Business advisory

A defined course of action can lead to success.

Every business or organization needs a clear sense of purpose, a commitment to its mission, and a defined course of action which can lead to success. To achieve this, most successful organizations rely on strategic planning. A strategic plan allows an organization to look to the future and chart its course. Strategic planning bridges the gap from where an organization is to where it wants to be. In the planning process, organizational personnel decide in advance what to do, how to do it, when to do it, and who is to do it.

The strategic planning process requires structured analysis of where the organization is today and creative thinking about where it will be tomorrow, and how it will get there.

Perhaps most importantly, strategic planning is a vehicle that brings team members together toward a shared vision and direction.

Davie Kaplan Chapman & Braverman, P.C. provides planning, consultation, and facilitation to a variety of organizations, including businesses and not-for-profit organizations. Typically, there is a lead facilitator/consultant responsible for the planning process. In addition, as necessary, other Davie Kaplan Chapman & Braverman, P.C. staff will provide support services such as conducting research, analyzing financial and other data and providing other assistance as necessary.

The role of the facilitator includes:

• Providing a strategic planning framework
• Providing guidance in the analysis of the company and development of the plan
• Facilitation skills in assuring a productive planning process in which all members of the planning team participate and effectively contribute to the process

Some of the advantages of utilizing Davie Kaplan Chapman & Braverman, P.C. for your planning include:

• Experienced planners
• Local firm with knowledge of community and industry
• Comprehensive resources within the firm to assist as needed: research, surveys, financial analysis and other ongoing assistance
• Customized approach to strategic planning to meet the specific needs of the organization

Davie Kaplan Chapman & Braverman, P.C. provides services that reach beyond the traditional compliance services generally associated with CPA's. We work closely with business owners to assist them in their strategy to achieve their near and long term goals. Because we have serviced the public for over seven decades, we have amassed considerable experience and a diversity of knowledge in a wide variety of industries. Our capabilities include:

• Strategic business planning
• Financial projections
• Cash flow and financing forecasts
• Retirement "exit" strategy and estate planning
• Mergers and acquisitions
• Business valuations
• Profitability assessments
• Litigation consulting and expert witness testimony
• Buy-sell agreements
• Lease negotiations
• Succession planning

For more information, contact Patrick R. George.