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2,400+ Clients since 2001 • $4.3+ Billion Raised

Meet Our Business Plan Consulting Team

Joan Morgen, MBA, Business Plan Consultant

Joan Morgen, MBA - Senior Advisor
Phoenix, AZ

Joan is committed to the belief that challenges can be turned into opportunities when companies recognize they should seek expert advice before they are at that pivotal juncture facing critical decisions. Be proactive, not reactive.

Before moving to Arizona, Joan spent over two decades working on Wall Street. Her career includes forming and leading marketing and strategic/business planning departments for Merrill Lynch Futures. Subsequently, she worked for boutique firms as a portfolio manager and then as an SVP, investment banker for Jesup & Lamont. She focuses on diverse industries and sectors within, including technology, life sciences/medical devices, consumer electronics, communications, professional services and special situations. As an investment banker, she successfully raised capital for multiple companies, preparing business plans and pitch decks, coaching CEOs and CFOs on how best to position themselves and present a compelling story and investment thesis to potential funding sources.

Joan has a hands-on, strategic and creative management style that produces collaboration between disciplines and functions, yielding better outcomes, to advance corporate growth and goals of startups/emerging businesses, small and mid-sized companies. She has been advising C-level management in the identification and pursuit of business building opportunities through a sound, disciplined business planning process and comprehensive strategic approach, resource optimization, and fostering team consensus and buy-in for effective implementation and execution. She also advises business owners on exit planning and positioning their companies for future sale. Joan's reputation for being client-centric can be seen in her long-term client relationships.

Since moving to the Valley, Joan, having been an entrepreneur herself, has been committed to advancing and supporting entrepreneurship and innovation in Arizona. She has recently been recruited to advise student-led venture teams as part of Entrepreneurship and Innovation programs at Arizona State University. Joan has worked on various industry association committees (AZ Tech Counsel, AeA, Connect AZ), as well as serving on the Dean's Corporate Advisory Board (ASU's Fulton School of Engineering). 

Joan has an MBA (marketing/finance) and a BA (sociology/psychology) from Hofstra University and advanced finance courses from NY Institute of Finance.

View Joan's articles and client testimonials.

Contact Joan to Learn More

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