Strategic Planning

We provide sound and cost-efficient financial solutions and solid investment opportunities

Strategic Planning

It is critical for any business to have a strategic plan and business plan in place. These are required not only when called for, but also when the business is facing a major corporate event such as the introduction of new shareholders or the raising of debt in any form.


They are essential to show that the business and its owners know where it is heading and how it plans to get there. They are also essential to ensure that the management of the business and its owners have a congruent understanding of what the goals of the business are.

Strategic Plans


We assist by facilitating a strategic planning meeting with  directors and senior managers of a business to develop a strategic plan. This meeting will result in a strategic planning document being produced detailing the outcomes of the meeting which in broad terms will cover:


  1. Identifying and defining what the business is and what it does.
  2. Identifying the strengths, weaknesses, opportunities and threats facing the business.
  3. An action plan to exploit the strengths identified.
  4. An action plan to eliminate or negate the weaknesses.
  5. An action plan to explore and evaluate the opportunities
  6. Risk management actions to minimise the effect of threats.

Business Plans


Every business requires a business plan which includes information on:


  • The company/business
  • Products
  • Manufacturing facilities
  • Product development
  • Research & development
  • Business premises
  • Industry
  • Market
  • Sales and distribution channels
  • Main customers
  • Terms and conditions of sale
  • Product claims history
  • Raw materials/inputs
  • Suppliers
  • Terms of purchase
  • Management
  • Staffing and staff organogram
  • Banking and financing facilities
  • Litigation
  • Historical financial information
  • Financial budgets and projections
CEG Head Office – Corporate Finance, Advisory and Insurance

Suite 002, Ground Floor,
81 Richefond Circle,
Ridgeside Office Park,

Umhlanga 4319,
South Africa


Phone: +27 (0) 31 536 8213


Asset Tree (Pty) Ltd – Financial Planning & Investments

5 La Lucia Park,
64 Armstong Avenue,
La Lucia 4051,
South Africa


Phone: +27 (0) 86 027 7388




Corporate Finance & Private Equity:
Accounting and Trust Services:
Financial Planning: