80 Business Park Drive,
"Talent hits a target no one else can hit; Genius hits a target no one else can see."
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 "People" Planning:
Upgrade your business's foundation to make sure your ownership team is structured securely and efficiently.
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.