your strategy and guide implementation.

OKR Consulting

Create a plan with OKRs aligned to your organization’s strategic direction

AI Strategy Consulting

Build an AI strategy and roadmap with our strategy and AI experts.

Our strategic planning consultants are serious about helping leaders achieve their vision and create growth. Here’s how we’ll help:

Our strategic planning consulting approach sidesteps the pain points in planning.

We’ll work with your team to create an agile approach to engage your entire organization and connect them to what matters most. build an actionable plan that sticks — the first time. contact us to get started. contact us to get started ., collaborate to create a bold vision of the future.

We run facilitate stakeholder participation sessions to define your bold vision of the future.

Build a Plan with a Growth Strategy and Goals/OKRs

Build a plan with a growth strategy, goals/OKRs, AI opportunities, and action plans.

Set & Adopt an Agile Execution Cycle

We’ll co-create a custom strategy execution cycle that’s been field tested by thousands of teams.

Recalibrate Quarterly, Refresh Annually

Walk away with a planning and implementation approach you can replicate to refresh your plan.

Meet our a few of our expert strategic planning consultants.

Erica Olsen

Ceo and co-founder.

Erica Olsen quite literally wrote the book on strategic planning – Strategic Planning for Dummies, in fact.

As CEO and co-founder of OnStrategy, Erica has dedicated almost twenty years to growing OnStrategy with one goal in mind; help organizations around the globe create and implement strategic plans to achieve their bold visions of success.

Erica’s expertise as a strategic planning consultant includes strategic plan facilitation, strategy design, implementation, OKRs, and consistent results management. Her dedication to the craft of strategic planning has helped organizations like Patagonia, Microsoft, Make-A-Wish, the City and County of San Francisco, and Keystone Healthcare Management.

Erica’s Expertise as a Strategic Planning Consultant:

• Internal and External Assessments
• Brand Strategy
• Executive Team and Board Retreats
• Culture Shift
• Team Leadership
• Business Development and Performance Management
• Strategic Plan Roll-Out
• Strategic Plan Adoption

Previous Clients

Make-A-Wish

• MGM Resorts
• Reno-Tahoe Airport Authority
• Brycon Construction
• Washoe County
• City of Reno

Principal Strategist

Jeff is always looking at the bigger picture. His ability to step back, assess, and analyze how things fit together strategically is among the reasons he is one of our most efficient and effective senior strategic planning consultants.

Jeff has experience in revenue recognition and brand development for organizations ranging from startup to venture-backed and publicly traded. His versatility and background give him the versatility to help our clients find solutions to the complex problems they face. His client rap sheet includes Intuit, IBM, Harley Davidson, and Volcom.

• Sales and Sales Methodology
• Business Consulting
• Advisory Services
• Team Leadership and Mentorship
• Communications
• Maryland Food Bank
• Outdoor Industry Association
• Reno Rodeo Association

Kim Perkins

Kim’s kind nature encases everything she does. While practical and pragmatic, her approach truly comes from her internal desire to bring people together to see success. As a consultant, her focus is empowering the public sector with the strategy to make an impact in our communities.

As an expert in public sector planning, her work as a strategic planning consultant includes various governments, non-profits, and school districts. Clients who’ve seen success directly from her career include Boy Scouts of America, North Slope Borough School District, Sovereign Nation of the Chitimacha Tribe, and the Discovery Museum of Northern Nevada.

Kim’s Expertise as a Strategic Planning Consultant

• Growth Strategy
• Plan Design and Implementation
• School Districts and Non-profit Management
• University of the Redlands
• University of Santa Cruz
• Ronald McDonald House Charities
• Fairbanks North Star Borough School District
• First Star Credit Union

Get an expert in your corner.

Tap in to our team of expert strategic planning consultants to build your agile plan today., leigh abbott.

Leigh leverages decades of experience across a multitude of industries to move companies through strategic planning and change management. She’s an expert in communication and collaboration, driving organizational growth through the strategic planning and implementation process.

Leigh holds a Bachelor of Arts in Art from Penn State; an MBA from Virginia Wesleyan University; and is currently a doctoral student, Strategic Leadership at Liberty University.

• Strategic Planning Consulting
• Canadian Automobile Association
• County of Santa Clara – TSS
• Dacro Industries
• Commute.Org

Kamryn Mock

Lead strategist.

As our team’s youngest strategist, Kamryn landed at OnStrategy equipped with the skills essential to navigating the 21st Century business environment. Her clients’ success is rooted in her commitment to learning as much as possible through listening, collaboration, and forward-thinking.

Kamryn has become one of our strategy implementation and execution experts, helping organizations around the globe roll out their plans and adopt an approach to keep their teams focused on what’s critical to success. Her client list includes the Maryland Food Bank, City of Reno, and Credit Union West, just to name a few.

Expertise as a Strategic Planning Consultant

• Research Design and Synthesis
• Project Management
• Client Relationship Management
• Facilitation Synthesis
• The King Center
• Destination Madison
• Regional Food Bank of Oklahoma
• City and County of SF, Digital Services
• Costa Farms

Meet a few of our partner consultants.

