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Strategic Analysis Best Practice 9 – Comparing Organizational Goals to Resource Assignments

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Want to know what the organization is focused on; what it values? Simply follow the money.

The purpose of every organization is to maximize value creation as defined by its mission goals. To do so, executives and managers must employ the organization’s resources such that they are focused on the activities most directly supporting achievement of the organization’s mission goals. One method of assessing the degree of goal focus is to evaluate the alignment between organizational goals and resource assignment.

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Additional Resources

The following StrategyDriven recommended best practices are designed to help quantify an organization’s mission goals in terms of value and importance as well as creating consistency in the derivation of quantifiable goal values:

Learn How to Exit Your Business and Achieve Your Business and Financial Goals during a One Hour Webinar with John Leonetti

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Many small and midsized business owners find the majority of their wealth and income is tied to their illiquid, privately-held business and that the business itself is highly dependent upon their individual efforts for its continued success. These owners built their successful businesses with a plan and now need a new plan to ensure they reap the benefits of their hard work. Whether launching a new business or preparing to transition away from an existing enterprise, business owners need an exit strategy plan to ensure they achieve their ultimate business and personal goals.

In December, we were privileged to host John Leonetti, author of Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and Their Advisors and Managing Director of Pinnacle Equity Solutions, in a two-part interview series on the StrategyDriven Podcast. During our interview, John shared his insights on what exit planning is, the five exit options, identification of the best exit option given the business owner’s personal and financial readiness and goals, and the impact of taxes on exit option selection.

And now John is offering a complimentary online webinar where participants will learn more about how to implement these strategies and will be an opportunity to ask specific questions on exit planning.

Webinar Details

This webinar is open to the public and complimentary.

Topic:
Exit Strategy Planning

Date:
Friday, January 23, 2009

Time:
2:00 pm Eastern / 1:00 pm Central / 12:00 pm Mountain / 11:00 am Pacific

Pre-Registration:
www.exitstrategytraining.com/webinar

Additional Resource

Find out more about Exiting Your Business, Protecting Your Wealth by listening to the two-part StrategyDriven Podcast interview series:

Additional Information

Complimenting the tremendous insights John shares in Exiting Your Business, Protecting Your Wealth and this special edition podcast are the additional resources accessible from his website (www.ExitingYourBusiness.com). John’s book, Exiting Your Business, Protecting Your Wealth, can be purchased by clicking here.

John Leonetti, author of Exiting Your Business, Protecting Your Wealth, is the owner of Pinnacle Equity Solutions, an exit strategies firm specializing in exit strategy design and execution services for advisors and their privately held business owner clients. He previously served as a Financial Advisor with Smith Barney and was an adjunct professor at Suffolk University where he taught Private Finance to MBA students as well as Certified Financial Planning courses to undergraduates. To read John’s full biography, click here.

StrategyDriven Podcast Special Edition 7b – An Interview with John Leonetti, author of Exiting Your Business, Protecting Your Wealth, part 2 of 2

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StrategyDriven Podcasts focus on the tools and techniques executives and managers can use to improve their organization’s alignment and accountability to ultimately achieve superior results. These podcasts elaborate on the best practice and warning flag posts on the StrategyDriven website.

Special Edition 7b – An Interview with John Leonetti, author of Exiting Your Business, Protecting Your Wealth, part 2 of 2 examines how exit planning helps business owners preserve their illiquid business wealth and achieve their post business ownership goals. During our discussion, John Leonetti, author of Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and Their Advisors and owner of Pinnacle Equity Solutions, shares with us his insights regarding:

  • benefits of employing a multidiscipline advisory team to support exit planning
  • the optimal time to begin exit planning
  • how often to review and update, if necessary, your business exit plan
  • key market trends to consider and monitor when executing an exit strategy

Additional Information

Complimenting the tremendous insights John shares in Exiting Your Business, Protecting Your Wealth and this special edition podcast are the additional resources accessible from his website (www.ExitingYourBusiness.com). John’s book, Exiting Your Business, Protecting Your Wealth, can be purchased by clicking here.

About the Author

John Leonetti, author of Exiting Your Business, Protecting Your Wealth, is the owner of Pinnacle Equity Solutions, an exit strategies firm specializing in exit strategy design and execution services for advisors and their privately held business owner clients. He previously served as a Financial Advisor with Smith Barney and was an adjunct professor at Suffolk University where he taught Private Finance to MBA students as well as Certified Financial Planning courses to undergraduates. To read John’s full biography, click here.

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StrategyDriven Podcast Special Edition 7a – An Interview with John Leonetti, author of Exiting Your Business, Protecting Your Wealth, part 1 of 2

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StrategyDriven Podcasts focus on the tools and techniques executives and managers can use to improve their organization’s alignment and accountability to ultimately achieve superior results. These podcasts elaborate on the best practice and warning flag posts on the StrategyDriven website.

Special Edition 7a – An Interview with John Leonetti, author of Exiting Your Business, Protecting Your Wealth, part 1 of 2 examines how exit planning helps business owners preserve their illiquid business wealth and achieve their post business ownership goals. During our discussion, John Leonetti, author of Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and Their Advisors and owner of Pinnacle Equity Solutions, shares with us his insights regarding:

  • what exit planning is
  • the five exit options
  • identification of the best exit option given the business owner’s personal and financial readiness and goals
  • the impact of taxes on exit option selection

Additional Information

Complimenting the tremendous insights John shares in Exiting Your Business, Protecting Your Wealth and this special edition podcast are the additional resources accessible from his website (www.ExitingYourBusiness.com). John’s book, Exiting Your Business, Protecting Your Wealth, can be purchased by clicking here.

About the Author

John Leonetti, author of Exiting Your Business, Protecting Your Wealth, is the owner of Pinnacle Equity Solutions, an exit strategies firm specializing in exit strategy design and execution services for advisors and their privately held business owner clients. He previously served as a Financial Advisor with Smith Barney and was an adjunct professor at Suffolk University where he taught Private Finance to MBA students as well as Certified Financial Planning courses to undergraduates. To read John’s full biography, click here.

Podcast: Play in new window | Download (47.6MB)

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Strategic Planning Best Practice 13 – The Use of Calendars

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All too often, strategic planning coordinators are frustrated by an inability to coordinate critical meetings such that all required individuals are able to attend. While strategic planning should be a high priority for all executives and senior managers, so are a great number of other tasks. To ensure the needed executives and managers are available, thereby making the most effective use of their time, it is important to schedule these critical meetings far in advance. By using strategic planning calendars, coordinators will have the prerequisite insight to schedule meetings far enough in advance to avoid conflict with other priority gatherings.

Hi there! Gain access to this article with a StrategyDriven Insights Library – Total Access subscription or buy access to the article itself.

Subscribe to the StrategyDriven Insights Library

Sign-up now for your StrategyDriven Insights Library – Total Access subscription for as low as $15 / month (paid annually).

Subscribe Now!

Not sure? Click here to learn more.

 Buy the Article

Don’t need a subscription? Buy access to Strategic Planning Best Practice 13 – The Use of Calendars for just $2!

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