Hire the Best Business Planners in Florida
North Bay Village, Florida
🎖️ Top 1% on Upwork | Former SBA Underwriter & Loan Broker | 10+ Years | 150+ Projects on Upwork only 🚀 I build lender-ready business plans and financial models that actually get deals approved, from SBA and USDA loans to investor funding and immigration visas. As a former SBA underwriter and active loan broker, I know exactly what lenders look for and I design every plan and model to meet real underwriting standards. What I do 📌 SBA-compliant business plans (7(a), 504, microloans), investor-ready plans, franchise, landlord, export, strategic, continuity, and immigration plans (E-2, L-1A, EB2-NIW, EB-5, H-1B, O-1) 📊 Full 5-year financial projections, 3-statement models, investor-ready financial models with cap tables, and SBA acquisition models for business purchases 🧮 Feasibility studies and business plans for SBA and USDA Business & Industry loans, including financial projections, market analysis, and economic impact assessments 💼 Buyer-side financial analysis, business valuations, Quality of Earnings reports and reviews, seller add-back and earnings review, cash flow and DSCR/debt service analysis, and post-close forecasting 📣 Pitch decks, executive summaries, CIM/OMs, investor teasers, and consulting for SBA loan readiness and funding strategy My work is designed to be clear, defensible, and easy for lenders, investors, and management teams to follow, with rush delivery (including 72-hour options) available when timelines are tight. Why clients work with me Most business plan writers and modelers guess what lenders and investors want; I work with them daily and build your package around real SBA, USDA, and private lending standards. I focus on decision-grade analysis, realistic and defensible assumptions, and clean Excel models that support acquisition planning, financing strategy, and ongoing management. Funding and approval outcomes My work has supported SBA 7(a) loans from 350K to 5M+, USDA Business & Industry loan approvals, investor raises including a recent 5MM SaaS deal, and multiple immigration visa approvals. Examples include a 600K SBA 7(a) loan for a deli, a 1MM+ SBA loan for a pickleball franchise, and a 4MM USDA-backed storage facility loan, along with numerous lender-ready and investor-ready packages from day one. If you need a business plan, financial model, feasibility study, or acquisition analysis that can stand up to lender and investor scrutiny and move your deal toward approval, message me and let’s discuss your project.
- Business Plan
- Financial Projection
- Business Plan Writing
- Financial Modeling
- Business Planning & Strategy
- Pitch Deck
- Immigration Business Plan
- Business Proposal
- Small Business Administration
- Management Consulting
- Feasibility Study
- Loan Processing
- Loan Approval
- Commercial Lending
- Market Research
Tampa, Florida
Hi, I’m Alex. I am a Senior Aviation Planner with more than 15 years of hands-on experience in the aerospace field. My background covers a variety of specialities in aviation. I have managed airport operations as an Airport Director. I am a commercial helicopter pilot. I also educate future aviation professionals as a college professor. I offer targeted, high-level expertise for clients who need professional aviation insights without a massive consulting commitment. I specialize in stepping in to review technical documents, refine Capital Improvement Plans, or provide practical operational feedback. If you need an expert to quickly assess your aviation project, review technical content, or offer straightforward guidance, let’s connect.
