Strategic Planning

iStock_000015652766XSmall-300x213The increasingly complex factors of competition in today’s economy have dramatic effects on the way organizations are structured and developed. Organizations that do not plan lose their ability to cope with change and that factor alone is often the determining factor in their continued success. Banks & Associates can analyze the development needs of your company and help you meet the challenges of today’s dynamic marketplace.

Annual Business Planning

This service is designed to help clients develop a planning process and a written business plan to direct their efforts or operations for a period of one year. Business planning is a key management tool to help an organization identify its future direction and how it intends to reach its objectives and goals.

Strategic Profit Planning

Because of our accounting background, we help clients look forward to the future, rather than just analyzing historical data. We are committed to helping our clients become even
iStock_000010273150XSmall-300x300more profitable. Through workshops, interviews, and a complete assessment, we help your company identify opportunities to enhance your bottom line. By selecting the team of experts that have direct experience with your circumstances, we can offer you a complete solution.

Strategic Business Planning

Whether your company is a startup or a mature competitor dominating your market, the identification of key competitors, marketplace characteristics, key result areas, performance standards, cash flow forecasts, and capital needs is an absolute must in today’s business environment.

Services include:

  • Mission and Vision Definition
  • Competitive Position
  • Future Opportunities and New Directions
  • Strengths and Weaknesses of the Management Team
  • Organizational Needs Assessment

Family-Owned and Closely-Held Business CounselingiStock_000010567995XSmall-300x199

Small businesses drive the heart of the US economy. Ninety-five percent of all U.S. businesses are family-owned and operated, but 70% of all family businesses fail to make the transition from first to second generation. We assist with:

  • Succession planning
  • Organizational structure
  • Competence issues
  • Communications
  • Strategic direction
  • Human resource planning

Branding & Messaging Consulting

Formally assessing your brand and company messaging gives you a broader overview of your company’s performance and positioning.

A brand audit is a detailed analysis that identifies, through research and metrics, how well your brand is performing compared stated objectives, and to then also check how successfully that performance positions you in the market.

The methodology employed can differ depending on industries and individual companies, but the audit process typically involves internal analysis of brand values and attributes, voice, culture, USP, product, etc. as well as an external assessment of logo, messaging, website, advertising,
social media, sponsorships, event displays, content marketing and more.

A brand audit will help you:

  • Establish the performance of your brand
  • Discover your strengths and weaknesses
  • Align your strategy more closely with the expectations of your customers

Understand your place in the market compared to the competition