You Don’t Need a 30-Page Business Plan. You Need Clarity.
If you’re a founder, CEO, or growth-minded leader, you already know strategy matters. But long planning docs often collect dust while your team scrambles to put out fires.
The solution? A One-Page Strategic Plan that connects your vision to action, highlights your constraints, and drives measurable results—without slowing your team down.
At Argento CPA, we help our clients use this framework to align teams, improve financial visibility, and grow enterprise value. Whether you’re aiming to scale, raise capital, or prepare for a potential exit, this plan brings structure to your strategy.
Section 1: Business Overview & Vision
Start by grounding your team in what matters most:
- Company Name & Core Purpose: What problem do you solve?
- Mission: Why does your business exist?
- Vision (3–5 Years): Where do you want to be in terms of revenue, profit, and team?
- Core Values: What values guide your decisions?
- Marketing Strategy: What makes your company unique? Define your top 3 differentiators.
Then clarify your 3-year financial picture using key metrics:
- Revenue: $___
- EBITDA: $___
- EBITDA Margin: ___%
- LTV:CAC Ratio: ___
- Revenue Retention Rate: ___%
- Customer Growth Target: ___
These numbers help define what success looks like—and give you a clear target to build toward.
Section 2: Strategic Priorities (1-Year Plan)
This is where strategy gets real.
Start by identifying the strategic objective for the next 12 months. Then ask:
- What’s the single biggest constraint holding us back?
- If we solve it, how much enterprise value does it unlock?
- What’s our hypothesis? “If we improve X, then Y will happen.”
This forces the team to move beyond gut feelings and focus on solving the right problem—the one that accelerates growth and valuation.
Section 3: Execution Plan (Next 90 Days)
Break your annual objective into focused, high-impact initiatives for the next 90 days.
| Initiative | Owner | Status |
| Increase high-value client acquisition | Sales Lead | In Progress |
| Implement profitability tracking per service | CFO | Planned |
| Reduce dependency on key customers | COO | In Progress |
| Optimize cash flow forecasting | CFO | In Progress |
| Hire key leadership roles (e.g., Account Manager, CFO) | CEO | In Progress |
Each initiative should be tied to measurable inputs and outcomes. Track them weekly and adjust once completed. Execution is where strategic clarity turns into results. You should never have these initiatives unsolved x2 quarters in a row. If you do, then you might have a problem who is responsible for execution. Or the goal is too big, and you need to break it down into something you can do in 90 days that moves you forward.
Section 4: Issues List
Even with a strong plan, challenges will surface. That’s normal.
Maintain a live Issues List to capture and resolve what’s slowing your business down.
- Identify: Log blockers, risks, or unresolved decisions.
- Discuss: Prioritize and bring the top issues into leadership meetings.
- Solve: Assign ownership and set next steps.
This turns friction into progress—and creates a culture of solving root problems instead of reacting to symptoms.
Common issues we help clients tackle:
- Customer churn
- Low gross margins
- Overdependence on one client
- Forecast inaccuracy
- Hiring delays
- Weak reporting systems
How Enterprise Value Keeps You Focused
Your company’s valuation isn’t just a finance metric—it’s your strategic scoreboard.
We help clients build a valuation dashboard that updates as key performance drivers improve. Here’s how it works:
Key Metrics That Drive Enterprise Value
Your valuation is primarily based on:
- Revenue
- EBITDA
- EBITDA Margin
- Revenue Growth Rate (YoY)
- LTV:CAC Ratio
- Revenue Retention Rate
These are the metrics that increase a buyer’s confidence and improve your multiple. When these indicators trend up, your valuation grows.
Value Detractors to Watch For
Even with great numbers, certain risks can hold you back:
- Key Person Risk: Is your business too reliant on one individual (often the founder)?
- Key Client Risk: Do one or two clients represent a disproportionate share of revenue?
- Market Risk: Is your sector facing volatility or limited TAM (total addressable market)?
- Single Channel Risk: Are you overly reliant on one lead source or platform?
- Data Risk: Is your reporting inconsistent, delayed, or missing?
These risks drag down valuation and can scare off potential investors or acquirers—even if your financials look strong.
Focus on the Metric That Moves the Needle
Here’s where this all comes together:
- We calculate a baseline valuation using your current revenue, EBITDA, and key value added ratios.
- Then we identify which metric, if improved, would most increase your enterprise value.
- That becomes your strategic focus for the next quarter.
It could be revenue retention, margin optimization, client acquisition, or reducing dependency on one client. Every business is different—but every business has one constraint that’s holding back growth.
By anchoring your plan around your valuation, you stay focused on what truly drives long-term value—not just short-term wins.
Final Step: Track It with a Simple Scorecard
Keep a living accountability tracker tied to your top priority:
| Problem | Hypothesis | Input (Activity) | Output (Result) | Owner | Start | Due | Status |
| Low retention | If onboarding improves, retention increases | Revamp onboarding process & NPS tracking | 90-day retention to 85% | COO | Apr 1 | June 30 | On Track |
When every input, result, and owner is clear, execution becomes easier—and results compound faster.
Strategic Plans Don’t Build Themselves. We Can Help.
At Argento CPA, we combine financial strategy, forecasting discipline, and CFO-level insights to help business owners drive real growth—not just hope for it.
If you’re ready to simplify your strategy, focus on what truly matters, and grow the value of your business every quarter… Reach out, we’re here to help you.