10 Best Business Planners For Hire In Connecticut

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$85 hourly
- 4.9/5
- (258 jobs)
A seasoned professional with more than 25-years of experience. During that time, I have worked on more than 90 M&A deal teams and have worked on dozens of management consulting assignments specializing in strategy, operations, and financial engineering - leading multiple restructurings in the Asia-Pacific region and have also been involved in several post-merger integration projects - many of which were global in scale. I was named to the Top 100 in Finance in 2020 and 2022 and my firm won the Acquisition International 2019 Award for Excellence in Corporate Valuations in the category of Best Mid-Market PE Investment Advisory Firm in New York the 2019 AI in Finance Awards, Wealth & Finance International in the category of Best Growth Potential Assessment Tool: Growth Opportunity Index™, and Corporate LiveWire’s 2020 Innovation & Excellence Award in the category of Growth Assessment Company of the Year. I have held management positions within Fortune 500 companies in the US and have led business units of ultra-growth companies in Asia-Pacific in excess of US $ 30 million and previously served as a senior consultant in the financial advisory practice of Mazars. I am also a member of the advisory councils of the McKinsey Quarterly, Harvard Business Review, Gerson Lehrman Group, and have I have assisted start-up companies, small businesses, family offices, sovereign wealth funds, and global 100 organizations by delivering: • Company Valuation • SBA Disaster Loans • Capital Raising (debt and equity) • Investment-grade Forecasting & Modelling • Mergers & Acquisitions (strategy & execution) • Company Valuation • Statistical Analysis • Research • Project Management • Financial Analysis (for tech companies, real estate developers and everything in between) • Due Diligence • Business Plans and Marketing Strategies • Management Consulting In addition, I have authored more than 1,000 articles and papers on a wide variety of topics including business, finance, and technology, among others - some of which were published on sites such as HuffPost. Specialties include providing end-to-end solutions to your toughest challenges, and I am seeking opportunities to add value for you and your business. I am a native English Speaker (US) and am fluent in MS Office (Excel, PowerPoint, Word, and Visio) as well as Adobe Photoshop & Contribute; using these competencies to develop high-quality content and reports. Management/Project Experience in: Growth | Process Improvement | Risk & Due Diligence | Ship Finance | Strategy | Structured Finance | Supply Chain Management | Turnarounds | Company Valuations

Business Planning
Business Planning & Strategy
Executive Summary
Initial Coin Offering
SEO Writing
Microsoft Excel
Due Diligence
Corporate Finance
Microsoft Excel PowerPivot
Business Valuation
Mergers & Acquisitions
Business Plan
Strategic Plan
$85 hourly
- 5.0/5
- (160 jobs)
Welcome! I specialize in building consumer brands including brand strategy/identity, digital and traditional marketing and strategic growth planning. As an Expert-Vetted Freelancer I am in the Top 1% in these fields. Deep understanding of the consumer, the competitive landscape and your business form the foundation of everything I do. Through insight, I sharpen the value proposition, clarify your target, help to differentiate and creatively translate your brand. Clarity, consistency, cohesiveness. More than hallmarks of great brands, this is the stuff that powers brands, providing focus and fuel to accelerate growth. If you are ready to re-think what is possible, let's set some time for a 1:1 consultation to learn more about your business and discuss how I can unlock your brand's potential. My Focus Areas Include: - Strategic Growth Planning - Business Plans for Consumer Businesses - Brand Management and Strategy - Content Creation - Social Media, Digital Marketing and Customer Acquisition - E-Commerce, Online Advertising - Branding, Creative Development

