Strategic Planning

Strategy First!

Attempting a bold move without a clear strategy will rarely succeed. Following a disciplined strategy process ensures that tradeoffs are considered and that profitable opportunities are not ignored

Elements of a Strategy Process

At its purest level, strategy seeks to determine the optimal way of getting what you want in light of current constraints.

Articulate Your Goals

Clarity about the final destination will not only kick start your journey, but will also provide you with a benchmark for any potential strategy considered.

Evaluate the Status Quo

An impartial self-assessment is required to uncover new sources of value, identify opportunities, and mitigate weaknesses.

Consider Multiple Pathways

There is no one right way to achieve your goals. Each unique path offers a different tradeoff between risk, reward, speed, and effort. Explore each strategic pathway to reasses your goals.

Know Your Timeline!

Time is the most important constraint. Unlike capital or resources, time is the only finite resource. This is why Crossroads uses the timelines below to help clients formulate appropriate strategy.

1 Year Timeline

While transformation changes are impossible, operational improvements can help improve valuation and allow owners to ride out short term downturns.

3 Year Timeline

The three year timeline allows for significant improvements to be made to a company. Operational changes, strategic divestitures, or bolt-on acquisitions can be viable solutions.

5 Year Timeline

Order of magnitude jump in valuation is attainable. Transformative change is possible, long-term projects can be implemented, and vast resources are available for deployment.

The Three Choices: Buy, Sell, or Build

Operational excellence is the prerequsite of successful transformation. Yet, on their own, incremental improvements cannot take a business to the next level. Only a bold move can help you reach the next peak.


Buying a company, an asset, or a capability can rapidly transform an organization. The right acquisition can serve as a force multiplier for your current business, can help you overcome barriers of entry, and can also help you quickly take advantage of fleeting market opportunities.



At its most basic level, selling will allow you to monetize your business achievement. For organizations not looking to exit, selling a business unit or licensing out technology you cannot leverage organically, will let you regain focus, redeploy capital, and avoid a slow decline.



Building a unique and successful capability, product, or business is the most rewarding thing an entrepreneur can do. Yet building is the slowest and can be the most resource intensive activity a company can engage in. With the right capital partner, building can offer superior results.


Charting the Path Forward

Crossroads Capital offers a unique process blending market research with advanced financial modeling to help companies select the best road for their corporate development journey.

Step 1: Know Your Environment

Effective strategy is never created in a vacuum. You can’t change the world around you, and so, Crossroads recommends that all decisions start with a fresh review  of the operating environment including: market size and trends, competitive dynamics, regulatory priorities, political risks, technological disruption, and changing customer needs.


Step 2: Find Your Market Fit

The highest risk-adjusted value occurs when your company fully leverages its internal comparative advantages in the markets with the highest impact. To do so, Crossroads recommends that clients conduct an objective introspection of company capabilities, resource constraints, public perception, existing products or know-how, risk tolerance, and current shareholder goals.

Step 3: Generate Options

Once strategic choices have been made, these decisions reverberate throughout the organization and impact product R&D priorities, pricing, hiring practices, branding, market positioning, investments, and capital structure. Crossroads recommends that clients use a set of tools to generate as many ideas about how to attain the desired state, based on the strategy selected.

Step 4: Compare Options Quantitatively

Clarity of ideas is a prerequisite for formulating useful strategy. Financial models help decision-makers vividly picture exactly how an organization may look like in terms of profitability, capital structure, and investments required to properly follow the path desired. Crossroads recommends that organizations compare the viability of each option using metrics like IRR, NPV, or ROI using models to prioritize and “stress-test” options.

Take A Deeper Dive In Strategy

Crossroads Capital brings a corporate finance approach to strategy development.

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Arlington, VA 22209

Phone: +1 703 382 6357

Email: [email protected]

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