80 Business Park Drive,
You can't achieve grand visions or help others if you don't start by building on a strong foundation.
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 Organization & Governance
Plan for everything when it comes to the people who take care of you and your business.
Create and grow real transferrable value. Ensure that everyone is steering in the same direction.
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.