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Technology Design Services

Using technology is highly recommended but could be a daunting task when it comes to planning and implementation on your own.  Our offerings include:

  • CRM (contact management systems) planning and implementation

  • ERP (bookkeeping and accounting systems) planning and implementation

  • Process workflow design

  • General technology advice

2  —

Business Architecture

As companies grow, resources are commonly placed to solve a problem without appropriate structure in mind. Let's take a look at how to organize your team and/or create business processes that make them most effective.  Services include:

  • Organizational Structure Advice

  • Business policy analysis and coaching

  • Organization chart design

  • Strategies to expand your business

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Income & Expense Analysis 

Certain cost-cutting strategies can be introduced without losing the value you get from them just by creating efficiencies in the business. We can take a look at your processes, your sources of income and expenses to see if there are strategies to improve your bottom line. Services include:

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  • Financials tracking (Profit and Loss/Balance Sheet)

  • Income source examination and advice

  • Expense analysis and advice

  • Marketing and sales advice

Our business consulting services are geared to help you achieve success by uncovering new growth strategies.  Your business is analyzed with the goal of finding areas of improvement that will lead to more business and more profit.

 

Here are a few of the services we offer:

Is your business working as hard

as you are?

We help small businesses and non-profits get to the next level. Make your business better, faster, & stronger.

We are here to help you succeed

Our goal is to find creative ways to solve your business problems.  We all have them and those who persevere will bring their business to the next level.  It is very common for businesses to grow while keeping old processes that once worked well but no longer provide the same benefits.

Our 

Business Plan Development Process

We work closely with you to understand your goals and vision, research your markets and competitors, and 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.

first

It's dangerous to go alone, here are a few guides and books to get you started:

Tips and guidelines on writing a solid business plan, from executive summary to appendix.

A step by step guide to researching and writing a business plan.

A simple 30 minute video course walks you through the main steps needed to develop and write your business plan.

We Go Above and Beyond

Our business planning process is intense, thorough, and highly collaborative.

During our business planning process, we will help you refine your business model, identify your most profitable customers and improve your sales projections. We provide an objective view, so your final business plan is based on reality.

Understand

We work closely with you to understand your goals and vision, and then help you develop your entire business plan, from “elevator pitch” to “exit strategy.”

Tailored

We don’t start with a “canned” business plan format — each plan is tailored to meet the unique requirements of each client.

Continuous improvement 

We understand that the first version is rarely perfect. Our goal is to continuously improve your business plan based on your current market conditions. Our consulting process will help you in the months and years ahead. 

More than writing

We don’t just “write a business plan.” We question assumptions, perform independent research on the market and competition, and explore and propose alternative ways to market your product or service. We are consultants, not just writers.

Not linear

Business planning is not a linear process. By the time we are done, the original business model may have been revised two or three times.

As professional business plan consultants, we see a variety of business plan types. The three most common business plan types are bank financing, internal planning, or investor financing.

Despite the rumors, business planning is rarely easy. Especially if this is your first time. Be sure to avoid these common mistakes when creating a business plan.

We do not offer any fixed price packages and we generally avoid templates. Before we can estimate the fee for completing your business plan, we need to understand your individual situation. This generally requires a brief conversation about your project goals, timetable, budget, scope, and other issues. Our startup business plan services typically fall between $5,000 and $10,000 depending on a number of factors.  Although we are far from being the most expensive, we are also rarely the least expensive.

Industry Overview

General introduction to the industry

Market Opportunity

Brief discussion of how large the business opportunity is in terms of revenue, number of customers, growth trends, etc.

Customers

Who are they, where are they, how many are there, etc.?

Competition

Understand the competitive landscape in as much detail as possible. If there are no direct competitors now, then who are your indirect competitors?

Products & Services

What products and services will the business supply to customers?

Description of Business Model

including all major revenue streams. How will the business make money?

Marketing & Sales Plan

How will you attract and retain customers, deliver your product/service to them, and earn their loyalty? How will you position your products and services relative to competitors?

Operations

How will you get things done on a daily basis? This includes everything from research through production on to sales and billing.

Management & Staff

Probably the single most important factor in any effective business plan. Describe the management team in terms of experience, talents, connections, etc. What additional resources will you need to make the business succeed?

Investment Opportunity and Investor Exit Strategy

What will investors get for their money or their time? When and how will they be compensated?

Financial Projections

Focuses on cash flow projections (with major revenue sources and expenses included). We also map out the assumptions behind the financial projections.

SWOT

(Strengths / Weaknesses / Opportunities / Threats) Analysis​

Included in our

Business

Planning

Service

Our writing style is clear, direct, and simple. A typical startup business plan includes all or most of the following components, but has less detail than a more established business would require.