We bring strategic thinking to your business.
The M David Katz’ organization has spent the past 30 years working with owners, managers and teams, assessing, launching and reengineering businesses to achieve company goals of stabilization, innovation and growth. Our approach is to provide resources at a strategic level with stakeholders, a tactical level with management teams, and when the needs dictate, at an operational level.
Our services include:
- Business plan development and implementation for bankers, investors and strategy
- Existing business plan and/or marketing plan review
- Strategic plans and goal development, action plan and implementation designed to accelerate expansion, profitability and market dominance
- Business development, organization and structure to assure clients accelerate growth
- Effective networking and connections training/coaching to show business owners, executives and representatives how to move their connections to becoming customers, clients and referral partners
- Profit and loss analysis, strategy and solutions implementation to increase cash flow and profitability
- Customer service training to make businesses dominate their market by being different than the competition
- Sales training designed to maximize conversions
- Being a second set of eyes … looking at your business for opportunities to build, grow or manage that may go unseen otherwise
Our typical engagement begins with an initial meeting to understand and challenge your business objectives, an assessment of your current capabilities, and a course of action to achieve these objectives.
Strategic Level
We work with Business Owners and Stakeholders to identify the audience and purpose of the plan, to outline the content of the plan, to identify the modality and format of the plan, and to assign a set of action items required for executing the plan.
Each business plan, whether large or small, will consider and may communicate the following:
- Declaration of vision
- Strategy
- Marketing
- Finance
- Operations
- Human resources
- Legal issues
Often Business Plans are structured for Start-Up Ventures and include:
- Cover page and table of contents
- Executive summary
- Business description
- Business environment analysis
- Industry background
- Competitor analysis
- Market analysis
- Marketing plan
- Operations plan
- Management summary
- Financial plan
- Attachments and milestones
Tactical Level
We provide insight and tools to work through the development process, facilitate the business plan formalization and to generate a set of measurements and accountability to insure management and oversight during plan execution.
We work with Executives to review the new business plan and each department’s roles and responsibilities. We gauge internal capabilities and assess any immediate concerns.
Operational Level
The best business plans will outline and involve every single aspect of the business … from marketing and sales to operations and human resources. The M David Katz Company often works with personnel to ensure the business plan is being accurately executed throughout the entire organization.