cornerstone_strategy2_frameworkCornerstone’s unique Strategy2 framework helps our clients increase revenue, improve resource efficiency, manage risk and enhance return on equity. Our team of experienced bankers will candidly assess current performance, identify value-enhancing strategic options and determine how to become “execution ready”. Cornerstone’s strategic planning is bounded by rigorous analytics, best practice industry benchmarks and a deep understanding of the people, process, and technology resources required for effective execution.

Process


Collect Client Information

Includes current strategy, financial performance, brand development, product and service performance, IT and organizational structure.


Survey Executives & Board of Directors

Uncover key themes and opportunities for the institution, and build a planning agenda around these themes.


Develop Strategic Assessment

Provide Cornerstone’s research insights and knowledge of high performing peer practices.


Facilitate Planning Meetings

Create an energetic, strategic dialogue focused on the future of your organization.


Clarify Business Model

Review strategic objectives and priorities for the overall organization and develop a formal Strategic Plan document for Board approval.


Integrate Financial Projections

3-5 year financial projections included into the Strategic Plan.

Start with us for strategic planning.

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Meet the Team

Steve Williams is a founder of Cornerstone Advisors and leads the firm’s Strategic Planning practice. Steve’s prior experience includes being

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Vincent Hui specializes in strategic planning and leads the Merger & Acquisition and Risk Management practices for Cornerstone Advisors. Vincent’s

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Kaleb Seymour specializes in strategic planning, channels, mergers, and wealth management at Cornerstone Advisors. He helps solve complex problems and

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