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Making a Risk Management Plan for Your Business

It’s impossible to eliminate all business risk. Therefore, it’s essential for having a plan for its management. You’ll be developing one covering compliance, environmental, financial, operational and reputation risk management. These guidelines are for making a risk management plan for your business.

Developing Your Executive Summary

When you start the risk management plan with an executive summary, you’re breaking apart what it will be compromised of into easy to understand chunks. Even though this summary is the project’s high-level overview, the goal is describing the risk management plan’s approach and scope. In doing so, you’re informing all stakeholders regarding what to expect when they’re reviewing these plans so that they can set their expectations appropriately.

Who Are the Stakeholders and What Potential Problems Need Identifying?

During this phase of making the risk management plan, you’re going to need to have a team meeting. Every member of the team must be vocal regarding what they believe could be potential problems or risks. Stakeholders should also be involved in this meeting as well to help you collect ideas regarding what could become a potential risk. All who are participating should look at past projects, what went wrong, what is going wrong in current projects and what everyone hopes to achieve from what they learned from these experiences. During this session, you’ll be creating a sample risk management plan that begins to outline risk management standards and risk management strategies.

Evaluate the Potential Risks Identified

A myriad of internal and external sources can pose as risks including commercial, management and technical, for example. When you’re identifying what these potential risks are and have your list complete, the next step is organizing it according to importance and likelihood. Categorize each risk according to how it could impact your project. For example, does the risk threaten to throw off timelines or budgets? Using a risk breakdown structure is an effective way to help ensure all potential risks are effectively categorized and considered. Use of this risk management plan template keeps everything organized and paints a clear picture of everything you’re identifying.

Assign Ownership and Create Responses

It’s essential to ensure a team member is overseeing each potential risk. That way, they can jump into action should an issue occur. Those who are assigned a risk, as well as the project manager, should work as a team to develop responses before problems arise. That way, if there are issues, the person overseeing the risk can refer to the response that was predetermined.

Have a System for Monitoring

Having effective risk management companies plans includes having a system for monitoring. It’s not wise to develop a security risk management or compliance risk management plan, for example, without having a system for monitoring. What this means is there’s a system for monitoring in place to ensure risk doesn’t occur until the project is finished. In doing so, you’re ensuring no new risks will potentially surface. If one does, like during the IT risk management process, for example, your team will know how to react.


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Since 1999, growthink has created thousands of business plans and strategic plans for clients who have gone on to achieve tremendous success..

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We work closely with you to understand and improve your business model, target market, plans for securing funding and increasing sales, and other aspects of your unique vision to build a custom business plan and financial plan that will help you reach your company goals.

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Growthink’s business planning team has world-class academic, entrepreneurial, and financial backgrounds, including experience starting, financing, and growing businesses and working as angel, venture capital, and private equity investors.

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We have developed business plans for clients worldwide in hundreds of industries across every organizational type - startups, small businesses, mid-sized companies, large corporations, nonprofit and government organizations.


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We don't just document your business ideas on paper. Our business plan consultants conduct market research and collaborate with you to create strategies for you to succeed in both today's environment and over the long term.


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We are in constant contact with investors, lenders, and other funding sources. This enables our consultants to develop business plans and pitch decks that raise capital. Growthink clients have raised billions of dollars in debt and equity funding.

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We have access to several market research databases to help you better understand the emerging trends in your industry and better identify your target markets, potential risks, and growth opportunities to develop a truly comprehensive business strategy.

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Dave is a serial entrepreneur, renowned professional business plan consultant and the author of the Amazon #1 Best Seller in Entrepreneurship “ Start at the End: How Companies Can Grow Bigger and Faster by Reversing Their Business Plan ,” published by Wiley. Dave is a contributor for and BusinessWeek went so far as to call Dave ‘The Business Plan Expert.’ Dave has an MBA from the Anderson School of Management at UCLA and a Bachelor’s degree from the University of Virginia.

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What it’s like to work with a professional business plan consultant.

There are several business plan consultants with whom you can work. However, most aren’t very good.

Remember, you need a business plan that raises funding for your company and will help you build a thriving business. While anyone can jot down your idea on paper, most will not do what a professional business consultant can well.

You may want to think of it this way. If you were to run a Super Bowl ad for your company, would you hire a marketing firm with a track record of excellent results with Super Bowl ads? One that had unique expertise in understanding your target audience and crafting a message that persuaded them to take the actions you wanted?

Or would you hire a “guy” you found on CraigsList who said he could create your ad for $400?

Clearly, you would go with the experienced firm.

The same is true with your business plan . If your business plan consultant can’t expertly conduct market research regarding your industry, competition, and customers, you won’t be able to develop the right strategies to grow your company.

Likewise, if your business plan consultant doesn’t spend significant time each month with your target customers (venture capitalists, bankers, angel investors, loan officers, etc.), then most likely they will fail to develop a plan that inspires them to write you a check .

For over 20 years, Growthink’s business plan consulting services have helped thousands of new and established businesses raise billions of dollars and build successful organizations. We hope to have the opportunity to speak with you about our business plan services and help you realize your succeed.

Our Business Plan Consulting Methodology

Our business planning and consulting team has developed thousands of custom business plans for clients in all types of industries. During this time, we have developed proprietary methodologies to ensure our clients receive high-quality, fully customized business plans every time.

The Growthink methodology includes five phases which are designed to maximize quality and client satisfaction.

We will also deliver your complete financial model at this time , including the financial projections .

Business Plan Consulting FAQs

What does a business plan consultant do.

A business plan consultant helps small business owners, entrepreneurs, start-ups , and established businesses develop business plans that will help them raise bank loans, equity funding and other forms of funding for their businesses . A quality business plan advisor will also ensure the business’ growth strategy is solid. We are the industry experts in helping many entrepreneurs , business owners, and executives create professional business plans that are well thought out to point your business in the right direction and powerful tools to convince potential investors to fund your project or lend you money.

What is the business planning process like?

Every business is unique, so there’s no cookie-cutter business plan. Every business owner has different strengths and weaknesses they bring to the table. We want our clients to get the most out of their business plan by solving problems, leveraging strengths, and highlighting new business opportunities for growth – all while taking it one step at a time.

Growthink starts with what’s important to you: What are your current challenges? What do you hope this business will achieve? Our business planning advisors   are there to help make your vision a reality – whether through helping improve your day-to-day operations or providing the strategic planning necessary for companies on an upwards trajectory. Whatever stage you’re at in your company’s life cycle, our business plan consulting firm can help judge the needs of your business and provide solutions based on our years of experience working with companies in a variety of industries.

Read more about Our Business Planning Process & Methodology .

How long does it take for a business plan consultant to produce a business plan?

Growthink’s business plan consultants can produce a custom business plan in as little as seven days, but it may vary depending on the complexity of the business.

How much does a consultant charge for a business plan?

The cost for professional business plan development services varies depending on the complexity of the company.

