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    Doctrines Define Destiny

    Posted by Greg Meredith on Jun 27, 2018 9:27:56 AM

    For purposes of strategy development & execution, I'm defining doctrines as what you believe to be true about your markets, your organization and your opportunities. These fundamental beliefs serve as the foundation of your organization. And more than anything else, your doctrines will define your organization's destiny. 

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    Topics: Insider, Strategic Planning, Takeaways, values, creative, brixey and meyer, Greg Meredith, Sales, Strategy, Business Advisory

    Leadercast 2018: My Personal Experience

    Posted by Miranda Hawk on May 17, 2018 1:41:10 PM

    Two weeks ago I had the privilege of spending a full day investing in myself. I learned from leaders across the globe who have paved the way before me and were willing to share their stories and lessons on how I can lead myself more effectively, so that I may lead others. Learning new perspectives and valuable tips for self-evaluation and growth fueled my fire.  

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    Topics: Insider, BUSINESS PLANNING STRATEGY, Strategic Planning, Accounting, cpa, dayton cpa, cincinnati cpa, Takeaways, culture, values, brixey and meyer, miranda hawk, ohio, Leader, Leadership Advisory, Marketing, Business Advisory, Leadercast

    Align Your Strategic Approach

    Posted by Greg Meredith on May 8, 2018 11:49:02 AM

    Deciding on your Strategic Approach -- pursuit of opportunistic or prescriptive strategies -- is an essential element of strategic planning.  

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    Topics: Insider, Strategic Planning, Takeaways, values, creative, brixey and meyer, Greg Meredith, Sales, Strategy, Business Advisory

    Strategic Planning #3: The Essential Foundation

    Posted by Greg Meredith on Mar 13, 2018 10:11:54 AM

    A professional golfer and his caddie study a golf course prior to the start of a tournament. They collect important information in order to make better decisions and to prepare strategies for how they will play the course. In a similar way, a professional executive will proactively prepare for strategy formulation before making important strategy decisions. 

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    Topics: Insider, Strategic Planning, Takeaways, values, creative, brixey and meyer, Greg Meredith, Sales, Strategy, Business Advisory

    The Right (and Wrong) Way to do Strategic Planning

    Posted by Nicole Kelly on Nov 17, 2017 1:15:19 PM

     

    Strategic Planning: What does it really mean? 

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    Topics: Insider, Strategic Planning, Takeaways, values, creative, brixey and meyer, Greg Meredith, Sales, Strategy

    Why Phantom Stock Can Help You Retain And Recruit Key Employees

    Posted by Doug Meyer on Nov 10, 2017 9:02:21 AM

    How do I generate ownership mentality while not giving up equity in my company?

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    Topics: Strategic Planning, Succession Planning, Takeaways, Retain, Stock, Recruiting, Key Employees

    What One Quality Makes Your Business Standout?

    Posted by Scott Kenney on Apr 24, 2017 9:37:00 AM

    “The customer rarely buys what the business thinks it sells him.”

    - Peter Drucker

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    Topics: Strategic Planning, cpa, dayton cpa, cincinnati cpa

    10 Steps To Consider When Evaluating Your Succession Plan

    Posted by Doug Meyer on Jan 20, 2017 8:03:00 AM

    It’s never too early to start your process for Succession Planning. Mapping out both your personal and professional goals, as a business owner, is critical to long-term success.

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    Topics: BUSINESS PLANNING STRATEGY, Strategic Planning, Tax Planning, Succession Planning, acquisition

    Acquisition of Lee Knose & Company

    Posted by Anna Clarke on Oct 1, 2015 8:00:00 AM

     
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    Topics: Strategic Planning, acquisition, cpa, dayton cpa, cincinnati cpa

    Can technology alone fix a broken process?

    Posted by Scott Kenney on Apr 10, 2015 10:30:00 AM

    “The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency.” -Bill Gates

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    Topics: Strategic Planning

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