StrategyFirst


Phase 1 : Strategy Setting
The StrategyFirst process forces management to think strategically and realistically based on the company's competencies and the dynamics of the marketplace. Through this process the vision becomes clear, the strategy is set and the resources needed to attain the vision and implement the strategy are determined and quantified.

StrategyFirst accomplishes the following:
• Leverages established competencies
• Pinpoints strategic discipline that increases probability of goal attainment
• Strengthens differentiation vis-à-vis competition
• Identifies resources needed for the implementation of the strategic direction

The result of the strategy setting process is a strong, executable business model and a clear blueprint for the growth of the business, which substantially increase the appeal of the opportunity to investors.


Phase 2 : Market Positioning
BPI conducts research into its client’s existing and targeted marketplaces to identify trends and dynamics of these sectors. This is accomplished through a thorough Web search of numerous information databases, as well as an offline search of major trade publications and traditional business reference material. As part of its market analysis, BPI also collects information on client competition. This analysis enables BPI to position the client properly within the existing marketplace, to evaluate the impact of anticipated market changes on the attainment of the clients' growth plans and to demonstrate the client’s competitive advantages.


Phase 3 : Financial Model Building
BPI develops comprehensive financial models that support the descriptive portion of client’s plan. Financial models are developed to quantify the strategy and objectives, to determine the level and timing of investment required to reach these objectives, and to show the potential return on investment to an investor (or to the company, if self-funded). BPI has demonstrated an expertise in the development of these models and is often recommended by major accounting firms for this purpose.

 

Phase 4 : The Deliverable
BPI incorporates the analysis and information obtained during Phases 1-3 and develops a customized, comprehensive plan designed specifically to meet each client's needs.
Our plans have consistently received praise from investors, investment bankers and others in the financial community.

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1002 Russell Drive Highland Beach, FL 33487 phone: 561-278-8058, fax: 561-278-1597
info@businessplansflorida.com