Stacye Thrasher Brim Principal Strategist

Jeffrey Prottas Principal Strategist

Jennifer Cunningham Lead Strategist

Cammy Elquist LoRé Lead Strategist

Why ceos, csos, & strategy leaders ❤️ onstrategy, “i have been telling my peers about our off site and how impressed i was with our facilitator and onstrategy. bringing onstrategy in was probably the best thing i have done.”.

CEO/CO-Founder

Applied Network Solutions

“The level of individual engagement is great all around! And your leadership through this strategic planning process has been excellent.”

Dallas Smith

Executive VP, Co-Founder

Healing HealthCare Systems

“Thank you so much for all your help with the process this year! Having your guidance and suggestions made it so much smoother, and now we are ready to kick off the execution stage!”

VP of Marketing

“I’m very pleased with how the team was able to knock out so much last year despite the unrest and uncertainty. We stuck to the intent of the plan and made use of its agile nature. All of the preparation and discussions to build the plan really paid off as we shifted on what felt like a weekly basis.”

President/CEO

Experience Kissimmee

“The software made it easier for the team build out their respective department goals, targets, and supporting initiatives. We've been doing planning for 20 years and we're finally driving a level of coordination, communication, and collaboration across all nine of our divisions”

Mark Binsfelt

VP of Marketing and Business Development

J.F. Brennan

Book a call with an expert strategic planning consultant today.

A strategic planning consultant leads organizations through the process of building a strategic plan. This includes conducting a current state analysis for the organization, collecting insights from the team, creating the framework for the planning sessions, facilitating the planning retreats, building the organization’s strategic plan, and ensuring successful implementation and adoption.

We offer retreat facilitation, employee insights, market assessments and competitive analyses, strategic planning, OKR coaching, organization benchmarking, OKR services, and strategic plan implementation services.

After the initial 90-day plan build, we will set quarterly meetings to review your OKRs and goals and recalibrate your plan for the next 90 days.

The steps in a strategic planning process are to assess your lay out your strategic foundation, assess your current state, design your strategy and direction, build your plan with action, and set up and manage your implementation approach. Here’s a more detailed approach.

• Establishing the mission, vision, and values of the organization: Define the purpose and direction of the organization to guide decision-making and goal-setting.
• Conducting a situational analysis: Evaluate internal strengths and weaknesses as well as external opportunities and threats to understand the current state of the organization.
• Setting strategic goals and objectives: Identify specific, measurable goals that align with the mission and vision of the organization.
• Developing strategies and action plans: Determine the actions needed to achieve the strategic goals and allocate resources effectively.
• Implementing the plan: Execute the strategies and action plans, monitoring progress towards goals and making adjustments as needed.
• Evaluating performance: Measure outcomes against objectives, gather feedback, and assess whether the strategic plan is effective in achieving desired results.
• Reviewing and updating the plan: Regularly review and update the strategic plan to adapt to changing circumstances and ensure continued relevance and success for the organization.

An expert strategic planning consultant should be able to build your plan in as few as 90 days.

We help leaders achieve their visions of success.

We dig in deep and help clients solve their biggest challenges. listen in to see how our clients work everyday to achieve their visions of success:.

The Best Visions Connect to Your Head, Heart, and Soul

Tony Quiñones, Bright Path Labs

Strategy Stories

Using a Bold Vision to Solve Homelessness

Dana Searcy, Washoe County

Strategy is Communication, Communication is Strategy

Meg Kimmel & Carmen Del Guercio

Creating the Next Generation of Leaders and Stewards of our Waterways

Aligning an Organization & Leadership Team to Save the Planet

Committing to a Bigger Impact to Grant Wishes to Every Eligible Child

Growing an Organization to Create Clear Ownership & Accountability

Authority Partners

Unifying a Team with a Clear Focus to Transform the Construction Industry

Defining an Ambitious Strategic Plan to Preserve & Protect Lake Tahoe

Join 60,000 other leaders engaged in transforming their organizations., subscribe to get the latest agile strategy best practices, free guides, case studies, and videos in your inbox every week..

Do you want to 2x your impact?

• Our services
• Business Services & Outsourcing

Business Planning and Advisory

Plan for the future – from loans advice to succession planning.

Advice you need, when you need it

Our objective is to understand your vision and work with you to remove the obstacles holding you back from realising your business goals.

We assess your business’s current state of readiness and provide an overview of its strengths and areas of weakness, enabling us to target our advice effectively. From acting as an ad-hoc ‘sounding board’ through to regular meetings to discuss and review financial results, budgets and specific projects, you’ll benefit from a bespoke service that meets your needs. We’ll work with you to improve the quality of management information, leveraging technology and dashboards, helping you focus on core activities that can maximise your chance of success.

Our range of advisory services include:

• Advice in connection with shareholder and loan agreements
• Advice on corporate group structures
• Assistance with corporate finance
• Assistance with finding grants (BDO’s grant advisory service)
• Bank relationship management and re-banking
• Business acquisitions and disposals
• Creation of performance related remuneration schemes
• Debt fundraising and debt refinancing
• Preparation of cash flow forecasts, budgets and comparison with actuals
• Finance and accounting technology advisory
• Succession and exit planning
• Valuing private companies for share restructure, purchase or sale.

