Financial Services Industry Experience
Our experience in financial services, either as consultants, entrepreneurs, or employees in the industry, includes the following:
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 financial services industry clients.
Why Choose Cayenne? Nine Great Reasons!
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!
No Salespeople
Deal directly with your 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.
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.
Avoid Costly Mistakes
We know what works, and, more importantly, what doesn’t. A single mistake can get render your plan unfundable. We wrote the original and often-cited article on Why Business Plans Don’t Get Funded.
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, and Chicago.
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.
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.
Financial Services Business Plan Consultants
Our team of financial services specialists includes the following consultants:
DeForrest Borders III
Principal ConsultantNew York, NY
DeForrest has over 20 years’ experience building businesses and driving strategic innovation in Consumer Product, Financial Services, Healthcare, Higher Education, Media, and Software industries....
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Jenifer Grant, MBA
Principal ConsultantNew York, NY
Jenifer has been involved in finance, strategy, and marketing in a wide variety of roles and industries for over 15 years. In addition to third-party clients, she developed plans and implemented strategies...
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Charlie Kickham, MBA
Principal ConsultantNew York, NY
Charlie brings 17 years of experience in finance, strategic partnership development, organizational restructuring, real estate development, and business development to Cayenne Consulting. Charlie's experience...
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Jimmy Lewin
Principal ConsultantPhoenix, AZ | Deer Valley, UT
Jimmy's background includes over 40 years in international, commercial, and investment banking, and nearly a decade as the principal shareholder and CEO of a rapidly growing manufacturing and distribution...
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Joan Morgen, MBA
Principal ConsultantPhoenix, 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....
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Lee Muhl, JD
Principal ConsultantPortland, OR & Los Angeles, CA
Lee Muhl’s consulting practice spans a number of industries and sectors. Lee works constantly in real estate, entertainment content and Internet platforms, but his practice over the past decade...
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Eric Pickens, MBA
Principal ConsultantNew York, NY
With over 20 years of experience as a COO, CFO and board member, Eric has implemented, strengthened and lead the financial and operational functions for companies engaged in investment management, real...
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Michael Robbins
Principal ConsultantSeattle, WA
Michael 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 relations...
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Adam T
Principal ConsultantSan 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...
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I'd Like to Speak With a Financial Services Business Plan Consultant!
If you'd like an assessment of your needs and a fee estimate, please let us know how to reach you: