Strategic planning is imperative to lead organizational growth. However, due to resource constraints it’s often overlooked in many middle market companies. O’Keefe provides the additional resources needed to bridge the gap. We have the experience and business acumen to establish initiatives and design tactics that align client resources and ensure a strategic plan’s success. We provide clarity and direction to achieve a more sustainable and profitable organization.

Beginning with an understanding of our client’s future vision, goals and core competencies, we proceed with a collaborative evaluation and analysis including:

• Relative markets
• Relative positioning
• Industry trends
• Technological changes
• Regulatory environments
• Financial performance trends