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based on 30,258 client reviews
  • $25 hourly
    "Farhan Patel Has done a fantastic Job. He was able to go above and beyond what was requested. He also made plenty of welcomed suggestions on how I could improve the task. I will use him again." "Highly diligent qualified accountant who is a number genius and looks to maximize client's returns. I hired Farhan to deliver his expertise with a business plan. His skills were superb in balance sheet, P&L statement and cashflow forecast. He spent copious amount of time explaining the numbers, and how they were calculated. Thank you and I'll be coming back to you for more work." "Farhan did a great job for me, i would recommend him for anything in his interest." These are a few testimonies from my valuable clients on Upwork. I love playing with numbers and passionate about my work. Being a certified chartered accountant (ACCA, UK), having nine years of practical experience, I can be a complete accounting solution for your business. My objective as an Accountant is to save my client's tax money and critically analyze the outcome to ascertain the actual position. I'm a person who believes in smart work, utilizing my proficiency in MS Excel and finding ways to implement controls and streamline financial discrepancies with consistently strives to boost the business's productivity. I am QuickBooks ProAdvisor, Xero Certified User, and Wave ProAdvisor. I do everything to provide excellent services to my clients using the above applications on an ongoing basis. Apart from accounting and bookkeeping, I have got proven experience in the following fields: 1. Internal Audit 2. Projections & Cashflow 3. Financial Modeling 4. Business Plan 5. Reconciliations 6. Collection & Recovery 7. Financial Analysis 8. E-Commerce 9. Real Estate 10. QuickBooks / Xero / Wave Setup 11. 1099 Reporting 12. Tax Filing
    Featured Skill Business Plans
    Visual Basic for Applications
    Data Analysis
    Google Docs
    Bookkeeping
    Xero
    Financial Analysis
    Business Writing
    Business Plan
    Wave Accounting
    Intuit QuickBooks
    Balance Sheet
    Bank Reconciliation
    Financial Audit
    Microsoft Excel
  • $40 hourly
    I am a Qualified Chartered Accountant along with bachelor degree in Business administration with post qualification experience of 8 years in Bookkeeping, Accounting, Excel Functionalities, Data Analysis, Financial Modeling, Crypto Accounting, Budgeting and Projections, Tax Returns and Research, Audit and Company secretarial Services. I possess excellent computer skills that include but not limited to QuickBooks, Xero, Wave Accounting, MYOB administration, G Suite, Microsoft Office Applications (i.e Microsoft Word, Microsoft Excel etc), Data Analysis and projection of trends. For the crypto accounting I have excellent practical experience working on cointracking.info, cointracker.io and koinly In addition to that, I hold certification in QuickBooks pro advisor and Xero certified advisor. I am well versed with bill.com and Expensify, which are cloud-based software that automates back-office financial operations for small and mid-sized businesses Further, currently, I am running my own accounting firm wherein I Provide Accounting and Auditing services to 60+ E-Commerce, Real Estate, Start-Ups, Health care, Manufacturers, Wholesalers and Stockiest Clients. I also worked for a well known chartered accountant firm for 4 Years. The exposure of working for 4 years in a well known chartered accountant firm plus working in my own firm made me skilled adapting to new Situations, People, Culture, Scenario, Constantly changing business environment and government policies. With skillset I Possess, I aim to provide you with excellent outsourcing services, which will help you to improve efficiencies, reduce cost, take accurate business decisions in business planning and meeting deadlines. Treat Upwork as a free consultation, Get to know me, feel free to ask the questions and how I can help your business. I Look forward to speaking with you to see how we can assist each other to reach our business and life goals
    Featured Skill Business Plans
    Cryptocurrency
    Business Plan
    Startup Consulting
    Management Consulting
    Financial Modeling
    CPA
    Data Analysis
    Microsoft Excel PowerPivot
    Xero
    Intuit QuickBooks
    Bookkeeping
    Internal Control
    Account Reconciliation
  • $54 hourly
    I have written thousands of proposals, grants, and investor-focused business plans for 300+ organizations over a 17-year career in development. An American living abroad in South America, I love to write and work for positive social change all over the globe. I have an MA in Environment and Natural Resources and International Studies as well as BAs in English and Political Science, am academically published, and have diverse experience in dozens of different fields. My favorite projects are holistic by design, cross-cutting in innovative ways to achieve sustainability across multi-disciplinary fields. My specialties are in climate resilience, ecology, agriculture, entrepreneurship, women, indigenous rights, youth development and education. I have worked in big tech, AI, health, and energy among other areas as well. I write content and appeals along with more technical proposals and have worked on every continent (save Antarctica!).
    Featured Skill Business Plans
    Business Plan
    International Development
    Environment
    Fundraising
    Grant Writing
    Grant Objectives & Methodology
    English
    Article Writing
    Nonprofit Organization
    Grant Proposal
    Writing
    Grant Research & Prospect List
    Proposal Writing
    Grant Application
    Content Writing
  • $65 hourly
    I am a critical and detailed thinker who loves to find solutions to problems. As an Excel guru I have detailed knowledge of creating complex spreadsheets for cash flow modelling; financial analysis; data visualisation; pivot tables; dashboards; project management; pricing/return/net present value calculations. I have an Ivy League MBA in Finance (Columbia, USA) and a degree in Economics & Accounting (Bristol, UK). I also have 20+ years experience with top tier, European Investment Banks at the sharp end of complex finance transactions across many different asset classes ✅ Dynamic, integrated, 3-statement financial model (P&L, balance sheet, cash flow) to provide intuitive financial insight into your company ✅ DCF valuation ✅ Sensitivity, variance and scenario analysis ✅ Model the returns and valuation of any type of asset (fixed income, loan, mortgage etc.) ✅ Identify KPIs in conjunction with senior management to identify, measure and manage the drivers of your business ✅ Develop Process management to minimize costs, reduce wastage and ultimately improve profitability ✅ Elegant, actionable solutions provided in a user-friendly format ✅ Review of existing models ✅ I would be happy to have a free zoom call to discuss how I may help.
    Featured Skill Business Plans
    Finance & Accounting
    Capital Markets
    Financial Analysis & Valuation
    Derivatives Trading
    Bloomberg Terminal
    Financial Risk
    Cash Flow Analysis
    Risk Management
    Finance
    Business Plan
    Microsoft Excel
    Financial Modeling
  • $150 hourly
    I am an experienced executive leadership professional and a high-level administrator with expertise in the for-profit business, non-profit, government, and legal sectors. I have raised millions through grant writing and fund development. I have extensive experience managing complex organizations with complex funding, programmatic, organizational, staffing, and management structures. Therefore, I bring a multifaceted array of skills that will benefit your business and/or non-profit in multiple ways. Below is a summary of my areas of expertise. -Economic/Community Development Expert, Non-profit and Small Business Strategist with expertise in human/social services; neighborhood and property revitalization; legal analyst and policy development, organizational capacity building; and fund development/grants administration. -Fund development and grants administration including sourcing, writing, and management; Human resources and fiscal administration; Board relations and strategic planning; General day-to-day business administration; Advocacy, public policy, community, and public relations; Client centered programs and services development and implementation. -Fundraising and fund development; Organization and program oversight and monitoring; Workforce and educational programs and services development; System-wide strategic analysis, policy development; and operational planning; Fiscal planning, budget development, and expenditure monitoring. -Community Revitalization including, Community Development; Economic Development; Neighborhood Revitalization, and Property Development. -Capacity building in the areas of organizational day-to-day management; program and services assessment, design, development, and enhancement; short and long-range operational, tactical, and strategic planning; needs assessments and organizational enhancement planning; system evaluations and improvement; staff assessment and development planning; and policies and procedures development. -Writing and document production including policy documents; white papers; business plans; SWOT (Strength, Weaknesses, Opportunities, and Threats) analysis. and Community Needs Assessments.