Business Plan Consultants Case Studies

Having worked with thousands of clients, here are but a few case studies :

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Our business plan consultancy services are in high demand  serving clients around the world. Among other cities, we have business consultants in Los Angeles, Washington D.C., Atlanta, NYC and London.

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Hire Freelance Business Plan Consultants

Aleksey N. Krylov, CFA, Top Business Plan Consultant.

Aleksey N. Krylov, CFA

Freelance Business Plan Consultant

Aleksey served in CFO roles of public and VC-backed private companies. As investor, he contributed to 25+ private equity deals that have deployed $500 million. He has advised 50+ clients on raising $1.6 billion in equity in the healthcare, consumer, media, software, energy, and industrial sectors. He enjoys working with officers of early stage and mature small-cap firms. He freelances because it exposes him to a wide range of companies.

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Ftera Advisors

Josh Chapman, Top Business Plan Professional.

Josh Chapman

Josh is an investment banker turned VC who lives in Denver, CO. At Morgan Stanley, he covered the world's top hedge funds and sold over $5 billion in IPOs for companies like Alibaba, LendingClub, GrubHub, and more. He also has experience in M&A, startup fundraising, and as a founder. Currently, Josh is one of the managing partners of Konvoy Ventures, a VC firm focused on esports and video gaming.

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Gary Calnan, Top Business Plan Freelancer.

Gary Calnan

Gary is a serial entrepreneur with CEO and CFO experience. Before co-founding an aerospace startup in 2017, Gary was the director of finance at a $120 million revenue SaaS company, where he was responsible for the financial management of multiple departments and supported three mergers. Gary leverages his unique blend of finance and entrepreneurial experience across early and growth-stage businesses to add value to Toptal clients.

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Marc Howland, Business Plan Freelancer.

Marc Howland

Marc is a Harvard Business School graduate with honors, a former investment banker from Goldman Sachs, and private equity investor at The Carlyle Group. He has helped execute more than $70 billion worth of global M&A and financing transactions in the tech, media, telecom, infrastructure and sports facility finance markets. Marc enjoys freelancing to contribute his knowledge and skills to others while working on his own early-stage ventures.

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Nirvikar Jain, Experienced Business Plan Professional.

Nirvikar Jain

Nirvikar has helped raise $20+ billion of capital and built lines of business as an experienced CEO, banker, and strategist at ICICI, Citi, Bank of America, and FAB. An entrepreneur, Nirvikar is an active board member for startup companies, advising on strategic initiatives and capital raising. As a freelancer, he enjoys leveraging his background as an entrepreneur and executive to drive profitable growth at companies from various industries.

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Travis Borden, Top Business Plan Freelancer.

Travis Borden

Travis was part of the founding team at Moelis & Co., a $2.5 billion global investment bank, and has 18 years of experience advising clients on $40+ billion of M&A, capital raising, and restructuring transactions. In 2015, he founded a socially responsible advisory firm, Keene Advisors, named "Best for the World" 2017-2019. Travis joined Toptal to expand his network and share his expertise advising companies from startups to Fortune 500 firms.

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Andy Vietor, Top Business Plan Freelancer.

Andy Vietor

Andy was recognized twice as an All-Star Analyst by the Wall Street Journal. He has been a strategist, operating executive, financier, and top-ranked industry analyst. As a freelancer, Andy advises a range of companies—from early-stage and middle-market to large caps—delivering customized solutions including effective investor presentations, dynamic financial models, and project finance structuring.

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Bertrand Deleuse, Top Business Plan Consultant.

Bertrand Deleuse

Bertrand is a 25-year finance veteran with a true 360 experience, honed as an investment banker, venture advisor, project developer, CFO, and expert witness consultant in international arbitrations. He has advised and partnered on over 100 transactions and investment initiatives totaling over $16 billion. Bertrand is a seasoned problem solver and decision-maker with expert facilitation skills. Bertrand advises on M&A, corporate development, venture growth, project development, and financing.

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Olivia Passoni, Independent Business Plan Consultant.

Olivia Passoni

Olivia has over a decade of advisory experience, specializing in valuation, financial and business planning, M&A, capital raising, and due diligence. She has advised business owners globally on financial planning and strategy optimization during the fundraising and exit process. Olivia also works with investors for portfolio valuation work, the development of fund models, and due diligence. She is a Certified Valuation Analyst and is specialized in early-stage valuations.

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Andrew Grigolyunovich, CFA, CFM, Expert in Business Plan.

Andrew Grigolyunovich, CFA, CFM

Andrew ranked fifth at the 2017 Financial Modeling World Championships. He served as CFO for Latvia’s leading retailer for seven years, navigating the firm through the global financial crisis and executing a turnaround that led to profitability and international expansion. He went on to freelance consulting, growing his client base to 250+ in 17 countries. Andrew joined Toptal to work with clients on FP&A, financial modeling, and M&A.

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A Hiring Guide

Guide to hiring a great business plan consultant.

Business plan consultants help define the long- and short-term goals of a business and draw up an action plan to achieve these goals. This guide provides a breakdown of the key skills and attributes you'll want in a business plan consultant.

... allows corporations to quickly assemble teams that have the right skills for specific projects.

Despite accelerating demand for coders, Toptal prides itself on almost Ivy League-level vetting.

Building a cross-platform app to be used worldwide

Martin so far is a complete Rockstar. His first bit of work produced a tool for us to model and forecast our financials and is far and away worth every penny we paid and more. Just thought I’d share that with you. Pete Pellizzari, CEO Budder, Inc.
Erik has been an extremely valuable member of our team who has tremendous breath of experience with start ups in our lifecycle phase. What makes his contribution unique and highly effective is not only his excellent financial modeling skills and knowledge, but also the emotional intelligence with which he manages each relationship at Vault, understands our team dynamics, and helps us tackle start up challenges effectively. It is rare to find a part-time consultant who makes you feel like he/she is genuinely invested in the success of your company. Romy Parzick, COO Student Loan Benefits, Inc. dba Vault
Toptal has been an incredible key partner for Sidekick. As an early-stage start-up, we’ve leveraged both design and financial talent. The experience has been incredible, with those professionals bringing creativity, expertise, and advice to ensure Sidekick succeeds. My Toptal financial expert helped steer Sidekick’s business model, which resulted in an initial ROI of 650x! My experience with Toptal has given me great confidence in the future. Doug MacKay, Founder / CEO SideKick
Chris was great to work with and was always available on my schedule. His communication skills and personality were a 10/10. His outputs on the project were top notch and allowed us to develop more efficient forecasting and initiative prioritization frameworks. I would definitely use Chris again. Chris Pozek, CEO Veterans Rideshare
What really sets Toptal apart is the caliber of finance talent available in their network. I had a very specific and pressing need, and Toptal quickly matched me with the perfect person for the job. The expert produced a thoughtful and robust financial analysis that has ultimately allowed us to forecast and prioritize initiatives much more efficiently. Chris Pozek, CEO Veterans Rideshare
Scott had a lot of finance experience which he used to ask the right questions and help us do things more quickly than we would have done without him. The commission model is crucial to us being able to scale, he integrated seamlessly with our finance team and efficiently got us the outputs we needed. Naushad Parpia, Founder and CEO GSD
I was very impressed with the quality of finance talent in Toptal’s network. Our expert's experience was immediately evident through his insightful questions and the speed at which we could move. Toptal stayed on top of the process from making the match through to the successful completion of the project. I've already recommended Toptal Finance to my network. Naushad Parpia, Founder and CEO GSD

How to Hire Business Plan Consultants through Toptal

Talk to one of our industry experts, work with hand-selected talent, the right fit, guaranteed, how are toptal business plan consultants different.

