Business Planning
Leverage our network as your own.
From launching your business to selling or closing it, we provide comprehensive support every step of the way.
Basic Business Plan
- Ideal for startups needing a clear overview.
- Executive summary
- Simple P&L and cash flow projections
- 1–2 meetings for data gathering
- Email support
Turnaround: 1–2 weeks
Standard Business Plan
- For small businesses seeking a structured plan with market research.
- Detailed financial projections (P&L, cash flow, balance sheet)
- Market research and operational plan
- 2–3 client meetings + 1 revision
- Email & phone support
Turnaround: 2–3 weeks
Comprehensive Business Plan
- Investor-ready plan for funding or strategic growth.
- Full financial model and assumptions
- Market and competitor analysis
- Complete growth, marketing, and risk strategy
- 4–6 meetings + 2 revisions
- Priority support via phone/email
Turnaround: 3–5 weeks
Business Incorporation – $250
• Entity formation (LLC, EIN, state registration)
• Guidance on choosing the best legal structure
• Registered Agent services for compliance
Entity Selection Advisory & Registered Agent Services
We help you choose the best business structure for tax, liability, and growth goals. Services include:
• LLC vs. Corporation analysis and recommendations
• Registered Agent services for legal compliance
• Setup assistance and ongoing guidance
CFO Business Package – $90/hour
Act as your external CFO, assisting with:
• Business licensing and banking
• Vendor management
• Insurance and essential operations
• Long-term business strategy
Premier Business Package – $1,500/month
Designed for business owners who prefer not to manage administrative back-end tasks. Clients choose the services we manage or assist with, from bookkeeping to operations.
