Strategy & Business Plan Development
We help our clients optimize their business strategy through financial and strategic evaluations. We identify opportunities to improve profitability and operations with specific action steps, including assessing the economic feasibility of products, departments, cost structure, and proposed investments.
Strategy & Business Plan Development Services
SMEs often need more in-house resources or expertise to develop business plans and financial forecasts and conduct strategic reviews. Such plans, projections and reviews are imperative to evaluate current operations effectively, identify opportunities to increase profitability and implement strategic actions to achieve operational and financial objectives. In addition, organizations often require a fresh and independent perspective with a systematic approach when preparing business plans and evaluating growth opportunities.
At Lakeshore, we understand that no two organizations are alike and don’t believe in template solutions. Instead, Lakeshore Advisory’s consultants work alongside management teams by understanding each client’s unique situation and can provide the following:
In-depth business model analysis (existing strategy, products, services, geographic coverage assessment)
Historical financial performance analysis
Identification of growth, profitability, and cost optimization opportunities
Development of short-term & long-term business plans with clearly defined financial targets at the operating department level and the overall company level
Specific project assessment - qualitative and quantitative (go/no go decision support)
Operational strategies to achieve business objectives
Identification of synergies and cost restructuring potential
Monitoring tools to track the implementation of strategy and business plans
Interested in learning more?
Send us a message or book a call to kickstart the conversation.
How Can We Help?
SERVICES
Strategy & Business Plan Development
We help our clients optimize their business strategy through financial and strategic evaluations. We identify opportunities to improve profitability and operations with specific action steps, including assessing the economic feasibility of products, departments, cost structure, and proposed investments.
Corporate Governance Services
We guide our clients as they grow from small to medium to large, and as their compliance requirements evolve concerning oversight and regulation. We will guide them on adapting to these changes concerning management oversight and financial requirements dealing with regulators and creditors.
Mergers & Acquisitions Support
We perform financial due diligence by looking at the financial health of a target company in a buy-side transaction. We also assess the target company's business viability, including operations, future earnings, and products & services. In addition, we help clients sell their business or divisions of their business by preparing them for acquisition as sell-side advisors.
CFO & Finance Function Support
We help our clients, particularly small businesses, by acting as the CFO's right-hand support. At times the finance department can be stretched thin with day-to-day responsibilities at the expense of long-term finance department objectives. We can offer assistance to bolster existing expertise to support the finance department and the CFO's longer-term goals.
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Corporate Risk Management
We help our clients identify, document and manage business risks. Every business faces some form of risk. Effectively managing these risks is critical to the success of the business. We also assess the adequacy of the risk-mitigating procedures and controls.
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Project Management
We help our clients manage their internal projects to improve growth and profitability. Quite often, businesses embark on initiatives to grow or improve existing operations. These projects can be both in-house or through external consultants. We can oversee every step of the project: planning, sourcing skills, defining timelines, cost estimation, and success measurement metrics.
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