How I work – Why Plan

To Business Plan or not to Business Plan.

The eternal question.

Do you spend a few months on analyzing, compiling, writing and presenting, to then place your multi-page document in a bottom drawer, never to be seen again?

Or do you move forward in your business ad hoc, taking opportunities as they arise without a clear plan, goal, or resource allocation?

A plan does make a difference: it will give you a foundation for all decisions, strategies and tactics. To work effectively you want it to be easy to access and a functional tool. My strategies take a modular approach to reviewing your business, allowing you to continue to focus on serving clients while you perfect your messaging and goals. The results of our reviews become actionable ideas that you can use throughout your business management.


“What I find extremely helpful, is the customized solution you have provided. Instead of putting us through a standard one size fits all program, you are helping us work on the aspects that are most important to us. This allows us to focus on the areas that generate the most cash flow, while tweaking more long-term goals. This is key to us as a young company.”  — Another happy client