Driving 3‑Year Strategic Roadmaps with Montage Accelerate

A well‑run business rarely fails for lack of ideas, but many struggle because those ideas never convert into a clear, time‑bound plan. At Montage Partners, we start every new investment with a collaborative three‑year strategic roadmap designed to lock in alignment across ownership, leadership, and frontline teams.

In the short video below, Cole Jackson, our VP of Portfolio Acceleration, walks through the process: from workshops that surface big‑bet initiatives, to benchmarking each initiative against other companies we’ve scaled. We then distill the vision into actionable tasks that leadership can assign across the team to ensure execution. Quarterly check‑ins keep the plan agile as markets move.

Founders and management teams tell us the approach delivers two immediate benefits: speed (a finished plan in weeks, not months) and perspective (what’s proven to work – and not work – in similar industries). If you’re an owner looking to turn long‑term goals into day‑to‑day accountability, watch the video, or reach out to discuss how we can help.