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Strategy development


Opportunity and risk analysis

See the whole picture.

You need to know where you are before you can know where you’re going. And it’s easier to plot your course when you have a clear understanding of the lay of the land. Opportunity and risk analysis starts with a deep dive into your business and the environment in which it operates.

This process is designed to pinpoint your business strengths and potential, and look at them alongside the outside forces that will inevitably influence future growth. This allows us to uncover profitable complementary services and address any issues or risk that could get in the way of success on your terms.

We’ll work together to identify your sustainable business advantages; helping you grow with confidence, attract and retain profitable customers, and protect your business from unforeseen troubles. It’s a rigorous process, but I’ll be alongside the whole time with a proven methodology that will illuminate your business situation.

If you’re ready to fully understand what’s ahead for your business, let’s talk!


Cashflow and profitability forecasting

Get a handle on the money part of the equation.

You went into business to satisfy a consumer need. You keep doing what you do because it‘s a personal passion. But at the end of the day, you can only stay in business as long as the money part of the equation works.

Plenty of business people assume all is well as long as the cash register or the phone continues to ring. But they’re often not looking at the entire equation.

I’ll work with you on a cashflow analysis that can help identify potential issues – whether current or future. Your 3-year profitability analysis will include realistic projections, fixed costs, and pricing models, helping you make realistic plans for future success.

If it’s time for you to face the reality of your financial picture, you don’t have to do it alone. I can help!


Strategic business planning

Planning that works for you.

If your business plan is a dusty historical tome, it’s time to rethink. Many businesses produce a plan to kick off their new venture, then promptly relegate it to a back shelf. Successful entrepreneurs aren’t stuck with a stale plan – that’s because they believe in planning

Planning is an ongoing process. With my in-depth approach, we’ll define your mid- and long-term goals, then chart a path to your future vision of success. Yes, you’ll have a document, but it’s a living document that helps you measure and adjust your progress along the way. 

With my efficient formula you may see the landscape clearly for the first time. The benefits are many: You’re now able to move fast, change with confidence, and provide unmatched value to your customers. You’ll also have a succinct way to energize employees and business partners with a shared vision.

If you’re ready to shred that dusty old business plan and truly engage in business planning, let’s get started!

Success Beyond Luck stands behind its work.

Unlike other consultants who charge by the hour, all of my engagements are fixed bids because achieving your objectives is my #1 goal. And, if you are not satisfied with my services at the completion of the engagement, I will happily refund your payment.

Typical engagements last 4 to 6 months. The cost is primarily influenced by the complexity of your business and the scope of the engagement.


Not sure what services are right for you? 

Schedule a complimentary strategy analysis!