Strategic Planning

The best way to assure the financial future of a business is to lay a solid foundation today. Strategic planning helps an organization determine where it is going, how it will get there and how it will know if it got there. Conner Ash, through its alliance with Gateway to Performance, LLC, provides a simple but effective approach to strategic planning, goal setting, and goal execution.

This takes forethought, measured planning and, often times, the unbiased professional assistance from experts. At Conner Ash, we've helped many clients lay the groundwork for success. Here's how our experience can help you:

Business Planning

• Strategic plans
• Business plans
• Competitive analysis
• Goal setting and action plans
• Continual review to monitor progress

Succession Planning

• Coordinating business plans with personal goals and objectives
• Understanding the uniqueness of family-owned businesses
• Helping successors define their role in the business
• Identifying, training and retaining successor management
• Creating structures that treat all heirs fairly - both internal and external to the business
• Transferring family ownership

Purchase/Sale of Business

• Assistance in finding buyers and sellers
• Contract review
• Negotiation assistance
• Win/Win transaction structuring to meet objectives of both buyers and sellers

Employee Development

• Recruitment and selection
• Orientation programs
• Mentoring and coaching programs
• Training and development
• Performance management
• Pay-for-Performance compensation system

G2P Leadership and Roundtable
The Gateway to Performance (G2P) Leadership Roundtable equips business leaders with the mindset, skill set and toolset that enables them to take their organizations boldly into the future. Business owners and leaders generally worry about three things: profitability, people, and perpetuation.

The G2P Leadership Roundtable allows leaders to learn innovative ways of leading themselves, others, and their companies. It also helps them set and achieve measurable goals for themselves and their organizations, create a strong network of long-lasting personal and professional relationships with other business and community leaders, and engage in strategic and long-term planning.

For more information about our strategic planning and management assistance services please contact Howard Rosen or Jim Gentry.