About Us

Our Experience

 Organizational complexities and constraints can present unique challenges for strategic benefit planning.  

Our approach to the process involves acquiring a firm understanding of the culture and environment of each client before we recommend any course of action.  


​This produces a strategic plan that is both pragmatic and effective.

For nearly 20 years, we have advised clients ranging from Fortune 100 companies to public entities and not-for-profit organizations on strategic benefit planning.  The goal of strategic benefit planning is to develop a framework for short-term and long-term decision making that supports the organizations mission and goals.


Our strategic benefit planning process typically involves the following steps: 

  • Establishment of objectives
  • Development and selection of strategic options
  • Formulation of execution plan
  • Creation of evaluation tools to assess achievement of  objectives

Our Approach

Our service includes a comprehensive consult to help identify gaps and opportunities, a comprehensive report that includes a project plan with timelines and milestones, a cost analysis, and a schedule. We also offer a suite of quality products that will help you get there quickly and smoothly. That’s how we ensure your success.

Why Us?

Business mentors are key—that’s why when it comes to client selection, we’re choosy. We want to give each of you the time and guidance you deserve.  Whether you’re seeking a strategic alliance with the right partner or a special skillset or tool, call us today. Together we’ll create and refine your plan for success. We didn’t get there alone. And neither will you.