    Featured Skill Business Plans
    Organizational Development
    Business Consulting
    Business Writing
    Management Skills
    Legal Research
    Community Strategy
    Nonprofit Organization
    Grant Proposal
    Program Management
    Strategic Plan
    Policy Development
    Business Plan
    Grant Documentation
    Prospect List
    Grant Writing
  • $125 hourly
    Specializing in SBIR program review and applications #SBIR #DOE #NIH #NSF#USDA #FederalGrantWriter Highly qualified Senior Grant Writer with more than 20 years of demonstrated experience in business plans and grants specializing in medical, environmental, and green energy. 1) Grant Searches 2) Grant Writing 3) Grant Submission Projects include: Federal grants, SBIR grants, technical writing
    Featured Skill Business Plans
    Nonprofit Organization
    Business Writing
    Federal Acquisition Regulations
    Internet Marketing
    Business Plan
    Grant Writing
  • $160 hourly
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
    Featured Skill Business Plans
    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $50 hourly
    I will create a professional business plan for your funding needs that will include all the essential components expected by Every Investor, Banks and Financing Institutions. My Business Plan is complete and professionally done and consists of an Executive Summary, Company Description, Products or Services, Marketing Analysis, Operational Plan with Management & Organization Structure, Sales Strategies & Projection, Break-even Analysis, and Financial Projections. I've created winning plans that have allowed businesses to secure funding of over $500,000. My plans prove the long term viability of your business, showcase how your business is going to bring in revenue, and highlight how you're going to use the money you raise. Message me to have a detailed discussion of what I can do to help make your project a success.
    Featured Skill Business Plans
    Marketing Strategy
    Business Coaching
    Business Services
    Executive Summary
    Business Planning & Strategy
    Financial Accounting
    Business Analysis
    Content Writing
    Financial Projection
    Business Plan
    Financial Planning
  • $125 hourly
    $1.5B RAISED BY CLIENTS | UPWORK TOP 3% I’m the co-founder of an award-winning and VC-backed tech startup, business consultant, and designer. I also have 15+ years of prior experience in sales and executive leadership roles for some of the largest investment firms in the world. My specialties include pitch decks and fundraising presentations, investor overviews, and sales presentations, all in Microsoft Powerpoint or Google Slides. I also provide startup consulting and venture capital consulting. Unlike a typical graphic designer, I've walked in your shoes as a startup founder pitching investors, and in the corporate world pitching clients and colleagues, and I know how to tell a compelling story that creates winning presentations! As a consultant and advisor, and an entrepreneur at heart, I love partnering with world-changing startups and businesses that improve our health, lifestyle, and environment. I work with companies in a wide range of industries including Generative AI, Web3, Fintech & Investment Firms, HealthTech, Real Estate, Fashion & Beauty, Restaurants & Agtech, Environmental & Conservation, and other B2B and B2C technologies. A few kind words from clients: "We worked with Barbara to create a fundraising pitch deck for a seed-stage startup. We were able to start from a very rough set of bullet points and get an absolutely stunning deck with tons of amazing visuals. Throughout the process, Barbara answered all of the questions that we came up with, and she was able to advise us on resources for things like revenue projections, competitive analysis, etc. I'd recommend Barbara to anyone who is looking for an amazing pitch deck." "Barbara assisted in the creation of a real estate investor presentation that would be utilized to pitch the largest institutional investors in the U.S. Our final work product far exceeded our expectations. Her industry knowledge and thoughtful and clear process coupled with her willingness to provide feedback on what worked and didn't work were an immense help to our team. Barbara quickly responded to our communications and turned revisions on short time frames. We would highly recommend working with Barbara. It was a top notch professional experience from beginning to end." Specialties include: • Pitch deck creation (strategy, content/storyline development, and custom design) • Presentation design • Pitch coaching • VC consulting and fundraising strategy • Branding and visual identity • Leadership and sales development • Web design (Squarespace Circle Member) References and samples are available upon request. I’m excited to take on new projects, large or small, and I look forward to working with you!
    Featured Skill Business Plans
    Venture Capital Consulting
    Presentations
    Startup Consulting
    Investor Overview
    Management Consulting
    Startup Pitchbook
    Graphic Design
    Fundraising
    Pitch Deck
    Fundraising Presentation
    Squarespace
    Web Design
    Google Slides
    Microsoft PowerPoint
    Sales Presentation
  • $30 hourly
    🏆 Top 1% Business Consultant | Business Plans That Get Funded ($75M+ Proof) 10% OFF for Veterans, First Responders & Tattooed Founders Hi, I’m Sadiq. I craft funding-winning business plans that get startups and SMEs approved by banks, investors, and the SBA. Over 1000+ plans delivered, $75M+ raised, and 500+ startups funded—let’s make your business next. 🔍 Why Hire Me? Most business plans fail because they’re generic, unconvincing, or lack investor-ready financials. I fix that by: ✅ Writing for Funders – I know exactly what banks/investors want to see (SBA compliance included). ✅ Proven Results – Clients secured loans, grants, and VC deals after rejections. ✅ Data-Driven – Your plan includes 3-5 yr financial forecasts, SWOT, market analysis, and competitive edge. ✅ Fast & Scalable – Need funding urgently? I optimize for speed without sacrificing quality. Industries I've Helped Fund: Food & Hospitality: Restaurants 🍽️, Food Trucks 🚚, Catering 🎂 Retail & E-Commerce: Online Platforms 🌐, Retail Brands 🛍️ Health & Wellness: Cannabis 🍃, Fitness & Nutrition 💪, Non-Profits 🤝 Logistics & Trade: Trucking 🚛, Automotive 🚗, Small Farms 🌱 Real Estate & Startups: Real Estate 🏡, Startups 🚀 Tech & Services: SaaS/Apps 📱, Consulting 💼 (Don't see your niche? I've probably covered it - ask me!) 📑 Your Complete Business Plan Package Includes: 1. Core Business Documentation ✓ Executive Summary – A compelling snapshot of your opportunity ✓ Company Profile – Overview, mission/vision, and legal structure ✓ Roadmap to Success – Clear goals, objectives, and milestone tracker 2. Market Intelligence ✓ Industry Deep Dive – Trends, size, and economic relevance ✓ Competitor Analysis – Your unique advantages and differentiators ✓ Target Customer Profile – Segmented buyer personas and demand validation 3. Growth Blueprint ✓ Marketing & Sales Strategy – Customer acquisition plan ✓ SWOT Analysis – Strategic positioning framework ✓ Implementation Timeline – Quarterly action plan with KPIs 4. Financial Evidence ✓ Investor-Grade Projections – 3-5 year P&L, cash flow, and balance sheets ✓ Funding Requirements – Capital needs and use of funds ✓ Visual Data Suite – Charts, graphs, and financial dashboards Plus: SBA-compliant formatting, unlimited revisions, and post-delivery consultation. 