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SM Advisors, Inc.
- Founded in 1999, SM Advisors, Inc. has completed over 300 planning processes and has worked in over 200 industries.
- All advisors have executive management and company leadership experience - we understand the daily challenges our clients face.
- Strong educational backgrounds in strategic management and related fields
- Profit and loss turnaround experience
- Utilize SM Advisor's proprietary planning models
- Through pre-planning interviews, we achieve the "highest quality of dialogue" in each planning session by addressing all sensitive issues and sacred cows.
- Using decision filters, the business plan is a living document that guides management decisions.
- SM Advisors plays an active role in the execution of our client’s business plans.
- Develop action plans with accountability to achieve annual corporate goals - roll up the sleeves mentality
- Focused on delivering bottom-line impact through action-based business plans
- We create long-term advisory relationships.
Founder & President - Steve Van Remortel
Steve's passion is to help business owners and leaders achieve their professional and personal dreams to achieve individual and financial freedom. A customized process will be developed to increase the health of the organization, team and the individuals.
Steve brings more than 20 years of experience in developing and executing business plans as an executive of and advisor to privately-held organizations. He has held top management positions and ownership in manufacturing, distribution and service companies.
Steve received a BS from the University of Wisconsin – Eau Claire with degrees in Marketing and Organizational Communications. Steve earned his MBA with an emphasis in Strategic Management from Wayne State University in Detroit, MI. Steve is a Certified Professional Behavioral Analyst (CPBA).
Steve enjoys spreading his passion for strategy and talent through public speaking events/seminars/workshops and has also taught a graduate management course as an adjunct professor at Moravian College in Bethlehem, PA.
- Steve was most recently honored with the "2010 Business Person of the Year" award, Green Bay Area Chamber of Commerce
- Steve was the recipient of the Daniel Whitney Award as the "Volunteer of the Year" for the Green Bay Area Chamber of Commerce.
- Featured as one of Green Bay’s "50 People You Should Know"
- Current Chair & co-founder of Green Bay Area Chamber’s CEO & CFO Roundtable Program
Steve can be contacted at: 920-884-8442 or by clicking here
Our History
As an owner and member of an executive management team of a manufacturing company in Wisconsin, Steve Van Remortel played a lead role in developing and executing the annual strategic plan. From that experience, Steve learned several strategic lessons they didn't teach in graduate school:
- Privately-held companies often struggle to find an outside resource that specializes in business planning and execution.
- Plan development is the easy part; effective execution is hard.
- The value of a plan is not measured by the written plan but by the results of execution.
- Internal facilitators (employees) can create a good plan but external planning advisors can develop a great plan by addressing underlying issues.
- Great external advisors put your company first and prove it within the process.
- External advisors are effective in driving project completion but must be managed to control cost and to experience an attractive ROI.
- Utilizing a proven planning model is critical to ensure that all issues are resolved and all opportunities are evaluated.
- Planning models must be customized to the type of business.
- If done properly, the annual planning process should create enthusiasm and momentum.
These lessons and experience led to the founding of SM Advisors, Inc. by Steve Van Remortel in 1999. Van Remortel vowed not to be just another consulting company. His unique approach meets the specific planning needs of privately-held businesses.
SM Advisors has established long-term advisory relationships with organizations across the country.
Strategy - and Teams to execute it - this is all we do.
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