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Strategic Planning & Retreat Facilitation

Realize Your Business Potential

Developing a strategic vision for your business is critical. Finding an objective third-party that can offer a fresh perspective can take your strategic planning to higher level of thinking and effectiveness. The team offers middle-market companies a strategic planning environment focused on your organization's performance. We take current and historical information to produce forecast planning assumptions based on aspects that are likely to occur in the future. This allows you to make plans for the future, and also plan for contingencies that may steer your company off its strategic course. By integrating financial planning with strategic planning, your company gains a road map that has the vision as well as the financial soundness to be realized.

As more companies recognize the importance of strategic planning, PKF Texas' team responds with structured and facilitated planning retreats. Our process ensures that your retreat stays focused on your desired objective and ensures critical issues are addressed while working to achieve consensus among participants. Our third-party objective viewpoint allows us to introduce new ideas and perspectives, challenge old ways of thinking and provide external information that may elevate the planning session. Retreats rarely provide meaningful results without proper documentation. By providing a proven process and tools that allow you to extract data from your session, we can turn your retreat information into a formalized action plan for you to follow when your team returns to work. 

Strategic Planning and Retreat Facilitation can help middle-market companies: 

  • Establish a viable strategic vision that expands as the company meets its objectives
  • Align strategic vision with financial planning
  • Strategically plan in a structured, objective environment
  • Translate strategic planning methodologies into real-world action

Service Leader



Byron Hebert, CPA, CTP Director, Entrepreneurial Advisory Services
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