📂 What You’ll Get: Investor-Ready Plan (PDF/Word) Market Research & Financials (Charts, Graphs, Forecasts) Unlimited Revisions (Until You’re 100% Satisfied) Post-Delivery Support (Funding Strategy Calls) Client Success Story: From Bank Rejections to $5M Funding One of my clients, a tech startup with groundbreaking potential, came to me after facing four consecutive bank rejections. Despite their innovative concept, they lacked a plan that convinced investors. Here's how we turned it around: The Challenge: ❌ Rejected by 4 financial institutions ❌ No clear financial projections or market analysis ❌ Unconvincing competitive differentiation Our Solution: In just 2 weeks, I delivered: ✅ An investor-grade 35-page business plan with SBA-compliant financials ✅ Data-driven market analysis proving their $12M opportunity ✅ Clear 3-year projections with multiple funding scenarios The Result: "After Sadiq transformed our rough ideas into a professional plan, we secured $5M in startup funding from a bank that had previously rejected us. His work exceeded every $3,000+ consultant we interviewed at a fraction of the cost. We've since hired him for two additional projects!" — Tech Startup Founder, SaaS Industry 💡 Ready to Get Funded? 1️⃣ Click "Invite to Job" (top right). 2️⃣ Tell me: Your business stage (Pre-launch? Scaling?). Your funding goal (e.g., $500K loan, 1M VC round). Your deadline (if urgent). 📊 Business Plan Performance Metrics (Across 1000+ Clients) • 83% funding success rate for clients after bank/investor rejections • Avg. 2.8x higher capital secured vs. self-written plans • 60% faster approval timelines for SBA loans & grants • 100% investor-grade financials with 3-5 year projections 📈 Pro Stats to Highlight • 92% Client Repeat Rate – "3/4 clients hire me for 2+ projects" • 18-Day Avg. Funding Timeline – "From plan to bank transfer" • 100% SBA Compliance Rate – "Zero revisions needed for approval" Real-world example: A food truck client secured $250K in 14 days after 3 prior rejections using our SBA-compliant plan. I respond in less than 5 minutes. Let’s turn your vision into a plan that opens wallets.
    Featured Skill Business Plans
    Presentation Design
    Pitch Deck
    Financial Modeling
    Small Business Administration
    Marketing Strategy
    Market Research
    Business Writing
    Business Consulting
    Business Planning & Strategy
    Business Proposal Writing
    Business Plan Writing
    Proposal Writing
    Executive Summary
    Business Strategy
    Business Plan
  • $20 hourly
    Why should you hire me? - 7+ years working with Startups -- FinTech, Travel, Non-Profit, & Advisory Firms - Strong exposure in quantitative market research (FMCG, HealthTech, & Beauty) - Experienced in creating pitch decks and business plans incorporating both my skills in business writing and creative visual design - A unicorn employee -- IT Project Manager + Researcher + Graphic Designer + Virtual Assistant in one!
    Featured Skill Business Plans
    Startup Company
    Microsoft Excel
    Information Technology Strategy
    Business Plan
    FinTech Consulting
    Startup Consulting
    Market Research
    Competitive Analysis
    Market Analysis
  • $150 hourly
    Summary of Qualifications • Strategic results-driven accomplished CFO, CEO, COO, CIO, consultant, independent contractor, C-Suite coach, & project manager providing innovative strategic solutions based on deep understanding of business needs, values and objectives, resulting in improved efficiency, mitigated risk, and increased employee and customer satisfaction. • Professional business & financial consulting services with over 30 years of experience in a wide variety of industries & systems doing viability and turnaround Pareto Analysis delivering insightful nimble budgeting and forecasting systems, strategic planning, project management, business viability review and analysis, and increasing systems efficiency. • Custom development of my proprietary Living ForecastingTM, Rolling ForecastingTM, and Decision Support Systems that effectively financially forecast the future with enough time for management to respond and correct; to avoid catastrophic cash flow issues and take advantage of short-term opportunities. • Experience in business analysis, finance, and performing statistical analysis. Strong experience in data modeling and mining, and able to provide easy to understand executive dashboards, sales pipelines, ad hoc data analysis for clients. Recognized for clear presentation and communication of complex issues and solutions to financial, and non-financial stakeholders. • Board of Directors presentations of financial and objectives results, with live Executive Dashboards • Auditor, Tax, SEC 10Q/K, and multilanguage world-wide financial presentations and reporting • Employee Engagement for increased employee satisfaction and bottom-line performance • Demonstrates strong leadership, team building, collaboration and facilitation skills with excellent organization, people, communication, writing, and visual presentation skills. • Data modeling, validation, accuracy and integrity testing, data risk analysis, and probability of outliers. • Extensive experience in technical writing corporate policies applied to field and Information Technology (IT) particularly in all facets of software and hardware specifications. • Experienced with state-of-the-art OLAP & WEB financial planning, reporting, analysis & metrics tools. • Wide business process and systems re-engineering and efficiency analyst. Ability to create automated systems that substantially reduce time and ensure completeness and accuracy. • Expert Advanced Excel Power User and knowledgeable of MS Office solutions. Experience with of a number of scalable databases such as PowerBI, TM1, PowerOLAP, SQL, Oracle, Access, SAP, XLQ and with Excel front ends for terabytes of data. Including analysis of what system is best for the application and creation of new more useful datasets and marketing pipelines. • Team Leader Vision Holder via clear staff objectives, training, accountability, & performance reviews • Experience in global operations, manufacturing & trade between US, UK, China, Korea and Australia. • Data and statistical analysis, technical writing, web development, forecasting the cost of projects. • Team Lead in the design and prototyping new systems for the purpose of enhancing business processes, operations and information process flow. • Creative thinker; Strong analytic, negotiating, problem solving, and resolutions skills and abilities. • Seasoned Leader and Change Agent and with strong interpersonal skills that can see the big picture and still manage complex details leading cross functional and cultural teams to effectively develop new and better systems, processes; delivering results in fast paced ambiguous environments under tight deadlines.
    Featured Skill Business Plans
    Business Cases
    Tax Strategy
    Supervision
    Company Valuation
    Business Plan
    People Management
    Investment Strategy
    Corporate Governance
    Shareholder Relationship
  • $181 hourly
    Are you an entrepreneur that wants to take it to the next level? 100% of my coaching clients have shared they are more clear, inspired and energized after working with me. Let me help you find your mojo! I am a Top Rated Plus Business Coach on Upwork with 100% satisfaction score, contact me today! ⚡︎I can help you if you are struggling with these challenges: ● "I have no idea on how to get started with my startup" ● "Life has been chaotic and I need to get clear on my direction " ● "I don't have the energy or motivation right now to grow my business" ● "I want to get to the next level and I am not sure how to get there" ● "I'm starting a new chapter in my life and I need someone to hold me accountable" ● "HELP! I'm overwhelmed and I don't know what to do next" I focus on working with entrepreneurs with startups or small businesses. The process: Who are you? You are the main factor in your success. Why should your business exist? A purpose. How do you do things? Something that makes you unique. What do you offer? Your product or service. All success revolves around the answers to these four questions. All failure comes from a lack of understanding these questions. This is my method. It does not matter if you are a startup or an existing business, this is the core of your work and journey. A client had dozens of business ideas, I helped him launch just one. A client stopped chasing 3 different startups and now is an executive in a new business. One client grew from 5 to 50 employees in just two years. Let's get on a call today! We can set up an initial zoom call in a free 30 min consultation and I will explain how my process will get you the results you are wanting. Best regards, Brian **If you’re interested in working with me hit the Invite Freelancer button and send me a short description about you and your project.
