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Established in 2001  •  $4.3+ Billion Raised  •  2,000+ Clients

Meet Our Business Plan Consulting Team

Adam T, Business Plan Consultant

Adam T - Principal Consultant
San Francisco, CA | São Paulo, Brazil

Adam has broad experience in new ventures and investor relations. His experience includes the positions of President/CFO at W2 Energy Development Corporation, CFO at Santa Cruz Guitar Company, and Senior Manager at The Charles Schwab Corporation, where he was responsible for project planning in the Schwab Technology Group. In addition to investor relations, Adam has developed expertise in joint ventures and licensing arrangements, both domestic and international.

Since 1999 Adam has worked as a business planning consultant, accepting assignments such as business plans, market studies, corporate strategy development, and others. Adam has prepared successful business plans for a long list of clients in industries such as renewable energy, real estate development, technology, and infrastructure. Over time he has developed a regional expertise in Latin America.

Adam graduated from Stanford University with degrees in English and Economics and later received an MBA from U.C. Berkeley. He is fluent in Spanish and Portuguese.

View Adam's client testimonials.


Contact Adam to Learn More

If you'd like an assessment of your needs and a fee estimate, please let us know how to reach you:

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