Growth Planning and Strategic Advisory

GHJ works as a business advocate for our clients – providing personalized service and building long-term relationships to help position our clients build for the future. The Growth Planning and Strategic Advisory Practice at GHJ provides an independent and straightforward perspective, acting as a strategic advisor to guide our clients’ strategy and execution.


Strategic Planning

To create a forward-looking strategic plan, our approach to servicing clients includes (not every client requires all of these services):

  • Interview the management team and owners on a one-on-one basis
  • Analyze financial statements
  • Perform industry research and benchmarking
  • Advise on business model improvements
  • Prepare credible and achievable financial projections
  • Determine what is necessary to achieve the agreed upon plan in the form of specific “action items.” These generally include:
    • Management team improvements
    • Raising capital
    • Making acquisitions
  • Consider the realistic alternatives available to you:
    • Keep the business and grow
    • Sell the business
    • Raise capital
    • Buy out partners/family members
    • Take a dividend through a recapitalization
  • Assess the above findings against the owners’ level of risk tolerance and other goals

GHJ is a firm that is big enough to get it right but small enough to care about your needs. Acting as your strategic advisor is our ultimate goal.

Common Themes to Increasing Your Market Value

  • Improve management teams
  • Create or enhance favorable competitive positioning
  • Develop a sustainable competitive advantage
  • Build a strong/scalable growth story (operating leverage)
  • Ensure that books, historical numbers and financial controls are credible and demonstrable — no surprises
  • Have a credible, achievable financial forecast that can track performance
  • Enhance great IT systems that can track metrics/KPIs
Contact Our
Growth Planning and Strategic Advisory Specialist
David Horwich Thumbnail
David Horwich
Managing Director

Service Offerings

  • Analyze financials and internal budgets and forecasts
  • Assess ownership strategies and issues
  • Create ground-up, metric driven forecasts
  • Develop business strategies and execution tactics that address that strategy
  • Find and engage the best-fit investment-banking firm when a transaction is contemplated
  • Help with financing strategies
  • Perform industry research and benchmarking
  • Review findings and prepare financial projections
  • Succession planning

Who We Serve

  • Middle-market Companies
  • Private Companies
  • We work with companies in most industries



Specialized Service Team

Anant Patel Partner
David Horwich Managing Director
David Sutton Principal