Professional Services & B2B Industry Experience
Our experience in the industry includes the following:
Legal Services Firm
Developed a financial model for a legal services firm to use for both internal planning and presentations to lenders. Requirements included both existing and expansion product lines and a highly flexible staffing model. End result was a powerful way to analyze financial data and trends while greatly simplifying the process.
Distressed Real Estate Brokerage
Created investor package including financial model, pitch deck, teaser, and PPM draft for firm specializing in the investment and brokerage of distressed residential and commercial real estate. All fundraising goals were achieved and the firm is attracting new customers and properties.
Purchase Order Finance Company
Created brand identity and pitch decks for investors and noteholders of a purchase order finance company comprised of top executives from major financial institutions. The firm provided an attractive source of credit in an environment where bank lending was at a standstill.
Structural Engineering Firm
Developed a growth business plan and financial pro-forma for a structural engineering firm which enabled the company to expand during the housing crisis while other firms were downsizing and closing.
Federal IT Consulting Firm
An 8(a) certified company needed business plan to guide expansion at the end of its minority program involvement. Using our strategy, the company grew from $14 million to $90 million in seven years.
Security Consultant
A recently retired senior executive from a federal security agency needed a business plan to launch his small consulting firm. We prepared a simple business plan, set up his LLC, and arranged a line of credit.
Communications Firm
Developed a new strategic/implementation plan and marketing campaign for a financial communications firm that decided to increase its national footprint. Implemented and led the re-focused business development efforts designed to meet the expansion initiative.
Wall Street Financial Services
Created financial services firm’s first website, re-designed all marketing collateral, developed branding and messaging to reflect a change in strategy to expand awareness to its niche focus on middle and smaller underserved markets and industry specializations.
Transaction Processing / Securities Clearing
Developed business plan, financial forecast and pitch deck for a global provider of back office and administrative services to hedge funds and funds-of-funds firms. Conducted research and worked with client team to validate and solidify their strategy.
Real Estate Brokerage Firm
Developed a business plan and financial pro-forma for a real estate agency to capitalize on the changing industry dynamics. The company implemented short sale services and increased agents, listings, and sales within six months.
Labor Relations Consultant
A pilot for a non-U.S. airline needed a business plan as part of his U.S. Green Card application. The business would provide advisory services to both airline managements and labor unions on matters related to union contract negotiations and related matters.
School Safety
Developed the business and marketing plans for a consulting firm specializing in preparing school districts to deal with armed intruders and other emergency situations. Helped write two successful federal grants totaling $1.2 million.
Education Consultants
A husband and wife team from Australia required a business plan for a company that would provide consulting and training to teachers in Florida.
Accounting Firm
An accounting firm in New York needed a business plan to present to a bank to secure a term loan to fund a move to a larger office.
Biometrics Consulting Firm
Developed a business plan and financial model for an international group of biometrics experts starting their own consulting firm.
Medical Practice
Developed business plan and financial model for existing medical practices who are considering joining a concierge medical group.
Healthcare Policy Consulting
Developed financial plans for a group of consulting organizations specializing in hospital strategic planning and administration.
High-tech Market Research
Managed the successful liquidation of a major high-tech market research firm. Final value received was 250% of target.
Real Estate Agency Franchisor
Developed a financial model and business plan for a new nationwide franchisor that was built through acquisitions.
Analytical Chemistry Services
Served as financial advisor and turnaround consultant for a $14 million independent pharmaceutical and industrial chemical test laboratory.
IT Services Firms
Developed a strategic plan and coached the business owner through the execution of the plan for several IT Services companies.
Law Practice Management
Developed the financial plan for an Internet startup providing administrative tools to law practices.
Insurance Companies
Developed a business plan for a wholesaler and retailer of niche insurance products.
Business Services
Served as virtual CFO for a $15 million business services company.
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 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.
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.
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?
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.
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.
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.
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.
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!
Professional Services & B2B Business Plan Consultants
Our consultants with prior experience in the professional services industry 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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Jenifer Grant, MBA
Business plan consultant in New York, NYJenifer 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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Shyam Jha, MBA
Business plan consultant in Tucson, AZAs a consultant and mentor to entrepreneurs, Shyam has created business plans, financial models, and pitch decks for startups in robotics and drone transport, medical devices, consumer...
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Charlie Kickham, MBA
Business plan consultant in New York, NYCharlie 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
Business plan consultant in Phoenix, AZ | Deer Valley, UTJimmy'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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George Papaioannou, CFA, MBA
Business plan consultant in Los Angeles, CA & Princeton, NJGeorge Papaioannou has three decades of experience in developing, analyzing, evaluating and executing upon business models, from an investment as well as an operational perspective. He is one...
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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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I'd Like to Speak With a Professional Services or B2B Business Plan Consultant!
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