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The LivePlan Blog

Kathy Gregory

Kathy Gregory

Kathy Gregory has over 20 years of experience in business development, including: financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. At LivePlan Kathy runs the specialized program for Strategic Advisors. She is a graduate of the University of Oregon.

LivePlan Posts Written By Kathy Gregory

How to Conduct a Strategic Advising Meeting With Small Business Clients
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How to Conduct a Strategic Advising Meeting With Small Business Clients

As an accountant or Strategic Advisor, you’re a critical partner for your small business owner clients. The work you do and the expertise you offer helps your clients establish business goals, and guides their growth. Your work should cover questions such as these: “If you could change one thing about your business today, what would […]