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Hire the best Business Planners in San Francisco, CA

Check out Business Planners in San Francisco, CA with the skills you need for your next job.
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Rating is 4.8 out of 5.
4.8/5
based on 609 client reviews
  2. Finance & Accounting Talent
  3. Business Planners
  4. United States
  5. (Current) San Francisco, CA, CA
  • $40 hourly

    • 4.9/5
    • (211 jobs)
    I'm Sadiq. I have worked in the fields of business writing and financial consulting for the last ten years. The success of any business starts with a business plan. I'm committed to my client's business growth and expansion through a series of well-written and custom-designed business plans that suit your business goals and objectives. Why should you hire me? I have years of experience in business consulting and business plan writing, with over 500 successfully completed online and offline projects. I have worked with over 200 startups, and my business plan has raised over $500 million in capital funding from banks, investors, and money lenders. I have also helped clients take their business to new heights by optimizing the strategy, researching and analyzing their market and competitive position, and creating a clear and compelling business plan to articulate their opportunity. Organizations I have developed business plans for are:  Restaurants  Automotive  Food Trucks  Cannabis  Catering  Small Farms  Non-profit Firms  Retail Brands  Food and Beverage  Online Platforms  Fitness and Nutrition  Real Estate  Trucking Companies Even if your business isn't on this list, I've probably written business plans for it. The completed business plan will include, but not limited to: • Executive Summary • Company Overview & Description • Mission & Vision Statement • Goals and Objectives • Company's Milestone and Metric Analysis • Products and Services • Industry Analysis • Market Trend • Economic Relevance and Analysis • Market Analysis Summary • Competitive Edge and Analysis • Strategy and Implementation • Marketing Plan • Target Market Segment Strategy • SWOT Analysis • Important Charts and Graphs • 3-5 years financial analysis & forecasts Here's what you'll receive: *Business plan delivered in PDF and Word format, including current market analysis, all research, financial spreadsheets, graphs, charts, tables, and visuals *Revisions of business plan after reviewing until satisfaction (within reason) *Consultation during and after the project to assist with funding and implementation One of my delighted clients, whose firm was funded due to the business plan and financial analysis I developed for them, is a testimony to my capacity, experience, commitment, and great knowledge. Here's what they said: “We are a young organization with a lot of potential, good energy, and faith in our vision. However, we have already been turned down by four banks due to a lack of a credible business plan. We were determined not to give up, so we went back to the drawing board and discovered that we needed a successful startup business plan. We concluded after studying Sadiq's proposal that he was the most competent professional to assist us, and we are pleased we chose him. His prices are ideal for small business owners; the quality is better than those charging $3,000, and his willingness to assist is absolutely amazing. You should give this person a chance if you need someone who will appreciate and work hard for each dollar you offer. Sadiq will definitely assist us with more writing jobs in the future. He comes highly recommended by me! " I know exactly what language investors, banks, and the Small Business Administration (SBA) want to hear and read, and I know how to put together a winning business plan. Some of my testimonials on Upwork: - Sadiq succeeded above and beyond my expectations. He took a messy, half-completed business plan and converted it into a gleaming 40-page document with a professional tone, images, lists, and pretty much everything I could want in a business plan! Thank you, Sadiq; I would definitely recommend your work. -I can't express my gratitude to Sadiq enough for his efforts." Sadiq was the definition of professionalism, devotion, and trustworthiness from the start of our project relationship. His continuous communication, honesty in comments, flexibility, and tolerance-even with last-minute modifications and demands-all contributed to the project's success. You've come to the right place if you're looking for a business advisor to help you grow your company. Contact me right away to discuss how we can take your company to the next level. Are you willing to give me a chance? Please let me know how I can help. I can complete the job on time. I like what I do, and I'm pleased that my clients have had such great success. I look forward to working with you. 10% Discount for US military veterans, active service members, first responders, and founders with full-sleeve tattoos. Does that sound like a good fit? Click the green "Invite to Job" button in the top right-hand corner and write me a personalized note, including why you think I am a good fit to work together. Quick response & comprehensive communication: I ensure prompt replies to all messages sent by a client to me and ensure that all communication lines are truly open to potential clients.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Pitch Deck
    Presentation Design
    Business Presentation
    Small Business Administration
    Marketing Strategy
    Market Research
    Business Consulting
    Business Planning & Strategy
    Business Proposal Writing
    Business Plan Writing
    Proposal Writing
    Executive Summary
    Business Strategy
    Business Plan
  • $200 hourly

