Maintain long-term strategic planning cycles

Long-term strategic planning cycles show a buyer the business has a future, not just a present. Maintaining regular planning — annual and quarterly — proves the company is run with foresight and will keep improving after the sale.

Do this

  1. Run consistent annual and quarterly planning cycles.
  2. Set multi-year direction, not just next quarter.
  3. Involve your leadership team so it's not all you.
  4. Document the plans and track progress against them.

Strategic Planning Cycle Checklist

  • Annual strategic plan with multi-year direction
  • Quarterly planning that cascades from it
  • Leadership team involved, not owner-only
  • Plans documented and tracked
  • A track record of planning and executing

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