I will craft a business plan and financial model for your startup

Typically: your business idea, target market, offerings, goals, and any notes or drafts you already have. If you have only some elements, I’m happy to guide you through some reasonable assumptions to include in your plan.

Absolutely. Many founders come in with only a partial concept. I help you refine the details and fill in the gaps, to deliver a clear, professional plan.

With the Premium package, the enhanced financial modeling goes a level deeper into your numbers. This bottoms‑up approach lets us forecast your revenue, expenses, and cash flow in more detail, producing multi‑year projections, startup cost breakdowns, breakeven analysis, and key financial metrics.

Yes, unless you specify otherwise, the Business Plan will be organized according to SBA guidelines.

This includes the elements of traditional business plan, but in a 1-page visual format. Rather than a page for each section you'll have bullet points. For my own ventures I love using this tool to develop new ideas. I can use either the "Lean Canvas" or "Business Model Canvas" format.

Your confidential information is of upmost importance to me! I will not share any aspect of your business with anyone without your permission, and am happy to sign an NDA. For that reason, my portfolio consists of a limited number of deliverables that have been heavily redacted to ensure privacy.

Absolutely! I'm happy to tweak deliverables if you're looking for something specific. I'd also love an opportunity to hop on a Zoom call with you to work through specific elements of Business Plan or other challenges you are facing - reach out to learn more!