At Toptal, we thoroughly screen our business plan consultants to ensure we only match you with talent of the highest caliber. Of the more than 200,000 people who apply to join the Toptal network each year, fewer than 3% make the cut. You'll work with finance experts (never generalized recruiters or HR reps) to understand your goals, technical needs, and team dynamics. The end result: expert vetted talent from our network, custom matched to fit your business needs. Start now.

Can I hire business plan consultants in less than 48 hours through Toptal?

Depending on availability and how fast you can progress, you could start working with a business plan consultant within 48 hours of signing up. Start now.

What is the no-risk trial period for Toptal business plan consultants?

We make sure that each engagement between you and your business plan consultant begins with a trial period of up to two weeks. This means that you have time to confirm the engagement will be successful. If you're completely satisfied with the results, we'll bill you for the time and continue the engagement for as long as you'd like. If you're not completely satisfied, you won't be billed. From there, we can either part ways, or we can provide you with another expert who may be a better fit and with whom we will begin a second, no-risk trial. Start now.

How to Hire a Great Business Plan Consultant

A well-conceived business plan, rigorously researched and shared among stakeholders, is a key asset for businesses at any stage in their lifecycle. Effective cash flow management, sustainable growth, and successful strategic exits happen not by chance but through careful adherence to a business plan that’s based on a thorough analysis of the existing business and deep industry expertise.

Of course, a high-quality business plan is only as good as its writer. While business owners, C-level executives, and more senior employees need to provide input, it pays to have a third-party consultant assist in writing the initial plan or pressure test an existing plan. This business plan writer and consultant will serve as a combined industry expert, financial analyst, and senior advisor, drawing on their expertise to collect and analyze data, review the business’ financial model and underlying assumptions, and help the CEO think strategically about the direction of their business in areas of business strategy, marketing strategy, and more over the next three to five years.

In this hiring guide, we will address how to identify the right candidate for the business plan writing role and create the best environment for a successful engagement.

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Why Hire a Business Plan Consultant?

Below are some of the most common reasons for retaining a business plan consultant, alongside case studies to provide insight into how they can help your business achieve its goals.

Explore Growth Initiatives

Professional business plan consultants are often brought on to help executives identify the optimal ways to grow their business in the near-term. This shouldn’t simply be a matter of increasing sales or cutting costs, but a discussion of how to best allocate resources according to strategic priority. A next-level business plan consultant will not just evaluate existing options, but draw on their experience to suggest additional pathways to growth.

Case study: Cutting It Close, a B2C startup focused on razor blades, needs help writing their business plan to map out the next five years of major growth initiatives. They have limited bandwidth, and can’t decide how to prioritize between a set of potential initiatives: expanding to new geographies or aggressively renegotiating contracts with key suppliers. How would an expert business plan consultant approach writing the business plan, keeping these growth initiatives in mind?

In this case, an expert business plan consultant should consider these initiatives in the broader context of the business and its goals over the given time horizon. While expanding to new geographies may seem like a good idea, it shouldn’t be done at the expense of the business’ ability to pursue growth opportunities with a higher ROI that are more in line with existing operations (i.e., more easily attainable) unless there is a strong strategic reason for doing so. Of course, growth isn’t the sole priority—these ambitions should be scaled down considerably if the solvency of the business is at stake.

A business plan consultant should be able to:

The above types of analysis would benefit from a familiarity with the consumer packaged goods industry. Additionally, the right candidate will likely have experience in conducting primary and secondary market research and in building dynamic financial models and financial plans.

Challenge Your Assumptions

An expert business plan consultant will not only provide solutions to the problem at hand but will help management look past the problem itself and pressure test all major assumptions. There will be times when getting another set of eyes on the problem will change the problem into something else entirely. One example of this is when GE engaged famed business consultant Ram Charan to discuss their plastics division . Charan identified that the Saudi public-private partnership SABIC was moving into the market and, given no strong competitive advantage in GE’s pocket, it was in GE’s best interests to sell the business entirely. While GE engaged a consultant with the goal of optimizing a division of their company, they ended up with a much different outcome.

Case Study: The Time Is Ripe, a startup that offers an app for determining when a given piece of fruit will achieve peak ripeness, as well as an online marketplace for the local sale and purchase of fruit, engages a business plan consultant to review their existing business plan. The business plan consultant quickly realizes that the company’s technology strategy is outdated and a serious liability to the company’s long-term prospects. What types of questions should a discerning business plan consultant focused on technology strategy bring to the conversation?

The types of questions that a skilled consultant should ask, divvied up by category, include:

Effective Cash Flow Management

Proper cash flow management is an enormous challenge for businesses of all sizes. Whether or not your business is profitable or poised for enormous growth quickly becomes irrelevant if the business becomes insolvent. The good news is that a recent HBR study showed that companies with formal business plans increase their chances of reaching positive cash flow by 16%. For more established businesses, good cash flow management is essential for reliably paying off debts and even in negotiating repayment terms, especially interest rates.

Case study: Builder Industrials, a U.S. company specializing in parts for heavy machinery used in the construction industry, is gearing up for a sale to private equity investors in the next 3 years. To prepare the business, management wants to rewrite their business plan to optimize for free cash flows going forward. What areas would you look into with this goal in mind?

In this instance, a business plan consultant could look at the following:

A business plan consultant should be able to take the above analysis and, working in tandem with management, determine where to focus the company’s efforts in order to optimize for free cash flow. In a situation like this, it would be useful to engage a business plan consultant who has experience working in private equity investing, working for a private equity portfolio company, or working in operations at an industrials company.

Explore Strategic Exits

Preparing for the eventual exit of your business broadly depends on the business itself being in good health, finding the right buyer, and favorable market conditions. Business plan consultants are invaluable resources when exploring potential exits due to their ability to forecast the performance of the business under a variety of operating scenarios.

Case study: The founder of Healthy Holdings, a medical device manufacturer, is getting on in age and plans to exit her business within the next 5 years. She has been approached by a few buyers, but is not ready to sell just yet. Prior to bringing investment banks into the process, she engages a business plan consultant to draw up plans to explore different options.

In this case, a business plan consultant will analyze a variety of exit options, including (depending on the business’ size) an IPO, acquisition by major competitor, merger, and family succession. These options can help inform the direction of the business in the near-term. For example, if a major competitor has gone on an acquiring spree, Healthy Holdings could focus on activities that will increase its attractiveness to that competitor.