If you're looking to maximise productivity from your finance function, visit our 'Finance Function of the Future' hub to access curated insights and case studies.

Visit the hub

Key Contacts

Discover the vital trends, challenges, and opportunities shaping your business strategy. Explore your industry’s insights from our forward-thinking experts at Insights.

• Agriculture
• Consumer Packaged Goods
• Electric Power & Natural Gas
• Engineering, Construction & Building Materials
• Public Sector
• Real Estate
• Financial Services
• Industrials & Electronics
• Private Equity & Principal Investors
• Social Sector
• Technology, Media & Telecommunications
• Travel, Logistics & Infrastructure

Welcome to the Insights Knowledge Base, where we share research that helps us understand the tough business challenges worldwide.

Top Insights

• Financial & Risk Advisory
• Tax Advisory
• Corporate Finance & Deal Advisory
• Real Estate Advisory
• IFRS Implementation
• Accounting Advisory
• Actuarial Valuation Services
• Bookkeeping Services
• Business Continuity Planning
• Business Process Re-engineering
• Internal Audit
• SOP Development Services
• Payroll Services
• ESG Services
• ESG Reporting and Disclosure
• Sustainability and ESG Advisory
• Green Investment Advisory
• Value Added Tax (VAT)
• Transfer Pricing
• Tax Advisory Services
• Tax / Zakat Filing Services
• Business Valuation Services
• Due Diligence
• Project Finance
• Financial Modeling
• Investment Advisory

Business Plan

• Merger & Acquisitions
• Post Merger Integration
• Purchase Price Allocation
• Initial Public Offer Advisory
• Restructuring Services
• Corporate & Capital Markets Strategy
• Advising on PPP Projects
• Value-based Management
• Divestiture Advisory Services
• Management Consultancy
• Restructuring Strategy
• Organizations
• IT Consulting
• Feasibility Study
• Highest and Best Use Study
• Market Research Advisory
• Real Estate Sale
• Real Estate Acquisition
• Digital Marketing Services
• Website Development
• Mobile Application Development
• Digital Marketing

Learning and Development

• Strategic Planning
• Organizational behavior and culture management
• Performance Management
• Communication and productivity
• Human Resource Management
• Personal effectiveness

Aerial Inspect and Machine Intelligence Solutions

• Aerial Inspect and Machine Learning Solutions (AIMS)
• Machine Intelligence Solutions

Energy Sector Consultancy

• Technical Studies
• Market Development and Regulatory Framework
• Net Zero Transitions
• Training and Capacity Building

Insights business plan advisory services assists its clients in asserting the business idea and supporting the idea with their organization’s strategy. This exercise comprises of industry and market analysis including Demand & Supply Analysis and Competition Analysis. We also perform financial analysis, design financial models and prepare financial forecasts for the entity or proposed project.

In addition, the Business plan document includes areas to improve the organization’s structure and devising sophisticated marketing strategy and plan. As per the client requirements and the country investment profile, we aid clients in searching and selecting sources of financing.

In the business plan documentation process, we also perform risk profiling and mitigation strategies for the project. The client eventually emerges from this process with a clearer vision of your company’s future and a focused & a feasible roadmap of specific action plans to help you overcome barriers to growth, strengthen competitive position and realize your short, medium and long-term goals.

Insights would be a one-stop solution for our clients in producing a business plan or raising financing for a business venture; whether a start-up, management buyout, management buy-in or development in your existing business.

Let Insights be your partner as Business Plan Consultant.

Want to take insights on-board?

• 107 Legend Tower, King Fahd Road, Riyadh – KSA
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How can we help you?

Get in touch with us or find an office closest to you., request for proposal, follow us on :, quick links.

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Business Advisory

Business advisory services.

We at StartUp Company Counsel offer legal advice and guidance, marketing expertise, and business advisory services to new startups, growing companies and successful entrepreneurs that may need help planning the next steps for their business. The requirements and challenges faced by companies vary in different stages. Consequently, we offer different levels of assistance and different products depending on where you are in your business lifecycle.

We support small to medium-sized businesses with a variety of services which includes, but are not limited to the Business Plan, Financial Modeling, Financing and Funding, and Board Advisory.

Business Plan

A key element to the success of a company is a solid business plan. To be taken seriously by your future business partners, it is important to organize your thoughts and be able to articulate how you intend to run your business. Most investors and other financial institutions require a documented business plan not only to get started but the set a vision for company success. We will be able to guide you in defining your business strategy and help you identify the steps to take to reach your goals. For startup companies, we can help you develop your initial business plan from the ground up. Hours of discussion and brainstorming will be committed to establish your business goals and to create a strategic roadmap to the achieving your short-term and long-term objectives. For growth and mature companies, we will review your existing business plan, analyze the current market, and advise accordingly.

