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Strategic Advisor Blog

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Balancing Strategic Advising and Business Plan Writing
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Balancing Strategic Advising and Business Plan Writing

I am often asked during LivePlan training sessions: “When should I do a full business plan for my client, and how do I charge for it?” It’s a great question because it gets to the heart of advisory services. Advisory services, done right, do not involve writing a traditional business plan.

How Do You Know If You Have a Good Idea for a Business?
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How Do You Know If You Have a Good Idea for a Business?

One of my biggest challenges at Palo Alto Software is figuring out which ideas to pursue and which ideas to put on the back burner. I have the luxury of working with a bunch of really smart people, so new ideas for things that we could do come up all the time.

Planning Principle: It’s Business Planning, Not Accounting
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Planning Principle: It’s Business Planning, Not Accounting

It’s business planning not accounting. Your projections, although they look like accounting statements, are just projections. They are always going to be off one way or another, and their purpose isn’t guessing the future exactly right, but rather setting down expectations and connecting the links between spending and revenue.

How a Small Business Can Compete With the Big Guys at SEO
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How a Small Business Can Compete With the Big Guys at SEO

You’re running a small business. You’d dearly love to have high visibility on Google for organic search engine traffic and leads—but you’re being overwhelmed by big competitors with deep pockets and an army of Search Engine Optimization (SEO) specialists at their disposal. Cheer up! You can still win at SEO, but you have to be […]