Business Planning

I’m happy to help you with your business planning at various stages, collaboration points, and strategy levels.

Real Review:

I can give you a comprehensive business plan review. The deliverable includes a marked-up and commented copy of the document plus a long email from me detailing suggestions and my view of the plan’s suitability for business management, backing up a loan application, or for seeking investment. I especially like to work with Business Plan Pro (bpdx) files or password access to Liveplan.com. Click here for more information …

Real Numbers:

I prefer an interactive job, working with you, to develop realistic and credible business planning projections including sales, cost of sales, expenses, profit or loss, balance sheet, and — by far the most important — cash flow projections. It’s not magic; it’s still just an educated guess. But I’ve had a lot of experience with this and if you let me I can help you get numbers that are based on specific assumptions, measurable, and as credible as projected numbers get. Aside from piecing apart the assumptions, I can also help you find industry profiles for reality checks against standards for gross margin, net profits, and so forth.

Realize of course that your projections will still be wrong. It’s not about guessing right. Instead, it’s a matter of having dots connected and making reasonable assumptions, which you can then pull apart and track plan vs. actual with, so that as time goes on you have something you can review, revise, and manage. Click here for more information …

Speaking and workshops:

From an hour or so on business planning or starting a business to half-day, full-day, and day-and-a-half business planning workshops, I do a fair amount of speaking to groups in person and in webinars. Click here for more information…

For additional information:

Please contact me for more information…