STRATEGIC ADVISORY
We partner with leaders who are preparing themselves, their teams, and their organizations to navigate the challenges of the future. Through every stage, we help clarify objectives, support sound decision-making, and turn strategies into action. Our objective advice provides the clarity and direction needed to stay competitive and thrive. If you're seeking guidance on defining and executing your organization’s strategic priorities, we’re here to help you stay focused and on course.
Our strategic advisory consulting approach is grounded in the principle that organizations must continually monitor both internal and external developments to adapt their plans proactively.
If your organization needs expert assistance in crafting operational and business plans that align your strategic goals with your operational capabilities, JOHNSON & HOLT CREDIT CONSULTANTS can help you collaborate with key stakeholders to:
- Develop, refine, or validate your organization’s Vision and Mission statements
- Identify and confirm strategic priorities and objectives
- Design performance indicators and outcome measures to continuously monitor organizational success
Examples of our Strategic Advisory services include:
- Strategic Planning (Mission, Vision, Values & Strategic Priorities)
- Governance
- Executive Coaching
- Business Planning
- Feasibility Studies
- Economic Development / Analysis & Impact
- Stakeholder Engagement
Investment and Wealth Management
Today, insurance solutions can be designed to meet your specific investment objectives. With the guidance of your advisor, you can build a customized program that strengthens and protects your family’s financial future.
We collaborate with leading U.S. insurance providers to help you manage risk and seize financial opportunities throughout every phase of your personal and professional journey. Depending on your circumstances, we may recommend:
- Protecting your current income
- Safeguarding your investments
- Supplementing retirement income
- Providing coverage for accidents, illness, or disability
- Protecting your business from loss of key personnel
- Offering employee group insurance and retirement plans
- Developing business succession plans
In today’s tax environment, the more you earn, the more you’re taxed. That’s why working with experienced tax professionals is critical. JOHNSON & HOLT CREDIT CONSULTANTS advisors are highly skilled in helping you retain more of your wealth—because ultimately, it’s not just what you make, but what you keep that matters.
We employ a full range of tax-minimization strategies, including:
- Utilizing tax-deferred and tax-exempt investment options
- Maximizing tax-preferred income in non-registered plans
- Establishing trusts and charitable endowments
- Implementing income-splitting among family members
Organizational Change Management
What steps are you taking to ensure successful change management within your organization? Learn how a structured, four-phase approach can help your organization effectively plan, guide, and manage change in a systematic way.
Don’t let the rapid pace of change and growing disruptions prevent your organization from reaching its goals. Adopting a structured change management framework allows you to proactively address evolving challenges with confidence.
YOU WILL FIND:
- Step-by-step guidance for applying a four-phase change management process
- A case study illustrating how to adapt the approach within your organization
Embrace change confidently. Discover how applying this proven four-phase model can successfully lead or manage change initiatives within your organization.
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