After talking over which exits are the most appropriate for the business, the business plan consultant could then draw up different roadmaps, showing the founder what it would take to get the business ready for each type of exit. The business plan itself can serve as a document during a fundraise or sale, highlighting the opportunity to incoming investors and increasing the chance of a successful exit to the current owner.

The most effective business plan consultant for this type of engagement would be a high-level strategic thinker with experience selling companies. Deep financial analysis isn’t as important in this case as the ability to think creatively about maximizing the value of the business in a relatively short timeframe.

Skills to Look Out For

Hard skills to look out for.

Given the wide variety of functions that a business plan consultant can serve, it’s important to consider what specific experience may be necessary for the job at hand. In many cases, it’s the inability to answer that question that is driving you to hire a business plan consultant in the first place (that is, you’re not sure what area of the business needs the most attention). In these cases, you should look for someone with a broad skill set in financial analysis, financial modeling, data collection, and data analysis. This will ensure that the business plan consultant can build and maintain dynamic financial models as well as dig deeply into areas that need further investigation.

Soft Skills Need Also Apply

The ideal candidate should have experience in running or advising businesses, complementing their analytical skill set with the broad vision of a CEO. In order to conduct customer research and competitor analysis, they should have experience in analyzing and synthesizing research reports as well as in conducting primary research.

Ensuring a Successful Engagement

Once you have found the ideal candidate, make sure to spend the time to adequately onboard the expert to increase the chances of a positive experience and a successful engagement.

Here are a few suggestions about how to make this transition go smoothly:

1. Consider an Introductory Consultation to Establish the Project’s Scope

Prior to digging in with any deep analysis, working with the business plan consultant to determine the scope of the project could unveil areas of opportunity that you hadn’t considered (e.g., exploring different growth initiatives, looking into how an acquisition of a smaller competitor could fit into your business’ five-year roadmap). The purpose of writing a business plan is to explore many different paths for your business, so don’t limit yourself prior to even starting.

2. Ensure the Business Plan Consultant has the Resources They Need

The onboarding process should involve meetings with key employees who may inform the business plan consultant’s work. The consultant may need access to corporate documentation, reports, and financial systems, as well as introductions to key advisors or relationships (e.g., suppliers, customers).

3. Jointly Determine Milestones and Ask for a Project Plan

An expert business plan consultant will provide you with a project plan for the first few weeks of the assignment. If they don’t, make sure to ask for one. This will ensure that you and the consultant have agreement on the deliverables and timing of the project.

The best business plan consultants in the United States or abroad can provide enormous value in a relatively short amount of time, applying years of industry and financial expertise in order to benefit your business at critical inflection points. Given the impact that a carefully followed custom business plan will ultimately have on your business, make sure to do your diligence early and find the right consultant for your business. You should think of them as a numbers whiz and trusted advisor, someone who won’t be afraid to challenge your assumptions when needed, or roll up their sleeves and do the work that needs getting done.

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Looking For A Business Plan Writer?

We are the largest and best rated business plan writing company in the United States. We have also won’s best 5x business company. We specialize in providing high quality, super detailed and beautifully designed business plans at industry standard pricing.

We have completed more than 3,000 projects in almost every industry. Our business plans are used for strategic planning, internal planning, investor fundraising and bank funding. Our business plan consultants have helped 3,000+ companies across 150 industries acquire over $1 billion in debt and equity funding. We offer free consultations to all new customers. Here is what’s included:

Like Every Other Business Planning Service - Only Better.

We start by learning more about your business and listening to your ideas. Then, we identify key areas of opportunity and provide you with recommendations to accelerate the growth of your company.

Experienced Consultants

We partner you with a senior consultant who has helped clients in over 100 industries to raise capital and grow their businesses.

Strategic Advisory Process

We don’t just document your ideas onto paper. We brainstorm, research, and recommend the best strategies to grow your business.

Fully Customized. No Templates.

No templates or long questionnaires. We strategize with you to build a customized plan that represents your unique vision.

Cost Effective & Results Driven

We understand that time is money. We handle all the leg work giving you more time to focus on growing your business.

Over $1 Billion in Funding Raised

We understand the requirements of all lenders and investors. Our clients also get access to our investor and bank network.

Growth Strategy Implementation

We can also help you with creating a website, generating leads, implementing effective marketing campaigns, and a lot more.

Market Research Access

We have access to reputable research databases, including IBISWorld, Mintel, Statista, Frost & Sullivan, and Forrester.

Best Quality, Competitive Pricing

We provide the highest quality business plans in the industry at rates that are half of the price that some of our competitors charge.

Award Winning Service

We are the only 3x award winner for's best biz plan company with the highest scores for quality, outcomes, and cost.

Like Every Other Business Plan Writer - Only Better.

Our sample business plans.

No other business plan writer can match our quality, detail and price. Check out one of our business samples for yourself.

Go Business Plans | Best Business Plan Company

Get Your Free Business Plan Writing Proposal

What you'll get:, our clients are our #1 priority.

We are transforming the idea of business consulting and creating an experience that puts our clients first. Our goal is to help each of our clients achieve their goals. Because when they succeed, we succeed.

Our company has had the pleasure of working with Franco for the last year. Our social media platform is in the process of raising $7M in capital. Our social media platform is in the process of raising $7M in capital.

Go Business Plans | Best Business Plan Company

After doing my research on a few similar companies, I went with Go Business Plans and I could not be happier. They were as fast as promised with getting the business plan ready and the final result was spectacular. They have a great team and are very easy to work with!

Go Business Plans | Best Business Plan Company

Working with Franco and the team at gobusinessplan has been very exciting! The process is fast and easy, Franco also gives great advice he’s very responsive and he really goes above and beyond to make sure your satisfied as a customer.

Go Business Plans | Best Business Plan Company

Katharine Walker

Go Business Plans | Best Business Plan Company

Our company has had the pleasure of working with Franco for the last year. Our social media platform is in the process of raising $7M in capital. The business plan and projections Franco and his team provided have been an immense help to our efforts. Franco has always been readily available and willing to help. We have referred clients over … to Go Business Plans and will continue to do so. We would highly recommend the company to anyone! Thank you, Franco!! Read more “Katharine Walker”

Kendra Hendricks

business plan advisors near me

Deidre and the team was and is amazing! They created a well informed plan in an efficient amount of time. I learned a lot about myself in the process that exposed areas of strength and improvement. This will help me to market myself more effectively when applying for grants and additional funding from investors. They are so understanding and captured … all my considerations and true passion right over the phone. They are great and the best decision I made! Read more “Kendra Hendricks”

Ronkot Design

Go Business Plans | Best Business Plan Company

The experience that we had with Deirdre was exceptional. Recently, we needed some help in coming up with a well documented and professional business plan. Her attention to detail while we had our first initiation call, during the process and after the first draft submission had been fantastic. Research was done in timely manner and she used resources available to … formulate a well planned out business plan. Would recommend this company to anyone. Amazing experience! Read more “Ronkot Design”

Go Business Plans | Best Business Plan Company

I reached out to Go Business Plans back in 2016 at first and spoke with Phil Chau. He was very nice and very informative but I wasn’t quite ready to pull the trigger yet. All I did know at that time was that when I was actually ready, I would be reaching back out to them because my experience was … great although brief. Fast forward to last year, I was finally ready to move forward with starting my own business so I reached back out and Phil called me again!! He actually remembered me which made me feel great! I thought that was pretty cool. So we moved forward with getting my business plan in tact and this is when he handed off the project to one of his consultants, Deirdre Hainey. What a great matchup that was! Not only are our names similar lol but our personalities meshed well. The business plan she created was wonderful! I couldn’t have been any happier. That is until I decided to move forward with the company creating my website! I absolutely love my website and that’s due to her listening to what I was trying to achieve. I’ve gotten many compliments on it as well. Not only that, but whenever I asked her to make minor edits or changes to the website after it was already completed, she would oblige with no questions asked and was always responsive! I want to thank everyone who worked on my project at Go Business Plans and if there is ever a service I need in the future that you all provide, I will be taking my business to you. Read more “Deedra S.”