    Featured Skill Business Plans
    Career Coaching
    Business Analysis
    Business Consulting
    Personal Development
    Business Plan
    Business Modeling
    Leadership Development
    Startup Company
    Startup Consulting
    Growth Strategy
    Innovation Strategy
    Business Coaching
    Entrepreneurship
    Business Development
    Life Coaching
  • $50 hourly
    I hold a PhD in Leadership, am a multi-skilled academic writer (business, humanities and social sciences), Business Consultant, HR Generalist, Recruiter, and One on One Coach
    Featured Skill Business Plans
    Qualitative Research
    Change Management
    Performance Management
    Strategic Planning
    Recruiting Process Consulting
    Article Writing
    Personal Development
    Elearning LMS Consulting
    Career Coaching
    Technical Writing
    Business Coaching
    Management Development
    Organizational Development
    Human Resource Management
    Academic Writing
  • $40 hourly
    My name is Martha. I am a certified modern business plan writer with an excellent reputation for dynamic and detailed business plan writing for startups, pitching to investor roadshows, loan applications, grants, and joint ventures. I have developed several business plans for startup companies, large corporations, and existing businesses with the highest level of expertise that has inspired my clients with unadulterated gratification. I am committed to my client's business growth and expansion through a series of professional & presentable plans. I will only offer services that are of the best caliber and up to the highest professional standards, and they will be very reasonably priced. My pricing system is determined by what is available in this market. I'm eager to assist you in achieving your objectives. Why should you hire me? A professional Business Analyst and Grant Writer. I offer ironclad branding services, Business plan, Business Proposal, Financial Plan, Investors Business Plan, SBA Business Plan and Bank Loan Business Plan . I also have extensive experience in reviewing and analyzing business plans on behalf of banks and investors. Therefore, I REALLY KNOW what your plan should and should not contain. I have developed over 5000 business plans and proposals as well as investment packages in the last 15 years with an almost 100% funding success rate. I am an international adviser with expertise in finance, accounting, financial forecasting, and the creation of new company strategies. I've worked in strategy for firms of various sizes for over 22 years. My unique feature, as well as my business knowledge, forecast and financial projection ability, is my award-winning marketing status. This means that all of my business plans are very practically focused and detail exactly what needs doing, how and when, in order to make the whole plan a success. My plan WILL DO the exact job you want it to and you WIILL BE VERY HAPPY with it when receive it. I will provide a business plan writing service to build your full plan and finances bespoke and tailored to your needs. In essence, a balanced plan to help you raise finance if needed and drive your business forward. Your plan will include everything you would expect in a business plan. Everything will be bespoke and tailored to your business. My Complete Business Plan will definitely include but not limited to: Executive Summary Mission Statement Keys to Success Goals and Objectives Company Summary Products Services Industry Analysis Market Analysis Summary Competitive Edge and Analysis Competitive Summary Strategy and Implementation Marketing Plan Target Market Segment Strategy Personnel Plan SWOT Analysis Management Summary Important Charts and Graphs My complete financial plan includes: Start-up Summary Revenue Forecast Projected Profit and Loss Balance Sheet Cash Flow Break-even Analysis Graphs and Tables Free Cover Page Delivery in MS-Word, PDF and Excel formats for the premium plan only Quick response time Unlimited Revisions for the premium plan only. My Testimonials: 1. As an entrepreneur, your objective is to grow your business. Which seems so easy until you're seeking funding and they require a business plan and financial projections. So I want to thank Martha for his professionalism and attentiveness in helping me address my biggest challenge preparing "financial forecasts. Your expertise has helped us take our entrepreneurial goals to the next level. I highly recommend Martha to anyone who needs help preparing a BPLAN. Especially if you're a startup. (Premium Packaged Purchased) 2. Martha did her homework and came back with a comprehensive business plan for my company in few days. The document I requested was comprehensive in full detail. She took the time to understand my Challenges as well as my strengths. I am very satisfied with the outcome. Kindly message me and let's get started on your project! Kind Regards MARTHA
    Featured Skill Business Plans
    Business Plan Writing
    Loan Approval
    Business Plan
    Business Consulting
    Business Proposal
    Business Analysis
    Business Planning & Strategy
  • $50 hourly
    📝 Grant Writer and Business Plan Writer Extraordinaire at Your Service! 🌟 🌟 Emmanuel, a powerhouse in the realm of grant writing and business planning, brings an impressive track record of securing over $30M in non-dilutive funding. Emmanuel's expertise extends to diverse federal funding agencies such as NSF, DOD, NIH, and more. With an illustrious career as an I-Corp mentor, SBA SCORE mentor, advisor, grant reviewer, and evaluator and pitch competition judge. Emmanuel possesses a wealth of knowledge and experience in the world of grants and entrepreneurship Welcome to my profile, where the power of persuasive writing meets the art of strategic planning. I am a seasoned grant writer and business plan writer with a passion for transforming visions into tangible realities. With a flair for crafting compelling narratives and a keen eye for strategic detail, I am your go-to partner for securing funding and propelling business success. 🌱 Grant Writing Expertise: I possess a deep understanding of the intricacies involved in creating grant proposals that make a lasting impact. Through my expertise in persuasive storytelling and thorough research, I translate your project's significance into a narrative that captivates funders. I excel at showcasing the societal benefits, objectives, and long-term sustainability of your initiatives, increasing your chances of securing the funding needed to drive positive change. 📈 Business Plan Writing Proficiency: When it comes to business plans, I am your strategic ally in creating a roadmap for success. With meticulous analysis, I identify market opportunities, assess competition, and outline growth strategies tailored to your unique venture. I bring your vision to life, showcasing your competitive advantages, financial projections, and risk mitigation plans to inspire confidence in potential investors, partners, and lenders. 💼 Empowering Entrepreneurs: As a grant writer and business plan writer, I am deeply committed to empowering entrepreneurs like yourself. Whether you are a startup founder seeking seed funding or a seasoned business owner looking to expand, I provide personalized, comprehensive solutions that align with your goals. Together, we will navigate the intricacies of your industry and develop a strategic plan that propels your business forward. 🌟 Unleashing the Potential of Your Ideas: I understand the immense value of your ideas and dreams. As a freelancer, I have the flexibility to fully immerse myself in your projects, ensuring that every aspect is carefully considered and crafted to perfection. With my compelling writing style, strategic acumen, and dedication to your success, I am here to turn your visions into reality, one persuasive word at a time. 🔥 Ready to take your grant proposals and business plans to new heights? Let's embark on an exciting journey together, where creativity meets strategy, and innovation meets success. Contact me today to discuss your project, and let's forge a partnership that brings your dreams to life. Sincerely, Emmanuel.
