(1) Business Plans, (2) Marketing & Business Development Plans, (3) Business TurnAround Plans, and (4) Business Exit Plans — written Plans developed with a proprietary Creative Problem-Solving approach — are the deliverables from SW&A in Strategic Business Counsel.
(5) Strategic Advisory Counsel to Leaders is the ongoing process of strategic advice & counsel to organizational leadership.
Although a Generalist by background, with strong credentials in Marketing and Business Development, Sam Waltz has worked broadly across organizations, from leading and directing Research to Manufacturing liaison to Finance to Human Capital and Legal.
The breadth and depth of his nearly 40 years in business and not-for-profit leadership and management gives him the insights to help frame and define organizational and business issues, lead teams in diagnosing them and developing solutions and strategies, and design the campaigns and activities that will move the organization forward.
In short, Sam Waltz helps organizations grow to their potential and their mission, and he helps bring consensus to plans involving focus, capital and leadership, including the facilitation of planning retreats, quarterly reviews and other measures for progress and accountability.
In the case of smaller businesses, he helps the owners exit to maximize the liquidity event via careful planning and facilitation with their team of business advisors (e.g., CPA, attorney, insurance provider, and wealth manager / financial planner).
And, in the case of under-performing businesses, organizations or units, he works with leadership and stakeholders to develop the turn-around plan necessary to cure the issues and put the organization back on track to growth and success.
Better ~ the solution between Good and Best that upgrades the research and collaboration to meet the organization’s needs without requiring the time that makes it comprehensive.
Also, given his decades of experience, Sam Waltz provides his clients a commitment for a price (investment) as part of the Proposal, using the Good – Better – Best approach, so that clients don’t have to fixate on the “creep” of hours involved in a project. Ongoing services are provided on a Retainer basis, and Project Deliverables are typically provided with 50% down and the balance COD, upon delivery of the final product.