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Established in 2001  •  $4.3+ Billion Raised  •  2,000+ Clients

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!

Professional Services & B2B Business Plan Consultants

Our consultants with prior experience in the professional services industry include:

John Beeby, Business Plan Consultant

John Beeby

Principal Consultant
Phoenix, AZ
John has over 30 years developing and executing strategies for new and growing businesses. With an engineering degree and early experience in manufacturing operations, he has a sound grounding in the production...
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Nancy Clauss, Business Plan Consultant

Nancy Clauss

Principal Consultant
Orange 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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Aaron Gillum, MBA, Business Plan Consultant

Aaron Gillum, MBA

Principal Consultant
Chicago, IL
Aaron brings over 12 years of experience in management and turnaround consulting, venture capital, entrepreneurship, and financial advisory. He has worked extensively with companies at all stages from...
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Jenifer Grant, MBA, Business Plan Consultant

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 strategies...
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Shyam Jha, MBA, Business Plan Consultant

Shyam Jha, MBA

Principal Consultant
Tucson, 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, Business Plan Consultant

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. Charlie's experience...
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Jimmy Lewin, Business Plan Consultant

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 distribution...
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Randy Lewis, CFA, CVA, Business Plan Consultant

Randy Lewis, CFA, CVA

Principal Consultant
Los 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, Business Plan Consultant

Joan Morgen, MBA

Principal Consultant
Phoenix, 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, Business Plan Consultant

George Papaioannou, CFA, MBA

Principal Consultant
Princeton, 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, Business Plan Consultant

Eric Pickens, MBA

Principal Consultant
New 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, Business Plan Consultant

Rick Tifone, MBA, CExP

Principal Consultant
Pittsburgh, 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, Business Plan Consultant

Cheree Warrick, MBA

Principal Consultant
Washington, 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:

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