    • 5.0/5
    • (17 jobs)
    I know what investors are looking for, having been a venture capital investor focussed on early stage technology investments (Seed to Series B) in San Francisco. If you need help with not just your materials but also your narrative and storytelling, I can help transform your pitch from good to great. Whether this is your first fundraise or you are looking to secure follow on funding, I can guide you through the process. I have screened hundreds of companies and have been very fortunate to invest in and work with portfolio companies who have successfully exited as well as secured follow on funding. I have also consulted multinational corporations, helping them solve innovation challenges and in particular connecting them to startups to address their problem statements. As a Founder I understand the struggle from the other side and use that empathy to inform my approach with startup teams. In total I have 10 years experience - as an Investor, Consultant, Founder and Advisor to the tech startup world as well as various roles in Investment Banking in my formative years. I specialise across the startup/venture capital/venture builder/corporate innovation curve, solving problems, setting strategy and enabling teams for success. (i) consulting startups on pitch deck, business plan and financials (ii) ad hoc strategic projects for startups (iii) VC as a service to micro VCs or those looking to access venture capital as an asset class (family offices, HNWs, institutions) (iv) venture building with individuals or corporations to test the feasibility of new concepts (v) innovation consultancy to corporations at the early stages of their innovation life cycle and how to effectively work with startups (vi) building out/developing CVC funds I bring the tenacity, problem solving and optimism of a Founder, market/competitive analysis and critical thinking of an Investor, as well as the financial analysis, diligence and scrutiny of a Banker. --------- Startups - I help founding teams with their materials and messaging to clearly communicate their vision, product and strategy with investors and other key stakeholders (more often than not in advance of fundraising). Often this is a review and complete deconstruction of pitch deck, financials, business plan and marketing materials. I also engage in ad hoc strategic projects and general product/ business growth strategy. Venture Capital - I support micro VCs and individuals/institutions looking to access Venture Capital as an asset class, either on a deal-by-deal basis or a more formalised process of establishing/reorganising an existing fund. From strategy, sourcing and due diligence through to execution and portfolio management, I am involved throughout the process. Furthermore in the fundraising stage, guiding my clients with the target raise, LP strategy as well as operational structure to execute against the fundraise target. Venture Building - I turn disruptive concepts into reality, whether it be working with an individual creator/founder on a pet project or an institution as part of an innovation strategy. Typically my clients have amazing ideas but not necessarily the time or expertise to critically evaluate the feasibility of their concept. In the case of corporate clients, the challenge is often how to build a new product or process outside the confines of corporate bureaucracy. My process is phased and typically follows these steps: Ideation, Market Mapping, Problem Statement formation, User profile and discovery, Design / MVP, Go to Market Strategy, Fundraise Strategy, Customer Acquisition, Fundraise, Scale sales and marketing, Follow on Fundraise strategy. Corporate Innovation - I work with corporations to help them understand which innovations are likely to have the biggest impact on their industry as well as their individual business operations/units. Furthermore how to critically analyse if they should build new technologies, partner with an existing provider or buy a solution (e.g. acquire a startup) More often than not, I work with corporates who are earlier in their innovation lifecycle to guide them through understanding what it really means to work with startups. My process involves: Setting an overall innovation strategy; Aligning senior management, business unit heads and team members; Communication (internally - how to spread innovation as well as excite/incentivise employees and how to communicate externally that they are open to innovation and collaboration with startups); Implementation (how to work with startups) in order to effectively embrace disruption; Mitigation - what to avoid and how companies so often get it wrong. The key principles are always: senior management buy in, business unit inclusion from the start and an allocated budget to deploy.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Business Planning & Strategy
    Venture Capital
    Tech & IT
    Fundraising
    Venture Capital Consulting
    Startup Consulting
    Financial Accounting
    Growth Strategy
    Investment Preparation
    Forecasting
    Business Plan
    Investor Overview
    Business Strategy
  • $60 hourly

    • 5.0/5
    • (2 jobs)
    Having worked at a startup that exited and in various stages of venture capital, I excel at helping early-stage founders and individuals looking to start companies with: - Fundraising: crafting pitch decks that VCs love and making quality introductions to folks in my network - Finding product-market fit: analyzing customer interviews to find pain points, developing a product roadmap - Crafting business plans: formulating a plan from the ground up including financial modeling, competitive analysis, and market research I've provided these services and more to 20+ founders as part of my career, and continue to do so as a member of several Advisory Boards. I'm someone who goes above and beyond regardless of what the task is, overcommunicates, and thinks outside the box to drive meaningful results.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Microsoft Excel
    Business Plan
    Business Coaching
    Due Diligence
    Venture Capital Consulting
    Go-to-Market Strategy
    Fundraising
    Product Management
  • $60 hourly

    • 5.0/5
    • (2 jobs)
    I’ve had the opportunity to work one-on-one with companies across different industries including SaaS, fintech, blockchain and climate-tech. I love developing go-to-market solutions for entrepreneurs and early stage startups. My personal mission is to help companies like yours that need guidance with planning/execution by uncovering data and insights to grow your business operations. Highlights: - Drove 158% annual revenue growth with business development execution - Helped a startup climate-tech company exit/acquisition - Built and executed SaaS go-to-market, distribution, onboarding, and retention plan resulting in 50% year-over-year growth. - Price analytics & modeling for a competitive and profitable pricing strategy, benchmarking and forecasting demand to design an optimal price structure, which contributed to a 20% increase in overall profit margin. - Ongoing financial statement analysis, leading to the identification of cost-saving opportunities through variance analysis, contributing to a 15% reduction in operating expenses. I've spent a decade working with small and start up businesses, helping them to make informed decisions for executing operational improvement, go-to-market/product launches, fundraising, and revenue-growth strategies. Before this, I worked 10 years in the financial industry in NYC and Europe. As a Chartered Financial Analyst (CFA), the gold-standard for financial knowledge and ethics, I have a deep understanding of financial analysis, modeling and valuation techniques. My focus is on getting results and growing your company by: 1) Framing the right questions, 2) Generating the right analytics and insights, 3) Deploying actionable strategies and measuring results. If you would like to explore your project in more detail together, let’s schedule an intro call.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Competitive Analysis
    Business Planning & Strategy
    Partnership Development
    Investment Research
    Fundraising
    Business Modeling
    Strategic Planning
    Market Research
    KPI Metric Development
    Data Analytics
    Financial Modeling
    Blockchain, NFT & Cryptocurrency
    Growth Strategy
    Business Plan
    Business Consulting
  • $125 hourly

    • 5.0/5
    • (60 jobs)
    Hello, 你好, Buongiorno！ Are you looking for strategic help with your project or portfolio? Rigorous, dynamic business or financial consulting? I am here to help you achieve your business and investment goals! Background Highlights: - Former equity research analyst (Goldman Sachs, JPMorgan, WRHambrecht) - Fully fluent in English, Chinese, and Italian - Lead analyst for TSMC landmark ADR listing while at Goldman Sachs - Helped raise $20bn for technology companies as part of JPMorgan tech team - Trusted source for top tier institutional investors on IC and related stocks - 25 years of personal investment experience - Consulted for startups in software, food tech, mobile app, and solar - Created global media brand with 4 mn followers from scratch - Lived and worked in Hong Kong, Beijing, New York, and Silicon Valley, currently based in Italy Hard Skills: investment research, business analysis, financial analysis, valuation, financial modeling, writing Soft skills: presenting, communicating, teaching, listening, empathy, mentoring I look forward to discussing how I may bring my background to bear on your business challenge/s to help you achieve your objectives.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Business Plan
    Industry Research
    Business Consulting
    Investment Research
    Marketing Strategy
    Financial Analysis
    SaaS
    Pitch Deck
    Market Analysis
    Startup Consulting
    Equity Research
    Venture Capital
    Business Valuation
    Proposal Writing
    Content Writing
    Financial Writing
  • $72 hourly

    • 4.9/5
    • (5 jobs)
    Welcome to a journey of transformation and success. I'm your ally in navigating the ambitious paths of career elevation, elite university admissions, and startup triumphs. With a unique blend of global insights and personalized strategies, I'm here to turn your aspirations into achievements. Why Choose Me? - Career Coaching Mastery: Drawing upon best practices and the latest trends in career development, I specialize in offering personalized coaching that targets your unique goals, from securing your dream job to ascending to leadership roles​​​​. - Strategic College Admissions Consulting: My approach is tailored to highlight your strengths and aspirations, with a proven track record in boosting admissions success to top-tier universities in the US/Canada. - Startup Success Framework: Benefit from actionable insights and strategic planning drawn from my extensive experience in the startup ecosystem, ensuring your venture thrives in a competitive landscape. Services Tailored for You: - Career & Leadership Coaching: Unlock your career potential with strategies that enhance your professional development, leadership skills, and marketability. From resume crafting and interview prep to personal branding and effective networking, I guide you through every step of your career journey​​​​. - College Admissions Consulting: Simplify the admissions process with expert guidance. I provide comprehensive support for essay writing, application strategy, and interview preparation, positioning you for success in gaining entry to your dream college. - Startup Advisory: Transform your startup idea into reality with expert advice on business planning, funding strategies, and scaling your business for long-term success. Your Success, My Commitment: Whether you're on the brink of a career transition, aiming for academic excellence, or ready to launch your startup, I offer the guidance, strategies, and support you need to succeed. Let's embark on this journey together, shaping a future that exceeds your aspirations.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Business Plan
    Strategy
    Sales Strategy
    Stakeholder Management
    Fundraising Presentation
    Strategic Planning
    Outreach Strategy
    Pitch Deck
    Leadership Coaching
    Financial Modeling
    Business Consulting
    Executive Coaching
    Fundraising
    Startup Consulting
    Investment Strategy
    Due Diligence
    Growth Hacking
    Market Analysis
  • $150 hourly

