Strategic Planning

Firms with strategic plans are 12% more profitable.
We get your team thinking strategically.

Our Approach

Our purpose is to elevate the industry through driving purpose and performance for your organization. A partnership with Zweig Group means you benefit from our cumulative efforts over the last 35 years. Our team is more than facilitators, we are designers. Our advisors work directly with you to define and then achieve your vision, mission, values, and critical goals and objectives.

We collect extensive amounts of data, perform in-depth research, and take the time to build a relationship with your firm based on knowledge. Our partnership allows us to compare your operations to our comprehensive data set of industry benchmarks and best practices to give you the confidence needed to succeed.

Zweig Group delivers a customized, unique, and differentiated experience utilizing our expertise to follow successful and proven structures that allow you to meet your goals while respecting each individual firm's specific culture, history, and values. We deliver a real plan, with real goals, real action items, and real accountability.

An essential and primary investment, strategy development aligns your team around a just cause and provides a roadmap that everyone can follow.

Work With Us

Let us help you create and implement a plan for success.

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Our Strategic Planning Services

Strategy implementation & accountability services

Designing a brilliant strategy is just the first step and is worthless if it isn’t implemented. Execution of strategy is often the most difficult for firms. Let our team become an extension of yours with our proprietary tools and resources that help hold everyone accountable and drive results.

Strategic business plan development & meeting facilitation

Successful outcomes, purpose, and performance is what drives us. Allow our perspective, expertise, experience, and disciplined approach work for you. We are available to help facilitate and optimize the outcome of your planning sessions or retreats. This allows you to focus on what you do best.

Revenue & profit growth plans

Increased resources allow for opportunity. Opportunity for the best people, the best clients, the best projects and the best experiences. Our team will help you design a roadmap to increased revenue and profitability.

Comprehensive management assessment & operations audits

Business intelligence allows for more efficient decision making. Our team will conduct a multi-variable analysis of the state of your firm so you can understand how you stack up against the rest of the industry.

New market & geographic expansion plans

Diversification or specialization? How do you best capture value and expand market share? Expansion comes with risk and having someone that can help you mitigate that through market research and experience are keys to success.

Corporate governance & organizational structure development

Do you have a structure that allows you to meet your goals and scale your organization? What does your current structure communicate and what challenges does it present? Our team of experts can help you implement the right structure and governance to meet your objectives.

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