- Proofreading
- Academic Editing
- Content Writing
- Online Research
- Aviation
- Aerospace
- Microsoft Office
- Writing
- Business Writing
- Government & Public Sector
- Military
- Leadership Development
- Teaching
- Report Writing
- Beta Reading
- Master Planning
- Teaching Mathematics
- Online Writing
- Content Creation
- Mathematics
Tarpon Springs, Florida
🔍 Your On-Call Procurement Expert Need someone to handle that bulk order? Negotiate with suppliers? Manage inventory? I provide professional procurement support on a project basis – no long-term contracts, just results. 🔍 Get Your Project Back on Track Struggling to keep projects organized? I step in as your dedicated project manager—coordinating tasks, deadlines, and communication—while using Lean Six Sigma to streamline processes and mitigate risks for small and mid-market clients. 🔍 Supply Chain Consulting Done Right Geography does not limit your options anymore. I am availible on all continents, enhanced risk managment, resilient supply chain. 🔍From Product Idea to Perfect Partner Got detailed specs? Starting with just an idea? No problem. I will help you to create reliable sourcing paths across all world – from clarifying requirements to delivering vetted suppliers who bring your vision to life. 🔍Your Brand Should Tell Your Story Tired of being invisible in the marketplace? I develop and improve brand strategies that help your business run smoothly—enhancing visibility, attracting ideal customers, and supporting growth with simple, user-friendly reporting tools. US based proffesional,with global connections in Europe, Asia , North America and part of Africa. I am specialising in manufacturing/ industrial sourcing ( raw materials / industrial components ) , chemicals and private labels. I do have extensive experience with different softwares and willingly share my hands on knowledge with softwares developers. I've been working as a Supply Chain Expert for the past 10 years supporting companies ranging from ✅Supply Chain Strategy & Audit ✅Process Streamlining ✅Supplier Network Optimization ( Sourcing Agent ) ✅Fresh Perspective & Problem Solving ✅Order Managment & Coordination ✅Supplier Negotiations & Relationship Managment ( Buyer ) ✅Inventory Planning & Managment incl. reporting ✅Software development incl. AI Tools ✅Ad Hoc Procurement Projects ✅Project Planning and Structure incl. budgeting and reporting ✅Timeline and Budget Management ✅Risk Managment and Problem Resolution to helping businesses to grow , save time , money and relief employees from routine tasks by streamling them gradually while helping. What you can expect? 🌐 high quality market research 🌐 diversification of supply sources 🌐 efficient communication 🌐 complex sourcing strategy & competitors reserach 🌐 price negotiations 🌐deep dive into inventory managment and what is the most important SOLUTION TAILORED for YOU! I do have proven record of many successful sourcing campaigns, project improvements and thinking way outside of the box to make sure YOU are satisfied. Thank you for your time and consideration. Let's Grow Together! The Key Words to connect with me: Manufacturing Sourcing | SAP ERP | Oracle | Ariba | Supply Chain & Logistics | Supply Chain Pro. | Global Supply Chain Product Manufacturing Industries | Supply Chain Consultation | Supply Chain Expert | Product Sourcing | Manufacturing | Business Strategy & Innovation | Project Management | Procurement & Vendor Management | Global Supply Chain Manager | Creative Consultant | Order Management | Production Planning | Contract Manufacturing | Logistics Management | Inventory Management | Warehouse Management | Lean Manufacturing | Enterprise Resource Planning | Logistics & Supply Chain Management Skills | Material Requirements Planning | Bill of Materials | Retail & Consumer Goods | Transportation & Warehousing | Manufacturing & Construction | Procure-to-Pay | Logistics Coordination | Request for Information | Request for Proposal | Request for Quotation | Purchase Order| Buying | Product Sourcing | Source-to-Contract | Price & Quote Negotiation | Supplier Search | Source-to-Pay | Market Research |Semiconductors | Pharma | Paper Goods | VBA| Microsoft Excel | Power Query | Reporting| Power Pivot | Negotiations | Global Sourcing | P2P | O2C | GL | Account Reconcilliation I Private Label I POD I Print on Demand I Start Up I Business Consulation I 3PL I Packaging
- Sourcing
- Project Management
- Supply Chain Management
- Supply Chain & Logistics
- Forecasting
- Demand Planning
- Business Management
- Ecommerce
- Product Sourcing
- Supplier Search
- Software Development
- Business Consulting
