Strategic Planning
Strategic Long-Term Business Planning
Develop a clear vision, scalable growth strategies, and a roadmap for long-term success
Set your business on the path to sustainable growth
All successful businesses have a clear strategy, goals, and a plan for steady growth. Businesses without a strong strategy often face stagnation, misalignment of priorities, and ineffective resource allocation. They have difficulty focusing their actions towards objectives, and face inconsistent and reactive decision making and missed growth opportunities.

Strategic planning is more than simply compiling a set of high-level goals. It is about aligning the team around the company's vision for the future, creating a culture of data-informed decision-making within the organization and developing a list of actionable steps that can lead to measurable outcomes. A clear and thoughtful plan provides business leaders with focus, clarity and adaptability for the future and ultimately helps leaders navigate through changes in their industries while keeping their overall strategic vision intact. Companies that are led in a structured way through a strategic planning process are notably better prepared to respond effectively to market shifts, realize efficient and scalable growth, manage both upside risk and downside risk, and better positioned to capitalize on unforeseen opportunities.
A shared strategic plan allows firms to align all employees to a common vision for the future. The strategic plan also identifies key priorities, resource needs, and opportunities for growth. Companies with a shared vision can confidently follow their shared vision and gain sustainable success, competitive advantage, and financial stability.
Discover. Design. Drive.
Learn about our step-by-step approach to helping you achieve your goals.
We don’t believe in one-size-fits-all solutions. Every business is unique, which is why we take an intentional and tailored approach to help clients solve problems, gain clarity, and build lasting momentum. Whether your challenges are strategic or tactical in nature, we adapt our approach to fit your needs - we work collaboratively to create real, measurable outcomes. Our process is built around three key phases designed to bring structure, clarity, and results to your business—no matter the starting point.
Key elements of strategic long-term business planning
Vision Alignment & Goal Setting
A strong business strategy starts with a clear vision. We work with leadership teams to define long-term objectives and align company efforts with a shared mission.
Scalable Growth Strategies
Sustainable growth requires structured expansion planning. We help businesses identify opportunities, optimize resources, and implement strategies that support scalability.
Data-Driven Decision-Making
Strategic planning must be informed by data. We help organizations leverage data analyses, market trends, and performance metrics to make data-informed business decisions.
S.M.A.R.T. Tactical Development
Foundational Planning
The key to building any successful business is having a stable foundation. We look at our client’s current foundational structure through the S.M.A.R.T. BizVision™ process. This allows us to implement a solid foundation to prepare them to scale their business, meet their needs, and achieve their goals.
Process & Procedure Development
Developing processes and procedures is vital for building efficiencies within an organization. Ensuring the correct processes and procedures are implemented and documented helps ensure all team members are on the same page. IA Business Advisors can help develop these to assist your company in reaching its goals.
S.M.A.R.T. Succession Planning
Ownership & Transition
Planning succession to others can often be a sensitive and fragile topic, especially if there are multiple family members working in the business. IA Business Advisors’ S.M.A.R.T. BizVision™ process helps us objectively identify the best plan for company leaders to move forward with in order to continue the business’s success.
Post-Succession Support
When due diligence is not performed during the succession process, issues can arise, such as new leaders causing disruption to the current company culture. If you've already been through succession planning and are facing issues, we can help even after the succession is over.
S.M.A.R.T. Mergers & Acquisitions (M&A)
Business Brokerage & Valuation
IA Business Advisors don’t take a percentage at the closing table. Rather, we provide an agreement with “not to exceed” terms, and we only bill for the work we do up to and through the point of sale.
Due Diligence
As the most important aspect of any merger or acquisition, due diligence is performed through our S.M.A.R.T. BizVision™ process so we can have a thorough understanding of each individual business entity.
Change Management
Performing due diligence allows us to develop a successful change management plan to ensure that each team is prepared and the culture remains stable and positive through transition.
Our S.M.A.R.T. BizVision™ process
Step one in addressing Strategic Planning is our proprietary S.M.A.R.T. BizVision process. S.M.A.R.T. BizVision is a holistic, data-informed methodology that integrates people, processes, technology, and ideas to build a deep understanding of how your business operates and how its culture drives performance. Using the S.M.A.R.T. lens—Specific, Measurable, Achievable, Relevant, and Timely—we assess internal and external communications, team behaviors, and systemic strengths or conflicts to identify gaps and map opportunities for strategic improvement. This tailored evaluation produces a clear, 6-to-60 day/week/month strategy rooted in your company’s unique goals, defining what scalable growth means for you and outlining the precise tactics needed to get there. S.M.A.R.T. BizVision not only informs better decisions from top to bottom but also enables continuous, trusted advisory support as your business evolves.
What do our customers say about us?
Over the decades, we've helped countless companies, across numerous industries, achieve their goals.
Create a S.M.A.R.T. Strategic Plan
IA Business Advisors’ strategic planning services use the S.M.A.R.T. framework. Each strategic planning program is Specific to the organization with results that are Measurable and Achievable. The plan is Relevant to the company’s goals and the benefits are Timely. Our strategic planning services are not generic programs to create broad business plans. We deliver an actionable strategic plan designed specifically to help your business meet its goals.
Is Your Business Positioned for Long-Term Success?
Without a strong strategic plan, businesses operate reactively rather than proactively. If your organization lacks direction, growth strategies, or a structured roadmap for success, it’s time to build a plan that sets your business up for scalability and resilience. Let’s create a strategy that drives lasting success.
