Dan Charobee, MBA

The process of acquiring a new client appears to be simple, but the difficulty lies in the decisions that are made by the potential client. They are also made again at a different stage of the client experience. This presentation goes through the process, the pitfalls, the areas that if addressed can provide with long term clients and a successful organization or business.

Planning for the organization often happens as issues come up, fires are put out, or clients change preferences or make demands. Long term planning means digging into the timing and techniques of three planning stages, the Business Plan, a Strategic Plan, and the Business Valuation. Explore each critical aspect to developing a long range successful organization.