Professional Services & B2B Industry Experience
Our experience 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 selected B2B and professional services 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!
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.
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.
Professional Services & B2B Business Plan Consultants
Our consultants with prior experience in the professional services industry include:
John Beeby
Principal ConsultantPhoenix, AZ
John 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 sound grounding...
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Nancy Clauss
Principal ConsultantOrange County, CA
With more than 25 years of management, marketing, sales, and operational experience, Nancy Clauss has developed a sharp eye for how businesses can become bloated with inefficiencies, lack of direction,...
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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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Shyam Jha, MBA
Principal ConsultantTucson, AZ
Shyam’s consulting practice focuses on iOS and Android mobile apps, e-commerce, Internet hardware and software, SaaS, consumer electronics, medical devices, and other high tech ventures. He is certified...
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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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Randy Lewis, CFA, CVA
Principal ConsultantLos Angeles, CA
Randy has been a private consultant for over 15 years – with deep experience in valuation and appraisal, business plan development, and capital market consulting, as well as strategic planning, CFO...
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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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George Papaioannou, CFA, MBA
Principal ConsultantPrinceton, NJ
George Papaioannou has two decades of experience in developing, analyzing, evaluating and executing upon business models, from an investment as well as an operational perspective. He is one of Cayenne's...
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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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Rick Tifone, MBA, CExP
Principal ConsultantPittsburgh, PA
Rick brings over 25 years of executive management, marketing, sales, consulting, and exit planning experience to Cayenne. He has hands-on experience running startups and working with CEOs on strategic...
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Cheree Warrick, MBA
Principal ConsultantWashington, DC
Cheree Warrick writes business plans and creates financial forecasts for companies seeking funding from banks and angel investors. During her 5-year tenure at a national government contracting firm, Ms....
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I'd Like to Speak With a Professional Services or B2B Business Plan Consultant!
If you'd like an assessment of your needs and a fee estimate, please let us know how to reach you: