Services

NewPlan’s suite of services is all about helping companies maximize operating performance and enterprise value. We work with small-to-mid-sized companies and entrepreneurial divisions of large companies to help them achieve key milestones and market progress in the marketplace. Our services fall into four categories:

• Transaction & Business Planning

  We bring together upfront planning, management coaching, and the development of transaction documents to enable your company to achieve critical goals. Our deliverables generally fall into four categories:

  • Raising funds to enable faster growth and scaling

  • Scaling your business to achieve lasting market leadership

  • Repositioning in a challenging market

  • Achieving a high-value exit

• Strategic Advisory

  We enable our clients to gain an accurate picture of business performance and then work with management to put strategic and operations planning processes in place to improve the likelihood of future success in the marketplace. Our services fall into two categories:

  • Strategic Assessment – where we work with Board members and senior management to assess the performance of the Company and recommend actions to improve operating performance. Our recommendations often touch every major function in a company. Key areas of emphasis include: (1) improving go-to-market execution, (2) organizing resources for success, (3) management performance, (4) product management, (5) technology development, and (6) financial management.

  • Strategic Planning – where we work with senior management and key employees to create a 3 to 5-year strategic plan using a repeatable and well-understood strategic planning process. Senior Executives and Board Members can use the plans to measure the success of the Company on a quarterly and annual basis going forward.

• Interim Management

  We assume temporary leadership roles to help companies restructure or achieve key business milestones. Interim management engagements fall into two categories:

  • CEO / President – where we assume day-to-day management of a company for a defined timeframe with full executive authority with the objective of improving business performance and driving a company towards a successful exit.

  • Chief Revenue Officer - where we take on the job of forming, improving, or scaling up sales organization. We have experience managing every revenue-generating function, including direct sales, inside sales, telemarketing, and partnership management.

  • Departmental Leadership – where we assume a management role to repair and enhance an underperforming function in a company. Our areas of expertise include marketing, corporate development, and product management.

• Operations Management

  We help management teams tackle the specific day-to-day issues that get in the way of progress. Our approach targets the processes where improvement can make a difference in company performance in the short term, whether in sales, business development, product management, technology development, or general management. Typical results include:

  • Improved sales and BD execution with a more robust pipeline, higher win rate, and greater knowledge of customer needs.

  • On-time, on-budget delivery of new products that meet customer needs.

  • Effective management of transforming events, such as scaling operations, market re-positioning, re-organizations, and improvements in internal communications.