    Featured Skill Business Plans
    Grant Documentation
    Grant Management Software
    Pitch Deck
    Market Research
    Grant Proposal
    SWOT Analysis
    Business Planning & Strategy
    Financial Plan
    Business Plan Writing
    Grant
    Grant Research & Prospect List
    Grant Application
    Grant Writing
    Business Plan
  • $60 hourly
    I have spent over 28 years in the corporate, structured finance, investment banking, financial services and healthcare sectors where I gained considerable business management experience at board level in both medium and large enterprises. This has equipped me with broad and intricate knowledge of successfully developing, implementing and maintaining business models, processes and procedures. As Business Development Executive and Chief Operations Officer, I have been instrumental in managing and implementing corporate governance frameworks, developing long-term goals, guiding the strategic direction of companies, contract management and 3rd party negotiations. On a daily basis I take on the role of mentor, transferring knowledge and experience to young entrepreneurs to drive profit margins, and develop growth opportunities by drafting business plans, strategic documents and tender documents for both government and corporate bidding processes. Further , I am fluent in both English and Portuguese.
    Featured Skill Business Plans
    Tender Document
    Strategic Plan
    Executive Summary
    Business Management
    Corporate Strategy
    Research & Strategy
    Business Writing
    Business Plan
    Request for Proposal
    Corporate Governance
    Content Writing
    Business Development
    Corporate Law
  • $250 hourly
    I’m Stephanie, and I enjoy working with founders and executives on strategic and financial projects that move their businesses forward. This includes fractional CFO / COO support, setting up financial and operations systems, establishing KPIs and OKRs, financial modeling, business planning, pricing and partnerships analyses and other projects. I'm a Founder, Wharton MBA, former investment banker and former political & non-profit fundraiser with a background in private equity, corporate development, and building and running multimillion dollar growth operations. I have worked with private equity and VC backed companies, real estate, tech / SaaS companies, consumer goods, healthcare, financial institutions, and non-profits. As an investment banker, I advised on over $5B in transactions, including M&A and IPO processes, and as a political fundraiser I built and executed multi-million dollar fundraising plans from the ground up. Overall, I specialize in utilizing data to drive business decisions and offer expertise in Excel / PowerPoint, business plans, pitch decks, investor memorandums, financial reports, marketing materials, and other analyses. As a consultant, my experience includes fractional CFO and COO roles, assisting founders in raising over $270M in capital, helping founders better align their company's operations with ESG goals, and optimizing supply chain, pricing, business development, and finance operations. I am a jack of many trades, and typically, I am able to help a business tackle more than one problem area. I am open to one time projects, as well as longer term contracts. **Note, I assist founders in preparing for funding rounds and managing this process, but I do not make personal introductions or fundraise for a fee. If you are looking to hire a fundraiser based on a commission, please research the laws surrounding this before reaching out to people on upwork -- in many instances, it is illegal to hire a freelancer for a commission-based fundraise.**
    Featured Skill Business Plans
    Executive Support
    Executive Coaching
    Business Operations
    Financial Reporting
    Finance & Accounting
    Presentations
    Business Plan
    Business Planning & Strategy
    Management Consulting
    Financial Modeling
    Company Valuation
    Financial Analysis
    Corporate Finance
    Real Estate Financial Modeling
    FinTech Consulting
  • $52 hourly
    Agricultural professional with 15 years experience in consultancy, research and education. I have an MSc and PhD in agricultural economics, with experience of teaching at undergraduate and masters level. I have experience in research and consultancy in agricultural economics and farm and agribusiness management. I have written and contributed to research reports and papers on a wide range of agricultural topics, such as sustainable farming, agricultural labour, animal health, the demand for animal proteins.
    Featured Skill Business Plans
    Agriculture
    Agriculture & Mining
    Market Research
    Business Planning & Strategy
    Business Proposal Writing
    Academic Research
    Pitchbook
    Quantitative Analysis
    Technical Writing
    Data Analysis
    Business Management
    Management Consulting
    Agriculture & Forestry
    Financial Analysis
    Business Plan
  • $95 hourly
    If you are a startup or early-stage founder with a compelling business opportunity but under-capitalized and want to seek funding options, let's talk. I understand, very specifically, what institutional investors want to see to consider your opportunity. Or, as well-known Venture Capitalist Marc Andreesen once said, "The difference between a vision and a hallucination is others will see your vision". I have 20+ years experience in capital markets, both as a founder and working with other founders in successful funding events exceeding $ 450 million. The plan that drives a cap raise begins with a cogent, well-organized, and executable roadmap. Where you are today? How will a capital infusion from an outsider willing to take on the risk allow you to get to the next level? Here is how I start: - Funding readiness: Are you operationally ready? If you're ready, I will tell you. If you’re close but not quite there, I’ll tell you. If you have a lot of work to do before investors will consider you, I'll tell you where the gaps are and let you decide what comes next. - Investor Book: If you're (close to) investor-ready, it's time to build a strong Investor book, guided by your industry and what portfolio investors in your space want to see. - Investor Targets: Investor book is underway. In tandem with, we begin investor due diligence to build a targeted investor list. We look for connections and referrals to partners, analysts, or anyone who can open doors to the target investor. Many believe this is a quick & easy process. You need to know the investors you'll be pitching as if you've worked with them before. If what I've shared makes sense, let's connect, either by direct message or you may invite me to a job you posted on the platform. We can briefly discuss your goals and how I can be of material value if there's a fit. To your success, Mike
    Featured Skill Business Plans
    Venture Capital Consulting
    Investor List
    Sales Management
    Fundraising
    Corporate Strategy
    Investor Roadshow
    Forecasting
    Startup Consulting
    Business Continuity Plan
    Valuation
    Company Valuation
    Business Coaching
    Management Consulting
    Business Development
    Business Plan
    Strategic Plan
  • $250 hourly
