Business Strategy & Planning

Bringing the market understanding, know-how, and market expertise to help improve performance, position your firm for real competitive advantage, and greater enterprise value.

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Gain a more complete understanding of how M&A is impacting the Retirement industry and the state of your business relative to the broader marketplace.

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Now is the time to mature your business.
Today's retirement and wealth landscape is increasingly changing as consolidation continues, affecting how your firm chooses to engage in the value chain and how you position for competitive advantage and future corporate growth.
We've codified our methodologies and hep clients improve performance from the start while positioning for success. Together we'll benchmark your firm using our market leading database, focus on differentiating capabilities in all aspects of the business, where to invest in your growth, take advantage of increasing digitization around participant engagement, and open the door to potential M&A opportunities.

Our Business Strategy Services include:

  • Corporate Strategy (Enterprise Strategies, Strategic Planning, Business Maturity)
  • Organic Growth
  • Participant Strategy (Technology, Process, Enterprise Value)
  • Pricing and Profitability (Pricing and Revenue, Customer Portfolio Optimization)
  • Enterprise Value Strategy (Value Drivers, SWOT, Build/Buy/Partner Approach)

What results can I expect?

  • Greater understanding of the shifting Retirement Industry Market Forces
  • Detailed SWOT Analysis
  • Side-by-side review of go-forward strategies
  • Go-forward business plan

Other services

All Services

Business Strategy & Planning

Bringing the market understanding, know-how, and market expertise to help improve performance, position your firm for real competitive advantage, and greater enterprise value.

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Valuations & Financial Benchmarking

Execute a full market valuation of your business, while providing data and insights around strengths, weaknesses, opportunities and threats.

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M&A Advisory

Representing your firm (Sell and Buy-Side) through sale, merger or acquisition.

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