How we help you
Wipfli’s business strategy consulting services help you create an actionable, agile strategy that’s capable of holding up to the constant disruption organizations face today.
Know the obstacles limiting your performance and how to overcome them.
Develop and implement an effective strategic plan that keeps your organization agile.
Plan for the technology investments that deliver real value.
Execute your strategic plan and keep your organization aligned.
Guidance from vision to execution
When day-to-day demands make it difficult to focus on the future, our strategy consulting services help you step back and establish a clear direction forward. We offer end-to-end support to create a shared vision for your organization’s future and turn strategic priorities into measurable results.
Explore our services
Wipfli’s dedicated advisors focus on helping your organization identify its strategic priorities and develop actionable plans grounded in real data and organizational realities. Using a tailored methodology aligned to your unique needs, we help create strategies that are both practical and positioned for long-term success.
Data-informed approach
Wipfli’s business strategy consulting services go beyond facilitating planning sessions. We work closely with your organization to gather and analyze data to understand the factors affecting your performance.
We offer:
- Future forces and scenario planning leveraging innovative technology.
- Custom survey administration.
- Stakeholder or community needs assessments.
Three levels of strategy support
Our strategic planning services offer your organization three levels of support:
- Transactional planning: Sustain your performance by finding new ways to increase efficiency, eliminate waste and improve how you use your assets.
- Forecasted transformational planning: We analyze your performance and compare it to shifts in your organization to better understand the gaps you need to address. From there, we help you develop a plan to meet your organization’s future needs, including organizational, process and infrastructure improvements.
- Revolutionary transformational planning: We help you redefine and regenerate your organization’s advantage. Whether you need new lines of business or delivery models, we can help you innovate and transform your organization to better suit your vision of the future.
Wipfli’s services don’t stop at a paper plan. After helping you define your vision and strategic priorities, we navigate the barriers, complexities and opportunities that arise during execution.
Our strategy support services include:
- Implementation: We align your people, technology, culture and operations to help move your strategy from concept to execution and support successful adoption across your organization.
- Financial sustainability and revenue diversification: We help you evaluate funding models, identify opportunities to diversify revenue streams and implement strategies that support long-term financial sustainability.
- Experience mapping: Our customer, member and technology mapping services help you understand your strategy through the lens of those you serve.
- Implementation risk management: We help you identify and mitigate the risks associated with your strategic initiatives, so that you can act with confidence.
Wipfli’s digital advisory team applies holistic ideation and planning to help your organization transform with technology. We work closely with you to understand and accelerate your vision with the right technology strategy. Whether you’re looking to reinvent your organization, integrate AI with your business model or have a road map for incremental improvement, our seasoned practitioners help ensure that every area of your organization receives targeted guidance.
Our digital strategy consulting helps you use technology to bring your vision to life through four essential components:
- Planning and ideation: Through collaborative conversations, such as Design Thinking workshops, our advisors help you envision what your organization can become and craft a strategy to achieve your goals.
- Technology initiative assessment and readiness benchmarking: Our team helps you blend technology with your mission and vision, guiding you through the software selection process so that you can maximize your ROI.
- CIO advisory: We provide interim, partial, consultative and mentoring services for the CIO role to help shape your organization’s digital strategy at the executive level. Our range of services can be tailored to your level of need, whether you want situation-specific guidance, fractional resources to augment your team or coaching to help your leadership reach their full potential.
- Program management: Wipfli specializes in orchestrating multiple technology initiatives, combining both internal and external resources to achieve strategic business outcomes. Our services start by assessing your current practices and providing you with actionable recommendations for improvements. We then help you build a robust program management office tailored to your needs and coordinate multiple projects within your program.
EVENT | December 1, 2026
Virtual Stronger to Serve 2026
Feel confident and ready to lead your nonprofit into 2027. Join this special online Stronger to Serve event to exhale, regroup with fellow nonprofit professionals and learn actionable strategies to help your organization grow stronger in the new year.
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Get the outlook for the distribution industry in 2027, including the top challenges, opportunities and strategies for CEOs to help their businesses succeed in the new year.
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2027 manufacturing industry trends: What leaders should know
Discover the top trends that will shape the manufacturing industry in 2027, including key challenges, opportunities, and action steps for CEOs to help their businesses succeed.
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FAQ
Business strategy consulting primarily helps organizations identify their desired future state and develop a plan to achieve it. A strategy consultant should help leadership gain an objective perspective on an organization’s priorities and the critical gaps that need to be addressed.
Business strategy consulting includes strategic planning and the related support organizations need to plan effectively, including performance analysis, organizational alignment, priority identification and stakeholder engagement.
It can also help leaders answer critical questions, such as:
- What opportunities might we be overlooking?
- What challenges have similar organizations faced that we can learn from?
- What industry trends should we be preparing for now?
The main benefit of business strategy consulting is that it helps leadership gain clarity around a future vision for their organization. When all teams have a shared understanding of the organization’s future, it’s easier to:
- Accelerate progress towards goals: Alignment means teams aren’t limited by working with competing priorities and directionless decision-making.
- Focus resources: A defined strategy means leaders can confidently invest time, people and resources in the initiatives that can make the greatest impact.
- Improve performance: Strategic clarity helps staff connect their work to organizational goals, leading to improved execution and outcomes.
- Maintain accountability: Clarity around ownership and expectations makes it easier to track progress and hold teams accountable.
- Manage more profitable, sustainable advancement: Growth strategy consulting helps organizations make intentional decisions that support long-term growth.
Yes, Wipfli provides end-to-end services that can help you both define and execute your strategy.
Our strategic planning and corporate strategy consulting services focus on developing strategies that are aligned with your goals and providing continuous support that turns those plans into action. Because strategy is an ongoing process, we can also help you evaluate progress and adapt plans as conditions change so your organization stays focused on achieving its objectives.
Leaders often hire business strategy consultants during scenarios including:
- When they are struggling to identify and overcome challenges to growth.
- When they are preparing the organization for significant change.
- When there is misalignment around priorities, or the organization lacks a clear future direction.
- When an organization needs to adapt to evolving industry, regulatory or market conditions.
- When leadership needs an objective perspective on opportunities and performance gaps.
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We’re ready to provide you with the practical strategies and hands-on implementation support you need to transform your organization’s trajectory.
