Our customized team of experienced Subject Matter Experts (“SME”) and Business Strategists will guide your organization’s leaders through the SIMPLE© process using proven tools and strategies. Our integrated approach acknowledges the needs of the whole business, its values and vision. Clear Focus Strategy provides paths to success for the Company and its departments, subsidiaries and affiliates.

The SIMPLE© process includes:

1. ASSESSMENT – Using our assessment tool, we conduct a full-scale analysis of current business challenges and opportunities.

2. RECOMMENDATIONS – We author a strategic plan that identifies what needs to change to achieve greater Simplicity, Profits and Joy.

3. GOALS & METRICS – Understanding the keys to your success, we work with you to set goals and metrics for measurement and a scheduled plan for review and assessment.

Our business strategy and SME team support you and your staff through each step of the SIMPLE© process. We work with business leadership to ensure plan execution by monitoring and providing process recommendations. The goal is to make your organization self-sustaining, to foster continued growth and to Make Success Simple^TM.

Does your company grow via merger or acquisition? Are you positioning your company for sale? Do you form partnerships or joint ventures to achieve your goals? If so, we will customize the SIMPLE© process to give you the greatest results whether you are in the planning, execution or post-merger/integration or post-sale phase. Clear Focus Strategy has special expertise in helping companies with revenues between $1 and $500 million who grow through Merger & Acquisition.

The SIMPLE© process for M&A includes:

1. M&A ASSESSMENT – Our assessment tool is customized for the merger & acquisition type and stage of your company.

2. M&A RECOMMENDATIONS – The strategic plan we create includes recommendations tailored to achieving synergies, value and joy in the resulting organization after the transaction is completed.

3. M&A GOALS & METRICS – Our founder’s three decades of merger & acquisition experience provides special expertise to define goals and metrics to help you achieve a successful transaction.

The SIMPLE© M&A process works at any M&A stage including planning, execution and post-merger integration.