6115 Park South Drive
Suite 200
Charlotte, NC 28210



Business Planning Process

The Strategis team has long been committed to supporting the business community, particularly the owner operated business.  Our team, through its extensive network of corporate partners, is well positioned to offer solutions to challenges faced by business owners.


Whether you are looking to enhance your retirement plan offering, employee benefits, retain key employees or are looking to begin designing your exit plan. Strategis professionals are equipped to offer you a suite of solutions from which to choose.


Our process begins with attentive listening and thoughtful discovery of your needs.  From discovery comes a plan and implementation unique to each business owner’s challenges.  Once established, plans are monitored for both expected performance and potential enhancements.

Our existing clients include business owners, doctors, lawyers, accountants, and corporate executives.  They focus on what is most important to their business and we focus on supporting those efforts.


Call any member of our team to discover how we can become another asset for you and your firm.