--- title: Brixey & Meyer Blog | Strategic Planning (5) description: Strategic Planning | Insights about accounting, taxes, retirement planning, audit & assurance services, businesses, valuation services and more. (5) --- [![Brixey Meyer](https://blog.brixeyandmeyer.com/hs-fs/hubfs/raw_assets/public/Brixey_and_Meyer_January2023/images/Brixey-white.png?width=3092&height=1080&name=Brixey-white.png "Brixey Meyer")](https://www.brixeyandmeyer.com/) - [Home](https://www.brixeyandmeyer.com/) - [Our Services](https://brixeyandmeyer.com/#headline-143-59) - [Audit & Assurance](https://www.brixeyandmeyer.com/audit-and-assurance) - [CFO Services](https://www.brixeyandmeyer.com/cfo-services) - [Cyber Risk Management](https://www.brixeyandmeyer.com/cyber-sure) - [Environmental, Social & Governance](https://www.brixeyandmeyer.com/environmental-social-governance-services-esg) - [Human Resources](https://www.brixeyandmeyer.com/human-resources) - [Operations, Technology & Strategy](https://www.brixeyandmeyer.com/operations-technology-strategy) - [Retirement Plan Administration](https://www.brixeyandmeyer.com/retirement-plan-administration) - [State & Local Tax](https://www.brixeyandmeyer.com/state-local-tax) - [Tax Compliance & Consulting](https://www.brixeyandmeyer.com/tax-compliance-and-consulting) - [Transaction Advisory](https://www.brixeyandmeyer.com/transaction-advisory-services) - [Valuation](https://www.brixeyandmeyer.com/valuation-services) - [Insights](https://blog.brixeyandmeyer.com/) - [About](https://brixeyandmeyer.com/?page_id=206) - [About B&M](https://www.brixeyandmeyer.com/about-bm) - [Our Team](https://www.brixeyandmeyer.com/our-team) - [Join Our Team](https://www.brixeyandmeyer.com/join-our-team) - [Contact](https://www.brixeyandmeyer.com/contact) - [Get Started](https://www.brixeyandmeyer.com/get-started) - [Client Portal](https://www.clientaxcess.com/#/login) - [Make a Payment](https://secure.cpacharge.com/pages/brixeyandmeyer/payments) - [Home](https://www.brixeyandmeyer.com/) - [Our Services](https://brixeyandmeyer.com/#headline-143-59) - [Audit & Assurance](https://www.brixeyandmeyer.com/audit-and-assurance) - [CFO Services](https://www.brixeyandmeyer.com/cfo-services) - [Cyber Risk Management](https://www.brixeyandmeyer.com/cyber-sure) - [Environmental, Social & Governance](https://www.brixeyandmeyer.com/environmental-social-governance-services-esg) - [Human Resources](https://www.brixeyandmeyer.com/human-resources) - [Operations, Technology & Strategy](https://www.brixeyandmeyer.com/operations-technology-strategy) - [Retirement Plan Administration](https://www.brixeyandmeyer.com/retirement-plan-administration) - [State & Local Tax](https://www.brixeyandmeyer.com/state-local-tax) - [Tax Compliance & Consulting](https://www.brixeyandmeyer.com/tax-compliance-and-consulting) - [Transaction Advisory](https://www.brixeyandmeyer.com/transaction-advisory-services) - [Valuation](https://www.brixeyandmeyer.com/valuation-services) - [Insights](https://blog.brixeyandmeyer.com/) - [About](https://brixeyandmeyer.com/?page_id=206) - [About B&M](https://www.brixeyandmeyer.com/about-bm) - [Our Team](https://www.brixeyandmeyer.com/our-team) - [Join Our Team](https://www.brixeyandmeyer.com/join-our-team) - [Contact](https://www.brixeyandmeyer.com/contact) - [Get Started](https://www.brixeyandmeyer.com/get-started) # Brixey & Meyer Blog Posts about # Strategic Planning (5) [Insider](https://blog.brixeyandmeyer.com/topic/insider), [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning), [Takeaways](https://blog.brixeyandmeyer.com/topic/takeaways), [values](https://blog.brixeyandmeyer.com/topic/values), [creative](https://blog.brixeyandmeyer.com/topic/creative), [brixey and meyer](https://blog.brixeyandmeyer.com/topic/brixey-and-meyer), [Greg Meredith](https://blog.brixeyandmeyer.com/topic/greg-meredith), [Sales](https://blog.brixeyandmeyer.com/topic/sales), [Strategy](https://blog.brixeyandmeyer.com/topic/strategy) ## [The Right (and Wrong) Way to do Strategic Planning](https://blog.brixeyandmeyer.com/the-right-way-to-do-strategic-planning) Strategic Planning: What does it really mean? [Read More](https://blog.brixeyandmeyer.com/the-right-way-to-do-strategic-planning) [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning), [Succession