About Us

Strategies, a leader in business planning and advisory services for more than 30 years, is a consulting firm of trusted advisers who help entrepreneurs, partnerships and family businesses develop their visions, realize their goals and control their futures. Strategies’ portfolio of services includes:

  • Diagnostic and Assessment
  • Strategic Planning
  • Advisory Board Development and Management
  • Organizational Effectiveness
  • Advisor to Founder, Entrepreneur and Executive Management
  • Communication and Conflict Management
  • Succession and Exit Planning

Strategies’ approach is objective, direct, hands-on and customized to your needs as an owner. Whether you are facing the predictable challenges that occur in the various stages of your corporate lifecycle or the unpredictable challenges presented by external forces, Strategies is by your side every step of the way.

Strategies’ role is to counsel and help guide your company through all crucial stages of the business life cycle. The success of your business can be bolstered by clear direction and planning, purposeful and trusted advisers, a clearer understanding of your organization’s effectiveness, and an understanding of how your business can enable you to reach your business goals and personal/family goals.

Our team’s experience covers multiple disciplines that matter and impact the ownership, management and personal relationships affecting your privately owned business. Our interdisciplinary approach spans five professions–medicine, behavioral science, management science, law and finance. Collectively, Strategies has a solid knowledge of all these disciplines, which we believe is essential to successful business planning and advising. Practically, our consultants have led major organizations and departments, implemented successful management and training programs, chaired boards, implemented projects and set accountability measures, met payrolls and built businesses.