Business Plan Services
Turn Uncertainty Into
CEO-level clarity on your business — with a prioritized plan you can execute
Independent review by a current CEO, business leader — translated into business decisions.
SECTION 1 — WHY ME
• 30+ years CEO, Business Creation, and Engineering Leadership
• CTO / VP Engineering experience
• MBA in Business and Engineering Management
• Experience working with investors & boards
SECTION 2 — WHO THIS IS FOR
Built for Founders, C-Suite Leaders, and Management Executives
SECTION 3 — THE OFFER
Summary
• Offer - Fixed-fee business plan package for startups and small businesses that need a clear plan, financial model, and funding-ready narrative.
• Price - $4,500 fixed fee. Optional add-ons available.
• Timeline - 2-3 weeks after kickoff and receipt of required client inputs.
• Best For Founders, solopreneurs, local service businesses, startups, technical ventures, and owners preparing for funding or growth.
SECTION 4 — WHAT YOU GET (Deliverables)
What You Receive
• Concise Executive Summary of the business, opportunity, strategy, and financial outlook.
• Full Business Plan - Word/PDF plan covering company, products/services, market, sales, operations, risks, and milestones.
• Market and Competitor Summary - Focused research summary and positioning analysis.
• Sales and Marketing Strategy - Target customers, positioning, channels, messaging, and go-to-market approach.
• Operations Plan - How the business will deliver, manage resources, and run repeatable processes.
• 3-Year Financial Projection Workbook - Revenue, expenses, cash flow, break-even, assumptions, and scenario notes.
• One consolidated client revision after the first complete draft.
SECTION 5 — HOW IT WORKS (Timeline)
Engagement Process
Step 1: Discovery call and fit assessment.
Step 2: Signed proposal/SOW and deposit or full payment.
Step 3: Kickoff meeting, intake questionnaire, and data collection.
Step 4: Research, financial modeling, and draft business plan development.
Step 5: Client review, one revision round, final Word/PDF plan, and financial workbook delivery.
SECTION 6 — DOWNLOAD
Download a PDF copy of our business plan information document.
SECTION 7 — NEXT STEPS
Take the Next Step
Book a 30-minute strategy call.
Learn About
Learn About
Learn About