Strategic
Planning
Build a Business That Knows Where It’s Going
Strategy isn’t just a retreat or a whiteboard session. It’s a working, testable, concept for how you win.
At Business Master Mechanic, we help business owners build practical, grounded strategic plans that clarify priorities, align the team, and actually get implemented. No fluff. As little jargon as possible. Just clarity, traction, and results.
What We Help You Do:
Set clear, realistic goals that move the needle
Align your people, systems, and time around what matters most
Identify and eliminate hidden constraints and distractions
Create a focused action plan that works in the real world
We don’t hand you a binder and walk away. We help you diagnose what’s going on, prioritize what to fix, and guide the work - with the right specialists brought in- only when needed.
Whether you're stuck, scaling, or planning your next move, we help you make smarter decisions, faster.
Strategic Planning is:
Strategy Design + Business Financial Planning
Everyone talks about strategy... almost no-one knows what it really is, let alone does it. Strategy isn’t just playing the game well... it’s designing your own game, the field of play, and the rules.
Strategy (noun)
is an integrative set of choices that positions you on a playing field, of your choice, in a way that you can win.
Plan (noun)
is wise set of plays and recipes recreated by looking at what thousands of other people's situation has been.
Companies with a long term, fully developed, integrated strategy can be as much as 70% more effective than those without. - Porter Research
Phase 2: Month 1 Strategy Design
Clarify your Mission, Vision, Values...
cut away till you see your strategy.
Deliverable: Game Theory Clarity &
Shape of your Business
Define the Shape of your business
Clarify the Purpose of your business
Define the rules of your game.
Create a field of play where success becomes inevitable
Phase 2: Month 3 Leadership & Sales
Strengthen Leadership. Build a Repeatable Sales Engine.
Deliverable: Sales & Leadership Operating Playbook
Clarify leadership roles and accountability
Audit and rebuild sales process + CRM structure
Define revenue KPIs and sales scorecard
Phase 2: Month 4 Marketing & People
Attract the Right Clients. Build the Right Team.
Deliverable: Marketing Engine Map + Team Development Plan
Refine marketing messages and core campaigns
Launch organic + paid lead-gen channels
Identify key hires and create people plan
Phase 2: Month 5 Operations & Finance
Systematize. Optimize. Improve Profitability.
Deliverable: Ops Blueprint + Strategic Financial Model
Document SOPs and fix bottlenecks
Analyze margins, pricing, and P&L structure
Design your Strategic Financial Dashboard
Reduce Risk. Protect Value. Ensure Continuity.
Deliverable: Risk Readiness Plan + Continuity Matrix
Review legal exposure and business continuity gaps
Draft risk mitigation checklist
Begin your succession readiness path
Phase 2: Month 6 Legal & Continuity
Phase 2: Month 2 Strategic Focused Business Planning
Start Leading With Vision
Deliverable: 1 Page Strategic Business Plan
Build your Strategic into your Living Business Plan
Define your relentless execution rhythm
Align priorities across departments
Install Owner Dashboard + meeting cadence
While we actually charge on the complexity of your needs & work required: Knowing the Avg fees of business that are a similar size can give you an ideal of the ballpark investment needed for the results
⬡ 9 months & 36K USD Avg Fee for Accelerated Tuning: Lower Middle Market Owners with 15 - 100 M Rev
⬡ 6 Months & 18K USD Avg Fee for Growth Capacity: Small Business Owners with 5-15 M Rev
⬡ 3 months & 12K USD Avg Fee for Essential Strategy: Main Street Business Owners with 1-5 M Rev
Create a strategic blueprint to capture the value opportunities identified during the assessment. This phase includes deep-dive design and planning across all critical functions of the business: Strategy, Leadership, Sales, Marketing, People, Operations, Finance, and Legal. This process take from 3 to 9 months.
You Get: Extreme Clarity in strategy, planning, and action.
From here: You can do it yourself, ask us for some help, or continue to phase 3.
After The VOP Diagnostic: Phase 2 Roadmap
Full Timeline Roadmap: VOP+ Strategic Design + Exit Transition
Phase 3: Implementation
Help climbing up the upward spiral
While we actually charge on the complexity of your needs & work required: Knowing the Avg fees of business that are a similar size can give you an ideal of the ballpark investment needed for the results
This phase can last 1–5 Years, and may have quarters where no help is needed, or may be tuned into an Annual Checkup which looks a lot like the Initial VOP.
Execute the Strategic Plan with support, discipline, and adaptive recalibration. Use performance dashboards and regular reviews to stay on track, measure the value created, and continue aligning the business with long-term goals.
You Get: Professional help executing the hidden levers of your business.
From Here: At any time, you can do it on yourself, ask us for some help, or go to phase 4.
Phase 4: Exit Transition
Be ready for the next part of your journey
This does not Include EXIT PLANNING. See our page on Exit Planning for more.
While we actually charge on the complexity of your needs & work required: Knowing the Avg fees of business that are a similar size can give you an ideal of the ballpark investment needed for the results
⬡ Quarterly Paid Monthly @ 1.5K USD Avg Fee for: Main Street Business Owners with 1-5 M Rev
⬡Quarterly Paid Monthly @ 4K USD Avg Fee for: Small Business Owners with 5-15 M Rev
⬡ Quarterly Paid Monthly @ 8K USD Avg Fee for: Lower Middle Market Owners with 15 - 100 M Rev
6–18 Months Timeline
Plan and complete your ideal transition—internal, external, or legacy-based. Ensure deal structure, terms, and timing align with your values. Know your business is investment-grade, transferable, and ready for the next chapter.
You Get: Guide through the changing landscape and transitions of your life