Financial Modeling

In addition to the business plan, investors and financial institutions also typically look at a company’s financial model and underlying assumptions. Financial modeling is another key element to consider when taking major business decisions. Financial models are valuable tools for evaluating and executing business choices to reach better solutions. A complete and accurate financial model can guide you on the level of risks associated with implementing certain decisions. They can also be utilized to devise an effective and accurate financial statement that reflects the finances and operations of the company. For startup companies, we help in financial structuring, evaluating various risks that are associated with the business and advising on financing options. For growth and mature companies, we will provide financial advisory customized to your business that can be presented to your investors to aid in their due diligence or in structuring your next stages of success.

Financing & Funding

Obtaining capital for the business may be one of the most daunting yet most important tasks faced not only by startup founders but also of leadership teams looking to grow their companies or expand their businesses. Access to investors, VC’s and Angel Investment Groups do not come easy without an expansive business network. When you engage with us at StartUp Company Counsel, we can facilitate introductions to potential investors and venture capitalists whose investment portfolios align with your business and risk profile. We can assist you in select fund raising activities and options. In this process, we will also help you develop your pitch decks, that includes a financing strategy that suits your requirements and objectives and positions your company in a way that can increase potential partnership opportunities with the investors. To support these efforts, we aid in preparing the documentation required for your investors’ due diligence. Since we are often aware of investor funding strategies, we can create better alignment and achieving funding objectives.

Board Advisory

Boards and individual directors play a critical role in the governance, risk management, and strategic oversight of their companies. As the market and business growth, the board of directors must be able to address the challenges and identify the opportunities to ensure sustainable growth and continued performance of their businesses. An effective board is able to make informed decisions collectively and individually, based on a comprehensive understanding of the key issues impacting their business strategies, while also considering the company’s governance framework. StartUp Company Counsel will be able to provide unbiased and practical advice on key aspects of board performance and effectiveness. This may include benchmarking your current governance framework against the industry practices; providing guidance in developing board policies and processes that establish a robust governance framework of strategy formulation, monitoring and risk management; and performing board evaluations to identify areas of strengths and weaknesses, board meeting effectiveness, and board composition.

Whether you are a startup company, a growing company, or a mature company, success is always the goal. Maintain a strong focus on your company’s vision and goals and surround yourself with a dedicated support team with years of experience in building a business, and you are on your road to the achieving your goals and to success!

What is a business plan? At its simplest form, a business plan is a guide, written or unwritten, that defines the short-term and long-term goals of your business. It includes a strategic roadmap detailing the steps on how to achieving these goals. Why should I hire you to write my business plan? Preparing a solid business plan that is attractive to potential investors and meets the form requirements of financial institutions can take hundreds of hours to complete. The time that you may not have, and should be spending building your team, developing your product, and establishing your distribution channels and customer base. Our business experts can streamline the process for you as we are experienced in creating business plans for different companies in various industries. Our business professionals can help you identify potential issues and raise questions that you may not have even thought of.

Get legal help from experienced business attorneys

Get valuable legal services with unlimited 30-minute calls on new small business legal topics, such as company setup, contract review, hiring, and compliance for a monthly cost less than an hour with a traditional attorney.

Why choose LegalZoom business legal plans?

Predictable, affordable pricing.

You can get the legal help you need with predictable pricing that’s within your budget. Customers get unlimited 30-minute calls on new topics for a monthly cost that’s less than an hour with an attorney from a traditional firm. *

Hassle-free convenience

Our trusted network of independent attorneys is always ready to guide you step-by-step with even the most basic legal needs, no preparation required—and scheduling a consult is a snap.

Experience you can trust

With an average of over 15 years of experience and ratings of 4.8 out of 5 stars, the vetted attorneys in our network—licensed in all 50 states—make us the most trusted provider of legal services for small businesses. †

Select your business legal plan

12-month plan.

$39.09 /mo billed annually at $469

6-Month Plan

$43.17 /mo billed every 6 months at $259

Our business legal plans include:

Experienced business attorneys, sound legal guidance.

"I’m an attorney whose law career has spanned more than 30 years. I listen carefully to the details of my clients’ stories about their legal problems and offer compassionate advice that gets results.

My clients have overwhelmingly appreciated my availability and success in solving their legal problems."

"I strive to help people solve their problems. I have been practicing law in California since 2005 and have a wide variety of experience. I have learned how to litigate cases, communicate an idea to a broad group of people, and find the most cost-effective solution for my clients."

"I have been a licensed attorney since 2001. Whether it be in motion practice, real estate closing, or drafting a trust, there is always a story, a person, a life behind the scenes.

It is a great satisfaction to know that, regardless of the situation, my representation has brought forth a more favorable outcome for each of my clients."

How to start getting legal help in 3 simple steps

Pick a plan.

Select either a 6-month or 12-month subscription, based on your budget and needs for access to experienced business attorneys for one predictable, affordable price.

Schedule a consultation

Choose an attorney from our directory based on your state and legal issue and select an appointment time. We’ve already thoroughly vetted every attorney in our network.

Get the assistance you need

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What is a prepaid legal plan?

How is a prepaid legal plan different than a regular business lawyer.

Finding a traditional business attorney who is trustworthy, familiar with your area and industry, and can support your company’s specific legal needs can be difficult. Additionally, final costs can be unpredictable as business attorneys’ rates will vary for the types of legal services they provide and the number of hours spent.

