Fresh Look & Strategic Planning

Fresh Look & Strategic Services

Corplan can add value as a sounding board for your current plans and provide inventive ideas and new strategies to help your company with its next steps of progress. Our Fresh Look service is typically a two day assessment that can be tailor-made to your area of focus.

Corplan also acts as a facilitator and a growth advisor for companies wanting to link strategy to implementation. Our engagements in these areas have included clients in a broad array of industries including engineering, manufacturing, infrastructure, technology, oil & gas services, wholesale & distribution, construction & contracting, surveying, and more.

General Services
  • Advisor for owners and CEOs on their next strategic initiatives
  • Business & market analysis, customer & competitor assessments
  • Leadership and employee assessments
  • Ideas for discovering and developing new markets
  • Advisor for preparations for exit plans and succession plans
  • Assessing top priorities and act as growth advisor to help make them a reality
  • Assist in developing action plans and periodic reviews of progress
Financial Forecasting & Modeling
  • Comprehensive financial models
  • Full budgeting and cash flow modeling – Balance Sheet, Income Statement & Statement of Cash Flows
  • Monitoring bank covenants
  • “What-if” scenarios for annual budgeting
People Issues
  • Retention strategies and targeted recruiting services
  • Rounding out the succession team in preparation for a divestiture
  • Culture integration following a merger or acquisition
  • Solutions for morale and other people issues


Contact Corplan Advisors