Business Planning
B2C Marketing
Search Engine Marketing
Business Plan
Brand Marketing
Google Ads
Business with 10-99 Employees
Ecommerce
Customer Acquisition Strategy
Digital Strategy
Paid Social
Brand Research
Marketing Strategy
Brand Consulting
Branding
Brand Strategy
$175 hourly
- 4.7/5
- (98 jobs)
I have worked as a Strategic Advisor with hundreds of companies with clients ranging from the Apple C-suite to top VC and Sovereign Wealth Funds to Early Stage Founders. I primarily act like a Strategic Management Consultant in revising or creating Business Plans, Financial Models and Fundraising Materials but also can act as a Fractional CFO during high growth periods. Our fundraising process has been highly successful even when the VC market is challenging. We frequently have several startups close to securing term sheets for $5m to $25m. Over the last two years, we have also been involved in deals totaling over $1B. In addition to mining our extensive VC and Angel network, we leverage AI to identify strong funding matches from a database of around 1 million investors. We receive daily visits to our clients' outreach materials from many top VCs such as Khosla Ventures, A16Z, Sequoia, and Cowboy Ventures, spanning a wide range of mandates. If the fundraising materials fail to generate early traction, we utilize AI-enhanced techniques to pivot the outreach and improve the conversion rates. Our highly structured 3-phase process helps founders and fund managers establish a solid financial foundation for their fundraising efforts, which is often lacking in decks created by founders or graphic designers. We then create a compelling investment thesis on this foundation, with well-supported Ask terms Following a successful raise, we can provide ongoing support as a Fractional CFO or Investor Relations Chief to assist founders in keeping their KPIs on track for their next raise. We can also provide monthly or quarterly updates to keep investors well-informed, in case a bridge raise is necessary. In the long term, we can help manage a multi-round cap table, focusing on maximizing founder and early investor exit value potential through well-managed option pools and investor syndicates. On the larger client side, we possess extensive experience working with major brands, such as Apple, Sony, Virgin, Gartner, Schwab, and Bandai in Tokyo. Currently, we are partnering with Circuit City to revitalize their brand and relaunch it in numerous exciting eCommerce directions, including AI, augmented reality, and omnichannel store-in-store. On the fund manager side, we have had the opportunity to work with several high-profile fund managers, including a former CIO of BlackRock PE, a top seed-stage VC manager with four seed-to-unicorn runs, a top-five sovereign wealth fund, and a billion-dollar Forbes 400 family office. Fundraise Components Financial Foundation: - Market Research and Competitor Analysis using Pitchbook and Tracxn subscriptions - Input Driven Proformas with Scenario and Sensitivity Analysis - Comparative and VC Method Valuations - Multi-Round Cap Tables to prepare for term sheet negotiations Investor and Sales Materials: - Investor Pitch Decks drawing on the Sequoia, Peter Thiel and Reid Hoffman styles - Investor Memorandums and Business Plans with detailed FAQ sections - Sales Decks to support new product or service launches Investor Outreach Process: - Multi-Page highly visual Executive Summaries - Short Teaser decks in mobile format - Email Outreach process linked to DocSend Engagement Metrics - Pitch Deck live support and Term Sheet Negotiations - Data Room setup and Due Diligence management Personal Background: I founded my first startup at Stanford University with funding from Apple, Xerox and HP. We utilized an AI language model to improve product design for robotic assembly. At my second Hybrid SaaS startup, I worked directly with Apple and other media / tech leaders on a series of products. On the finance side, I have managed portfolios at several leading investment funds, with assets near $250 billion. Financial Certifications: CAIA - Chartered Alternative Investment Analyst (Private Equity, Real Estate, Liquid Alternatives) FMVA -Financial Modeling and Valuation Analyst INSEAD Blockchain Finance - Institutional use of Blockchain Education: MS in Smart Product Design - Stanford University MBA - Boston University, Heidelberg, Germany BS in Aerospace - West Point, USMA US Military Veteran: I am a former US Army Captain with five years of overseas assignments in the Far East, Middle East, and Europe. During my time in Istanbul, I also served in a NATO liaison role.

Business Planning
Business Plan
Strategy
Entrepreneurship
Startup Company
Venture Capital Consulting
Startup Consulting
Private Equity
Fundraising
Financial Modeling
Business Modeling
Valuation
Business Presentation
Financial Analysis
Pitchbook
$60 hourly
- 5.0/5
- (7 jobs)
If you hire me, you get 28 years of Wall Street experience very inexpensively. You can find people who charge less, but you get what you pay for. Also, think about what you really need when you hire someone here. I see a lot of strange postings asking for a "talented and skilled professional" in some very specialized project type like building a cap table or analyzing average selling price. That's not how finance works: you don't want someone who has such a narrow skill set. Rather, hire someone who has seen it all and done it all. Someone who knows how it all fits together: building a good financial forecast, creating a valuation comparison, discounted cash flow, creating a business plan and pitch deck. Presenting complex financial topics to others in a way they can understand. These are not isolated tasks. I'm the good-all-around guy: a former journalist turned financial analyst and investor who also has tons of teaching experience. There are lots of project samples in my profile that show how I take financial inputs and make good sense of them. I look forward to working with you.