With a prepaid legal plan, the heavy lifting is done for you—every business attorney on the plan is reviewed and evaluated to ensure trustworthiness, legal knowledge, and relevant experience. And because legal plans cost a flat rate that’s paid up front, pricing is more predictable.

6 ways our legal plans can help your business

During your company’s life cycle, there are numerous times where having reliable legal advice can help you make more informed business decisions. With a prepaid legal plan, you’ll always have convenient access to legal assistance from an experienced business lawyer for important events and all the times in between.

Business formation

When forming a new small business, an attorney can advise which entity type to choose, review your operating agreement and other documents, and answer any other setup questions you have.

Business growth

As your business gets bigger or expands to new markets, an attorney can advise you on adding investors, help you make key hiring decisions, or review a lease for a new physical location.

Day-to-day business

An experienced lawyer can assist with the regular course of business, such as how to navigate state laws or review a contract, non-disclosure agreement (NDA), or other legal documents.

Compliance issues

To keep your business in good standing and avoid penalties, an attorney can answer questions about any post-formation filings required by your state like operating agreements and annual reports.

Litigation risk

If your company is sued for any reason, a business attorney can guide you to understand what to do and the proper procedure for how to respond to a lawsuit.

Intellectual property

If your business needs to protect its name, logo, slogan, or other valuable creative work, a knowledgeable business lawyer can help you understand your trademark or copyright needs.

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Expert Business Advisory Services Guide 2024

• Expert Business Advisory Services Guide…

Comprehensive Business Advisory Services to Accelerate Your Growth

We cater to every stage of business growth, from initial setup and compliance to strategic planning and expansion advice. Our team of seasoned advisors provides customised solutions tailored to your unique needs and objectives.

By working with us, you gain a partner invested in your success. We offer targeted advice and strategies to propel your business forward, equipping you for the opportunities and challenges ahead in 2024.

What Are Business Advisory Services and How Can They Help Your Company?

Business advisory services encompass a broad range of activities to support your company’s growth and enhance operational efficiency. These services can range from basic compliance advice to advanced strategic planning and business restructuring. The main goal is to provide you with insights and guidance that help steer your business toward long-term success.

We understand that each business has its unique challenges and opportunities. This is why our advisory services are tailored to meet the specific needs of your business, whether you’re dealing with complex legal environments, evolving market conditions, or financial management issues.

By leveraging our expertise, you can make informed decisions that mitigate risks and capitalise on opportunities. Essentially, we act as your strategic partner, helping you navigate the often complex business landscape and ensuring you remain compliant and ahead of industry trends.

Essential Advisory Services for Every Stage of Business Growth

As your business evolves, so do your advisory needs. We provide a suite of services designed to support each phase of your business growth, from startup to expansion and even exit strategies. Here’s how we can assist through each stage:

Startup Phase

During your business’s initial stages, we focus on helping you establish a strong foundation. This includes assistance with business structure, compliance requirements , financial planning , and setting up efficient accounting systems.

Growth Phase

As you move into the growth phase, our services shift towards scaling operations, improving financial performance, and managing increased staffing needs. We offer insights on improving processes, entering new markets, and effective tax strategies.

Maturity and Expansion Phase

For businesses looking at expansion, whether domestic or international, we provide strategic guidance on mergers, acquisitions, partnerships, and new market entry. Our advisors ensure you understand the regulatory landscapes of new business territories and help optimise your operations to fit new market demands.

If you are considering exiting the business, we can advise on succession planning , selling the business, or other exit strategies to ensure a smooth and profitable transition.

By covering each stage comprehensively, we ensure that you have the expert guidance you need to succeed no matter where you are in your business journey. With us, it’s not just about solving problems; it’s about preventing them and planning for a prosperous future.

Common Challenges Businesses Face and How Our Advisory Services Can Help

Every business encounters its fair share of challenges, from financial struggles to operational inefficiencies and regulatory compliance issues. If not addressed properly, these challenges can stall growth and even threaten the business’s viability. This is where our advisory services step in to offer not just solutions but proactive strategies to avoid common pitfalls.

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Planning with our tailored strategies involves a deep dive into your business processes, identifying areas for improvement, potential growth opportunities, and strategies to mitigate risks. Whether it’s refining your business model, exploring new markets, or leveraging technology for better efficiency, our strategic planning is comprehensive and detailed. With our support, you can anticipate market changes, adapt to economic fluctuations, and seize opportunities ahead of your competitors.

Navigating business complexities demands more than hard work; it requires smart, strategic planning and a thorough understanding of the business environment. Dedicated advisory services are designed to guide you through every step of your business journey, ensuring you have the expert support to thrive in your respective industry. Whether you’re facing immediate challenges or planning for future growth, business advisory services are here to ensure your business survives and thrives in the dynamic market of 2024.

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16 Strategies to Simplify Your Financial Planning and Save Money on Advisory Fees

May 19, 2024 — 09:00 am EDT

Written by Deanna Ritchie for Due.com  ->

Financial advisors offer invaluable guidance. Their fees can, however, eat into your hard-earned savings .

