Business Planning Services

Our process begins immediately upon engagement. Research is gathered based on your interactions with our marketing personnel. This early analysis of both the competition and financial factors impacting the industry allows us to shape discussions in the most efficient and effective manner, saving you precious time.

Based on this initial consultation, we assign market research and financial modeling aspects of the project to the appropriate team members. Shortly thereafter, a list of needed deliverables is requested of you. Unlike other business planning firms, we do not require our clients to participate in lengthy question and answer sessions nor do we insist that you fill out pages of information on your industry and target market. Because of the wide range of industries and ventures we have served, our professionals are able to rapidly comprehend any client's vision. Our primary goal is to marry your vision with a differentiated business strategy, one that is capable of generating a sustainable competitive advantage for each and every client.

Once a strategy has been developed, our focus shifts from strategic planning and forecasting to communications and presentation. Depending on your primary objective and audience, our team will tailor the highlights, tone, and organization of each editorial section of the plan to suit your specific needs. Not withstanding these efforts to speak to a primary audience, any reader should be able to quickly grasp your venture's unique features within seconds of examining the final business plan.