Benchmark Business Planners

Executive Summary, Pitch Deck, & Business Plan Experts

Overview

💲We specialize in creating executive summaries, pitch decks, & business plans that help turn ideas into thriving businesses.💲 Our main areas of expertise are: ✔ Financial Modeling ✔ Business Planning ✔ Executive Summary Creation and Refinement ✔ Pitch Deck / Investor Presentation Creation and Refinement ✔ Fundraising Support We believe in the power of conversation, and that for a business planning to beat its benchmarks, all key stakeholders must be aligned in order to be successful. This is why we bring together over 20 years of expertise in marketing, operations, finance, strategy, and fundraising to create the most concise documents possible to help catalyze these conversations and ensure your journey is outstanding. Ideally, the executive summary is used to secure meetings, while the pitch deck is used to guide the meetings, and the business plan is only used to detail and otherwise corroborate what is said in those meetings. However, all three documents, as well as the underlying financial model and other major assumptions must be synchronized, emphasizing the need for expert attention to every detail. Our key accomplishments include supporting: ▶️ the initial $500,000 capital raise for 4D Healthware, ▶️ the IPO for American Brewing Company, ▶️ the acquisition of New Media Plus, Inc., and ▶️ dozens of other startups, turnarounds, and exits. Business Plans Benefits: 💰 Serve as New Venture Due Diligence 💰 Accelerate Fundraising 💰 Guide Growth 💰 Harmonize Processes 💰 Standardize Employee Onboarding 💰 Defend Intellectual Property 💰 Guide Professional Service Providers 💰 Support Audit Defense 💰 Bolster Mergers and Acquisitions Due Diligence 💰 Substantiate Investor Visa Applications The Full Package: Our custom business plans include a business summary, marketing plan, operations plan, financial plan, executive summary, and accompanying pitch deck. With the push of a button, the supporting, customized financial model calculates the precise, least amount of funds needed to start the business and allows you to easily modify any underlying assumption (e.g. sales prices, office expenses, etc.) and recalculate all numbers to see how the anticipated results align with benchmarks. The process to draft and deliver the business plan is normally about 30-45 days and the cost is 10,000 USD. Our industry experience includes: Civic & social organizations, computer software, consumer goods, consumer products, consumer services, food & beverage, furniture, higher education, international trade, internet, law practice, marine, medical devices, nonprofit, real estate, restaurants, venture capital & private equity, wholesale, and many others. Our related skills & expertise includes: ✴ Strategic Development ✴ P&L / Revenue Growth ✴ International Business ✴ Budget Management ✴ Due Diligence ✴ Mergers and Acquisitions ✴ Startup Consulting ✴ Corporate Governance ✴ Risk Management ✴ Trade Finance ✴ Capital Markets ✴ Asset Management ✴ Portfolio Management ✴ Investment Management ✴ Project Finance ✴ Business Credit ✴ Startups / Start-ups ✴ Board Governance ✴ Nonprofit Management ✴ Founder and Co-Founder ✴ Operating CFO ✴ CFO and COO ✴ Outside Director ✴ Corporate Finance ✴ Budgeting & Forecasting ✴ Financial Forecasting ✴ Cost Accounting ✴ Corporate Strategy ✴ Accounting ✴ Financial Accounting ✴ Business Consulting ✴ Business Management ✴ Management Accounting ✴ Business Process Reengineering ✴ Presentations ✴ Venture Capital Consulting ✴ Intuit Quickbooks ✴ QuickBooks Online ✴ Process Reengineering ✴ Business Analysis ✴ Business Innovation ✴ Financial Planning ✴ Pitchbooks ✴ Business Proposal Writing ✴ Strategic Planning ✴ Financial Presentations ✴ Business Scenario Development ✴ Business Continuity Planning ✴ Business Modeling ✴ Business Process Modeling ✴ Business Valuation ✴ Business Process Engineering ✴ Business Transformation ✴ Business Writing ✴ Financial Planning & Analysis ✴ Financial Management ✴ Business Process Improvement ✴ Project Management ✴ Business Intelligence 🆓 Send us your current business plan, pitch deck, and/or executive summary and we will provide you with a complimentary initial assessment and recommendations for improvement. We believe in the importance of establishing and maintaining a comprehensive work plan that parses out milestones and deliverables, and establishes regular communication channels. Why not get started now, free of cost? 🔜 Please contact us with business plan, pitch deck, or related opportunities.

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Skills

Strategic Plan
Business Valuation
Business Modeling
Scenario Planning
Financial Presentation
Pitchbook
Financial Modeling
Financial Forecast
Business Process Modeling
Presentations
Business Plan
Business Continuity Plan
Financial Planning
Startup Consulting
Business Proposal Writing
100% Job Success

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Upwork activity

Hourly rate

$35.00 - $250.00

Total earned

$10K+

Total hours

84

Total jobs

9

Member since

Sep 19, 2018