Typically, financial advisors charge between 0.25% and 1% of assets managed . However, fees vary according to the level of service provided and the firm. For example, some advisors may charge between $200 and $500 per hour or a retainer of $7,000 or more per year. In other cases, sliding scale fees are used, with higher asset levels qualifying for lower fees. There may be a flat fee of $7,500, while there may be an hourly rate of $120 to $300.

Keeping advisory costs low is crucial whether you’re just getting started with investments or just looking for a checkup. Here, we provide comprehensive strategies to assist you in saving on advisory fees and improving your financial well-being .

Understanding Advisory Fees

In order to determine how to cut your costs, let’s first examine the different types of fees you may encounter:

• Asset-based. Clients pay a percentage of their assets under management, often in a tiered system. Financial advisors usually charge this kind of fee.
• Commission. Fees are earned by advisors when a trade or transaction is executed.
• Fee-only. As opposed to commission-based services, fee-only services charge per service.
• Hourly fee. It is not uncommon for financial advisors to charge an hourly fee for their services.
• Flat fee. A flat fee advisor typically offers a specific service for a set fee. It is also possible in some cases to combine flat fees with commissions.
• Performance-based fees. Depending on the benchmark, some advisors may charge extra if their service exceeds it.

Generally, the traditional 1% fee includes asset management services and an annual financial plan update. Some firms offer tax planning for free, but others charge clients for everything tax-related. The same applies to legal services.

Strategies for Saving on Advisory Fees

Now that we’ve cleared that up, let’s consider ways to reduce advisor fees.

1. Educate yourself.

Understanding finances is essential to lowering, if not eliminating, advisor fees. Best of all? Whatever stage of your financial journey, there are many ways to improve your financial literacy skills.

• Keeping up-to-date with financial news and expert insights by subscribing to reputable financial newsletters.
• You can listen to financial podcasts while commuting, exercising, or doing household chores.
• Learn in-depth information about personal finance by reading books .
• Engaging with financial experts and communities on social media.
• Keeping track of your income and spending to manage your finances better.

Don’t forget also to take advantage of free educational resources from reputable institutions, such as the National Endowment for Financial Education .

2. Consolidate your accounts.

Is your checking, retirement, and investment portfolio spread out across several accounts? If so, you might want to consolidate everything.

This will make it easier for you to manage your finances. After all, your records will be streamlined, so you won’t have to sort through many statements and tax forms. As a result, monitoring will take less time, and you’ll get a better sense of the big picture.

Additionally, this can also reduce fees.

If you invest through multiple providers, you may end up paying more fees, transaction costs, and mutual fund expense costs than you need to. The more assets you have with one provider, the more chances you have to reduce or eliminate account fees and invest cheaply.

3. Do your homework.

Not all advisors are the same. As such, find out what their fees are, what their investment philosophy is, and how experienced they are. Ideally, you should choose an advisor who offers a fee structure that matches your needs and assets, such as hourly fees, flat fees, or a percentage of assets managed.

In addition, you should take into account the following:

• Research qualifications. Find a financial advisor with relevant certifications (CFP®, CFA®, etc.) and experience in the specific area you need help with, like retirement planning or estate planning.
• Compare fees. Obtain quotes from several advisors and compare their fees.
• Check online resources. Use platforms such as the National Association of Personal Financial Advisors (NAPFA) directory to find fee-only advisors who do not receive commissions for selling products.

4. Look for fee-only advisors.

Advisors who charge a fee only have a fiduciary duty to act in your best interests. Why? They are compensated solely by the fees you pay them. As a result, they’re less likely to push products that give them commissions.

Moreover, when advisors are paid to provide advice rather than sell products, they are likelier to devote more time to it. So, you’re getting more bang for your buck.

If going this route, though, ensure the advisor is a fiduciary .

5. Investing the DIY way.

The whole point of DIY investing is that you manage your own portfolio. In other words, you choose the investments, make the trades, and determine whether your money grows or shrinks.

Before making this commitment, here’s what you need to know about DIY investing:

• Pros. By using discount brokers, you can save on fees and tailor your portfolio based on your goals.
• The cons. Learning about investing and making informed decisions requires research and a time commitment. Losses are also your responsibility.

Is DIY investing right for you?

Here are some additional factors to consider:

• Investing goals. Would you like to save for retirement , a down payment on a house, or something else?
• Risk tolerance. What is your comfort level with the possibility of losing money?
• Your expertise and knowledge. What is your knowledge of investing?

Getting started with DIY investing.

Here are some steps to take if you decide to try DIY investing:

• Learn as much as you can. Many resources are available online and in libraries to help you learn about investing basics. You can also return to our first point about improving your financial literacy.
• Open an investment account. Select a discount broker with low fees and a user-friendly platform, such as E*TRADE, TD Ameritrade, or Robinhood.
• Develop an investment plan. Decide how to allocate your assets. This means that based on your goals and risk tolerance, you’ll decide how to invest your money between stocks and bonds.
• Diversify your portfolio. Don’t put all your eggs in one basket. You can reduce your risk by investing in various asset classes, including stocks, bonds, mutual funds, and ETFs.

6. Utilize robo-advisors.

A robo-advisor is a computer-based service that helps you select, monitor, and manage your investments. Among the most popular examples are Betterment, Wealthfront, Vanguard, and Acorns.

