Successful Business Plan client results mid sized business

KEMPER MANAGEMENT SERVICES -KMS

A mid- sized energy conservation and retrofit consulting firm

CLIENT CHALLENGE

The President and CEO advised me that their Investment Banking firm required that they develop a Strategic Business and Marketing Plan before a proposed merger could be consummated;-and that the Plan was to be completed in 3 weeks or the merger would be canceled.

RESULTS

When completed on time, the plan was submitted to their Investment Bank which promptly enabled the merger.

MY SOLUTION

Once I aided senior management in redefining their Business Mission Statement, I trained the entire management team in the Business Planning Process. Given the stringent time constraints I worked with each of the functional departments developing their collaborative input to the overall plan (i.e. identification of new market/product and service opportunities, determination of viable new industrial market segments, etc.)

After the Strategies and Tactics were generated in support of the business and marketing objectives, the financial operation was able to prepare the necessary revenue, cost and profit forecasts.

Business Plan Client Case Study