business plan advisors near me

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.

A visual display of some of the elements of business planning

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.

Featured Toptal Business Plan Publications

5 Key Tips for Smarter Sales and Operations Planning Implementation

Creating a Narrative from Numbers

Small Business Resources for COVID-19: Loans, Grants, and Credits

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We are the largest and best rated business plan writing company in the United States. We have also won Business.com’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:

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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.

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!

Katharine Walker

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

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

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”

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.”

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.”

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

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

Jermorin Williams

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.

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.”

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.

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

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

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

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

Best business plan development team

Michael Landry

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

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

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

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

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”

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, 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

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!!!!

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

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.

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

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

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

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

Christine Pasciak

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

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”

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

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

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

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

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

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

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

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

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

Natalie Olivarez

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

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

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.

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!

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.

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?

Click to download “cheat sheet.”

Ready to get started?

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

Rapid Growth Requires New Employment Strategies

Strategic Guidance Helps Thomasville Cheesemakers Grow and Thrive

On October 26, 2022

Seasoned Entrepreneur Experiences Rapid Growth

Atlanta Architect Wins Clients and Awards

UGA Assists with Launch of Turmeric Business

Restaurant Revitalization Fund Supports Americus Staple

On June 16, 2022

Lawn care company exceeds yearly projections with help from SBDC

On June 6, 2022

Tasting Success

On May 27, 2022

SBDC opens client’s eyes to opportunities for Sugarcoat Beauty success

On May 4, 2022

UGA SBDC Entrepreneur of the Year

On May 2, 2022

Side hustle becomes big business for UGA SBDC client

On April 20, 2022

Independent Pharmacy Starts Strong with Planning and Lending Guidance

On January 13, 2022

The UPS Store in Smyrna, GA

On October 1, 2021

The Therapy Tree in Douglas

Team Clermont in Athens

Leads Near Me in Lawrenceville

Innovative Fitness Solutions in Kennesaw

Davis Brothers Logistics

Assistance with the Lending Process Aids Growth of Murray County Manufacturer

On July 30, 2021

Photographer pivots business amid pandemic, with help from UGA SBDC

On February 19, 2021

A Successful Startup Amid a Pandemic

On November 15, 2020

Performance Trucking in Lawrenceville, GA

On October 28, 2020

Burt’s Pumpkin Farm in Dawsonville, GA

On October 27, 2020

DIESELGRID in Forest Park, GA

On October 21, 2020

Harmony Learning in Lithia Springs, Georgia

On October 2, 2020

Gwinnett Eye Clinic in Duluth, GA

Pooler Vet in Bloomingdale, GA

Norcross Manufacturer Shields Heroes and Saves their Small Business

On September 13, 2020

APPAREL ADVENTURE TO SUCCESSFUL BUSINESS

On August 23, 2019

SBDC Guidance Leads Veteran-Owned Business to Larger Contracts

On August 13, 2019

Sound Business Planning Produces Runaway Sales In Global Markets

On April 22, 2019

SBDC Client Wins 2019 Entrepreneur of the Year

On April 8, 2019

UGA Professor Teams Up With SBDC to Help Clean Up Explosives

On March 12, 2019

Sound Startup Advice Leads to Rapid Growth for Canine Rehab Center

On February 20, 2019

Certification Leads to Larger Orders, Greater Growth for Macon Fabrication Shop

On February 13, 2019

Knowledge, Networking and Persistence Bring Disaster Relief to Mid-Georgia Manufacturer

A UGA-Assisted Doggy Day Care and Dog Treat Bakery in Savannah is Thriving

On January 23, 2019

Dogged Determination Results in Veterinary Practice for UGA Graduate

On January 3, 2019

Finance And Marketing Assistance Put Tour Operator On The Path To Rapid Growth

Marketing Strategies Launch Hiram Medical Retailer, Growth Expands It into Commercial Realty

