You will get an expert entrepreneur who will craft a winning business plan.
Project details
The question, "Why did you start this company?" is at the heart of your journey, and your answer will shape the narrative of your business plan. I'm dedicated to capturing your passion and purpose, infusing them into the plan, and presenting your story authentically. Your vision for the future is equally pivotal, as it serves as a guiding light for the entire strategic framework. I will work closely with you to understand your short-term and long-term business goals, ensuring that every section of the plan aligns seamlessly with your aspirations.
My journey as a consultant has been marked by a deep commitment to helping entrepreneurs and business owners like you articulate their ideas, streamline their objectives, and secure the resources necessary for success. Whether you're an aspiring startup, a growing small business, or an established company seeking new opportunities, I bring a versatile skill set and a tailored approach to meet your unique needs.
My journey as a consultant has been marked by a deep commitment to helping entrepreneurs and business owners like you articulate their ideas, streamline their objectives, and secure the resources necessary for success. Whether you're an aspiring startup, a growing small business, or an established company seeking new opportunities, I bring a versatile skill set and a tailored approach to meet your unique needs.
Language
EnglishBusiness Type
Midsize BusinessPlan Format
PDFPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal UseWhat's included
| Service Tiers |
Starter
$100
|
Standard
$150
|
Advanced
$300
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 10 days |
Number of Revisions | 3 | 6 | 9 |
Executive Summary | |||
Company Description | - | ||
Industry & Competitor Analysis | - | ||
SWOT Analysis | - | - | - |
Customer Analysis | - | - | - |
Tailored Marketing Plan | - | - | |
Review & Critique | - | - | |
Financial Forecast | - | - | |
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
Optional add-ons
You can add these on the next page.
LivePlan Software
+$10About Tony
Entrepreneurship & Market Strategy | Founder | Senior M&A Advisor
Laguna Beach, United States - 11:11 am local time
They need someone who can see the whole business picture.
They need someone who understands the idea, the offer, the customer, the numbers, the systems, the risk, the capital, the growth plan, and eventually, the exit.
My name is Tony Miller. I am an entrepreneur, M&A advisor, business strategist, Marine Corps veteran, and founder of a growing business ecosystem built to help companies move from ideation to execution, growth, protection, acquisition, and exit.
On Upwork, people search for many things: an M&A advisor, acquisition support, a business plan, pitch deck, financial model, investor strategy, lead generation system, CRM setup, sales copy, valuation review, or exit plan.
But most of the time, the real problem is bigger than the project title.
You may think you need a pitch deck, but what you really need is a stronger offer and a clearer capital story.
You may think you need lead generation, but what you really need is a sales system that turns attention into booked calls and booked calls into revenue.
You may think you are ready to sell your company, but what you really need is to prepare the business before buyers start looking under the hood.
You may think you want to buy a company, but what you really need is a disciplined acquisition strategy, deal flow, valuation logic, financing structure, negotiation support, and post-close growth plan.
That is the difference between hiring a task taker and hiring a strategic operator.
I help clients think through the full business lifecycle.
At the ideation stage, I help clarify the business model, customer, offer, positioning, and first testable version of the concept.
At the launch stage, I help create website copy, landing pages, VSLs, lead magnets, CRM workflows, email sequences, appointment-setting systems, sales scripts, and customer journeys.
At the growth stage, I help build lead generation systems, improve sales processes, create strategic partnerships, identify KPIs, improve offer economics, and build the rhythm needed to scale.
At the capital stage, I help prepare the investor narrative, pitch materials, use-of-funds logic, go-to-market plan, acquisition rationale, and financial story needed to speak intelligently with capital partners.
At the acquisition stage, I help define the buyer thesis, search for targets, review listings, analyze SDE and EBITDA, think through seller financing, structure creative deal terms, prepare outreach, and evaluate whether a deal actually makes sense.
At the protection stage, I help identify business risk, insurance gaps, tax coordination issues, ownership structure concerns, estate planning blind spots, and operational weaknesses that can reduce value.
And at the exit stage, I help owners prepare for what buyers care about most: clean financials, strong margins, reduced owner dependence, documented systems, customer quality, defensible growth, risk reduction, and a credible story about the future.
My companies and capabilities work together around one mission:
Help entrepreneurs build, protect, coordinate, grow, and eventually exit valuable businesses.
Through Freedom Consultants, Pilot Your Wealth™, TIE Buckle Insurance Agency, Chasing Thermals, AeroBaron, Stacking Wins Wealth, and my M&A advisory work, I bring together strategy, copy, funnels, CRM, risk awareness, insurance thinking, AI systems, acquisition logic, and exit preparation.
That matters because most freelancers only see one piece of the aircraft.
I am looking at the whole flight plan.
Where are we taking off from? What is the mission? What are the risks? What systems need to be checked before we go? What does success look like? And what happens after we land?
That is how I think.
I am not here to give generic business advice. I am here to help you make better decisions, move faster, avoid obvious mistakes, and build something with real economic value.
I can help with one focused project, or I can serve as a strategic advisor across multiple areas of your business.
That could mean writing a landing page or VSL, building the business plan, sharpening buyer outreach, pressure-testing a business for sale, or preparing your company before buyers use its weaknesses against you.
And if you are sitting on an idea, a messy business, a growth opportunity, or a possible acquisition and you do not know how to organize the next move, I can help turn the fog into a plan.
Send me a message with where you are now, what you are trying to accomplish, and what is blocking progress.
Whether you are starting with an idea, growing revenue, buying a company, raising capital, protecting wealth, or preparing for an exit, the goal is the same:
Build something strong enough to fly, valuable enough to matter, and prepared enough to exit when the time is right.
Steps for completing your project
After purchasing the project, send requirements so Tony can start the project.
Delivery time starts when Tony receives requirements from you.
Tony works on your project following the steps below.
Revisions may occur after the delivery date.
Initial Client Interview
This is a crucial step in understanding your business goals, vision, and expectations. This consultation serves as the foundation for tailoring a comprehensive and customized plan that aligns with your specific needs and objectives.
Follow-Up Questions
You will receive a list of questions that clarify your vision.