You're an entrepreneur with a great business concept!You're a start-up venture with a little history and a lot of potential!You're an established company that is expanding or for sale!

Intermediaries


World-Class
Business Plans

By:  JD/MBA/CPA

World-Class Professionalism... Wide Latitude of Options...
     Designs       Options      


Fully Readable Sample... 100 Most Recent Engagements...
      Sample       Portfolio      


Need The Ultimate?
2-Page Expansion With
8-10 Visuals and Text

Add:  $1,500


  Example 1   Example 2  



Need A Slideshow?
20-Panel PowerPoint
Linked To Financials

Add:  $1,500

FREE CONSULTATION
Biosketch...
Highest Credentialed Specialist in the U.S.

Hundreds of Scenarios
$250K to $250 Million
Excellent References





Investment Bankers
Lending Institutions
Capital Brokers
Loan Brokers
Business Brokers
Attorneys & CPAs
Business Consultants
VCs and Angels




 

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Business Plans That Propel Your Clients!You're a front-line professional...      an attorney, accountant, broker or business consultant...  and you've  got a  fast-moving client, who needs financing or strategic positioning.

You need a business plan!
The client is depending on you.  The  real question is:  should you prepare   the plan yourself, or outsource it to a  business planning specialist?

Five common mistakes to avoid when preparing a business plan. 

Five common myths that cause  Intermediaries to jeopardize clients. 

Quality is essential in this highly competitive environment [Brochure].

Outsourcing to an expert adds to your value proposition [Slideshow].

For a fraction of the price charged by high-end providers, we can render a world-class business plan, with unparalleled professionalism, within 5 to 7 days of receiving prerequisite information about your client's venture. Want to impress key audiences?  We can design and produce a visually stunning electronic slideshow that highlights the business plan and is linked to the underlying financial projections.  Have special needs?  We can produce special cuts for targeted audiences or provide a variety of other tailored solutions.  Need convincing?  View a portfolio sampling of our 100 most recent clients, along with their unsolicited testimonials.

High-End Business Planning Solutions
Design Length Slideshow Base Fee*
The Ultimate 20 Pages Yes

$9,000        

The Ultimate 20 Pages No

$7,500        

General Discount Eligibility... Plus, 10% On Multiple-Plan Scenarios.
Standard Business Plan Designs
Design Length Turnaround Base Fee*
Investor-Ready 18 Pages 7 Days

$6,000        

Lender-Ready 16 Pages 6 Days

$5,000        

Seed Money 14 Pages 5 Days

$4,000        

* Assumes fast-track, 4-stage installment plan, with 30% nonrefundable deposit, at  signing.
 BUT NOTE:  Depending upon your circumstances, discounts of up to 10% are available.
General Discount Eligibility
If Deposit is... 60% 90% 100%
Discount is... 3% 4% 5%
If You Can Wait... 5 Weeks 6 Weeks 7+ Weeks
Discount is... 3% 4% 5%
We accept wire transfer, money order, all forms of check, plus these credit cards:
        Visa - MasterCard - AMEX
     
Intermediary Compensation
Referral Fee - Direct Client Engagements *
If You Refer... 1st Client 2nd Client 3rd Thru 6th+
You Earn... 5% 6% Up To 10%
* General Discount and Referral Fee cannot collectively exceed 10%.
Reseller Authorization - Intermediary Engagements
If You Engage  Directly..       Under      Standard Label     Under      Private Label      Permitting       You To Resell..
You Pay... 10% Surcharge 20% Surcharge At Any Price!
For more information, see... Private Labeling.

Prefer to earn a referral fee?
If you like, we will contract directly with your clients, and treat each engagement as a referral. The first client referral earns you a 5% fee... subsequent referrals earn additional 1% fee increments, up to 10%!

Or... contract directly with us?
If you prefer, we will act as a third party provider, satisfying your clients' needs, while you control end price. This leaves you free to charge your clients whatever professional mark- up you feel the market will bear!

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