Strategic Business Planning

Strategic and Professional Planning for Your Business

Setting priorities, focusing energy, and distributing resources are used to develop a sound management plan for your small business. We offer strategic business planning services in Mahopac at Schneider Financial Group to ensure that your business has all the tools it needs to remain competitive.

Through our experience and insight into business, we are unique in our ability to help plan, execute and evaluate action strategies to bring your big business ideas and goals to life.

Selecting the Right Entity

It is vital to choose the right entity for the needs of your company. You may choose to use a partnership's pass-through status or an LLC's limited liability protections. Your entity choice can affect the number of potential shareholders and partners, help define control and management, and determine which funding you may receive.

We assist you in finding the right structure for you and the goals of your business. By clearly identifying your business needs, your growth potential becomes much easier to see.

The plan we help you set up is based on the current circumstances of your company and includes future projections. These conditions can easily change, so you need to adapt your growth strategies to continue being effective.

Cost Accounting and Budgeting

We will help you build the budget, help you compose your business description and executive summary, and use competitive analysis to develop marketing strategies. These aspects help you to understand how to improve the reach of your customer.

The documents we develop provide a framework for your business plan and provide you with a quick overview of your business, including the areas where you can exploit new opportunities. This plan should be reviewed at least once a year and updates for the following year should be included.

Professional Business Advice 

Schneider Financial Group Ltd. helps businesses start on the right foot. We are proactive in our services and are always looking out for our customers' best interest. Our professional business consultant team is qualified to help you develop a tailor-made business plan that works best for you. Contact us today to schedule a consultation to learn more about how we can help you plan your future as an entrepreneur in Mahopac.

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© Schneider Financial Group Ltd. 2021, 824 Route 6, Suite 4, Mahopac, NY 10541
T: (845) 628-5400 F: (845) 628-5460 E: info@sfgtaxes.com

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