Experts in Business Transformations and Real Estate Solutions
Experts in Business Transformations and Real Estate Solutions
Transform Your Business with the Exit in Mind

Annual Strategic Planning

Service Description

We advocate the use of Scalable, Profit Acceleration and Value Builder methodologies

to focus on the 8 drivers of value in 40 areas of business to create a sellable business.


During the (2) Day offsite planning event, your leadership team will build an annual Strategic Plan. 

This includes an overview of SOPs, KPI tracking, and all value engines for growth, fulfillment and implementation, used to define the Quarterly Strategic Plans and track progress against the plan. 


The annual planning meeting will consist of up to 10 participants in one group 

or broken into smaller breakout sessions with different departments if your business is large enough. 


We charge a base fee of $7500 which includes 

all materials for 10 participants, and all travel expenses within the 48 contiguous US States*.


*Each additional participant: $300 
Multiple department breakout sessions leading to more than 10 total participants or
requiring different types of materials will incur additional fees.
Travel outside of the contiguous USA could incur additional charges 

Call to customize your package
801.544.6829

Schedule Customization Zoom and Registration

or Book and Pay For Standard Annual Strategic Planning
 No customization, 10 participants