Soren McAdam Services - cropped image of person's hands working with financial charts and a laptop

Business Planning

Many companies regularly work on plans to grow sales, increase visibility and attract new customers. However, a much smaller number understand the value of investing in business planning, which can help identify goals, establish benchmarks and remove internal roadblocks to success.

At Soren McAdam, our team starts every business planning engagement by exploring key concerns with senior leaders. This helps us target internal reviews in specific areas, such as production capacity, cash flow, HR policies, IT systems, estate and succession planning or contingency planning. When our reviews are complete, we deliver specific, actionable recommendations that can immediately improve business performance. Once planning tools are in place, we also provide benchmarking services that help ensure the company stays on track for years to come.   

Related Services  

Contact Us

If you’re ready to work with an accounting partner who knows your name as well as your industry, contact Roger Wadell at 909-798-2222. Our client-focused team will help you plan for long-term challenges, while still reaping the immediate benefits of a more focused and nimble company.