Citrin Cooperman
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Strategic Planning

When you need objective advice, where do you turn?

Our clients often turn to us for advice on their company’s strategic direction and operating goals. It can be difficult for an entrepreneur or business owner to discuss their business and personal concerns on sensitive issues such as succession planning. Sometimes you just want an objective perspective on your business plan or strategic opportunity.

We’ve been working with clients since 1979 as strategic confidants, and share our expertise, network of resources, and experience working with other clients to help you solve problems and meet challenges.

Our Strategic Planning services include:

  • Business strategies
  • Financial and estate planning
  • Succession planning
  • Compensation, benefits, and incentive planning
  • Employee compensation, benefits, and incentive plans
  • Shareholder structuring
  • Sales force structuring and compensation
  • Structuring of managerial reporting and duties
  • Strategic tax planning
Service Overview