Updated Financials, Better Data Land Loan for Valdosta Wake Compound

Best Practices in Business Help Dunwoody-based Special Education Practice Expand

Creative Approach Restores Bank’s Interest in Hephzibah Automotive Shop

Targeted Marketing Campaign Leads Atlanta Video Marketer to New Heights

On May 31, 2018

Financial Future Secure for Ellijay Family Orchard

On May 30, 2018

Improved Understanding of Financials Helps Atlanta Aviation Company Soar

On May 25, 2018

Lending and Marketing Assistance Help Put Augusta Meat Market on the Map

On April 6, 2018

ExportGA Expands Woodstock Business’s Global Reach

Improved Accountability Drives Success For Middle Georgia Retailer

Improved Financials Position Savannah BBQ Owner for Rapid Growth

On March 2, 2018

GrowSmart® Brings The Business Long View To An Atlanta Production Company

Learning Business Basics Leads To Success For New Winder Medical Practice

New Management Practices Promise A Bright Future For Established Middle Georgia Business

New Processes Recharge Profits For Cornelia Business

Grass-Fed Beef Producer Revives Old Business Model and Creates New Jobs

On March 1, 2018

Aid in Securing USDA Loan Places Southwest Georgia Product in Stores Across the U.S.

On February 23, 2018

From Model to Medical Practice

An Elf’s Success

On December 21, 2017

Guidance Through Loan Process Helps Metro Atlanta Restaurateur Triple His Locations

On October 4, 2017

Campaign Approach to Marketing Feeds Sales at Atlanta Pizzeria

On September 5, 2017

Strategically Grown: Operational Assessment First Step to Optimizing Expansion of Atlanta Gelato Business

On August 28, 2017

SBDC Training Shows Columbus Businessman Several Best Practices for Growth

On June 22, 2017

Financial Modeling Offers Clear Path to Expanded Production for Alma Blueberry Grower

On June 19, 2017

Full Knowledge of Funding Options Helps Launch New Macon Brewpub

On June 15, 2017

Financial Projections Lead to Expanded Concept for Brunswick Business

Digital Entrepreneur Sharpens Own Business Practices By Teaching

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

On May 15, 2017

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

On January 20, 2017

New Model Adds Greater Value to Celebrated South Georgia Winery

On November 2, 2016

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

On September 21, 2016

Strong Financials Realize Vision for Clarkston Educational Center Owner

On September 13, 2016

Financial Projections Expand and Support a Savannah Tradition

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

On June 9, 2016

Business Essentials Steer Cumming Auto Parts Company into the Fast Lane

On May 5, 2016

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

On May 4, 2016

Lessons Learned In Practice Rotation Help Pooler Veterinarian Open Own Practice

On April 29, 2016

Sound Business Practices Help Athens Medical Practice Expand Into Underserved Areas

SBDC Clients Earns 2016 Small Business Person of the Year

On April 26, 2016

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

On April 19, 2016

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

On March 31, 2016

Passion for Pets Pays Off

On March 23, 2016

McDonough Business Consultant Benefits from Expert Georgia SBDC Consulting

On January 29, 2016

Market Research Eases Expansion for Midtown Atlanta Industrial Firm

On January 26, 2016

Economic Impact of The UGA SBDC

On December 21, 2015

Sound Business Practices Move Georgia Peach Retailer from Stands to Stores

Business Planning Leads to Smooth Operations for Augusta Coffee Roaster

On December 11, 2015

Finding the Right Ingredients

On November 5, 2015

Versatile Mold and Design

On October 15, 2015

Dreaming Cow

On October 5, 2015

The Grass is Always Greener

On September 2, 2015

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

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

Janie Davis, Children Unique Christian Daycare Center, Inc.

On January 14, 2015

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 Cotta Holmes

Juliet Kelsey Holmes

Business Broker/Owner

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…

Expert Legal Tips

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Retirement Insurance

Insurance Planning

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

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!”

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

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!“

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.“

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.“

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.“

"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."

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."

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 Medicare.gov 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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