Financial Services Business Plan Consulting

Our financial services business plan consultants have hands-on experience founding, funding, and scaling ventures. We’re much more than an ordinary business plan writing service. Think of us as your co-founder for the duration of our project.

Home » Industry Experience » Financial Services

Are you looking for a skilled financial services business plan consultant? Our experience in financial services includes:

Cayenne guided us down the road from start to finish. They helped us crystallize our strategy and architect a compelling business plan that was well received by investors.
— Eugene Gourevitch, CEO, Chronus Finance, Moscow, Russia

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!

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?

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.

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.

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.

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.

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 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.

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!

Financial Services Business Plan Consultants

Our team of financial services specialists includes the following consultants:

DeForrest Borders III

Principal Consultant
New 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 Consultant
New 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...
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Charlie Kickham, MBA

Principal Consultant
New York, NY
Charlie brings 17 years of experience in finance, strategic partnership development, organizational restructuring, real estate development, and business development to Cayenne Consulting....
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Jimmy Lewin

Principal Consultant
Phoenix, 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...
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