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I have been working with The Go Business Plans team for two years now, and they have helped my company twice with their amazing work, attention to detail, and their bulletproof business plans. To say how amazing this company is, and how hard and meticulous the team works, would be an understatement! I could not recommend them more highly! There … is no other company and team that I trust more to help my present and future endeavors succeed! Read more “Charbel C.”

Go Business Plans | Best Business Plan Company

Working with Phil Sinh Chau has been a pleasure and a smooth process. I have confidence in the work and message that is being articulated in the plan. I look forward to working with Go Business Plans again. I hope you are able to get your dream off the ground with their help too!

Webplex Inc

Go Business Plans | Best Business Plan Company

I used their service for my US E2 business visa. They prepared a complete and perfect business plan. They describe our business plan in detail and easy to understand way that no question asked from visa officer. Excellent job from Deidre, Ishan and the team.

Gagik Hakobyan

Go Business Plans | Best Business Plan Company

After doing my research on a few similar companies, I went with Go Business Plans and I could not be happier. They were as fast as promised with getting the business plan ready and the final result was spectacular. They have a great team and are very easy to work with! Would definitely work with them again and recommend to … others! Read more “Gagik Hakobyan”

Jermorin Williams

Go Business Plans | Best Business Plan Company

Awesome plan both written and explained well by these guys. Professionals from the beginning to the end. Franco is an amazing guy and I would recommend this company to anyone wanting a high quality plan in a timely manner.

Go Business Plans | Best Business Plan Company

I had spoken with a few business plan companies before deciding on Go Business Plans. What sold me was their assurance they would be available to talk anytime throughout the process and work with me during revisions until I was satisfied.  They fulfilled their promises, making the process not only smooth and professional, but enjoyable as well.  I’m very satisfied … with what I received and I know they are there going forward if I have further questions or want to work on any other aspects of my business, such as marketing or a website.  Thank you to everyone on the Go Business Team! Read more “Laura L.”

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I found couple firms online that could help me write a business plan and after discussing with several firms,  I chose Go business plan. Not only they are quick responding but also guaranty delivery in time manner & quality. If you are looking for a quality business plan ASAP,I  would definitely recommend them as they are very professional and nice.

Go Business Plans | Best Business Plan Company

I took the time to call many different business plan companies before I decided to go with Go Business Plan. The reason why I went with this company is because they offered everything I was looking for with same or less money. Deidre was very professional and she took the time to put together a beautiful business plan. She explained … to me things I didn’t understand. The revision process went very smooth for me and I was truly happy at the end. I am very fortunate Deidre worked on my project. I will recommend anyone without any hesitation to help you with your business plans. Read more “Guled Ali”

Catherine Jones

Go Business Plans | Best Business Plan Company

This is by far the best group of business plan experts I have ever worked with. After being so overwhelmed and discouraged by other business plan writers/companies who claimed to be the best and tried to rob me to write a church business plan, I prayed deeply about it and the Lord blessed me to find Go Business Plans. They … listened to the vision, and worked WITH me. After a very short period of time, I had a dream come true on paper!! The Bible says “write the vision, and make it plain, that he who reads it may run with it(Habakkuk 2:2-3),” and this is exactly what they helped me to do!! Before the plan was even done, the DRAFT was so good that I had reviewed it with a potential partner, and after presenting it to her, she thought it was an amazing plan to help people in need and decided to immediately set up a meeting for the following week to work with me!! I cannot say enough about Go Business Plans and I am forever grateful. If I ever need to update/advance the plan as the church advances, I will ALWAYS and ONLY go back to them and If you are looking for an EXCEPTIONAL, HIGH QUALITY, COST AFFORDABLE business plan, that will speak to every area of your vision, that will allow you to be comfortable and confident presenting in front of ANYONE to get the help and support you need, this is the company you want to go with!! It’s one of the best investments I’ve ever made, thus far. God bless you Go Business Plans!!- Minister Catherine Jones Read more “Catherine Jones”

Alex Manning

Go Business Plans | Best Business Plan Company

I needed a business plan to put forward for a B&B with 3 weeks notice and it was no problem for Franco at Go-Business-Plans. I found the company very professional and there experience at putting business plans together clear to see. I will highly recommend them to others in the future.

Sharda Crawford

Go Business Plans | Best Business Plan Company

Working with Franco and the team at gobusinessplan has been very exciting! The process is fast and easy, Franco also gives great advice he’s very responsive and he really goes above and beyond to make sure your satisfied as a customer. They also keep you updated on everything. Their very professional I %100 recommend Gobusinessplan. Thank you guys !!!!!

Parijat Leuki

Go Business Plans | Best Business Plan Company

Best business plan development team

Michael Landry

Go Business Plans | Best Business Plan Company

The team at Go Business Plans has been nothing short of outstanding. They were willing to work closely with us to develop a professional, thorough, customized plan that fully met our goals and expectations. Furthermore, they have continued to be responsive and answer questions for us well beyond the finally delivery of the product. We consider our decision to work … with Go Business Plans to be one of the best decisions we have made as a startup. I highly recommend anyone seeking 3rd party support for constructing their business plan to consider these guys as a top contender. Read more “Michael Landry”

John Humphreys

Go Business Plans | Best Business Plan Company

They were great to work with and handled everything exactly how I asked. Franco was very receptive to my needs and the final product turned out better than I could have asked. Highly recommended.

Kenny Peterson

Go Business Plans | Best Business Plan Company

My experience with Go Business Plans was AMAZING!!!! My business plan coach was Deirdre and she is absolutely the BEST! She was very helpful, patient and understanding with my situation and every time we spoke she took her time to explain everything to me. Her work on the business plan was absolutely amazing, she made it flow and look good … and make sense! I couldn’t have asked for a better coach. I WILL do business with this company again! I could go on and on about how great she is and how easy it is to work with this company. Read more “Kenny Peterson”

Jesse Hutchison

Go Business Plans | Best Business Plan Company

I am incredibly satisfied with the professionalism and the composition of work dedicated to our Business Plan. Deirdre Haney and her team provide great work, great communicators, and easy to work with. I will recommend “Go Business Plans” to all of my colleagues.

