
Strategy Meets Finance · 2025-11-10 · 18 min
How much cash is hiding in your business? See if you qualify for a Free Financial Health Check Financial Intelligence Toolkit Before you book that offsite or map out next quarter, listen to this. Steve breaks down the five mistakes that derail most “strategic planning” sessions: picking the wrong facilitator, ignoring communication styles, showing up without data, jumping to tactics before strategy, and avoiding the one real constraint hurting the business. You’ll learn a simple way to structure the day, surface honest input, bring the right numbers, and keep everyone focused on solving the actual strategic problem, so your plan creates results, not busywork. _______________________________________ Disclaimer: The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.
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