- Startup Consulting
- Private Labeling & White Labeling
- Price & Quote Negotiation
West Palm Beach, Florida
I help profitable business owners make better tax, retirement, compensation, and financial planning decisions before year-end, while there is still time to plan. My work is best suited for S-Corp owners, consultants, agency owners, professional service firms, and high-income self-employed professionals who need integrated tax and wealth strategy, not generic tax prep. Common projects include: • Business-owner tax planning • S-Corp compensation and distribution planning • Solo 401(k), SEP IRA, and retirement contribution strategy • Entity structure and owner compensation review • Cash-flow planning around taxes, payroll, and owner distributions • Tax-aware financial planning for business owners • Coordination questions involving CPAs, payroll providers, and attorneys I am a Certified Financial Planner™ professional and IRS Enrolled Agent. My focus is not simply preparing forms after the year is over. I help business owners understand the planning decisions that affect taxes, retirement savings, liquidity, risk, and long-term wealth building. A good fit is usually a business owner who is already profitable, has tax complexity, and wants a structured second opinion before making decisions. A poor fit is someone looking for the cheapest tax return, bookkeeping cleanup, day trading advice, stock picks, or a quick answer without reviewing the facts. The best starting point is a paid diagnostic consultation. We will review your situation, identify the major planning issues, separate what is urgent from what can wait, and outline next steps. If deeper work makes sense, I can scope a separate planning engagement after the call. Important: this profile is for education, planning, and advisory discussions. Tax, legal, and investment recommendations depend on your facts, documents, timing, and applicable rules. No tax savings, investment result, or planning outcome is guaranteed. Talk soon, Cayden W. McLaughlin, CFP®, EA Wealth Advisor & Tax Strategist cayden @ wealthadvisor365 .com
- Tax Planning & Advisory
- Financial Planning
- Tax Preparation
- Certified Financial Planner
- Tax Strategy
- Corporate Tax
- Tax Law
- Financial Consulting
- Investment Strategy
- Financial Analysis
- Forecasting
- Budget Planning
- Cash Flow Analysis
- Management Consulting
- Investment Portfolio Review
Homestead, Florida
I have been a lead generation specialist for over 20 years. My skill set is very well rounded which allows me to specialize in finding qualified leads for businesses, organizations and individuals. My services are included – ►Lead Generation ►B2B Sales lead Generation ►Prospect List Building ►Contact List Building ►Data Collection ►Web Research ►LinkedIn Data Research ►Data Entry ►Email List Building ►Company Data Research ►Database Creation ►Data Mining ►Web Scraping ►Data Extraction ►Data Accuracy Verification ►Administrative Support Task ►PDF Conversion I have spent years helping various companies by providing my best services whether it is lead generation, list building. I always try to satisfy my client and complete the job on time.
- Lead Generation
- Data Entry
- Data Mining
- Data Scraping
- List Building
- Microsoft Excel
- Online Research
- LinkedIn
- B2B Lead Generation
- LinkedIn Sales Navigator
- Administrative Support
- Prospect List
- Data Extraction
- Company Research
- PDF Conversion
Mims, Florida
I solve complex problems for dynamic organizations, turning challenges into opportunities for growth. ⭑ Featured on Upwork's Times Square Billboard for Excellence in Data Mining and Management ⭑ Expert-Vetted by Upwork: Top 1% Management Consultant I specialize in helping businesses achieve sustainable growth, streamline operations, and gain financial clarity. Guided by faith, integrity, and a relentless commitment to excellence, I bring a principled and results-driven approach to every engagement. What I Offer: ✔ Data-driven insights to uncover growth opportunities and optimize decision-making ✔ Innovative strategies for operational efficiency and profitability ✔ Tailored solutions to address unique challenges across diverse industries My work empowers teams, unlocks new opportunities, and drives measurable results. Let’s collaborate to take your organization to the next level.
- Microsoft Excel
- Business Consulting
- Presentation Design
- Airtable
- Communications
- Organizational Plan
- Aviation
- Management Consulting
- Business Plan
- Business Writing
- Database Management
- Market Research
- Program Management
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