Business Planning Services

The Best Advice for Your Business

Strittmatter Business Planning™ provides business education and strategic planning services for small to midsize companies to help them reach the next level of growth and to become Sell-Ready*.

We utilize a team approach by bringing in vetted professionals that specialize in each field of planning. By overseeing and managing the process, we ensure that your business will receive the best advice and services to help you achieve your goals and become Sell-Ready.

Our Mission

To help companies to become Sell-Ready* through the planning and implementation of core business strategies.

Our Values

Integrity, honesty and fairness. We follow the golden rule and believe that the way a company stays in business is by creating satisfied clients.

Our Vision

To create ongoing strategic planning relationships and grow our consulting revenue by 30% each year through referrals of satisfied clients.

*Sell-Ready Definition: When a company has implemented all necessary business strategies to achieve a high level of growth annually as well as maximum value for when it is ready to be sold. This provides flexibility for business owners to take advantage of opportune times to sell their business at a premium while providing maximum operating profit until that point.

Systems and Processes that Work

Strittmatter Business Planning™ provides business education and strategic planning services for small to midsize companies to help them reach the next level of growth and to become Sell-Ready*.

Step 1. Business Assessment

a. Define Goals and Objectives
b. Gather Information
c. Conduct Analysis to Define Gaps
d. Business Assessment Presentation

EXPECTED DELIVERY: 2-4 WEEKS

Step 2. Comprehensive Planning

a. Create Comprehensive Business Plan (Either Comprehensive or Individual Modular Planning Areas)
b. Implement Plan
c. Review

EXPECTED DELIVERY: 3-6 MONTHS

Comprehensive Business Plan

Department Planning Areas

Financial Strategy

P&L
Balance Sheet
Income Statement
Cash Flow Analysis
Budget
Projections
Tax
Funding Sources and Document Preparation

Products & Services

Existing Offering
Pricing
Inventory Control
Competitor Pricing
What products should we be offering?
What products should we not be offering?

Marketing Strategy

What is unique about your offering?
Branding
Public Relations
Channels
Markets
Lead Generation
Awards
Events (Client and Charitable)

Sales

Sales Goals
Training
Scripts
Weekly Sales Meetings
Key Performance Indicators
Tracking and Reporting
Incentives

Customer Experience Strategy

Customer Service
5 Senses
Scripts
Clothing
Decor
Refreshments
Gifts

Risk Management

Professional Liability Insurance
Company Liability Insurance
Health Insurance
Cyber Security Insurance
Key Man Insurance
Disability Insurance
Succession Planning
Business Structure

Human Resources

Policies and Procedures Review and Recommendations
Employee Handbook Review and Recommendations
Employee Offering Including Compensation, Benefits, Retirement Plans
Recruiting
Retention
Total Compensation Statement
Career Paths
Education Path
Company Culture
Employee Events
Employee Awards and Gifts
Employee Incentives and Bonuses

Operations

Operations Wiki Manual
Operational Charts
Operational Roles and Duties

Information Technology Strategy

Current Software and Pricing
Existing Software Gaps
Software Needed
Software Not Needed
Current Hardware and Pricing
Existing Hardware Gaps
New Hardware Needed
Network & Cyber Security
Computer Security
Employee Technology Policies
Budget

Legal & Compliance

Licenses and Designations
Contracts
Partner Contracts
Employee Contracts
Legal Requirements
Legislation

Exit Strategy

Succession Plan
Timeline for When to Sell or Merge (5-Year Plan)
How to Transfer Ownership
How to Increase Value
Competitor Pricing and Offering Review
Business Valuation

Planning Process

All Departments Reviewed Using This Planning Process:

1. Define Current Position

2. Define Goals and Objectives

3. Define Gaps

4. Develop Solutions and Action Plan

5. Implement Plan and Assign Tasks

6. Monitor, Track, and Report

Are Department Goals and Objectives Tied to Business Plan Goals and Objectives?

Increase Growth and Maximize Value

Our approach provides tested processes based on proven frameworks, refined by years of experience, and enhanced with innovative thinking to provide clients like you with effective and value-added solutions for your business.

Organized Process

Our exclusive services have been created utilizing decades of successful business experience, and expertise from multiple departmental professionals.

A La Carte Services

Everyone’s situation is unique. Because of this, we offer services individually, so that you get exactly what you need without paying for what you don’t.

Collaborative Approach

You are an integral part of your business, which is why we keep you involved alongside our team of vetted professionals to produce optimal results.

Flat-Fee Structure or Hourly

We offer highly flexible payment options to suit business owners of all needs, so that your focus can remain on achieving successful results.

Confidentiality Agreement

We honor our commitment to protect your proprietary information. That is why all of our professionals sign your confidentiality agreement.

Specializing in Business Planning

Strittmatter Business Planning™ is a strategic planning firm specializing in business planning for small to midsize companies. We are a team of highly trained and experienced business owners and consultants. Our passion is working with businesses to define goals and objectives, improve processes, grow revenue and eliminate shortfalls.

Josh Strittmatter, CFP® is a serial entrepreneur and CEO of multiple companies. He has been in business consulting for over 20 years and has worked with many business owners to help them grow their companies and their wealth. Josh’s passion is bringing together the right people, ideas, and actions to formulate a successful plan for future growth.

Scott Strittmatter, CPA® has been providing top-level business advice for 30-plus years, serving in diverse roles including CFO and COO for multiple companies. Scott has an extensive knowledge base in corporate accounting and business taxation. His experience at high-level firms allows him to provide expert advice and recommendations to help overcome financial or operational obstacles that stands in the way of achieving business goals.

Mark Strittmatter has 30-plus of sales and marketing experience. He has worked for MCI, Verizon, General Dynamics and start-ups. His customers have been SMB and Fortune 1000 companies including Bank of America, XO Communications, and AT&T. With experience in sales development, sales turn-around, account management, marketing development and more, he has sold over $100 million of products in his career.

Jennifer Widincamp has served as Controller for multiple companies for over 20 years. Jennifer has a history of providing a wealth of accounting knowledge and problem-solving skills to a variety of businesses, large and small. Jennifer prides herself in helping businesses overcome complex accounting issues and creating processes to avoid them.

Disclosure: Business Planning Services offered through Strittmatter Business Planning, LLC

Get In Touch

Questions or comments? Contact us through the methods below, and a colleague at Strittmatter Wealth Management Group will be in touch within 24 hours:

Ready to get started? Click here to schedule a complimentary consultation with one of our friendly advisors today:

101 Summit Ave. Ste 910

Fort Worth, TX 76102