    🏆 "Highly recommended A+++" I help business leaders and teams to define and achieve their business financial goals. We do this with CFO Reviewed Financials™ to develop plans and review progress. 🔜 Message me to discuss your project/needs. As a consulting CFO who offers fractional CFO retainer options, I focus on building and implementing financial models/plans that guide business leaders in growing their business, and I provide support as needed. Most often, I help to: 1⃣ secure funding, 2⃣ grow efficiently, and 3⃣ engineer an exit. ▶️ We start with CFO Reviewed Financials™, where I analyze up to 60 months of the company’s income statements, balance sheets, and statements of cash flows. If available, we compare the results against previous forecasts and budgets. Next, I record my observations and generate visualizations of the data. From this, I prepare a report sharing my key insights and recommendations, including key performance indicators as appropriate. To help achieve your business financial goals, we meet monthly to discuss your CFO Reviewed Financials™, new opportunities, and other developments; and to determine the proper changes to implement. To help define and track progress against these goals, I build a Comprehensive Financial Model™ to develop forecasts and adopt them as budgets. All of this is tracked in your customized Financial Management Plan. My successes include: ✔ Secured $1 million pre-seed funding and co-founded innovation platform Ideator. ✔ Secured $500k seed round for medtech software startup 4D Healthware. ✔ Built the first financial model that enabled a healthcare payments company to raise $29.3 million in venture capital over four funding rounds. ✔ Built the first financial model and supported negotiations for $1 million growth funding for an NIH backed biotech startup. ✔ Developed and landed supply chain funding strategies for adtech startup Promo Drone. ✔ Expanded multinational commercialization and closed $10 million seed funding for fintech Paybook/Syncfy. ✔ Led the capital raise process to secure $20 million in expansion funding for 3D printer manufacturer UNIZ Technology. ✔ Turned around the financial operations and recalibrated growth for digital marketing agency O8. ✔ Turned around the North American distribution of CITIZEN® brand calculators from a $1.5 million loss to a $500,000 profit. ✔ Restructured corporate financing and increased net profit margin by 9%, ROA by 1%, and ROE by 11% for medical device distributor CITIZEN Healthcare. ✔ Improved financial reporting, planning, and analysis for a $15 million real estate services firm. ✔ Improved financial reporting, planning, and analysis for nationwide restoration services company HomeCleanse. ✔ Corrected financial reporting for a $130 million international distributor of consumer products. ✔ Strengthened financial management and led a $10 million private equity owned consumer products brand to profitability. ✔ Overhauled financial reporting and led a tax-free reorganization to save more than $250k in taxes and professional fees for a $25 million global ecommerce company. ✔ Cured statutory deficiencies and flipped a Swiss regulated payments company into a new US holding company. ✔ Established financial systems and supported the negotiation and sale of a telehealth startup for $5 million plus contracts. ✔ Built the financial model that enabled the IPO for American Brewing Company. ✔ Built the financial model and supported negotiations for the sale of an insurtech startup to a nationwide law firm. 🏆 “Jeremy is one of the best professionals I’ve ever worked with. He supported our fast growing startup as our fractional CFO from our first customer all the way to our acquisition.” – Sina Arham, Co-Founder at Fridays 🏆 “[F]abulous ongoing strategy advisor!! Awesome results!” – Parker Harris, Founder & President at Junto Global 🏆 “In his practice he leverages [his] experience to find the most efficient path to success for you. If you have a need in his wheelhouse, definitely seek his advice. He is always open to sharing.” – Brian Jessup, Co-Founder of Reuleaux.skin, powered by Cybele Microbiome 🏆 “His guidance has been invaluable as we scale, and he's been a great person to work with—always approachable and on point.” – Josh Leonardi, Co-Founder at BALTINI 🏆 “I can't imagine how my startup would have looked like without Jeremy being involved in every financial aspect of the company.” – Bishoy Mikhael, Founder and CEO of The Pay Holding Company My management consulting services include: ✴ Consulting CFO (hourly and project) ✴ Fractional CFO (retainer) ✴ Financial Modeling ✴ Forecasting & Budgeting ✴ Financial Planning & Analysis ✴ Financial Management ✴ Cash Management ✴ Management & Board Reporting ✴ Investor Presentations / Pitch Decks / Pitchbooks ✴ Fundraising Support ✴ Business Plans ✴ KPI Development ✴ Supply Chain Planning and Optimization ✴ Turnarounds ✴ Strategy Advisory ✴ Executive Coaching
    Featured Skill Business Plans
    Forecasting
    Finance
    Business Presentation
    Business Plan
    Financial Analysis
    Corporate Finance
    Strategy
    Financial Management
    Startup Consulting
    Financial Modeling
    Venture Capital Consulting
    Growth Strategy
    Financial Projection
    Budget Management
  • $60 hourly
    Thank you for visiting my profile! I am an experienced business plan writer and innovative strategy consultant. I have been working in this area for over seventeen years with exposure to many different industries. In addition, I have been working on all different kinds of grant letters and applications for clients. Here are some of my Upwork tasks I have been asked to perform: H1B, L1, E2, Visa Business Plan Non-Profit Business plans Non-Profit Grant Writing Government Grants on Grants.Gov Strategic roadmaps In Depth Financial analysis and modeling with Dashboards Develop Statement of Requirements for contracts. Competitor research Applications for SBA loans Short dash board overview business summary (about 2pages) SWOT analysis My core strengths in business plans have been in marketing and financial modeling. I use several tools including an Excel worksheet and also the online software Liveplan. I can create the full business plans, or set up a financial dashboard/report for grants. I am highly flexible and capable of doing specific tasks to fit each business needs. I look forward to meeting you, please feel free to contact me anytime.
    Featured Skill Business Plans
    H-1B Visa
    L-1 Visa
    H-2B Visa
    B-2 Visa
    Grant Application
    Writing
    Business Valuation
    Business Writing
    Marketing Strategy
    Tech & IT
    Business Analysis
    Business Plan
  • $175 hourly
    I am an entrepreneur at heart, I created my first business and grew it to almost $20,000,000.00 in sales, then sold it for a profit. Currently I work as an adviser to startups and restructurings. I can take your startup to the next level, I can be your interim CEO, CFO, COO, CRO or CMO. I have built 100+ investor ready business plans, financial models, Investor decks, executive summaries, cash flow models, pro-forma P& L, Balance Sheets and start-up plans. I develop Go-To-Marketing Strategies, Online Marketing Strategies and fine tune Product/Market Fit. I have probably seen what you are trying to do. I have created plans and decks that have led to multiple investor presentations and investments between $100,000.00 and $1,000,000.00. I work with businesses to create and refine their plans and models to craft a cohesive launch or restructuring plan that helps companies grow. I build and review all aspects of starting a business, from the initial Business Plan to the Exit Strategy and everything in between. I create Financial Models that show Cash Burn, Pro-Forma P&L and Balance Sheets. I create Financial Models for SaaS and Subscription Revenue businesses. I create Financial Models for Retail E-commerce and Direct Sales Platforms. I write Business Plans so that they make sense and are consistent with their message, and with an eye towards the audience that will be reading them. I build Compensation Plans including Salary, Commission and Bonus Structures I create CAP Tables Design Exit Plans I do 409A Evaluations Recently I helped founders justify their business model, which resulted in submitting 7 of them to an Angel Group for review and possible investment.
    Featured Skill Business Plans
    Grant Proposal
    Grant Writing Consultation
    Grant Writing
    Strategy
    Business Consulting
    Sales Strategy
    Startup Consulting
    Business Management
    Business Strategy
    Financial Modeling
    Financial Planning
    Business Plan
  • $89 hourly
