Strategic Planning Retreats For Conflict Prevention, Business Growth And Exit, And Your Desired Legacy

 

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Strategy Renovation

The life a business owner is handling the day-to-day tasks necessary to grow the business and be profitable today. It can be most difficult to “pull back” and think strategically about growth and value creation. The Strategy Renovation Retreat requires approximately 20 hours of pre-work, a two-day offsite meeting facilitated by ENNIS Legacy Partners, and a post-retreat report and review.

Within a week or so following the retreat, we will conduct a follow-up meeting to review and discuss the retreat Executive Summary and recommended Action Plan. The Strategy Renovation Retreat is focused on establishing a clear strategic plan for the future:

  • Increased efficiency and profitability with clear mission, vision, and values

  • Establish a 5-year plan for growth and value acceleration


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Life and Legacy

As a successful Business Owner, your life has great impact on many people including family, employees, customers, the community and others.  

The Life and Legacy Retreat is two days in a relaxed environment within 2-3 hours of Washington, DC, with informal but focused conversations facilitated by ENNIS Legacy Partners pertaining future impact, life after the business, and legacy.

Within a week or so following the retreat, we will conduct a follow-up meeting to review and discuss the retreat Executive Summary and recommended Action Plan.


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The Partnership Charter

Whether you’re forming a new business, or you’ve been in business a decade and facing a transition, it’s probably the right time to slow down and use the PC process to get a deep level of clarity about where you’re headed as partners. Partnerships of any type are not easy, but you can increase your chance of having a successful partner experience by negotiating sooner – before differences multiply – rather than later. 

The PC process, which includes pre-work and a 2-3 day offsite retreat facilitated by ENNIS Legacy Partners, will also deliver a document – the Partnership Charter – that contains everything a neutral attorney needs to produce highly customized legal documents.  But more importantly, the PC is a document that will guide you and your partners in your day-to-day working together as well as through major transitions.


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