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Meeting Room Business

Business Strategy Programs

1

Monthly Business Strategy:

Program Objectives:

  • Achieve short-term objectives and goals.

  • Suited for business owners and managers facing day-to-day challenges.

  • Results include business growth, increase in revenue, and establish a steady cash flow.

 

How it Works:

  • Experienced business strategist addresses ongoing challenges, offering strategies based on 25 years of senior business management.

  • Guides management decisions, providing significant inputs.

  • Tailored solutions recommended for overcoming challenges.

  • Call to action to encourage steps for business progress.

 

Program Format:

  • 3-month term (renewed upon mutual consent).

  • Weekly 1-hour virtual zoom sessions.

  • Email and text advice availability.

  • Year-to-year financial goal plan.

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2

Project Strategy:

Program Objectives:

  • Design and layout a specific business plan with clear, realistic, and achievable objectives.

  • Suited for companies seeking rapid business development and growth.

  • Results include implementing business development, penetrating new markets, and creating new revenue streams.

 

How it Works:

  • CEO-level senior business strategist works 1:1 with the leader.

  • Evaluates business development opportunities and designs tailor-made strategies.

  • Provides solutions based on 25 years of CEO management experience.

  • Weekly 1.5-hour virtual zoom sessions, unlimited calls, emails, and texts.

  • Written business development plan and Excel financial plan.

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3

Comprehensive Full Company Business Strategy:

Program Objectives:

  • Design a long-term plan examining exit strategies.

  • Suited for business owners transitioning from operator to owner.

  • Results include systematic operations, effective leadership, motivated workforce, year-to-year revenue increase, profitability growth and a focus on dividends.

 

How it Works:

  • CEO-level strategist meets with owners to set long-term objectives.

  • Presents long, mid, and short-term goals aligned with the greater cause.

  • Reviews team plans and attends senior management meetings.

  • Defines effective workforce structure, assists in recruiting senior positions.

 

Work Format:

  • 12-month term (renewed upon mutual consent).

  • Weekly 2-hour sessions, in-person (San Diego area) or virtual.

  • Unlimited calls, emails, and assistance with annual budget and financial goal plan.

 

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