Xact Masterclass: Strategic Planning in Building and Construction

Xact Accounting 18 August 2025

Growth doesn’t happen by accident – at least, not sustainable growth.

If your construction business is currently at or above the $5M mark and you’re serious about scaling to $30M, $50M, or even $100M, one thing is clear: you need a structured strategic plan.

Our recent Xact Masterclass: Strategic Planning in Building and Construction is now available on-demand. In this recorded session, we walk through the practical frameworks and proven methods we use with clients to turn growth aspirations into concrete outcomes.

 

Here’s what we covered:

  • Creating Your Strategic Roadmap – How to build a short, actionable plan with defined goals and a clear path to execution.
  • The Power of Quarterly Strategic Reviews – Why regular check-ins keep your team accountable, aligned, and focused.
  • Scaling Requires Structure – Why businesses beyond $5M must reduce key-person risk and strengthen resilience.
  • Better Planning, Better Financial Performance – How strategic clarity translates directly into profitability, cash flow, and project control.

 

Free Resources Included:

Access our CFO Guide to Building a High-Performing Sales Team and download the Strategic Goal Setting Template, the framework we use with builders to align teams and scale with clarity.

CFO Guide to Building a High-Performing Sales Team

Strategic Goal Setting Template

 

For a deeper dive, book your free consultation with our CFO Advisory team. We’ll help you apply these frameworks directly to your business and set you up for sustainable growth.

Book a Free Consultation

Presenter

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Daniel Wilkinson

Partner and Head of CFO Advisory CPA, B.COM (ACC)

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Phil-landscape-size

Phil Brown

Partner and Chief Operating Officer (COO)

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Robert Barron

Client Director FAC, AICD

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