Dan Cunningham

Go Business Plans | Best Business Plan Company

Angelique and her team produced an incredible business plan for my startup company. I had high expectations for the end product and what I received was way beyond what I hoped for. I provided a plethora of information for Angelique to sort through and she did it perfectly, it’s as if she was reading my mind! She expertly conveyed our … company concept and goal. The research that she had access to totally solidified and supported our position in our industry. I could go on about her professionalism and ever-readiness to help, but you’ll just have to hire her to have a true understanding. I highly recommend Angelique and Go Business Plans! Read more “Dan Cunningham”

Go Business Plans | Best Business Plan Company

Phil and his team are amazing! I definitely recommend them to anyone who wants a formal and professional business plan. They are very reliable, prompt, and personable. Phil and his team were very responsive with emails. They definitely know what they are doing and extremely knowledgeable. You will not regret working with them. They keep you updated on every aspect … of the business plan and offer excellent advice. Read more “John Mina”

Michael Shaw

Go Business Plans | Best Business Plan Company

Go Business Plans, specifically Franco de Guzman – Business Consultant – have been top notch in assisting our company deliver a great product. The first conversation was the icebreaker. From there Franco and GoBP adapted to our requests, did the R&D and delivered the details of our Company’s internal road map in a first class fashion. These guys are sharp. … Email correspondence, Basecamp uploads and messages accelerate the process and make it more streamline. Happy to recommend Franco and would request his services again in a related or un-related maritime campaign. Read more “Michael Shaw”

Aaron Henson

Go Business Plans | Best Business Plan Company

Angelique was awesome she was very professional and had excellent attention to detail. She and her team had the work done in the time frame we were told. Would definitely recommend!!!!

Go Business Plans | Best Business Plan Company

I am super impressed with the professionalism, dedication to my wants, needs and desires for my business. Kyle took the time to understand what we were trying to accomplish both short and long term then was intuitive enough to help me develop a plan to my specifics when I was a little lost. The plan was well written and the … financials were awesome. Thank you all so much. I plan to continue using you for a long time. Read more “Jim Hood”

Marcelo Torre

Go Business Plans | Best Business Plan Company

Professional, responsive, and quick and timely turnaround! They went above and beyond in creating my business plan for an SBA loan. Best in the business.

Go Business Plans | Best Business Plan Company

I interviewed three firms to write my business plan. I needed funding for my start up and some help with market research. Sean sold me right away with his straight forward approach and intellect. Sean and his team agreed to attempt to meet my short deadline of a one week turnaround time. They were able to put together a 31 … page rough draft of the business plan then make changes in time for my meeting. I was able to secure over $100,000 in funding. Read more “Jay R”

Tracie Symmons

Go Business Plans | Best Business Plan Company

I would hire Go Business Plans ten times over again! Franco explained the process and timeline of putting my business plan together and he delivered exactly as discussed. I truly could not be more pleased! Highly recommend!!!

Alison Cruddas

Go Business Plans | Best Business Plan Company

Franco was amazing! I got fantastic service from beginning to end with prompt replies to any and all of my questions. The business plan was very impressive! I will definitely use their services again.

Eliran Russo

Go Business Plans | Best Business Plan Company

Excellent service! Very very professional! work done within the promised time frame. Extremely recommended.

Christine Pasciak

Go Business Plans | Best Business Plan Company

Go Business Plans is a highly professional company who was able to expertly help us write our complex biotech business plan. This company is comprised of very many very educated and intelligent people who knew all the complexities we were facing and delivered to us exactly what we needed. (The competition did not even understand our needs). I highly recommend … Go Business Plans for your most complex business plan writing needs! Read more “Christine Pasciak”

Yasser Madi

Go Business Plans | Best Business Plan Company

As a startup with very low budget, we were looking for a firm with competitive pricing as well as high reviews. After conducting multiple interviews, we opted to work with Go Business Plans. Phil and Kyle were amazing to work with. Not only did Kyle and his team take the time to understand the nature of our business and the … constant changes in rules and regulations governing our business, they also provided guidance and support that helped us make better decisions. The end result, was an amazing business plan and a financial model that exceeded our expectations. We’re very happy with our decision to work with them, and will enjoy working with them again in the future as we grow. We definitely recommend Go Business Plans! Read more “Yasser Madi”

Go Business Plans | Best Business Plan Company

Deirdre truly went above and beyond by exceeding my expectations, and she was very punctual with her timely delivery of each revision through this process from inception to completion. I can’t thank her enough.

Christine Lusita

Go Business Plans | Best Business Plan Company

This team is A+++. I had such a great experience working with Sean & Franco. I feel blessed to have such a smart, creative and thorough team. They are professional and really worked with me to create the best business plan. I highly recommend them!

Moras Productions

Go Business Plans | Best Business Plan Company

Phil and his team were the best!! Loved working with them. They were available all the time for all questions that I had and explained them very well. They did a very detailed plan for my upcoming restaurant business and I am so happy that I hired them to do the plan. Thank you Phil and Team at Edeska and … Go Business Plan!! Highly recommend them!! Read more “Moras Productions”

Inludum Team

Go Business Plans | Best Business Plan Company

This company is amazing!!!!! If I could give them more than a five star rating, I would. If you are looking for a company to help make your business proposal as professional as possible, make sure you go with GoBusinessPlans. They do a fantastic job of communicating and are a very reasonable company to work with. In my first phone … call, I was blown away by how clear and in-depth they were about what would transpire in the time we would be working together. I had talked with four other companies and none of them seemed to show attentiveness or an interest in their work quite like GoBusinessPlans did. I now have a finished business proposal and everything I was promised was delivered on time and exactly how I wanted it to be. Franco alone was the reason why I gave this company a 5-star rating. This guy is on the ball, helping to create the best business proposal well above my expectations. He is extremely professional and is always very easy to get in touch with. Franco shows an interest and is very enthusiastic about what he does, always trying to make sure that I was satisfied with the work he helped create. I could not be more pleased with how everything came out. You would be making a huge mistake if you didn’t work with this company. A special thanks to Franco and the GoBusinessPlans team! Read more “Inludum Team”

Manuel Bogharian

Go Business Plans | Best Business Plan Company

After searching for a firm to help us with our business plan for our start-up, we were very fortunate to find Go Business Plans. Phil and his team were able to take our vision for our business and create a fantastic business plan for us. They were very professional during the entire process, and very easy and accommodating to work … with. I would definitely recommend the team at Go Business Plans! Read more “Manuel Bogharian”

Paul Borchart

Go Business Plans | Best Business Plan Company

I can’t Thank Sean and his team enough for putting together an excellent business plan! Go Business Plans will take your vision to the next level. I have no doubt that my company will be successful because of their help. Paul Borchart CEO/Founder G Worldwide

Meena Mohan

We have only good things to say about the team members Sean and Sam who worked with us. It was a great pleasure working with them. They paid a lot of attention to details and we appreciate that.

