Strategic Business Goal Setting

Welcome to ONSight Advisory! 

We’re thrilled to offer expanded services to support the needs and goals of business owners like you. 

ONSight meeting
Shaking hands

Collaborative support

Receive the guidance and resources you need to improve your business through collaborative strategic planning.

Planning

Improved performance

Benefit from reviewing and analyzing your business’s performance and gain insight into how to improve it. 

Success

Reach your goals

Our advisors will provide insight to help you grow and operate your business more efficiently and will ensure you’re making progress towards your goals, allowing you to create the business and lifestyle of our dreams. 

A catered experience built just for you

We create a personalized experience for you. Whether you’re a physician with their own practice, a mechanic with their own shop, a trades business owner, or any other kind of business owner, you’ll always feel understood, cared for, and at home with us.

Worker talking in a meeting

Strategic Business Goal Setting

Completion of a business needs analysis to help you identify and understand your business and personal goals. We’ll determine the steps needed to create the business of your dreams. 

This service is right for you if: 

  • You want an understanding of where you business is today and where it could be tomorrow
  • You’re considering a change in your business and want a clear path forward
  • You want to identify the steps needed to realize your big picture goal

ONSight Advisory will help you: 

  • Identify your business’s strengths and weaknesses, potential risks and opportunities, and current funding requirements
  • Develop your business’s succession plans
  • Develop a plan to address issues identified during the initial goal setting process to provide a clear path to ensure your business is heading in the right direction 

Contact ONSight Advisory

To learn more about how ONSight Advisory can benefit you and your business, contact onsightadvisory@kwbllp.com or 780.466.6204 and connect with an advisor today!

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