Strategic Planning

The Zweig Group can help you figure out where to take your firm, and exactly how to get there. Our consulting team works directly with company leadership, guiding the firm toward defining and achieving its important business objectives.

We start with a detailed assessment of your firm gained from a thorough and proven process that gives you confidence we know you, your people and the market conditions that you are operating in. We compare your operations—inside and out—to our comprehensive data set of industry benchmarks and best practices. Armed with this current assessment, our consultants work with your leadership to craft a rich and compelling plan for the company’s future, including vision, mission, goals, strategies and actions for execution.

Areas of expertise include:

  • Revenue and profit growth plans
  • New market and geographic area expansion plans
  • Comprehensive management assessment and operations audits
  • Client research and client perception surveys
  • Financial and operations benchmarking analysis
  • Strategic business plan development and planning meeting facilitation
  • Shareholder value assessment
  • Business development training and management systems design
  • Executive coaching and leadership development
  • Corporate governance and organization structure development
  • Market research and analysis
  • Client perception surveys and client feedback analysis
  • Confidential employee surveys and ‘Best Firm’ industry benchmarking
  • M&A searches, facilitation, and due diligence

Our Strategic Planning Team:

Mark Zweig 
Chad Clinehens
Jamie Claire Kiser
Ted Maziejka
Bill Murphey