Consumer Products & Services Experience
Our experience in consumer services and consumer products, either as consultants, entrepreneurs, or employees in the industry, includes the following:
Skin Care/Personal Care
Developed business plan for high growth startup in functional cosmetics. Developed business model alternatives designed to convert trial to long term brand usage. Consulted with client in the areas of concept development, product positioning, brand strategy, advertising, e-commerce, and sales management. Developed full business plan and investor pitch book. Company has received $2 million in early stage funding.
Scooters & ATVs
Developed business plan and investor presentation for Canadian scooter and ATV manufacturer that wished to enter U.S. market.
Healthy Vending
Prepared a business plan and financial forecast for YoNaturals in San Diego, California. YoNaturals is leading the fight against junk food in vending machines with the most comprehensive, healthy vending program in the nation.
Athletic Club
Developed financial projections for the Los Altos Athletic Club, which was struggling to meet a major new competitive challenge.
Fitness Equipment
Prepared a business plan, financial forecast, and pitch deck for Skorcher, a developer of glute conditioning machines and programs. Backed by independent medical analysis, Skorcher offers better glute training than any other device.
Apparel Retail
Developed business plans, financial forecasts, investor presentations, and related materials for several clothing retail outlets across the United States, including locations such as New York and Beverly Hills.
Specialty Beverages
Developed business plan, investor presentation and served as interim CFO for $4 million public specialty beverage company.
Sports Apparel
Served as CFO/COO of venture-stage action sports apparel company now doing over $50MM in revenue. Grew company from $800K to $6MM in 2.5 years, continuously graduating the company to less expensive working capital financing. Growth was achieved despite six-month cash cycles, capital-intensive production, nine prior quarters of negative earnings, no collateral, and no operating history — all without selling any equity.
Golf Accessories
Performed equity valuation of golf accessory manufacturer in connection with restricted stock unit (RSU) grant and 83(b) election.
Clothing Designers
Developed the financing package for several up-and-coming designers for lines worn by celebrities such as Jennifer Love Hewitt.
Leather Goods Manufacturer and Distributor
Developed a business plan and a new marketing strategy for 17 year old designer and distributor of leather goods. The client believed that it could not grow without a new marketing strategy and new capital. The company is now selling branded products through big box stores and specialty distributors.
Specialty Beverages
Served as a long-term strategic and financial advisor to a leading provider of premium beverages packaged in “green” containers. The company’s mission is to provide the highest quality beverages to the broadest possible market while addressing environmental protection, natural resource conservation, and good health.
Cancer Prosthetics
Developed an extended executive summary for a company that provides prosthetics and clothing, as well as grooming, styling, and therapeutic treatment products for male and female cancer survivors.
Educational Products
Served as interim CEO of a science-based educational products startup formed to deliver tools and toys to retail, educational, and e-commerce channels. Developed business plans and operating models for the company and successfully raised $500k in seed capital. Business model included US R&D with Chinese contracted product development in electronics, optics, and software. Operated both domestic and direct import sales.
Matchmaking Service
Worked with a global premium matchmaking service to expand via franchising and joint ventures. Drafted and revised international joint venture agreements, as well as UFOCs/FDDs and related contracts, including HR and vendor contracts. Research included business model, industry, competitor, and market analyses.
Specialty Food Importing
Developed a business plan, financial forecast, and pitch deck for an importer of premium Greek olive oils, cheeses, and other food products. Played a central role in negotiations that resulted in substantial equity and purchase order financing. The company secured distribution agreements with several mass-market grocery chains.
Skincare Product
Researched market, competitors, and potential customers. Developed financial model, including detailed startup costs, valuation, and investment offering. Determined that current cost of product was too high for the business to break even and recommended that business rethink its product.
Confections & Nutraceuticals
As a 20 year expert in functional foods and snacks, developed and launched world’s first nutritionally enhanced candy company that delivered real nutrition such as calcium, Omega3 and Probiotics in premium candy forms. Raised seed capital funding and launched business in natural, organic, and specialty retail channel, and achieved early interest and in-market tests with Costco, Walgreens, Safeway, and others. Sold business to strategic buyer in a structured deal.
Premium Linens
Advised a family-owned manufacturer/distributor/marketer of premium French linens on the sale of a majority equity stake to investors. Developed value maximization strategies revolving around further penetration of high-end U.S. boutiques and launching of U.S. direct-to-consumer e-commerce operation. Developed business plan, financial projections, and investor presentation, and calculated valuation based on value enhancement initiatives.
Energy Efficient Lighting
Prepared a business plan and financial forecast for Journee Lighting, a manufacturer of energy efficient specialty lighting for demanding applications such as display lighting and museum artifact illumination. The light source is a spectrum selectable LED with an onboard semiconductor-based control system.
Automotive Dealerships
Developed business plans, financial forecasts, pitch decks, and related materials for several automotive dealerships across the U.S.
Home Networking Products
Developed a business plan for a company that develops secure multi-room networking products and technologies for home electronic devices such as computers, video and audio players, and MP3 players.
Electronics and Toys
Developed business plans and launched a variety of brands as a senior sales and marketing executive with Hasbro® and as CEO of BRIO® wooden toys. Developed critical success factors to benchmark concepts, operating costs and margins, go-to-market plans, and launch planning. Products such FurReal Friends®, Poochi®, and BRIO® Polar Express® railway set generated over $2 billion in global sales.
Novelty Products
Prepared a business plan, financial forecast, and investor presentation for NITELITE Sports. NITELITE develops and markets innovative golf and sports products to a customers ranging from Fortune 500 businesses to individual consumers.
