Our strategic planning process helps you clearly determine where you want to go and what key actions you’ll take to get there. Whether you need a business expansion plan for growth or strategic planning for family business succession, it’s about prioritizing your resources and creating a clear path forward that your team can execute daily to drive measurable results. JACO Advisory Group helps middle market companies build strategies that work in the real world, not pretty presentations that sit on shelves.
Strategic Planning
Business Strategy Advisors for Middle Market, Privately-Held, and Family-Owned Companies
The Benefits of Strategic Planning for Middle Market Companies
As owner, CEO, or president, your top priority should be increasing company value. Whether through growth, competitive positioning, or industry consolidation, strategic planning helps you get there by:
Anticipating market changes instead of just reacting
Focusing limited resources on the highest-impact opportunities
Aligning your entire team around a common direction
Making decisions faster with a clear framework
Building sustainable competitive advantages
Why Choose JACO As Your
Strategic Planning Partner
Business Strategy Advisors Who Understand Your Challenges
Business Owner Perspective
Each of our senior-level team members has owned and operated businesses like yours, which means we create practical strategies that account for cash flow constraints, family dynamics, market shifts, and resource limitations.
Simplified Complexity
We distill complicated situations into clear, actionable plans, giving your team clarity on what to do and how to execute.
Honest Communication
As your strategic business plan advisor, we tell you what you need to hear, not what you want to hear, ensuring you address real issues before they become bigger problems.
True Partnership
We’re not transactional—we’re relational. Some clients need us to implement alongside them, others just need the strategy. We adapt to what works for you.
Comprehensive Expertise
While we’re known for helping companies through challenging periods, we also work with healthy, growing businesses that want to get ahead of market changes and maximize their potential.
How We Helped a $50M Manufacturer Focus on What Matters Most
When a $50M manufacturing company needed to prioritize growth opportunities after an acquisition, JACO helped them move from analysis paralysis to clear action. Through deep-dive segment assessments and strategic workshops, we helped our client narrow down numerous growth ideas to just four focused initiatives: two company-wide initiatives to integrate their acquired business and two targeted market expansions into adjacent segments. The result: quantified project charters with clear benefits, timelines, costs, and risks–plus a roadmap for improved asset utilization and growth from their operational core.
Our Approach:
Disciplined, Focused, Intentional
We don’t force every client through the same process. There’s no right way or wrong way to do strategic planning—only a way that works.
We meet you where you are in your business lifecycle and maturity, then use the right tools from our collection of experiences to help you succeed. Unlike many strategic planning consultants, we have a defined methodology with proven protocols and frameworks, but we tailor our approach to your unique situation and business needs.
It Starts With Understanding Your Industry and Strategic Position
JACO will collaborate with you using a variety of tools to help you understand your industry better than anyone else, so well that you can predict your competitors’ actions and pre-emptively take action to beat them to the punch.
Strategic positioning then answers two essential questions:
Where Will You Play?
Finding segments with growth potential where customers value what you uniquely provide and you can capitalize on trends before competitors.
How Will You Win?
Leveraging your unique capabilities through specialization, superior service, speed, reliability, or cost efficiency for an effective business expansion plan.
The best strategy in the world can’t overcome a declining industry, but in the right market with the right capabilities, small companies can outperform giants. We make sure you understand where your industry is headed so you can position accordingly.