For those interested in investment management, robo-advisors are an ideal low-cost option. After all, they will build and manage investment portfolios based on their goals, timeframes, and risk tolerances. Additionally, Robo-advisors usually don’t require any or a low account minimum, so beginners do not have a hard time getting started.

Most robo-advisors also charge a fee of 0.25 to 0.50% based on the assets under management (AUM).

The downside is that robo-advisors don’t typically offer customized financial plans or personalized investment advice

7. Work with limited service advisors.

In comparison with full-service advisors, these advisors provide specific services, such as portfolio reviews or retirement planning, at a lower cost. Furthermore, they can offer advice on how much to save, what type of insurance to buy, and what to do with property and taxation .

Overall, since you handle your investments, but the advisor provides guidance and direction, they charge less in advisor fees.

8. Always negotiate fees.

It is easy to assume that fees are set in stone. However, many advisors, especially those who handle larger accounts, have flexible fee structures.

Therefore, it is important to discuss your financial goals and budget openly. It is also a good idea to research average fees for similar services to counter their initial proposal.

Further, be prepared to explain why you feel the price is too high and why the advisor should take you on as a client for less than their usual fee. You may also be able to negotiate for a lower fee if you like the advisor but want fewer services than they usually provide.

Just note that investment advisors can discount or negotiate a fee schedule before signing an investment advisory agreement (IAA). Unless you sign a new contract, the fee is locked-in once you sign the IAA.

9. Find out if there are any fee waivers or discounts available.

For several reasons, a client’s account may be discounted or credited a set amount. At the end of the period, the advisor will deduct the dollar amount from the client’s fee.

It is not uncommon for advisors to waive or discount their fees for young investors, military personnel , or to extend a fee discount to prevent you from going elsewhere. Before choosing a full-cost program, exploring these options is a good idea.

10. Leverage free resources.

Many reputable institutions offer free financial information and tools. The Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) offer many educational resources.

Moreover, libraries offer investment guides and financial planning books with only a library card.

11. Put financial planning services to use.

As with robo-advisors, these services operate online. However, they function more like traditional financial planners. In addition to investment management, they may provide full-service, customized financial planning . In contrast to traditional financial advisors, you can do that planning virtually, via phone or video conference.

These services, like Betterment Premium, offer robo-advisors with a human element, including computer-managed portfolios and access to financial advisors for advice and guidance. Other companies, such as Empower and Facet Wealth, provide each client with a dedicated certified financial planner who assembles and plans their investment portfolio.

Ultimately, there are generally fewer costs associated with online financial planning services than with traditional in-person advice.

12. Choose low-cost options.

Look at low-cost index funds and ETFs (Exchange Traded Funds) that track a particular market segment passively. Aside from offering diversification, these funds typically have lower expense ratios than actively managed ones.

In case you didn’t know, an expense ratio is the amount you pay a mutual fund or ETF per year expressed as a percentage of your investments. As a result, if you invest $5,000 in an ETF with a .04% expense ratio, you will pay $2 a year to the fund.

In short, these investing options are more affordable for investors. In addition to being less risky, passive funds are also more stable, since they are not actively managed.

13. Take advantage of employer-sponsored programs.

Many companies offer financial wellness programs, allowing employees access to financial advisors or discounts on services. If you are eligible for these programs, you should explore them first before seeking external assistance.

14. Consider a hybrid approach.

Consider DIY investment strategies combined with limited service advisors. At key points, you will receive expert guidance while saving on ongoing fees.

15. Don’t just focus on costs, but also on value.

The most important thing is to choose an advisor who aligns with your financial goals and investment style. A qualified advisor can save you money in the long run by optimizing your portfolio and minimizing taxes.

16. Regularly review fees.

Fees can quickly mount up and become an ever-growing expense if you don’t control them. As your assets grow, reviewing your advisor’s fees periodically is important.

You should also compare them to current market rates to ensure they remain competitive.

Beyond Cost-Cutting: Choosing the Right Advisor

While cost is an important factor, selecting the right advisor goes beyond fees. You should also consider the following factors:

• Qualifications. Find an advisor who is a Certified Financial Planner (CFP®) or a Chartered Investment Counselor (CIC).
• Experience. An invaluable asset is the ability to work with clients with similar financial goals and risk tolerance.
• Investment philosophy. You should ensure that the advisor’s investment style matches your risk tolerance and needs.
• Communication style. Ensure your advisor communicates, explains financial concepts clearly, and responds quickly to your questions.

When it comes to your financial journey, financial advisors can be a valuable asset. Remember, though, that you are responsible for your financial future . Your financial goals won’t be compromised if you understand advisory fees and use the abovementioned strategies.

Don’t be afraid to ask questions or negotiate fees to become a more informed investor. You can free up significant funds for your future by investing a little effort.

What are the different fee structures?

Advisors can charge a percentage of assets under management (AUM), a flat fee, or an hourly rate.

What’s the average cost?

The average fee is around 1% of AUM per year, but it can vary depending on the firm.

Do I need a full-service advisor, or can I use a robo-advisor for some tasks?

With robo-advisors, investing is automated, and fees are lower.

