80 Business Park Drive,
Good managers and tacticians execute tasks correctly, but great leaders make the right choices and decisions.
At I. M. Financial, we view the many facets of business planning through four primary lenses: (1) Organization & Governance; (2) People; (3) Growth, Proceess & KPI; and (4) and Exit Planning. The work within each of these categories has endless overlap and interplay. Across the spectrum of business planning needs and throughout the growth cycle, the separation of work between I. M. Financial team members, your internal teams, and each of our partners will vary. Still, we find it helpful to organize our own and our clients' thinking about key business factors in this way.
Key Considerations for Growth, Process, & KPI Planning:
Upgrade your business's foundation to make sure your ownership team is structured securely and efficiently.
Plan for everything when it comes to the people who take care of you and your business.
Know where you're going. Understand your options in the marketplace.Optimize your business leading up to a sale or transfer aligned with your intended exit strategy.