Why have a plan?
We need roadmaps if we are to build a legacy or purpose driven organization.
Builds a common sense of direction aligning your entire team with your firm’s vision, mission, values, goals, and culture. Guides your future helping make the firm more sustainable, able to withstand market fluctuations and other “threats.” Reduces the stress of owning and operating a business enabling the firm to maximize resources and avoid wasting time, effort, and money on activities that are not profitable, or are holding the firm back.
Builds confidence with lenders, creditors, investors, and employees. Trains employees in how your business operates and makes money.
64
Made with FlippingBook Annual report