Should I choose a fee-based or commission-based advisor?

A fee-based advisor is typically more aligned with your interests since their pay is not tied to product sales.

Can I negotiate the fee with an advisor?

Absolutely!

In order to obtain a lower fee, it is important that you describe your situation and why it is necessary.

Are there ways to reduce the services I use to lower the cost?

You should discuss your needs with the advisor. You may not need all of the services offered in their standard package.

Image Credit: Kindel Media; Pexels

The post 16 Strategies to Simplify Your Financial Planning and Save Money on Advisory Fees appeared first on Due .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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New B2B Strategic Marketing Audit & Planning Service Is Now Available

Holistic marketing plan service to deliver sustainable, double-digit revenue growth for small and mid-sized businesses

Chicago, IL, United States - May 21, 2024 —

The Marketing Problem: Lack of Results

B2B companies prefer to work with marketing agencies that have a B2B focus, experience in their industry, and an effective process for rapidly understanding their business and the problems they solve for their customers.

With the majority of agencies founded by creatives who are good at developing brand identity strategies and design, there is often little focus or expertise around formulating comprehensive marketing strategies that generate results for B2B companies.

Some marketing agencies offer plans that are really just design proposals in disguise. Marketing strategies that deliver sustainable, double-digit growth can’t be developed over a handful of sales calls.

That’s why Innovaxis developed the Strategic Marketing Audit & Planning Service for B2B companies and nonprofits: to serve as deep-dive, marketing due diligence needed for the development of a marketing strategy that will generate results.

“We developed the B2B Strategic Marketing Audit & Plan to make growing your business much faster and easier,” says Innovaxis president and co-founder, Sean Parnell. Too many companies have only known an opportunistic approach that amounts to “random acts of marketing,” he said.

“Throwing a lot of spaghetti at the wall to see what sticks can be an expensive and ineffective marketing strategy. Our service is a way to position our clients to benefit from everything we can provide, including market research, product development, and product management experience.”

Two Key Elements

Instead of the typical marketing agency focus on creative strategy and design, Innovaxis uses a strategy-first approach to generate results for clients.

It begins with the strategic marketing audit, which identifies what’s not working and how to fix it, what’s working but could be improved, and what’s missing from the effort that could make a significant impact on lead generation and sales.

The audit includes a scorecard of how a company is doing across 16 key marketing activities—including the strength of brand storytelling , content marketing , search engine optimization (SEO) , Google Ads and other pay-per-click (PPC) campaigns, email marketing, PR, social media, marketing automation, and more. This is followed by a deep dive into the main website and other primary marketing activities.

The second key element is the strategic marketing plan, which takes recommendations from the audit and applies them over a three-year period with estimated costs and impact on revenues. The strategic marketing plan typically includes a SWOT assessment and recommended content that will generate leads, among other analysis and recommendations.

More details about the B2B Strategic Marketing Audit & Planning Service are located here .

Timing & Pricing

The strategic marketing audit and planning effort is conducted over 3-5 weeks and results in a report of 20+ pages that includes an executive summary, detailed findings, recommendations, and the overall plan for generating results.

Pricing starts at $5,000. Additional services can be commissioned separately, including the analysis of secondary websites, market research interviews with customers, channel partners, end-users and prospects, and marketing audits of competitors.

Implementation of the strategic marketing plan is conducted as part of a customized Innovaxis B2B Marketing Program , with options formulated following development of the plan.

Request a Strategic Marketing Audit & Plan Consultation

Contact Innovaxis to schedule a time to discuss whether this service is right for you. An example of what your strategic marketing audit and plan would look like can be shared with you on a call.

“Double-digit growth for this year and beyond starts with a marketing audit and plan today,” says Parnell.

About Innovaxis Marketing

B2B business owners and marketing leaders who want marketing to drive sustainable, double-digit revenue growth rely on Innovaxis. Let Innovaxis help you articulate your value to more of the people you serve by fully leveraging marketing strategy, brand storytelling, agency services, and marketing automation. Innovaxis will partner with you to increase your thought leadership, demand generation, and customer acquisition – often starting with a marketing audit and followed by the execution of a marketing program customized for your organization. Innovaxis custom marketing programs typically generate an ROI of 300%+ within the first 12-18 months – Innovaxis only grows if you grow.

About the company: About Innovaxis Marketing B2B business owners and marketing leaders that want marketing to drive sustainable, double-digit revenue growth rely on Innovaxis. Let Innovaxis help you articulate your value to more of the people you serve by fully leveraging marketing strategy, brand storytelling, agency services, and marketing automation. Innovaxis will partner with you to increase your thought leadership, demand generation, and customer acquisition – often starting with a marketing audit and followed by the execution of a marketing program customized for your organization. Innovaxis custom marketing programs typically generate an ROI of 300%+ within the first 12-18 months – Innovaxis only grows if you grow.

Contact Info: Name: Sean Parnell Email: Send Email Organization: Innovaxis Marketing Address: 4043 N. Ravenswood Ave., Suite 318, Chicago, IL 60613 Phone: 7736542421 Website: https://www.innovaxisinc.com

Video URL: https://www.innovaxisinc.com/about

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