Strategic Planning Executive Coaching Financial Modeling Business Transition and Business Valuation

Few organizations have the time and resources to develop and implement effective strategies. Even fewer have experience in reducing risk while enhancing long-term profitability, community and environmental impacts. We’re excellent at this and are committed to sharing our knowledge and experience to help.

BUSINESS TRANSITION / EXIT
Building a Business Legacy is both a financial and a personal journey. Whether helping an owner transfer their business to a family member, key employee, or outside buyer, we guide them through every step—ensuring the outcome supports their goals and avoids regrets. 

STRATEGY DEVELOPMENT AND IMPLEMENTATION
We are experienced in guiding a strategy process that: (i) diagnoses the organization’s core challenges and goals; (ii) defines a clear plan that is easily communicated to all staff and stakeholders; and, (iii) focuses the organization’s resources upon the key activities. Click here to download our whitepaper regarding the basics of good strategy.

PROJECTIONS AND REAL-TIME REPORTING
Organizations need tools that project the financial, operational and mission impacts of its decisions. We have developed a series of tools, online reports and real-time dashboards tailored to meet these needs. Click here to download a whitepaper that reviews the steps we take when designing information systems to support an organization’s needs.

ORGANIZATIONAL COMPETENCIES
We have created simple tools that help organizations identify the competencies required to achieve their goals and recognize which: exist within the organization; can be acquired; or, should be outsourced. Check out this link for a humorous PowerPoint developed by Thomas Brennan of the Green Garage Detroit which demonstrates this challenge.

http://insights3.com/form-organizational-competencies/

Insights3

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Insights3

Org chart

Teams

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