Gerry Rea Partners provides advice and support to create an effective planning framework for your organization.
Generally, this starts with a review of current planning and project documentation as well as operating history. For many small businesses planning is not a formal process, and we help build enhance or create processes around documentation.
To create a foundation for business planning, a business valuation is often undertaken as a “ground zero” position from which to build operational and financial goals.
With mid- and longer-term outcomes identified, effective planning scenarios can be developed to support operations and growth.