CHILDS Advisory Partners is a boutique investment bank that works with small and mid-sized businesses in the Southeast and beyond.

Challenges

The CHILDS management team wanted to develop a shared view of the future vision for the firm growth

• Had developed strategic plans, typically driven by Managing Director
• Wanted to get all of firm management team involved, aligned and motivated to drive performance

Approach

Conducted facilitated sessions with management team to develop key plan components including:

• Current Situation Assessment
• Strategic 5-Year Vision
• 3 Year Goals
• “Go To” Sector Road Map
• Strategic Initiatives
• Implementation Plan

Results