Business Planning
An effective business planning process gets to the heart and soul of your business. Together we’ll review your past performance and clarify your future direction.
Business Planning is a great starting point.
Three steps to a clear plan
This session will require you to take time out from day to day activities in the business to focus on the business.
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1
Pre-work
Upon completion of ‘pre-work’ we’ll have a greater understanding of your vision and core values.
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2
Four hour planning session
Together we’ll review your past performance and clarify your future direction. You’ll set solid and realistic business goals and define strategies for achieving them.
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3
One page Business Plan
At the end of the session your easy to understand one page Business Plan will act as a guide for you (and your team) to successfully implement your desired changes.
It will ensure your business is on course for success.
Our Business Planning service eliminates a factor that is all too common in business – PROCRASTINATION.
Our Business Development offerings are practical and tangible services that help to create long term value.
- Provides a platform to develop Financial Forecasts
- Identify critical challenges and opportunities in your business and the actions required to resolve or maximise them
- Review actual performance against targets
- Establish a 90 day action plan to address immediate and critical issues
- Set solid and realistic business goals and define strategies for achieving them
Any time is a good time to complete a Business Plan.
Starting out
Business Planning is crucial if you’re considering a new business venture.
Already in business
We’ll enable you to review actual performance against targets and establish a 90 day action plan to address immediate and critical issues.
Here’s what our clients have said about us
“Many years ago I spoke with an ADA, who advised me to stay as an employee. But after talking to the people at Humphries Associates, I decided to venture out on my own, and I now own several companies with revenues over $10m and over 50 employees.”
“They were always there to assist me and my businesses when it was tough, and I’ve been able to set up a couple of different businesses with their help. It’s hard to name all of the things that they’ve done because there have been so many.”
“They’ve provided my business with an all-round, holistic service that meets our needs. They’ve become an integral part of the team at Waitiri Creek Wines thanks to their ready knowledge and helpfulness.”
“The team at Humphries Associates has been helping me with my various businesses and personal accounting activities for about 20 years now and that really says something. I’ve enjoyed the relationship and the easy banter.”
Michael Humphries
Today, Michael’s primary role is to do coaching and consulting work. Seeing clients achieve great results in their businesses and personal lives is definitely what drives Michael, and he gives his clients the professional tools that they need to grow and become more profitable.
Meet the team ›Common questions
What is the ‘pre-work’?
Upon completion of ‘pre-work’ we’ll have a greater understanding of your vision and core values in order to facilitate a four hour planning session to help you create a clear and concise Business Plan.
How much time does it take?
This session will require you to take time out from day to day activities in the business to focus on the business.
What do I get at the end?
At the end of the session your easy to understand one page Business Plan will act as a guide for you (and your team) to successfully implement your desired changes.
When should I do a Business Plan?
Any time is a good time to complete a Business Plan. Business Planning is crucial if you’re considering a new business venture.
Ready to create your Business Plan?
You can start by getting in touch using the “Contact Us” or “Talk to An Expert” form. From there, we’ll schedule an initial consultation to explore your needs and determine a path forward.
Thanks — we’ve got it.
One of our advisers will be in touch shortly.