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Looking for consultant to do business planning and financial modeling

Posted Thu, 08/05/2010 - 2:17pm by John Kogan (CEO/CFO)
Details
A friend of mine [no really, it's not for me :) ] is looking for someone to help his new company create reasonably complex business plans. If you do this for a living or if you have someone you would recommend please let me know.
In his words, "Strategy is already outlined but we need someone who can put together convincing marketing “speculations” and bulletproofed financial projections. We have an adequate budget to pay for the research and diligent writing work.Local person would be preferred but it’s not a requirement."
I have worked with him before (he is a technologist) and he is in the Silicon Valley area. Please respond to this posting and I will simply send him everyone who responds and let him choose (that is, I'm not vetting anyone, just posting this here on his behalf).
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Comments
Business plans
I just helped an author in atlanta put together a model based on projections, althout it was an iterative process, he was very happy with the model and business plan I wrote for him to get funding, happy to help, tony [dot] enlow
gmail [dot] com
Business Plans
I have written numerous business plans for successful entrepreneurs, and for more established companies. Please contact me at wgehle
internationaldiligence [dot] com.
Business Plan / Marketing Plan
The Injenuity Group did a great job developing a business plan and marketing plan for my husband's start up company, Cold Fire. Here is their website: www.theinjenuitygroup.com Their work resulted in Cold Fire receiving a technology commercialization grant. The grant amount was the highest amount awarded for any company. I would highly recommend them!
Looking for consultant to do business planning and financial mod
Hi John, I have been doing Business Plans and Financial Projections and modelling for Start-ups. Let me know if I could be of any help for your friend.
gmail [dot] com
best regards,
Sanjay
sanjay [dot] thakur [dot] iitb
Business Plans
Dear John, we are a consulting firm at Hyderabad, AP , India. We have had good experience and exposure in preparing Project reports, financial models for various types of Businesses. We should be open for this serive.
callraj2002
rediffmail [dot] com
Business Plans
Hi John,
earthlink [dot] net
I am PT CFO based in Mpls MN and have resources in Silicon Valley to assist. We could certainly create the plan and analysis to assist your friend.
Paul
pekloster
Business Plans/Modeling/Financing
HI - My name is Tom Bennett and I am a partner at Wayfinder Advisory Group. We are a small, boutique consulting firm specializing in just this type of work. We are located in Menlo Park and are a group of former C-level financial executives with extensive experience in developing business plans, financial modeling and all the other steps you will need to attract the right capital sources. We can also help you identify and negotiate with the right capital sources, develop the right accounting system for you...everything you will need to focus on your ideas rather than worry about keeping track of your funding. But of course, you might not need all - whatever your needs - we are here and can help. I can be reached at tom
wayfinderadvisory [dot] com or 415-652-6433. Look forward to speaking with you. And good luck.
Business & Financial Planning Consulting
Hello John,
As you know from our presentations at your Proformative events, my firm Abacist Group provides Corporate Performance Management and Financial Planning & Analysis services.
As part of our services offered, we build complex financial models using a variety of technology platforms -- the most common of which happen to be SaaS-based Adaptive Planning and the most widely-used tool for Financial Planning, Excel.
My firm and I have years of experience building complex models for clients. We have served clients of all sizes, from start-ups to Fortune 50. Our clients also benefit from our practical "real-world" experience including my 10 years spent as a finance executive at PepsiCo.
We are based in the Dallas, Tx area, but work with clients nationwide.
Your friend can learn more about us at www.abacistgroup.com or contact me directly at bill [dot] aiken
abacistgroup [dot] com or 214-850-3929.
Business Planning & Financial Modeling
I am a former CFO/Managing Director/General Manager/COO with extensive experience preparing Business Pland and Financial Models and would be pleased to discuss this opporetunity with you. Contact me at schnellc2
yahoo [dot] com. Steve Schnell
Business Plan/Financial Modeling
Hi John,
My name is Jeremy Sweek and I have a virtual CFO practice - www.sweekconsulting.com. I have significant financial modeling experience and have assisted a number of clients in constructing their business plans. John, I'd be pleased to help your friend and can be reached at 817-715-5490 or jeremy
sweekconsulting [dot] com. Thanks so much.
