Business Plan Consultants

Whether you are starting a new business, expanding or reconfiguring an existing business, or merging with another business, you’ve come to the right place. We offer professional business planning services to three groups: startups; established businesses; and non-profits, counties and municipalities.

Startups are usually characterized by bold visions and big ideas but limited capital, small teams and limited resources. The main challenge for most startups is not the end game, but rather how to get there from here. We help entrepreneurs chart a course, and navigate through calm seas, rocky shoals, and high winds.

Established businesses are different from startups. They have a history. They have products, services, and processes that work, and some that don’t. They have a mix of happy customers and not-so-happy customers. They usually have a small executive management team, some employees, and probably some contractors. The big difference is that established businesses have something to lose. A new business plan has to transition the business from the old to the new, without breaking all the things that already work. That means it pays to take the time to really understand the inner workings of the business  — the organizational structure, departments, teams, management, staffing, operations, workflow, policies and procedures, marketing and sales, etc.

Non-profits, counties and municipalities differ from businesses in many ways. They tend to be mission oriented rather than profit driven. They often have more diverse groups of stakeholders, such as members, volunteers, citizens, associations, and boards. They also have very different financing mechanisms and funding sources. But they still need a “business” plan.

Our Business Planning Process

Our business planning process is intense, thorough, and highly collaborative. We provide an objective view, so your final business plan is based on reality, not pixie dust.

  • We work closely with you to understand your goals and vision, and then help you develop a clear roadmap for your business for the next few years.
  • Unlike many of our competitors, we expect — even demand — several iterations. We understand that the first version is rarely perfect. If you are not happy with our work, we aren’t either.
  • We question assumptions, perform independent research, and explore and propose alternative ways to help you achieve your business objectives. We are business plan consultants, not just business plan writers.
  • If you need to raise capital, we’ll evaluate your business plan from the viewpoint of a prospective investor or partner. Our experience allows us to quickly spot problems and fix them long before you meet with your first investor. Beyond the business plan, we can also help you prepare a pitch deck and other presentation materials.
The best business plans are easy to understand

Despite the rumors, business planning is rarely simple. It is inherently nonlinear. It doesn’t follow a neat set of orderly steps, and each step depends on the others, so “minor” changes to one part of the plan can often result in “major” changes in another part, which then cascade through the rest of the plan. Be sure to avoid these common mistakes when creating a business plan.

We have many years of experience working with businesses and non-profit organizations across a wide variety of industries, sectors and stages.  Our clients range from one-person service industry startups to large manufacturing and hospitality business clients with hundreds of employees and multi-state operations, to counties, municipalities and other non-profit organizations.

Pricing for business plan consulting services depends on a number of factors. Although we are far from being the most expensive, we are also rarely the least expensive.  If you are looking for a strong, experienced consultant who will treat you with the attention and respect you deserve, then you have come to the right place.

We’ll work closely with you to understand your goals and vision, research your markets and competitors, and help you develop your business plan. Although most clients hire us to write a business plan they often find that the process they go through developing a plan is ultimately more valuable than the documents themselves.

Writing Style

Our writing style is clear, direct, and simple. We minimize technical jargon, flowery language, and unnecessary complexity.  We always ask for a representative sample of your writing and preferred style, so the final plan fits your style and voice.

Business Plan Elements

A professional business plan for a startup usually includes all or most of the following components:

  • Industry/ Market Overview
  • Market Opportunity/ Needs Analysis
  • Customers
  • Competition
  • Business Model
  • Products & Services
  • Marketing and Sales
  • Operations
  • Management and Staff
  • Financing/Funding
  • Financial Projections
  • Scenario Analysis
  • SWOT Analysis
  • Appendix and Supplementary Materials

For established businesses and non-profits, the business plan elements are basically the same, but the level of detail and complexity are often very different. In our experience, every successful organization has a business plan. The idea of just throwing spaghetti at the wall to see what sticks is foolhardy in the extreme. A solid business plan by no means guarantees success, but it definitely shifts the odds in your favor.

Contact Us now – We can help you reach your goals!