    As a corporate CFO, Wall Street banker, Director of Equity Research and senior bank lender who has worked in the US, Europe, Asia and Latin America, I have extensive experience with funding for companies in a wide variety of industries. As a result, I know what a serious investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will even consider providing you with the money you need to build your business. In close collaboration with you I will create these documents and the financial forecasting/budgeting tools you, your investors or your banker require. (A due diligence review by an angel investor group of a recent client's application package said it was "...one of the few combinations of documents that we reviewed from a potential client where all components of a well-thought out business model were present.") Whether you need only a detailed financial model or both a model and full business plan or investor presentation package (including pitch deck, cap table, etc.), you can see samples of previous projects in my Upwork profile. I will build your Microsoft Excel-based financial model using my very robust and fully customizable proprietary template. This template, developed over many years of real world use, helps assure your own forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Excel, let me know and I'll arrange access for you while we work together.) When your financial model is complete, you will be able to change any assumption in the Model and the effects of that change will instantly flow throughout all elements of the Model. Any user can easily test all of the financial effects of any assumptions about revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity and debt. You or your investor/banker can use the model to easily do unlimited "What If?" testing, sensitivity analysis or breakeven analysis. (Let me know if you will require inventory tracking or a balance sheet. Most companies I work with do not and it is not included in my project pricing unless you specifically request it.) For the text and graphics (charts, pictures, tables, etc.) in your plan, presentation or pitch deck I will use Microsoft Office software. (If you need specific advanced graphic skills for your document(s), you will need to hire a specialist graphics person.) Typically, the time needed to complete a detailed corporate financial model for one product in one market is about 15 - 18 work hours (add about 20% - 25% for a start-up, subscription-style revenue, a balance sheet or inventory management). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires 15 - 25 hours of work over three to six weeks to create, depending on how quickly you can respond to my daily questions during the project, the complexity of your business, how much text you add to the business plan versus how much original text I have to create, etc. If you are planning to create a new company whose industry you have no experience in, the time required for completion will typically be greater than for an established company with existing operations. I can begin work on your project as soon as you wish once your payment method is verified by Upwork. If you would like me to sign a non-disclosure agreement (NDA), that is not a problem. If you need a pitch deck, that will flow easily once your business plan or investor presentation is complete. My basic average hourly rate is $69 - $89/hr., depending on the complexity of the work required. Minimum Charges: Per Project - 4.0 hours; Per Work Session: 10 minutes. Premium for urgent completion (8 calendar days or less): 30%, 48-hour Rush Projects: 100% premium. All of my work time, including all phone conversations with you regarding your project, will be tracked by Upwork's software and reported to you by Upwork each Monday. If you are not well-versed in finance or accounting, I will be happy to explain everything to you as we go. That will be very important to your effort to raise money, as your banker or investor(s) will require that you fully understand all of the details of your business. I am committed to your complete satisfaction and will gladly make minor changes to my work within 14 calendar days of completion and closure of the project on Upwork at no additional cost to you. So, let's talk! I am usually in the US Eastern time zone and available to discuss your project at your convenience. I'm happy to have an initial consultation at no cost to you. Will Lyons
    Featured Skill Business Plans
    Executive Summary
    Business Proposal Writing
    Business Planning & Strategy
    Business Writing
    Business Plan
    Financial Analysis
    Business Analysis
    Business Valuation
    Financial Modeling
    Business Modeling
    Financial Report
  • $125 hourly
    If you are a startup founder trying to raise money, my 500 Startups and Y Combinator experience will be helpful. Quick facts about me: 🏆 Fundraising 1B+ for 500+ Startups in 25+ Industries 🏆 10+ Years of Startup Growth & IB Experience | 100% Customer Satisfaction 🏆 Top Rated Plus | 1% on Upwork Worldwide How I Make Entrepreneurs Succeed: 🎯 125% Higher Success Rate | 🎯 3x Faster Fundraising Prep | 🎯 1.5x Raised Capital My Services: ✅ Pitch Decks ✅ Business Plans ✅ One Pagers & IMs ✅ Market Research and Competitor Analysis Client Testimonials: 📝 “Giorgi was prompt and executed proficiently. I would recommend him to anyone who wants a logical and well-put-together fundraising presentation” - Luke @ Fresh Earth, raising $4M 📝 “Giorgi is a truly great asset to add to your team. His patience and dedication to sticking to our timelines made for a successful project together. I definitely recommend him for any brand decks!” - Trevor @ FranchiseFilming, Community Top Voice on LinkedIn 📝 “We hired Giorgi to redesign our clients’ pitch decks. He's reliable and has an eye for details while also being tactical, fast, and striking to the point" - Marco, Associate @ Y Combinator, Startup Accelerator 📝 "I cannot thank Giorgi enough for his expertise in creating our deck. I highly recommend his services to anyone looking for a top-notch business presentation” - Victor @ Silverback, $1.7M+ in Revenue --- 💬 Interested in Learning More? Send Me a Message to Get Started
    Featured Skill Business Plans
    Business Writing
    Business Plan
    Startup Pitchbook
    Startup Consulting
    Training Presentation
    Marketing Presentation
    Financial Presentation
    Sales Presentation
    Fundraising Presentation
    Business Presentation
    Pitch Deck
    Keynote
    Google Slides
    PowerPoint Presentation
    Presentation Design
  • $60 hourly
    ✦ Delivering expert valuations and financial insights to empower data-driven decisions and strategic growth ✦ ✅ TOP RATED PLUS ✅ Certified Valuation Analyst (CVA), NACVA, Salt Lake City, Utah ✅ MBA from Webster University, San Diego, California ✅ B.Sc. Aeronautical Engineering Technology from Purdue University, West Lafayette, Indiana Expert in Valuations, Financial Modeling, and Investor-Ready Deliverables With advanced skills in financial modeling and valuation, I specialize in delivering precise and actionable insights to help businesses assess their worth, attract investors, and make informed decisions. My work has enabled clients to secure millions in funding through comprehensive, interactive financial models, valuations, and strategic analysis. I provide: Business Valuations: Leveraging financial and market data to deliver certified, investor-trusted valuations. Advanced Financial Modeling: Interactive, easy-to-use models with full financial statements, projections, and key metrics tailored to Angel Investors, VCs, and Banks. Investor-Ready Materials: Professional-grade pitch decks, business plans, and feasibility studies. Strategic Financial Analysis: Offering insights into growth potential, risk assessment, and ROI optimization. Why Work With Me? ✅ Bilingual Expertise: Fluent in English & Arabic. ✅ Client-Centric Approach: I am committed to delivering on time with regular project updates to ensure your satisfaction. ✅ Trusted Partner: My analytical rigor, combined with an eye for detail, ensures every project meets the highest standards of quality. Whether you're seeking valuation services, financial projections, or investor-ready deliverables, I have the expertise and tools to bring clarity and confidence to your financial decisions. Let’s work together to achieve your goals.
    Featured Skill Business Plans
    Feasibility Study
    Cash Flow Modeling
    Financial Report
    Business Plan
    Budget Planning
    Business Consulting
    Financial Plan
    Market Research
    Business Planning & Strategy
    Financial Model
    Contract Drafting
    FinTech Consulting
    Strategy
    Management Consulting
    Business Valuation
  • $260 hourly
    15+ years of experience in U.S. real estate investment analytics, including market research, underwriting, financial modeling, pro forma, scenario analysis, and creating offering memorandum (OM) and pitch decks. Cornell University MBA with a Graduate Minor in Real Estate.
    Featured Skill Business Plans
    Financial Analysis & Valuation
    Business Plan
    Financial Projection
    Financial Modeling
    Financial Analysis
    Market Research
    Feasibility Study
    Pitch Deck
    Presentation Design
    Data Visualization
    Financial Presentation
    Real Estate Business Plan
    Real Estate Appraisal
    Real Estate
    Real Estate Financial Modeling
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How to Hire Business Plan Writers

