Welcome.
Whether you need an investor-ready business plan, an executive summary or pitch deck, help with RFP/ RFI responses, or just need advice or feedback on your business strategy – I can help.
My business plans have collectively raised millions in equity and debt-based capital, including SBA loans, for over 200 clients.
Having founded and sold multiple multi-million dollar tech companies, I also consult with entrepreneurs and founders on best practices, go-to-market strategies, product and service concepts, operational efficiencies, pricing models, and corporate and partner structures.
Business Plans & Planning:
✔ Professional business plan/ executive summary with charts, infographics and imagery.
✔ Accurate financial models, forecasts and summaries.
✔ Pricing/ subscription analysis and strategy.
✔ In-depth market, industry and competitive research and analysis.
✔ TAM/ SAM / SOM, economic trending, SWOT, etc.
✔ Marketing and sales plan and blueprint.
✔ Product/ service road-mapping.
✔ Regular updates. Quick Turnaround.
Other Expertise:
✔ 12+ years as Founder/ CEO/ COO/ CPO/ with 4 successful multi-million-dollar acquisitions.
✔ Startup / founder coaching, mentoring and advice.
✔ Business formation, structure and strategy.
✔ RFP/ RFI responses (92% success rate).
✔ Grant applications (89% success rate).
✔ Product ideation, strategies & roadmaps.
✔ Marketing plans. Sales plans. Analytics plans.
✔ Distributed-team staffing and operations models.
✔ Go-to-market strategy and positioning.
✔ Pre-money and post-money valuations.
Please feel free to reach out to me at any time to ask a question on any topic. I look forward to helping you on your path to success!
Have a great day!