Contact Us

Strategic Planning

Contact us for more details

We can help find answers.
Contact Us

HOW DO WE GET THERE FROM HERE?

Simply put, strategic planning is a formal process of determining strategic direction to guide organizational decision making and the allocation of resources.
We assist our clients throughout the entire planning and execution cycle. We will facilitate the planning retreat as well as design and implement roll-out and execution strategies.
Small and Mid-Sized Business Consulting and Advisory
Facebook-f Linkedin

Quick Links

Practice Areas

Newsletter

By subscribing, you will stay up-to-date with the latest news, trends, and insights in your area of interest.
Copyright © 2023 The Beatty Group. All rights reserved.

Newsletter

Join our mailing list to receive valuable industry info and TBG updates.

STEPHEN V. BEATTY

General Partner
Stephen has over 20 years of experience in finance, operations and business development. Stephen has extensive experience in mortgage and capital finance.
 

RAD

Stephen manages the real estate development and finance process for our clients during the RAD conversion process. He provides in-depth analysis and modeling to help identify finance capacity and determine the appropriate capital structure for our clients. in addition, Stephen manages development objectives to support the overall conversion strategy.

 

Skills

  • Financial Analysis
  • Financial Modeling,
  • Rehab Development Planning
  • Strategic Planning
  • Budget Management
  • Leadership Training and Development
 

Education

BS, Accounting, South Carolina State University

WILLIE (WILL) J. BEATTY JR.

General Partner
Will has over 25 years of business development and organizational leadership experience that includes private and non-profit consulting. Will also has extensive experience in launching private and non-profit startups.
 

RAD

Will manages the RAD program conversion process for our clients. In this process, Will manages the formal conversion from the Section 9 (Public Housing) funding program to Section 8 (PBRA or PBA). Will supports our clients by interfacing with local and RAD transaction counsel, various HUD departments including Multifamily and RAD recap, lenders, other stakeholders and 3rd party service providers.

 

Skills

  • Kepner Trago Problem Solving
  • Kepner Trago Decision Analysis
  • Diversity Management
  • Leadership Development
  • Interpersonal Skills
  • Project Management
 

Education

BS, Business Administration, South Carolina State University

WILLIE J. BEATTY

Managing Partner
Willie is retired from The Dana Corporation, a Fortune 200 company that manufactures automotive components for Ford, Chrysler, GM and BMW. He has over 40 years of executive leadership experience with various manufacturing firms. Willie also has over 30 years of experience in the public sector. He served as a Housing Authority Commissioner in Statesville, NC for 23 years. Willie spent 20 of those years as Chairman of the Board. Willie has demonstrated an exceptional ability to build diverse high-performing governing and management teams.
 

Public Housing and RAD

While serving as a Housing Authority Commissioner, Willie’s leadership help transform a troubled agency to a high-performing organization that was recognized by HUD. As a result, the agency saw unprecedented growth in resident self-sufficiency and community development programs. Willie is our chief RAD strategist. He works with our clients to facilitate the development of comprehensive conversion plans.

 

Skills

  • Industrial and Labor Relations
  • Strategic Planning
  • Organizational Development
  • Human Resource Management
  • Manufacturing and Operations Management
  • Financial Management
  • Board and Executive Training and Development
  • Non-profit Governance and Management
 

Education

BS, Business Administration and Accounting, South Carolina State University