Strategic Planning

Guidance for Goals,
Objectives, Vision, Legacy.

When You’re Working Toward Something Big, We Can Plan the Moves to Make and Deliver Expert Guidance from Start to Finish.

Beyond the product or service, a winning strategy is what guides a successful business. Our strategic planning process starts with understanding your organization’s mission and vision, then performing a SWOT analysis which would contain information from all areas of the business, including bringing in stakeholders to gather additional data. Then we add a multi-disciplinary team of experts to develop individual detailed plans to help you achieve long-term goals.

Maner Costerisan can help you dig into your strategic business plan. We’ll determine gaps and areas of opportunity, then ask the tough questions to develop a plan that will highlight and build upon your continued strategy development.

What Does the Strategic Planning Process Look Like?

Discovery & Understanding

Mission, Vision & Values Alignment

SWOT Analysis & Strategic Pillar Alignment

Strategic Plan Development

Plan Presentation, Agreement, & Execution


Any size business now has access to CFO insight, data, expertise and guidance.

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Transform your decision-making with KPIs that accurately pinpoint opportunity and tell a more complete story of your business.

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Properly incorporating technology is important to every business. Our technical knowledge and expertise can help you get the most out of your investments.

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Whatever your goal is, you can count on our tax experts to design innovative tax strategies that optimize your tax position.

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We’ll help you set and manage your goals and evaluate your needs to ensure you’re creating a scalable growth management plan for success.

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