Trillion- Thailon

Big thanks to Sean at Go Business Plan and the rest of the team. Your well thought out and researched business advice has helped me turn our restaurant around. Today, we have tripled our customer visits and much more in total sales, and all credits are due to your advice in marketing campaign. Surprisingly we didn’t have to spend that … much money. It was a well worth decision contacting GoBP. Read more “Trillion- Thailon”

Kelly Miller

Go Business Plans | Best Business Plan Company

I would highly recommend “Go Business Plans.” They were conscientious, thorough and completed the plan on time! The plan was well thought out and comprehensive. They get my vote!

Brian Gwinn

Go Business Plans | Best Business Plan Company

Great job, Franco has answered all my calls and has done amazing for me and everyone that I’ve sent his way. Can’t go wrong with Go Business Plans

Natalia Pęczkowska

Go Business Plans | Best Business Plan Company

Phil was extremely helpful, knowledgeable and experienced. The operational advice provided helped us really scale the business and improve profitability. Highly recommended!

Natalie Olivarez

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“We are extremely satisfied with the business plan. It looks great! Phil and the GoBusinessPlans team were superb.” Markus Johnson Art by Hair

Go Business Plans | Best Business Plan Company

I truly loved working with Sean and Kourtney. They were both very professional and understanding of what I required for my start-up. The output was a very comprehensive business plan and financial model at a very competitive rate. I will trust and work with GBP in the future!

What You'll Get In Your Free Proposal

Go Business Plans | Best Business Plan Company

What Can Our Business Plan Writers Do?

Our business plan writers can handle all aspects of your business plan, from research, writing and consulting. Let Go Business Plans help you put your best foot forward with a comprehensive, well-researched, and expertly written business plan.

Cayenne Consulting

Business Plans, Executive Summaries, and Pitch Decks

Home » Services » Business Plan Consulting

Looking for a First-Class Business Plan Consultant?

The business plan is the foundation of your investor package. However, most entrepreneurs are too busy with other priorities – such as developing products, finding customers, and recruiting a team – to prepare a compelling business plan.

Since 2001, Cayenne Consulting has helped more than 2,400 entrepreneurs develop business plans that helped to raise over $4.3 billion in funding. You can view our business plan samples to see why entrepreneurs choose us.

Most of our consultants have hands-on experience starting and growing their own businesses.

Let us help you.

Look Inside Some of Our Business Plans!

Real Estate Business Plan Sample

Investors & Clients Praise Our Business Plans

I probably see five to ten business plans a week. Frankly, most aren’t ready for the big leagues. Cayenne’s work, on the other hand, is consistently excellent. They figured out the formula. They make it easier for investors to quickly see the value in a company. Now that startup activity is picking up, investors have more to choose from. It’s more important than ever for a business plan to make the right first impression. — Harry George , Solstice Capital (U.S. VC Firm)
Consultants almost never do a good job on this kind of work because they don’t take the time to really understand the business. Cayenne was exactly the opposite. They were like a member of the management team. When the plan was done, I circulated it among the other Partners here at Veritas as an example of what a business plan should look like. — Gideon Tolkowsky , Veritas Venture Partners (Israeli VC Firm)

What Do You Really Need… A business plan WRITER… Or a true business plan STRATEGIST?

You found us because you need help with your business plan. And you’re wondering what sets business plan consultants like us apart from an ordinary “business plan writing service.”

Here are the key differences:

A Business Plan Writer…

A business plan writer expects you to have all the answers.

They will ask you a series of questions and type your answers into some off-the-shelf business plan software.

This is how most business plan companies work – and this is how they keep their fees so low.

Hey, if you know how to type and you already know all the answers, you might as well buy a copy of Business Plan Pro and write it yourself.

A Business Plan Strategic Consultant…

A business plan consultant is someone who will help refine your ideas and strategies, and mold them into a viable business.

We challenge your assumptions, fill gaps in your thinking, do lots of independent research and analysis , and help formulate business models, tactics, and strategies.

We help crystalize your long-term competitive differentiation, identify target markets, and plan for business scalability.

And then we help you express it in a compelling package – whether it’s a business plan, pitch deck , PPM (working with your attorney), financial forecast , Business Model Canvas , elevator pitch, or executive summary – that is most appropriate for your specific situation and target audience.

Business Plan Consulting Within Your Budget

We don’t have pre-set prices for our work. Every project is different. We need to interview you to understand how well you have developed your vision, and see what existing materials and research are available. We also need to agree on who is going to be responsible for what.

Depending on your needs and budget, we will then develop a proposal somewhere along this spectrum:

Full Service Business Plan Consulting

We will do the “heavy lifting” so you can focus on other priorities: developing your product, finding customers, and building your team.

We can help you optimize your strategy; research and analyze your market and competition; and create a clear and compelling plan to articulate your vision.

We don’t use cookie-cutter templates – we develop your plans from scratch to ensure you tell your unique story in the most compelling way possible.

Guided Business Planning

If you are on a more limited budget and have the time to conduct a majority of the research and writing, we can:

Note that this is not for the faint of heart. This is a lot of work and will require a full-time commitment for weeks or months. Many entrepreneurs feel it makes more sense to focus on building the business.

Cayenne Consulting also serves large enterprises considering new initiatives as well as rapidly scaling businesses seeking large, later-round VC capital raises.

Tailoring Your Business Plan to a Specific Purpose

A business plan is not a one-size-fits-all document: it should achieve a specific purpose. We have experience in preparing plans for:

What Are the Elements of a Business Plan?

Contrary to widespread belief, there is no “right” way to structure a business plan; in fact, they can take many different forms . The important thing is to cover the Ten Big Questions as part of a compelling story.

Having said that, here is a typical outline:

In practice, some of these sections may be omitted or combined for brevity – for example, Market and Marketing are often combined, as are Competition and Competitive Advantages.

Business plans for unique industries may require additional sections. For example, biotech and medical device plans require sections describing the regulatory pathway (clinical trials and FDA clearance), reimbursement issues, and other issues.

Our Business Planning Process

Our business plan consultants each have their unique approach to how they work with clients. They will describe their approach during your initial discussions with them so that you understand what to expect as we progress.

Having said that, here is an example of how a business planning engagement might proceed:

Of course, we understand that every client has unique requirements and we will tailor our approach to meet your needs.

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I’d Like to Speak With a Business Plan Consultant!

If you'd like an assessment of your needs and a fee estimate, please let us know how to reach you:

Business Consulting

The SBDC offers access to confidential, no-cost, one-on-one professional business consulting for Georgia small business owners who want to grow or start their business. Our consultants have earned advanced degrees in business or management and have extensive practical experience to help both emerging and growing businesses design strategies to make better business decisions and reach their goals.

Our consulting expertise focuses on areas that are vital to accelerating the growth of businesses. Some of these areas are:

Our consultants can help you:

Have Questions?

Is there a cost.

No, consulting is provided at no cost to Georgia small business owners. All clients, their businesses, and related information are kept strictly confidential – we will not provide your information to anyone without your permission.

