A Strategic Business Plan is much more than a tool to obtain financing. If you still have all your plans and ideas locked up inside your head… preparing a strategic plan helps you clarify your company’s direction, ensures your key leaders are all “on the same page,” and keeps both management and staff focused on the tasks at hand.

Being a leading business plan consultant, we are here to assist you with strategic business planning, forensic accounting, and more. Let our experts help you to realize your meaningful goals.

Call us at 704-981-4602 now for A FREE Consultation!


Our strategic business planning provides a blueprint, describing your company, its products, the competitive environment, management team, financial health, and business risks. The plan allows you to…

Identify and describe the target customer profile, features, advantages and benefits of your new venture, product or service.

Justify that your plans are credible by fully researching the need being filled with your new venture.

Develop marketing plans including full descriptions of targeted promotional campaigns with implementation timelines.

You also get to examine market conditions, the nature of your customers, as well as your competitors, sales potential, and projected results of your promotional campaigns.

Develop staffing plans including identifying the key players, skills, attitudes and expertise needed to build the venture.

Develop management plans including full descriptions of management systems and timelines for implementation.

Develop financial plans including projected startup costs, operating costs, revenue, profits, and break-even analysis for the first 3 to 5 years.

Projected financial plans allow you to effectively predict upcoming problems, or prevent them. In other words, the perspective gained through your Strategic Business Plan can make a significant contribution to your company’s success, and help you get the funding you require.

In fact, most lending institutions and private investors will not even talk to you without a solid financial plan. Identify building and equipment needs including vendors and cost estimates. Formulate company milestones including timelines for upcoming products and services in development.

Do you need assistance in strategic business planning? Give us a CALL AT 704-981-4602 To Get Started!


Our forensic accountants have distinctive dexterity coalesced with experience and a proven credible record to identify any financial or accounting irregularity in your business.

We appraise and manifest our investigation in a lucid and compendious manner to determine any actual and potential issue that can jeopardize your financial accountability.

Having in-depth knowledge of the legal system and business acumen has helped us ascertain the gravity of financial misconduct of any magnitude. Our forensic accounting specialists render services for:

  • Business Frauds
  • Financial Misappropriation
  • Embezzlement
  • White Collar Crime
  • Money Laundering
  • Insurance Fraud
  • Ponzi Schemes and many others

From thorough assessment of financial data, discovering unscrupulous figures in the books, to effective & persuasive communication, we can help you come out of any acute financial impropriety in North Carolina.

Contact Lodestar Taxes & Accounting Services

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