Business Planning Services

The Best Advice Matters

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™ offers comprehensive services backed by a team of experts in many different areas of business. We believe that we are different because we have grown successful businesses and know what it takes to succeed.

Through personal experience, we have developed practical systems and processes that work. We love the art of business and enjoy working with business owners to help them achieve their vision of what their business can be.

What is your dream for your business?

Business Assessment

Step 1. Business Assessment

a. Assessment
b. Discovery
c. Due Diligence
d. Analysis
e. Report with Recommendations


Comprehensive Planning

Step 2. Comprehensive Planning

a. Implementation of Recommendations
b. Coaching
c. Policy Development
d. Applying Metrics in Operations
e. Cost-Cutting
f. Revenue Stream Development


Comprehensive Business Plan

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Department Planning Areas

  • Profitability Goals
  • Cost Analysis Budget
  • Process Tax
  • Implications
  • Projections and Forecasting
  • Balance Sheet
  • Income Statement
  • Reporting Disciplines
  • Cash Flow
  • Funding Sources
  • Performance Maintenance
  • Current P&S Performance
  • P&S to be Added/Discontinued
  • Quality Control
  • Inventory Management
  • Pricing Analysis
  • Competition Analysis
  • Current Plan Analysis
  • Increased Exposure
  • P&S Narrative
  • Branding Analysis
  • Trend Analysis
  • Public Relations
  • Channels
  • Plan Integration
  • Internet Presence
  • Target Markets
  • Lead Generation
  • Events/Trade Shows
  • Social Media Analysis
  • Sales Goals
  • Training
  • Scripts
  • Accountability Metrics
  • Key Performance Indicators
  • Tracking and Reporting
  • Incentive Programs
  • Alternative Revenue Streams
  • Current Customer Service Analysis
  • Surveys
  • Retention Analysis
  • Quality Control and Warranties
  • 5 Senses Approach
  • Presentation and Appearance
  • Add-ons and Giveaways
  • Culture of Interaction
  • Professional Liability Insurance
  • Company Liability Insurance
  • Health Insurance
  • Cyber Security Insurance
  • Key Man Insurance
  • Disability Insurance
  • Succession Planning
  • Business Structure
  • 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
  • Accountability Charts
  • Operations Checklists
  • Operations Calendars
  • Workflow Policies
  • Metrics Implementation
  • Performance and Tracking Models
  • Department Integrations
  • Communication Methods
  • Execution Methods
  • Current Software Analysis
  • Application Recommendations
  • Current Hardware Analysis
  • Upgrade Recommendations
  • Internal/External Network Quality Control
  • Cyber Security
  • Licensing Compliance
  • Company Policies
  • Maintenance Checklists
  • Replacement Calendar and Budget
  • Licenses and Permits
  • Agent Designations
  • Customer Contracts
  • Alliance Contracts
  • Service Contracts
  • Worker Contracts
  • Authorization Quality Control
  • Regulation Compliance
  • Corporate Records
  • Board Role and Activities
  • Legislation Review
  • Conflicts of Interest
  • Succession Plan
  • Timing of Sale/Merger
  • Buy-Sell Agreements
  • Other Ownership Transfer Methods
  • Entity Business Valuation
  • Plan for Maximum Valuation
  • Competition Valuation Analysis
  • Due Diligence with Documentation

Planning Process

All Departments Reviewed Using This Planning Process:

1. Define Current Position

2. Outline 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.

Here are a few of the specialists that will be focusing on your business success:

CEOs / Business Owners:

Sets the overall direction and vision of a company, makes strategic decisions, and manages goals and objectives.

Fractional CFOs:

Provides part-time financial leadership and strategic guidance, manages finances, and optimizes performance.


Provides accounting services such as auditing, tax preparation, financial analysis, and consulting.


Offers comprehensive financial planning to help achieve financial goals and secure financial future.

Accounting Specialists:

Manages financial records, prepares reports, reconciles accounts, and provides support in various accounting tasks.

Business Attorneys:

Advises clients on legal matters related to business operations to mitigate legal risks and ensure compliance.

M&A Specialists:

Facilitates the process of buying, selling, or merging businesses to maximize value and successful transactions.

Business Brokers:

Assists in the sale or purchase of businesses to ensure a smooth and successful transfer of ownership.

Valuation Experts:

Assesses the worth of businesses to provide accurate and objective evaluations for decision-making purposes.

Tax Specialists:

Navigates complex tax laws, regulations, and compliance requirements for businesses and organizations.

Marketing Specialists:

Executes strategic marketing campaigns and analyzes data to maximize brand awareness, engagement, and sales growth.

Sales Specialists:

Identifies sales opportunities, negotiates contracts, and meets sales targets through service to potential customers.

Human Resource Specialists:

Oversees employee management, ensuring a productive and compliant workforce within an organization.

Operations Specialists:

Optimizes processes and implements strategies to improve efficiency and productivity within a business or department.

Information Tech Specialists:

Provides tech recommendations and support for software, hardware, web, apps, and security of technology infrastructure.

Risk Management Specialists:

Identifies and mitigates potential risks to minimize adverse effects and maximize opportunities for success.

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

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