Strategic Business Planning


Bank Projects

Wheeler Business Consulting  works with executive teams within banks (especially community banks) to create strategies to enter or expand their presence in the commercial equipment leasing and finance industry.  The process includes on-site visits; meeting with executive teams, board members, operational staffs, marketing  departments, and business development officers. Wheeler Business Consulting facilitates a comprehensive process, provides written reports, and assists banks to formulate their final strategies to build C & I assets.  Wheeler Business Consulting completed a research project and published a white paper for the Equipment Leasing and Finance Foundation entitled, "Community Banks and Equipment Finance - What It Takes  To Be  a Success".  Continuing research allows Wheeler Business Consulting to be a valuable resource for bank management teams nationwide.


Independent Finance & Leasing Company Projects

Wheeler Business Consulting  works closely with owners and management teams to identify challenges                within their organizations and provide meaningful solutions to create better efficiencies and outcomes. Projects have included:  product development, marketing campaigns, automation enhancements, personnel changes, process alterations, and exit strategies. Clients often use Wheeler Business Consulting as a trusted advisor and consult  with Scott on a frequent basis related to various projects and long-term initiatives. Acting as an outside  advisor, Wheeler Business Consulting receives monthly financial and activity updates for review and comments.  Continuity, strong relationships, and full disclosure allows Wheeler Business Consulting to participate in its clients' culture, progress, and ongoing strategies.


Wheeler Business Consulting works closely with management teams to facilitate strategic business plans. Scott Wheeler works with banks, independent finance and leasing companies, and origination firms to develop long- term visions and executable strategies for their organizations. The process includes on-site visits to understand the culture of the operation, strengths, weaknesses, and opportunitie.s. The projects include, but are not limited to: exit strategies, building stronger balance sheets, realigning internal resources, team building, and developing stronger outcomes for all stakeholders.