GMS SURGENT
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​Strategic Planning

​We believe a company's most important resource is the people who apply their knowledge, skills, and abilities to achieve individual and collective success, and the leaders who create an enabling environment for that success. GMS Surgent Strategic Planning Services helps create positive change in the leaders of your organization. We can help you develop new ways to attack old and emerging challenges in today's volatile and complex business environment through:

Facilitation
  • Conflict resolution
  • Board development
Strategic Planning
  • Vision, mission, values
  • Goals, strategies, actions
  • Strategy development
  • Scenario planning
  • Implementation approaches
Interim CFO Services
  • Financial statement preparation
  • Payroll tax filings
  • Executive management account reports
  • Bank and account reconciliations
  • Adjusting entries, depreciation schedules, and loan amortization
  • Financial management consulting
  • Interviewing and employee placement
  • Development of internal controls 

For more information, please contact:
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Brian Gallagher, MT, CPA
Managing Member
P: 484.395.2201
F: 610.975.9132
BrianG@gmssurgent.com
PROFITABILITY ANALYSIS

BUSINESS VALUATION

BANKRUPTCY - INSOLVENCY

LITIGATION SUPPORT

STRATEGIC PLANNING

 

Contact GMS Surgent

DEVON OFFICE
237 W. Lancaster Avenue
Suite 1000
Devon, PA 19333

Picture Map Directions

P: 610.975.9122
F: 610.975.9132
E: info@gmssurgent.com

 
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237 W. Lancaster Avenue, Suite 1000   |   Devon, PA 19333   |   610.975.9122 
Picture
  • Home
  • Who We Are
    • Partners >
      • John Surgent
      • Brian J Gallagher
      • Lauren Adamski
      • Richard Pritz
      • Brian Pugliese
      • Lori Toonder
    • Partner Emeritus >
      • William J Schalleur
      • Joseph Mcdevitt
    • Director & Managers >
      • Everett Minger
      • Terri Devine
      • Stephanie Sommers
    • Firm Culture
  • What We Do
    • Accounting and Assurance >
      • Agreed Upon Procedures
      • Green-E Energy
      • Employee Benefit Plans
    • Business Advisory Services >
      • Profitability Analysis
      • Business Valuation
      • Bankruptcy - Insolvency
      • Litigation Support
      • Strategic Planning
    • Individual Advisory Services
    • Tax Strategies and Compliance >
      • PA EITC Overview >
        • PA EITC Step by Step
      • Historic Tax Credits
    • Technology Solutions
  • Who We Serve
    • Real Estate
    • Construction
    • Emerging Technology
    • Life Sciences
    • MFG and Distribution
    • Preferred Individuals
    • Private Equity and VG
    • Professional Services Firm
    • Retail and Consumer Goods
    • Trusts and Estates
    • Non-Profit Organizations
  • Employment
    • Opportunities
    • You and GMS Surgent
  • Resources
    • Client Alerts
    • Firm Newsroom
    • Useful Links and Tools
  • PAY MY BILL