In this episode of the Rizolve Partners Podcast, Bob Cariglia and Steve Cummings explore why strategic planning is essential for businesses aiming to maximize value.
Steve shares a proven four-part planning cycle used by best-in-class companies:
1️⃣ Strategic planning in summer to set a 3–5 year horizon.
2️⃣ Annual business planning in October–November to create an actionable 12-month roadmap.
3️⃣ Monitoring KPIs throughout the year to stay on track.
4️⃣ Pivoting and re-forecasting when reality requires adjustments.
Discover how written plans provide clarity, build accountability, and improve decision-making—making companies more efficient, resilient, and attractive to investors. Bob and Steve share practical insights for business owners who want to grow predictably, achieve justifiable value, and prepare for a successful transition.