Advisory & Growth / Strategic Planning

Strategic planning turns direction into action

A strong strategic plan does more than outline goals — it helps leaders make better decisions, align priorities, and position the business for sustainable growth. We work with leadership teams to create practical, actionable plans that strengthen focus, uncover opportunities, address risk, improve performance, and support long-term value creation.

A disciplined process that aligns leadership and drives execution

We partner with your leadership team to develop a strategic plan grounded in your organization’s priorities, opportunities, and long-term vision. Through a structured and collaborative process, we help create alignment, strengthen decision-making, and establish meaningful goals with clear accountability. 

Our milestone-based approach, combined with ongoing guidance and implementation support, helps turn strategy into measurable progress and sustained results.

Our process helps your organization:

Is your business ready for strategic planning?

Strategic Growth Plan Readiness Assessment

Strategic planning works best when the right foundations are in place. This assessment helps business owners evaluate readiness across key areas, from financial visibility and leadership alignment to execution discipline and market awareness. Use your results to identify where to focus first.

"They do so much now above and beyond what I would think an accounting firm would do."

Toby Chrostowski — President

Jottan (Commercial Roofing)

What businesses ask about strategic planning

What is strategic planning and why do we need it?
Strategic planning is the process of defining where your organization is going, how it will get there, and how you will measure success along the way. If your team is pulling in different directions, growth has stalled, or you are preparing for a major transition, a structured strategic plan creates the alignment and clarity to move forward with confidence.

The initial planning process typically spans several weeks to a few months, depending on the size and complexity of your organization. Implementation and ongoing accountability check-ins continue beyond the initial engagement. We work at the pace that makes sense for your business.

Our consulting team works closely with your leadership team and key stakeholders throughout the engagement. An hfco Alliance Partner with experience building, leading, and growing businesses facilitates the strategic planning process, guiding discussions, asking the right questions, and helping your team think through priorities, opportunities, and challenges. Together, we establish strategic goals, define priorities, develop timelines and accountability, and create meaningful measures of success that support execution and long term growth.

Some of the most meaningful strategic planning work occurs in family-owned businesses, small- to mid-sized privately held companies, and nonprofits experiencing growth, transition, or change. Strategic planning is especially powerful in organizations where leadership clarity and alignment directly influence day-to-day decisions, performance, and long-term outcomes.
Our strategic planning process focuses on helping owners and leadership teams clarify what truly matters, then translate that clarity into practical priorities that guide day-to-day decisions. Rather than delivering a static document, we co-create a living roadmap that connects strategy to execution, helping your organization stay focused, adaptable, and accountable as conditions change. A key difference in our approach is that we build the plan with you, not for you, and we stay engaged through implementation to support execution, reinforce accountability, and help your team adjust course when needed.
Yes, your initial consultation is complimentary.

Meet your strategic planning advisors

Whether you are preparing for growth, navigating a leadership transition, or aligning your organization around a long term vision, our consulting team works directly with your leadership group to build practical, forward thinking strategies tailored to your business.

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Hal Levenson

Partner & Chief Growth Officer
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Beth Renga

Director of Consulting Services

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