Strategy consultants are specialists who assist companies in determining their corporate direction. While established businesses will have a developed business plan, model, and values, circumstances may change that require a business to head in a new direction. Often, the need for a strategic consultant is to make drastic changes within the business and to the business plan.

A business strategy consultant may provide the following services:

  • Assess the current status of the company and develop an improved business plan.

  • Create roadmap for management to implement the changes and set deadlines.

  • Set practical goals according to new business model requirements.

  • Identifying resources and designing a course of action to achieve set goals.

  • Meet transition deadlines.

  • Helping implement new practices and change within the business structure.

  • Providing motivation among management to complete goals assigned.

  • Analyze and optimize current operations for improved efficiency.

  • Review the market and develop strategies for business growth.

3 Leaf Financial provides three main categories of Strategic Consulting::

Financial Planning

Involving the assistance of an experienced financial advisor to analyze your business practices and reorganize your financial structure can help salvage your business or help to take it to the next level. Includes planning for more than meeting next quarter’s revenue goals—planning for your future and the future of your business with the appropriate insurance, investments, and retirement plans.

Insurance Brokerage

Insurance brokerage provided by financial experts ensures that the plans and options you chose for your business, employees, or personal life provide the most benefit—financially, taxes, or otherwise— to you.

Tax & Revenue Planning

Revenue and tax planning are a vital aspect of conducting business. Strategic revenue analysis paired with tax planning can be highly beneficial for your company—maximizing returns and reducing your tax bill.