Business Planning
Bankruptcy
Financial Statement
Business Plan Writing
Business Plan
Excel Formula
Microsoft Excel
Chartered Financial Analyst
Financial Analysis
Financial Analysis & Valuation
Bookkeeping
Tutoring
Tutorial
AI Writing Generator
Writing Critique
Writing
$75 hourly
- 4.9/5
- (48 jobs)
I am a business strategist who focuses on enabling new founders and established business owners to succeed by providing business strategy support, writing comprehensive business plans, preparing compelling pitch decks, developing financial forecasts, and by assisting with capital raises. Since 2020 I have enabled over 300 entrepreneurs to raise in excess of $50 million to launch their companies and achieve their goals. I am ready to help you do the same right now! I am an entrepreneur myself. I founded and run the Acre of Independence Farm in Woodbury Connecticut, which delivers high quality organic produce, poultry products and maple syrup to a growing list of customers. Recently I co-founded Axiom Business Strategies, which provides dedicated support to new entrepreneurs and established companies seeking greater success in their respective industries. I am also a veteran, a retired Army Green Beret who spent nearly 27 years on active duty, which included four combat tours in Afghanistan and service in Latin America and Sub-Saharan Africa. In my final military assignment, I served in the White House as a Director for Counterterrorism on the National Security Council. I have a B.S. in Finance from the University of Connecticut, an MBA from Webster's University, a Master in Military Arts and Science degree from the School for Advanced Military Studies, and a Master of Science Degree in Resource Strategy from National Defense University. If you are looking for support refining your business strategy, creating your business plan or pitch deck, developing your financial forecast, or raising capital, please contact me today, and let’s get started!

Business Planning
Agriculture & Mining
SEO Writing
Consumer Review
Writing
English
Proposal Writing
Financial Writing
Blog Content
Business Plan
Business Strategy
Editing & Proofreading
$75 hourly
- 5.0/5
- (4 jobs)
I am a licensed attorney, focusing on business and contract law. My practice is client-centered, meaning I maintain open and honest communication, am responsive to my clients' needs, and work diligently to serve the best interests of my clients. A sample of my previous work includes: - Business formation and structure - Articles of Incorporation - Tax ID Numbers - Employer ID Numbers - Policies and Procedures - Bylaws - Tax-exempt Status - Employment Contracts - Service Contracts - Other Personal/Commercial Contracts - Legal Research/Writing My straightforward approach ensures the client has clear expectations in regards to time, cost, and deliverables. Understanding the tight deadlines my clients often face, I am determined to meet their needs and complete the work thoroughly with a quick-turnaround time.

Business Planning
Legal Writing
Legal Consulting
Strategic Plan
Business Plan
Contract Drafting
Corporate Law
Contract Law
$40 hourly
- 0.0/5
- (0 jobs)
Certified Yoga Instructor specializing in Yin Yoga with a passion for creating inclusive and transformative experiences for students of all levels. Owner of a successful online yoga studio and in-person instructor at Zen Den CT in Manchester, I aim to guide individuals on their journey to greater physical, mental, and emotional well-being through thoughtful, personalized yoga practices. Carly Isleib is a dedicated yoga instructor with a deep commitment to helping people discover the benefits of yoga for both body and mind. With specialized training in Yin Yoga, Carly creates a calming and supportive space where students can explore their practice at their own pace. As the owner of an online yoga studio, she makes yoga accessible to a global community, while her in-person classes at Zen Den CT in Manchester provide a more intimate experience for local practitioners. Carly's approach is centered on mindfulness, self-awareness, and the belief that yoga is for everyone, regardless of experience level. Her goal is to empower her students to cultivate strength, flexibility, and inner peace both on and off the mat.

Business Planning
Meditation
Business Plan
Sequence Modeling
Content Calendar
Content Creation
Social Media Advertising
Writing
Content Writing
Yoga Instruction
$150 hourly
- 0.0/5
- (0 jobs)
Business Development/ Interim CFO services/Start-up consulting/Advance QuickBooks/Bookeeping Specialties: Developing and executing business plans/strategies, new business/product launch planning, partnership development, and team leadership. Turnaround Management, Profit Improvement, Organizational Change, Analytics, Risk Management, Staff Development, Due Diligence, Sales Analysis, Financial Reporting Planning & Analysis, Cost Control, E-Commerce, Digital Strategy, Bookkeeping Enterprise Resource Planning, Cash management

