Clear choices
We prioritise markets, initiatives and capabilities in light of return, risk and strategic coherence.
All services
Priorities, resources and a roadmap for the next stage
Corporate Strategic Planning
We support boards and shareholders in preparing or reviewing a strategic plan, turning business ambition into priorities, choices, financial targets and a measurable execution roadmap.
Discuss a transactionOur perspective
Strategy creates value when it requires choices, allocates resources and defines how execution will be measured.
The challenge
A strategic plan must connect direction, financial capacity and accountability for execution.
Businesses in growth or transformation face competing uses for the same resources. Without an integrated view, comparing scenarios, anticipating capital needs and aligning the organisation around common priorities becomes difficult.
Fenix Capital Partners combines strategic and financial analysis to structure objectives, initiatives, scenarios and indicators, creating a plan that can guide investment, financing, capital raising and organisational decisions.
Aligned resources
We quantify investment, people, financing and the financial effect of each scenario.
Measurable execution
We define indicators, owners, milestones and a roadmap for monitoring implementation.
How we can help
From initial assessment to completion.
- ✓Three- or five-year strategic plan
- ✓Growth strategy review
- ✓Transformation or reorganisation plan
- ✓Investment priority definition
- ✓Alignment between shareholders, board and management
Our process
A structured approach with direct involvement.
Assessment
We analyse performance, positioning, capabilities, constraints and shareholder objectives.
Choices and scenarios
We compare alternatives and define priorities, targets and resource requirements.
Roadmap
We structure initiatives, the financial plan, KPIs, responsibilities and execution milestones.
Mandate and deliverables
Practical work to move the decision forward.
The scope is tailored to the transaction, the stage of the process and the needs of management or shareholders.
- 01
Strategic and financial assessment
- 02
Scenarios and medium-term objectives
- 03
Portfolio of initiatives and priorities
- 04
Financial plan and capital requirements
- 05
KPIs, roadmap and monitoring model
When to talk to us
Where we add value.
Preparing to decide
Answers to help you move forward with clarity.
What is the difference between a strategic plan and a business plan?
A strategic plan defines choices, objectives, priorities and capabilities over a medium-term horizon. A business plan details the economics and finances of a business, initiative or investment. They should be connected, but answer different questions.
What horizon should a strategic plan cover?
Many businesses use a three- to five-year horizon, adapting the level of detail to sector predictability. The first year tends to be more specific, while later years use objectives, scenarios and milestones that should be reviewed regularly.
How should execution be monitored?
The plan should translate into a focused portfolio of initiatives with owners, timing, resources and indicators. Regular reviews compare execution and results against the plan and allow priorities, assumptions and financing needs to be adjusted.