Planning](https://blog.brixeyandmeyer.com/topic/succession-planning), [Takeaways](https://blog.brixeyandmeyer.com/topic/takeaways), [Retain](https://blog.brixeyandmeyer.com/topic/retain), [Stock](https://blog.brixeyandmeyer.com/topic/stock), [Recruiting](https://blog.brixeyandmeyer.com/topic/recruiting), [Key Employees](https://blog.brixeyandmeyer.com/topic/key-employees) ## [Why Phantom Stock Can Help You Retain And Recruit Key Employees](https://blog.brixeyandmeyer.com/why-phantom-stock-can-help-you-retain-and-recruit-key-employees) Edited on Feb 19, 2020 How do I generate ownership mentality while not giving up equity in my... 3 minute read [Read More](https://blog.brixeyandmeyer.com/why-phantom-stock-can-help-you-retain-and-recruit-key-employees) [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning), [cpa](https://blog.brixeyandmeyer.com/topic/cpa), [dayton cpa](https://blog.brixeyandmeyer.com/topic/dayton-cpa), [cincinnati cpa](https://blog.brixeyandmeyer.com/topic/cincinnati-cpa) ## [What One Quality Makes Your Business Standout?](https://blog.brixeyandmeyer.com/what-one-quality-makes-your-business-standout) “The customer rarely buys what the business thinks it sells him.” - Peter Drucker [Read More](https://blog.brixeyandmeyer.com/what-one-quality-makes-your-business-standout) [BUSINESS PLANNING STRATEGY](https://blog.brixeyandmeyer.com/topic/business-planning-strategy), [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning), [Tax Planning](https://blog.brixeyandmeyer.com/topic/tax-planning), [Succession Planning](https://blog.brixeyandmeyer.com/topic/succession-planning), [acquisition](https://blog.brixeyandmeyer.com/topic/acquisition) ## [10 Steps To Consider When Evaluating Your Succession Plan](https://blog.brixeyandmeyer.com/10-steps-to-consider-when-evaluating-your-succession-plan) It’s never too early to start your process for Succession Planning. Mapping out both your personal... 3 minute read [Read More](https://blog.brixeyandmeyer.com/10-steps-to-consider-when-evaluating-your-succession-plan) [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning), [acquisition](https://blog.brixeyandmeyer.com/topic/acquisition), [cpa](https://blog.brixeyandmeyer.com/topic/cpa), [dayton cpa](https://blog.brixeyandmeyer.com/topic/dayton-cpa), [cincinnati cpa](https://blog.brixeyandmeyer.com/topic/cincinnati-cpa) ## [Acquisition of Lee Knose & Company](https://blog.brixeyandmeyer.com/acquisition-of-lee-knose-company) 1 minute read [Read More](https://blog.brixeyandmeyer.com/acquisition-of-lee-knose-company) [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning) ## [Can technology alone fix a broken process?](https://blog.brixeyandmeyer.com/can-technology-alone-fix-a-broken-process) “The first rule of any technology used in a business is that automation applied to an efficient... 1 minute read [Read More](https://blog.brixeyandmeyer.com/can-technology-alone-fix-a-broken-process) [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning) ## [Focus - Even when it hurts...](https://blog.brixeyandmeyer.com/focus-even-when-it-hurts) I often write about the need for focus in strategic planning. Experience has shown me that while... 1 minute read [Read More](https://blog.brixeyandmeyer.com/focus-even-when-it-hurts) [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning) ## [What is the cost of change?](https://blog.brixeyandmeyer.com/what-is-the-cost-of-change) “Willingness to change is a strength, even if it means plunging part of the company into total... 1 minute read [Read More](https://blog.brixeyandmeyer.com/what-is-the-cost-of-change) [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning) ## [Focus - One way we can all be like Steve Jobs](https://blog.brixeyandmeyer.com/focus-one-way-we-can-all-be-like-steve-jobs) It is far easier for executives to make small bets on a variety of opportunities than it is to... 1 minute read [Read More](https://blog.brixeyandmeyer.com/focus-one-way-we-can-all-be-like-steve-jobs) [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning) ## [FOCUS: Keeping your options open is expensive](https://blog.brixeyandmeyer.com/focus2) Keeping your options open comes at a cost. Few executives take the time to understand these costs,... 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