are some Frequently Asked Questions, regarding:
are your business planning qualifications?
Where can I find samples
of your work?
your prices negotiable?
How does payment work?
Do you accept
deferred payment or stock options?
if I just want limited consultation?
What if I
want a plan drafted to my specifications?
does it take to produce your standard plan?
What is your
process for gathering my information?
Who handles the
market and industry research?
if I don't like the mock-up or draft outline?
What if I
change my mind, after drafting begins?
post-production changes are required?
Do you guarantee your work?
ready to go... what are the next steps?
are your business planning qualifications?|
and principal consultant is a JD/MBA/CPA and licensed business
broker, with 25 years of experience as a senior financial manager for
two Fortune 50 companies and the sole proprietor of a business law
practice. He is an expert in strategic planning, financial
management, process evaluation, and supply chain management, and
provides broad, global perspective, gained from assignments in the U.S.,
U.K., Europe, South. America and Asia, plus hundreds of
high-end business planning engagements, involving 100+ country-markets,
can I find samples of your work?|
We cannot share proprietary
information contained in the business plans of prior clients.
However, we have posted an
array of images on this site, which
provide a good visual
representation of the form
and format of our typical business plans. The samples provided
relate to financing objectives, but we can craft a business plan to meet
specific financing, marketing or management goals.
your prices negotiable?|
standard fixed fees for producing world-class, professional business
plans are a fraction of the price normally charged by high-end specialty
firms. Moreover, we offer
price discounts of up to
10% on any business plan or media supplement, depending upon the
amount paid, at signing, and your targeted drafting week. If you elect
to purchase and utilize
Business Plan Pro™,
but later decide to have us produce your plan professionally, we will extend a price rebate equaling your
retail cost, payable at final settlement.
does payment work?|
Payments for standard
plans or media supplements
can be made in four installments: 30%, upon contract signing;
30%, upon commencement of drafting; 30% upon readiness to transmit
initial draft; and 10%, upon final shipment. Payments for
consulting services are handled on a pay-as-you-go basis. We
accept wire transfer, VISA, Master Card or American Express, eCheck,
money order, cashier’s check or personal check. All
transactions are securely processed for immediate approval.
you accept deferred payment or stock options?|
At present, we do
not accept deferred payments or contingent, non- cash alternatives,
such as stock options. However, we are reviewing some financing
alternatives, which may soon become available.
if I just want limited consultation?|
We provide tailored
solutions, including general consultation. This might range from our
minimum of four hours, to whatever amount of time you require, in
order to meet a particular objective or to feel competent to prepare your own business plan.
if I want a plan drafted to my specifications?|
We offer tailored business
solutions, including draft-to- specification. Our standard business
plans, and available options, afford wide flexibility in
design, layout, content and length. However, if you have a unique outline,
format or objective in mind, we will be happy to execute to your exact
specification... from start-to-finish.
is your process for gathering my information?|
upon signing, we overnight express our Client Workbook, and
accompanying CD, to facilitate the initial gathering of your qualitative
and quantitative data. Clients can either provide informal,
written responses to interrogatories presented in the Client
Workbook, a process that is rewarding, but often time consuming... or
allow us to conduct telephone interviews, to accomplish the same
informational objectives, usually in a fraction of the time. Alternatively,
you can purchase and utilize Business Plan Pro™, by completing about
50 to 60 software
modules, in lieu of our data gathering process, and then receive a
handles the market and industry research?|
Our processing time
estimates presume that your overall thinking is crystallized and
that research data is generally available or can be
obtained in short order. Part of the 15-20 hours of front-end,
professional consultancy is devoted to 10-15 hours of well-directed market
research... but, this effort is intended to top off your own
market research efforts. About 80% of the time, this collaborative
approach will satisfy the client's needs, without incurring additional
charges. However, if you expressly authorize us to perform
additional market or industry research, we will charge these
supplemental services at a published freelance rate of $150 per hour.
if I don't like the mock-up or draft outline?|
We will not proceed to the
draft stage, until you do like the mock-up and draft
outline. We will continue collaborating, until we
generate a storyboard that you feel sells your business proposition
effectively and that we feel is likely to assure your ultimate
if I change my mind, after drafting begins?|
Minor changes will be
handled, at no additional cost. Major departures from the approved mock-up, such as wholesale design
changes or section overhauls, will be handled at $150 per
if post-production changes are required?|
If the produced business plan does not conform to the approved,
pre-production draft, we will make all necessary changes and
reproduce the business plan, at our sole expense. If you require
post-production changes, which you did not contemplate in the
draft, we will make the changes you require at a reduced consultancy rate of $150 per hour, plus
you guarantee your work?|
During all stages of the engagement, we will apply our best efforts to assure your ongoing and
ultimate satisfaction. Our goal is to provide you with a
professional business plan that is compelling, informative and
appealing. However, we make no warranty, express
or implied, that the business plan we ultimately produce will, in fact, achieve any
specific financing, marketing or management objective.
ready to go... what are the next steps?
Contact us, so that we can
answer your questions and make an initial assessment of the scope and
timing of the engagement. After terms and conditions have been
agreed, we will send you a Letter Proposal for your signature acceptance.
Upon receipt of your signed acceptance and the required initial payment,
we will immediately commence work. By overnight FedEx, you will
receive a Client Workbook, and an accompanying CD, designed to assist your
thinking process. While this
material can be used to communicate written responses, 90% of our clients
prefer to rely almost exclusively on 4 to 6 telephone exchanges, lasting
about 60 to 90 minutes each, to effectively communicate the qualitative
and quantitative information that will be required to facilitate the
engagement. In a typical
scenario, the preliminary activities leading to the effective
establishment of an engagement can be accomplished,
within 24 hours from initial telephone contact.
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Sarasota, FL USA
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phone: (415) 282-1044