    • 0.0/5
    • (0 jobs)
    Versatile strategy and operations leader with over 20 years of experience in digital transformation, strategic planning, new product development, and execution of tech-driven business solutions. Proven track record in conceptualizing and implementing innovative business initiatives, driving operational efficiencies, and guiding product development for both cost savings and revenue growth. Core Competencies - Strategic Planning & Execution - Digital Transformation - Operational Efficiency Optimization - Executive Advisory - International Business
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Digital Transformation
    Market Analysis
    Competitive Analysis
    Artificial Intelligence
    Deep Learning
    International Business
    Digital Strategy
    Financial Modeling
    Business Management
    Process Optimization
    Business Analysis
    Management Consulting
    Business Operations
    Business Plan
  • $45 hourly

    • 0.0/5
    • (0 jobs)
    2B+ Raised | Consultant | Pitch Deck Expert | 4X Founder | 1 Exit ◼️ BACKGROUND I am a master of my craft with 15+ years of entrepreneurial and diverse business and startup experience. I have a proven track record of taking ideas from the conceptual stage to fully operating businesses with my ventures, and I can help you achieve your goals! I have been in your shoes trying to get a business off the ground, and I understand what it takes! I will methodically guide you through the tried and true process that I have perfected from start to finish to help you prepare a compelling business story to raise capital and accelerate growth. ◼️ TESTIMONIALS "He is an absolute professional in every sense of the word . . . The end product far exceeded my expectations and I will continue to tap him for future projects." ◼️ EXPERTISE Pitch Decks: Prepare (in Google Slides, PPT, or Keynote) content with a clean and modern design to secure funding Executive Summary (1-pager): Prepare a concise and punchy summary of the startup's story Sales Presentations: Prepare a persuasive sales narrative to win new clients and/or partnerships Business Plans: Prepare a comprehensive plan (in Google Docs.) that covers the details of your business from A to Z Financial Projections: Prepare an editable financial model with 5-year projections, cash flow, balance sheet, breakeven/sensitivity, and any other requirements to raise capital or manage operation Fundraising: Build a list of vetted venture investors based on how much capital you are raising and your startup's stage and reach out and manage on your behalf based upon an agreed-upon timeline ◼️ INDUSTRIES SERVED AI, Consumer and B2B Tech, Edtech, Real Estate, Fintech, Fashion, Health and Wellness, SaaS, Consumer Goods, Life Sciences, Adtech, Media and entertainment, Legal, Hospitality and Tourism, Financial Services, Aerospace, el al ◼️ TIMELINE Pitch deck: 2 - 3 weeks (max) Pitch deck and financial model: 3 weeks (max) Business plan, pitch deck, and financial model: 4 weeks 1 pager: 7 days ◼️ MORE ABOUT ME Entrepreneurial Extremely organized Detailed oriented Great communicator and listener Patient ◼️ BENEFITS Work with an expert Receive investor-ready material Save time and headache A proven process that works Easy to work with Send me a message and let's have a discovery call.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Business Consulting
    Business Plan
    Financial Model
    Financial Projection
    Presentations
    Sales Presentation
    Financial Modeling
    Pitch Deck
    Pitchbook
    Financial Management
    Fundraising
    Venture Capital Consulting
    Startup Consulting
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    Chartered accountant (CPA equivalent) with an extensive 18-year career including roles focused on client finance, FP&A, and controllership, with global experience having worked in three continents. A trusted Finance partner for key executive decision makers, with strong knowledge of business combinations, US GAAP, and IFRS. Also a proactive advocate for optimizing finance through SaaS platforms.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Business Plan
    Forecasting
    Budget Management
    ERP Software
    Price Optimization
    Financial Modeling
    Mergers & Acquisitions
    Management Consulting
    Analytical Presentation
    Financial Planning
    Accounting Basics
    Bookkeeping
    Accounting
  • $75 hourly

    • 0.0/5
    • (0 jobs)
    Highly analytical, low ego professional with strong relationship building skills. Experienced manager passionate about coaching and mentoring. Ability to shift from high-level critical thinking to supporting implementation.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    SAP
    Data Analytics
    Tableau
    Microsoft Word
    Analytics
    Process Improvement
    Microsoft PowerPoint
    Administrate
    Microsoft Power BI
    Microsoft Excel
    Financial Report
    Business Plan
    Forecasting
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