Strategic Plans and Business Plans

SERVICE

SERVICE

STRATEGIC PLANS AND BUSINESS PLANS

PRICE

Foundation Package We help you get started with the right planning and documentation, then help
you execute your plans. This package consists of a Business Overview, First-Step
Financial Plan, and six Executive Support (Coaching) Sessions focusing on
Executing Your Plan, Sequencing, Building Your Team, and Raising Capital.
$1,995

($2,685 value)

Next Step Growth Planning We work together for eight to ten hours to develop your detailed Phased Growth Strategy® – your Roadmap to Success – at your site or remotely
$2,495

(See note 1)

Next-Step Growth Package We collaborate to create your high-level growth strategy, your detailed Phased Growth Strategy®, and your financial model over 1.5 days, then we work together through six Executive Support (Coaching) Sessions to execute the plans we create. This is the perfect process for those companies with revenues
less than $500,000 who are not currently raising capital.
$3,495

Co-Authored Business Plan We work together to create your first business plan.
You fill out our template / questionnaire and then we help you complete it, set
high-level strategy, develop your financial models, and write the plan.
$5,995

Co-Authored Business Plan – Expanded We work together to create your first business plan – but
we do almost all of the work.
We fill out our template from the information
you provide, then we work together to set high-level strategy and develop your
financial models, then we write the plan.
$7,995

The Business Growth Sequencing® Process with Execution Support

We work together for to develop your Strategic Growth Plans. We work through a rigorous questioning process and complete the development of the initial Phased Growth Strategy® and the Initial Financial Model. After the plan is complete, we work together for five sessions to make sure you are effectively executing your plan.


Call

(See notes 1, 2, and 3)

The Investor Package
We add an Investor-Grade Business Plan to our to our Business Growth
Sequencing® Package, so you are ready to raise capital! We use the data
generated by our Business Growth Sequencing® process including the pro forma
financials, and a unique step-by-step calendared execution plan that shows
potential investors the exact execution steps and milestones needed to achieve
company goals.


Call
(See notes 1, 2, and 3)