How do I get started?

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Click the button to your right to complete our Business Profile questionnaire that assists us in pairing you with the correct tools/resources and consultant.

Have a question? Click the button below to view the most frequently asked questions by our clients.

What Our Clients Say

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Tasting Success

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Leads Near Me in Lawrenceville

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A Successful Startup Amid a Pandemic

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Full Knowledge of Funding Options Helps Launch New Macon Brewpub

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Financial Projections Lead to Expanded Concept for Brunswick Business

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Digital Entrepreneur Sharpens Own Business Practices By Teaching

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Careful Planning Gives Award-Winning Savannah Dessert Bar Owners Room to Expand

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The Right Tools and Structure Make Growth Possible for Atlanta Translation Business

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New Model Adds Greater Value to Celebrated South Georgia Winery

Detailed Business Plan Presents Calhoun Printing Company in New Light for SBA Lender

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Strong Financials Realize Vision for Clarkston Educational Center Owner

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Financial Projections Expand and Support a Savannah Tradition

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Target Market Expansion Puts Atlanta Rubber and Plastic Supplier in the Right Hands

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Business Essentials Steer Cumming Auto Parts Company into the Fast Lane

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Careful Pre-Planning Helps Complex Industrial Business Secure an SBA Loan

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Lessons Learned In Practice Rotation Help Pooler Veterinarian Open Own Practice

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Sound Business Practices Help Athens Medical Practice Expand Into Underserved Areas

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SBDC Clients Earns 2016 Small Business Person of the Year

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Dead-On Financial Projections Lead to Success for Atlanta Movie Tours Start-Up

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Comprehensive Business Coach Leads Online Machinery Sales Start-Up to Growth

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Passion for Pets Pays Off

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McDonough Business Consultant Benefits from Expert Georgia SBDC Consulting

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Market Research Eases Expansion for Midtown Atlanta Industrial Firm

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Economic Impact of The UGA SBDC

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Sound Business Practices Move Georgia Peach Retailer from Stands to Stores

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Business Planning Leads to Smooth Operations for Augusta Coffee Roaster

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Finding the Right Ingredients

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Versatile Mold and Design

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Dreaming Cow

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The Grass is Always Greener

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Market and Banking Advice Aid Dairy Expansion into Agri-Tourism Destination

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Strategic Planning Leads to Improved Systems that Help Americus Business Expand in the Region

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Janie Davis, Children Unique Christian Daycare Center, Inc.

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Mary Hester, LAN Systems

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Our Professionals

Maine Business Advisors

Business consultant · brokerage firm · franchise broker.

Business Experience counts….

Maine Business Advisors is a team of dedicated financial, business and research professionals working with business owners and entrepreneurs from around the state. Our menu of services offers value to those looking to start, grow or sell a business. We are also committed to fostering the next generation of business owners here in Maine.

Our Services

Unlike a business brokerage, Maine Business Advisors works with companies of all sizes and in all stages of growth. Whether you are a business owner looking to sell your existing operation, looking to grow your business or just getting started, we can help.

Business Expansion & Growth

Business continuation planning, business purchasing assistance.

The idea of brining together a team of experienced professionals from a wide array of backgrounds to help small business owners to grow or transition their companies, may not be entirely new original, but it is certainly new to Maine.

This was the inspiration behind Maine Business Advisors, founded by Juliet Kelsey-Holmes. Juliet brings over two decades of experience in working with small and large companies across the state. As a Maine native, Juliet is excited to now be working with businesses right here in her home state. As the daughter of a small business owner, she knows very well the struggles and sacrifices necessary to be successful.

Justin Holmes

Justin Cotta Holmes

Juliet Kelsey-Holmes

Juliet Kelsey Holmes

Business Broker/Owner

Seth Silverton

Seth Silverton

Business Solutions Advisor

How we’re successful

How we’re different

Latest Blog Post

Maine is heating up (in so many ways).

Growing up in Maine, I don’t recall having much appreciation for our state. Sure, I spent a lot…

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Expert Legal Tips

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Retirement Insurance

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Insurance Planning

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Once in a Lifetime Goldrush Hits for Maine Businesses

By Seth Silverton Maine Business owners are coming out of the COVID pandemic like Maine Black Bears emerging…

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Plan Advisors

Plan Advisors

Helping you choose the right health plan

When You Need Support, Think “ Plan Advisors first!”

We’re your medicare business partner.

At Plan Advisors, our focus is on the success of your Medicare business. We leverage our 30+ years of Medicare knowledge, industry expertise, and carrier relationships to provide you with the support you need to grow your business. Whether you need marketing and sales tools, back-office support, or an advocate with carriers, we want you to think “Plan Advisors first!”

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Ready to accelerate your Medicare business success?

Carriers contracted, brokers served, years of experience, states represented, comprehensive broker support, industry-leading tools.

Back-Office Support

Co-oped and Subsidized Marketing Opportunities

Carrier and Client Problem Solving

Access to the Nation’s Top Carriers

Digital Sales and Marketing Tools

Go-to Resources

Broker Success Stories

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Juan Batista

”I love Broker Connect. It’s been a life saver! It is so easy to use, and the filter tool saves you a ton of time to search different plans and benefits! I constantly remind all my agents how much time it could save them. Broker Connect is a game changer!“

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Maureen Wilson

”I’ve never actually met anyone on the team, but they feel like family. Lance has spent hours on the phone with me helping to solve problems, create marketing strategies, and understand plan options. He has been more than a friend or an upline broker, he has been my guide. If you’re considering joining, you will not find a better, more professional and caring company than Plan Advisors.“

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Jeff Shermer

”Lance and his team have responded in a timely manner to each inquiry, my request for resources and making the path simpler in providing that special touch that my clients need from me. Their expertise, their passion to make my path smoother and the heart to prosper my clients is evident in their attention, attitude and consideration.“

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Jolynn Allen

”Working with Plan Advisors has been a great experience that has allowed me to grow my business. They are quick to respond when I need assistance, they add technology when I request it, they support my agents through contracting and commission issues and support my agency through marketing funds...I have seen how bad an upline can be and how great an upline can be. I have nothing but praise for Plan Advisors.“

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"We started our partnership with Plan Advisors when they first started the business and have enjoyed complete and “second to none” cooperation. Always in the willing mode, the entire staff is excellent in their responses and the timeliness of the responses. We have grown our business parallel with Plan Advisors and couldn’t have done it without their help and consideration."

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Jason Blake

"Plan Advisors gives you all the tools you need to succeed in the Medicare marketplace without any of the games played by lesser FMOs. The company supports us in the spirit of service, and we are empowered to do the same for our members in our community. It allows the type of care we’d all want for our grandparents to be given nationwide through our more than 4,000 agents."

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We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact or 1-800-Medicare (TTYU users should call 1-877-486-2048) 24/hours a day/7 days a week to get information on all of your options.

Think "Plan Advisors first!"

Get aligned with Plan Advisors for access to these tools, resources, support, and more!

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