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Business Planning Process | What to Expect

Do things the right way, in the right order, and always understand the next biggest challenge to tackle, with professional guidance.

Every business is different, and many different businesses come to us at a different stage in their business life cycle and in the planning process. It's important to us to learn what matters to you and we can always adapt to pressing issues that come first to our clients.

That said, it's helpful to gain a general understanding of the planning checkpoints, reviews, and phases that make up the typical business planning cycle.

1. IMF’s Preliminary Business Assessment

2. Organization and Tracking

3. Business Insulation and Personal Protection

4. Strategic Growth, Key Employees, Company Benefits

5. Continuation, Succession, and Exit Planning

6. Integration with Personal/Family Financial Plan

7. Your Plan Becomes Reality

If you see the value in working "on" your business instead of just "in" your business, you need to schedule the time for important but not urgent work. Start by scheduling a 20-minute phone call to find out how we can be resource. We don't apply pressure, and we're here to walk you through it.

Let's Talk: Schedule Time Now
Business Services Overview

Business Services Overview

Take a look at some of the services we can consult on or provide directly.

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Business Owner Planning

Business Owner Planning

As a holistic planning unit with deep experience in business planning, we guide owners to manage and optimize the delicate interplay between business and personal goals.

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Our Team & Why We Do It

Our Team & Why We Do It

Decades of combined experience have prepared us to guide you through this process.

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