Running a business can be complicated. Often, day to day operations leave little time for long-term strategy. At Forvis Mazars, our strategic business planning team provides the support you need to achieve your goals.

Giving you confidence in your priorities, decisions, and the future of your business

To create a winning strategy, start by identifying opportunities to improve growth, sustainability and profitability. With decades of experience to draw on, our diverse team understands that the path to success is never easy. You will have a dedicated business strategy advisor who will take the time to understand the ins and outs of your company, and identify each of your specific needs.

We work with a wide range of companies, including start-up, high growth, well-established and family-owned businesses across all sectors, including manufacturing, retail, services and distribution. No matter the size or type of business, our objective is always the same: to provide the advice and services needed to help your company run effectively and efficiently. 

At all times, our focus is on providing advice and guidance that suits your business, challenges, and context.

Strategic business planning

We work with you to identify key breakthrough goals to focus on, either to bridge gaps and improve performance, or accelerate opportunity. 

Our proven methodology guides you through each of the key phases of building a strategy. We begin by assessing the current state of your business to identify the main performance and operational gaps across all core business functions and benchmark financial performance against sector leaders. The next phase maps your business activity against the potential opportunities in your sector to develop a clear sense of direction. The detailed plans that sit behind these goals help you take all the actions needed to execute your business strategy and monitor outcomes.


We work together with your management and shareholder team using our proprietary business diagnostic and benchmarking platform, Optimize, to develop a goal oriented and tangible action plan to drive results. We will provide you with the actions necessary to sharpen your focus on the long-term business agenda.

Our Reshape crisis recovery program

With the Covid-19 pandemic expected to pose a threat for the next 12 to 18 months, our Reshape program has been designed to help your company navigate the crisis and secure its future. 

The outcome is a detailed business plan that has a clear view over a two to three-year time horizon that offers forecasts across profit and loss, balance sheets and cash flow, and enables businesses to make informed decisions on the way forward through the crisis.

If you are seeking to put in place an actionable business plan, improve performance or boost profitability, contact us and a member of the team will be in touch to discuss further.

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