Business Planning
Financial Planning
Project Management
Startup Consulting
Financial Modeling
Business Plan
Financial Analysis
Cash Flow Modeling
Strategic Plan
Private Equity
Budget Management
Financial Accounting
Accounting
Intuit QuickBooks
$89 hourly
- 4.2/5
- (12 jobs)
I am a consultant and the founder of a consulting firm (Tangible Analytics Consulting) with 1a skilled team, located in Shelton, Connecticut. For a full list of services, please refer to my website tangibleconsult dot com. Since 2011 I’ve been helping businesses improve operations through financial analysis, software development, automation and strategic development and in 2016 I ventured into municipal work including but not limited to grant writing and administration. Since founding Tangible in 2016 I’ve helped over 70 companies internationally succeed through a variety of services and I’ve helped municipal and nonprofit clients win over $50 million in funding or economic development, community support and other initiatives. My staff and I are certified in Grant Administration through Quinnipiac University and Housatonic Community College as well as Certified Grant Administrators, recognized by the State of Connecticut’s Department of Housing. In 2023 I launched a proprietary grant management software – Grantible which leverages in app communication, automation of the grant process, detailed reporting and more. Additional information can be found by visiting our site. I’ve been working as an Advanced Zoho Partner. Partnering with Zoho opened the door for us to expand the SaaS integrations and custom software development to most government projects along with SALES TOOLS OR CRM like Zoho One for businesses. My team and I have been certified Zoho developers for over 5 years and the list of credentials continues to expand. We also partner with international software agencies including Hiver (Chrome extension help desk), Kixie, Aircall, and Pabbly. My consulting team has proven to add value to the city, state, and federal government agencies through qualified bids and performance...Simply put, I offer solutions that help organizations facilitate change, achieve their visions, and optimize performance and productivity. Our unique approach is not only what differentiates us, but also what makes us successful. The intention is to provide my clients with the highest level of service over the contracted period of as-needed performance. I guarantee TANGIBLE RESULTS.

Business Planning
CRM Automation
CRM Software
Third-Party Integration
Grant Writing Consultation
Grant Proposal
Zoho Desk
Zoho CRM
Zoho Analytics
Microsoft Excel
Management Skills
Business Plan
Grant Writing
Grant Research & Prospect List
Market Analysis
Business Analysis
$75 hourly
- 0.0/5
- (0 jobs)
I help business owners/businesses with: - Streamlining operations to increase efficiency, drive growth and boost profitability - Analyzing their current position and creating a custom game plan to reach desired goals - Developing and implementing growth strategies - Identifying and addressing key challenges holding their business back - Improving market awareness and developing targeted marketing strategies - Restructuring their business to maximize value and position it for acquisition or exit - Exit strategy planning - Providing 1:1 support to help make informed decisions about their business's future - Optimizing life outside of business, helping find balance and prevent burnout As a seasoned entrepreneur, I'm here to help you reverse engineer your business to fit your life, not the other way around. Together, we'll create and implement a personalized plan that optimizes your business, increases profitability, and builds a valuable asset worthy of acquisition or sale down the line (if that’s one of your goals), all while ensuring your wellbeing and relationships remain at the forefront. If you're feeling stuck in the grind of running your business, struggling to increase profitability, or unsure how to prepare for a successful exit, it's time to change that. My high-touch business consulting is designed to help you achieve your long-term goals. I'm not just here to give you a plan and send you on your way. I'm in the trenches with you, every step of the journey ensuring you have 1:1 support. I'll work closely with you to create a tailored action plan that aligns with your unique goals and vision, and be by your side navigating challenges. In 2020, I co-founded a healthcare business providing physical & occupational therapy services to assisted living facilities. We spanned over 4 states serving 50+ locations. In 2023, three years after starting, our company was successfully acquired. It was a thrilling milestone, but it also taught me tough lessons about business and the importance of balance. Now, I'm on a mission to help other entrepreneurs avoid those same pitfalls. I combine my background in occupational therapy, my wisdom as a founder, and my passion for helping others to guide my clients on their entrepreneurial journeys. So if you're ready to start enjoying the ride and not just fixating on the destination, I’m your guy. Take the first step toward a more balanced, successful future by booking your free consultation call today.

Business Planning
Startup Consulting
Startup Company
Business Plan
Coaching
Business
Business Consulting
Management Consulting
Business Coaching
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