Men’s Grooming Products
Developed startup business plan and Series A investment strategy for a men’s high-end grooming products company.
International Men’s Sneaker Brand
Developed startup business plan for a men’s sneaker company with presence in U.S., Europe and Japan.
Med-Spas, Salons, Spas
Created business plans and financial models for multiple salons, spas, and hybrid or niche med-spas across the U.S.
Note: Some items reflect experience gained prior to joining Cayenne Consulting. Cayenne does not offer services that require licensing or registration with the NASD or other authorities.
Read testimonials from our consumer products and consumer services clients.
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Avoid Costly Mistakes
We know what works, and, more importantly, what doesn’t. A single mistake can render your plan unfundable. We wrote the original and often-cited article on Why Business Plans Don’t Get Funded.
Get it Right the First Time
Funding is a binary event: either you succeed or you fail. If you fail, most investors won’t give you a second chance. Learn about the pros and cons of various approaches to developing business plans.
Ongoing Support
We don’t stop when the business plan is complete. We have a talented team ready to help you implement it as well, either on a retained basis as interim members of your founding team or on a project basis, as needed.
Fully Customized
Some business plan writers charge extremely low fees because they have a cookie-cutter, assembly-line approach. You get what you pay for. We work from scratch to represent your unique vision, not somebody else’s.
Save Money - Really!
We’re not cheap, but about half of our clients came to us after a business plan prepared by a less qualified business plan consultant did not work out. Why not get it right the first time and save money?
Develop a Winning Strategy
Most so-called “business plan consultants” take whatever you tell them and type it into software. We go much deeper and help develop a viable strategy for success, which we then express in a compelling business plan.
No Salespeople
Deal directly with a senior business plan consultant from Day One – not a commissioned salesperson who will hand you off to a junior writer. Personal relationships matter, and you need to know exactly who you’re dealing with.
Get Investors To Notice
Most entrepreneurs can’t get investors to
return their calls. A majority of our clients secure meetings with potential funders. Our team’s efforts have contributed to over $4.3 billion in financing!
Work With True Experts
We’ve walked in your shoes and we understand what you’re going through. Many of us have advanced degrees from institutions like Harvard, Wharton, Berkeley, Cornell, Columbia, Stanford, Yale, Dartmouth, and Chicago.
Consumer Products & Services Business Plan Consultants
Our consultants with experience in consumer products and services include:
John Beeby
Business plan consultant in Phoenix, AZJohn has over 30 years of experience developing and executing strategies for new and growing businesses. With an engineering degree and early experience in manufacturing operations, he has a...
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Devin Berger, MBA
Business plan consultant in Boston, MADevin has over 25 years of experience in marketing and senior management of emerging growth companies, startups, and global consumer products companies. She has advised companies in numerous...
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Brian Bohr, MBA
Business plan consultant in Los Angeles, CABrian possesses over twenty years of experience in investment banking, corporate development, corporate finance, merger and acquisition advisory, financial planning and analysis, and venture...
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DeForrest Borders III
Business plan consultant in New York, NYDeForrest has over 20 years of experience building businesses and driving strategic innovation in the consumer products, financial services, healthcare, higher education, media, and software industries....
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Tom Dykstra, MBA, CFPIM
Business plan consultant in Tampa, FLTom has over thirty years of experience in business planning, finance, strategy development, software design, engineering management, sales, marketing, channel creation, consulting,...
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Paul Fiorello
Business plan consultant in San Francisco, CAPaul is a serial entrepreneur with 30 years experience in new venture creation. He was Founder or Co-Founder of three companies that successfully raised a cumulative $33 million in...
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Jenifer Grant, MBA
Business plan consultant in New York, NYJenifer has worked in finance, strategy, and marketing in various industries for over 15 years. In addition to third-party clients, she developed plans and implemented strategies for internal...
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Jimmy Lewin
Business plan consultant in Phoenix, AZ | Deer Valley, UTJimmy's experience includes over 40 years in international, commercial, and investment banking. He also spent nearly a decade as the principal shareholder and CEO of a rapidly growing manufacturing...
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Lee Muhl, JD
Business plan consultant in Portland, ORLee Muhl’s consulting practice spans a number of industries and sectors. Lee works constantly in real estate, cannabis/agribusiness, and Internet content platforms, but his practice...
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Tim O'Connor, MBA
Business plan consultant in St Augustine, FLTim O'Connor is a tremendous asset to our Consumer Products practice area and brings the innovation and passion of a proven entrepreneur plus the enormous volume of results from his classic brand...
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George Papaioannou, CFA, MBA
Business plan consultant in Los Angeles, CAGeorge has three decades of experience developing, analyzing, evaluating, and executing business models from investment and operational perspectives. He leads Cayenne's startup and business valuation...
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Eric Pickens, MBA
Business plan consultant in New York, NYWith over 20 years of experience as a COO, CFO, and board member, Eric has implemented, strengthened and led the financial and operational functions for companies engaged in investment...
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Michael Robbins
Business plan consultant in Seattle, WAMichael Robbins has over 25 years of experience in financial services and he has contributed to the capitalization of 500 companies that raised hundreds of millions of dollars. As an investor...
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Stephanie Tolosa, MBA
Business plan consultant in San Francisco, CAStephanie Tolosa is the Chief Operations Officer at Skylight Studios, an innovative real estate consulting firm known for hosting New York Fashion Week (2015-2017) and revitalizing Bleecker Street...
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