What is a business plan writer?

A business plan writer is a consultant who develops business plans for the purpose of guiding a newly established organization or raising capital. A business plan writer will typically work with entrepreneurs and business owners to create an organizational road map for an internal or external audience.

How do you hire a business plan writer?

You can source business plan writers on Upwork by following these three steps:

  1. Write a project description. You’ll want to determine your scope of work and the skills and requirements you are looking for in a business plan writer.
  2. Post it on Upwork. Once you’ve written a project description, post it to Upwork. Simply follow the prompts to help you input the information you collected to scope out your project.
  3. Shortlist and interview business plan writers. Once the proposals start coming in, create a shortlist of the professionals you want to interview. 

Of these three steps, your project description is where you will determine your scope of work and the specific type of business plan writer you need to complete your project. 

How much does it cost to hire a business plan writer?

Rates can vary due to many factors, including expertise and experience, location, and market conditions. Learn about the cost to hire business plan writers. Have a brilliant business idea in mind? But not sure how much money will it take to bring your idea to life? Upwork's Free Startup Cost Calculator can help you estimate the cost required to set up a Startup business

How do you write a business plan writer job post?

Your job post is your chance to describe your project scope, budget, and talent needs. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re the right fit for the project.

Job post title

Create a simple title that describes exactly what you’re looking for. The idea is to target the keywords that your ideal candidate is likely to type into a job search bar to find your project. Here are some sample business plan writer job post titles:

  • Business plan writer needed for start-up
  • Grant and business plan writer needed for company seeking investment funding
  • Nonprofit education start-up looking for business plan expert

Project description

An effective business plan writer job post should include: 

  • Scope of work: From strategy development to presentations, list all the deliverables you’ll need. 
  • Project length: Your job post should indicate whether this is a smaller or larger project. 
  • Background: If you prefer experience with certain industries, software, or audiences, mention this here. 
  • Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.

Business plan writer job responsibilities

Here are some examples of business plan writer job responsibilities:

  • Develop compelling content for existing business value proposition
  • Understand various audiences and write content accordingly
  • Conduct a market analysis for the business’s industry and core market

Business plan writer job requirements and qualifications

Be sure to include any requirements and qualifications you’re looking for in a business plan writer. Here are some examples:

  • Financial management experience with track record of planning and forecasting
  • At least 5 years’ experience in the mobile application industry
  • Experience conducting market research and incorporating findings into compelling presentations
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