INTEGRATED GROWTH ADVISORS
BUSINESS GROWTH PROCESS SWOT TEMPLATE
DEVELOP TACTICS TO TAKE ADVANTAGE OF THESE
POSITIVE FACTORS
ORIGINATE INTERNALLY
STRENGTHS
WEAKNESSES
1 CPA Firm professionals are typically self motivated
1 There is no process for purging low profitability clients
2 CPAs are highly credentialed in areas of expertise
2 Opportunity cost/time management not evaluated
3 Strong client bases lead to many growth opportunities
3 There is not a well understood process for adding clients
4 Strength can be found in unique qualities of the firm
4 Firmwide culture does not incorporate sales focus
5 Articulte how the firm differentiates itself
5 Weakness exists if Firm cannot differentiate
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OPPORTUNITIES
ORIGINATE EXTERNALLY
TAKE ACTION TO MITIGATE THESE RISKS AND NEGATIVE
FACTORS
THREATS
1 Consolidation in marketplace creates new opportunities
1 Commoditization risk higher than ever
2 Provide the toolsets to overcome CPAs' resistance to sell
2 Compensation & benefits outpacing revenue growth
3 Find new ways to compete for business and win
3 Client bases eroding due to business transitions
4 Sell by providing insights to prospects, not just solutions
4 CPAs tendancy to put things off until "after the 15th"
5 Opportunity to view business development as a process
5 Poor leveraging threatens focus on growth
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