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There are many opportunities  but where should we focus?

At times it can be frustrating. The team is not aligned and going in too many directions. Time and resources are stretched, how do we make the most of both? It would boost our confidence to have everyone understand where we’re going and why, and be accountable to each another to get it done!  

We get it.  

Ready to move from an opportunistic to a strategic growth mindset?

Have the Conversations

Do the Work

Make the Decisions

Every day, we help CEOs and Management Teams confidently make and execute key strategic decisions. Our GAMEPlan process gets everyone aligned around:
  • What success looks like

  • Where the firm is going

  • What is prioritized and why

  • What the team needs to do now to make it happen

With our strategic growth processes, we work with CEOs, and Management Teams and to decide and align around questions such as: 
  • Which new markets present the greatest potential and probability of success?

  • What customer profile most values our products giving us the best opportunity to further penetrate existing markets?

  • Where would geographic expansion make sense for us?

  • How should we be looking at acquisitions as a part of our growth plan?


Merrill Technologies Group

"Shepherd's guidance helped us articulate and execute a strategy for robust growth. They helped us prioritize, focus, and go!" 


Mike Beyer - CFO

Teams Working With Us


Cut through the "noise"


of competing priorities and brings alignment and clarity to the company's growth vision, goals and priorities.


Develop an Action Plan


that provides priorities and accountability to the team outlining what needs to be done, by whom, and when.


Integrates Voice of Customer (VOC)


data and insights to uncover and validate key assumptions within the plan.



Establish a compelling story

about the company's future growth, a story critical to attracting new capital, partnerships, talent and a successful exit.


Model how the plan delivers


against the financial goals for the company.


Build and reinforce strategy alignment


among Shareholders, Executives, Management, and the rest of the team.

Teams also become more strategic in their thinking, deliberate in their decision-making, confident in their actions, and passionate for their success.

The Right Strategy – Well Executed – Makes all the Difference.

The Right Strategic Conversation 

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