Jeremy
business planning and financial modeling
Hi John
Thank you for posting this opportunity.
I would be happy to talk with your friend about his business planning and financial modeling needs.
What is the goal? Internal planning? Fundraising? Both? Something else?
I have been both a CFO and a VC. As a CFO, I spearheaded internal planning and budgeting efforts. I also built plans to raise external financing. Additionally, as a VC, I have reviewed hundreds of business plans and financial models.
Please let me know if I can help your friend.
Roy
J. Roy Martinez
http://www.linkedin.com/in/jroymartinez
Planning & Modeling
My strength is on the modeling side - building sophisticated models based on a variety of input variables (assumptions) specific to a given business and industry. I don't do a lot of Marketing research, so if that's required it would be better to procure it through another firm. Splitting the work this way can be advantageous. For one, it might reduce cost if you use a more economical modeler such as me.
Planning & Modeling Reply
John,
This is my sweet spot. spent 3 years at the NASA Ames Tech Center (from which eBay was launched) where I helped 6 companies get successfully launched. Worked not only included sophisticated modeling but the ability to view an enterprise from all elements - technology, market, productization, strategy, administration, etc. My experience spans a great numbers of technologies and markets and I have raised a great deal of capital. I'm happy to help.
Regards, Doug
consultant to do business planning and financial modeling
Hi John,
I live in South San Francisco and have helped launch numerous technology startups by constructing financial models, writing business plans, and serving as interim financial exec. I’ve worked both sides of the venture investment process and would like to speak with your friend as well.
-Rick Perry
pacbell [dot] net
r_perry
Response: Consultant to do business planning financial modeling
Hi John,
Thanks for posting this. My company’s offerings perfectly address your friend’s needs. We do that every day, including remotely. Our process is bottom's up focused and highly interactive for the greatest possible outcomes.
Feel free to forward my contact info: 888.745.8516, mkoenig
cxotogo [dot] com.
Meanwhile, here’s a couple links that might help your friend decide:
http://cxotogo.com/cfo-service-packages/powerplan2
http://cxotogo.com/resources/financial-projections
http://www.cxotogo.com/raising-capital
John, I and one of my partners look forward to seeing you on August 24!
-Marty Koenig, CEO of CxO To Go
These have all been sent to the requestor
As will any others that come my way. Thanks to all who have responded.
Consultant to do business planning and financial modeling
John,
I have a CPA / Contract CFO practice and I have done sophisticated financial modeling for many startups and mid-market companies since 1996. Among other things, I was also Director of Financial Planning for Sun Microsysytems during it's high growth period. For more info my website is www.venturecfo.com and my email is dcarloni
venturecfo [dot] com.
Don
Business Planning & Modeling
John:
I am a member of B2B CFO, the largest CFO organization serving middle-market companies. All of our partners (170 in 39 states) have significant CFO experience and clearly have the skill sets to assist. You can find one close to your friends business. Each partners Bio, background and contact information is posted n our website (www.b2bcfo.com) so he can have a discussion before he commits to anything. I personally reside in PA and would be glad to assist if that is where your friend's business resides.
Regards, Tom Coffey
Business plans & financial modeling
John,
I'd be happy to help your friend with his business plan. I have over 25 years experience in accounting and corporate finance including the last five as a Director of FP&A. During that time I've helped prepare numerous business plans and financial models to assist with everything from start-ups, acquisition valuations and pro formas, corporate refinancings and bankruptcy filings. I'm now on my own and specialize in business valuations for M&A and start-up financial modeling. I'd be happy to e-mail my resume if he's interested. You can make first contact at jddobey
aol [dot] com and I'll be happy to take it from there.
Best regards,
John D. Dobey MBA CPA
Business Planning & Modeling.
I can do the work if there is still a need.
Peter L. Pomeroy, MBA
aol [dot] com
invernesspeter
MBA Grad student
Hi,
I am an MBA student at Southern Methodist University in Dallas. I have experience in modeling, financial forecasting, monte carlo simulation and have participated in MBA level business plan competitions. I would love to work on a business plan.
Shaina