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Looking for consultant to do business planning and financial modeling

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).


Anthony Enlow
Title: Director
Company: BDO USA LLP
(Director, BDO USA LLP) |

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] enlowatgmail [dot] com

William Gehle
Title: Principal
Company: International Development & Finance
(Principal, International Development & Finance) |

I have written numerous business plans for successful entrepreneurs, and for more established companies. Please contact me at wgehleatinternationaldiligence [dot] com.

Nicole Peterson
Title: Controller, Manager Accounting
Company: Rio Tinto, Kennecott Land Company
(Controller, Manager Accounting, Rio Tinto, Kennecott Land Company) |

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: 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!

Sanjay Thakur
Title: Head FTP Unit FPC
Company: The Saudi Investment Bank
(Head FTP Unit FPC, The Saudi Investment Bank) |

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.
best regards,
sanjay [dot] thakur [dot] iitbatgmail [dot] com

Venkat V
Title: Finance Manager
Company: Tower Infra Pvt Ltd.,
(Finance Manager, Tower Infra Pvt Ltd.,) |

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.

callraj2002atrediffmail [dot] com

Paul Kloster
Title: CFO Consultant
Company: PEK Consulting
(CFO Consultant, PEK Consulting) |

Hi John,
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.
peklosteratearthlink [dot] net

Tom Bennett
Title: Partner
Company: Wayfinder Advisory Group
(Partner, Wayfinder Advisory Group) |

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 tomatwayfinderadvisory [dot] com or 415-652-6433. Look forward to speaking with you. And good luck.

Bill Aiken
Title: Principal & CEO
Company: Abacist Group
(Principal & CEO, Abacist Group) |

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.

Stephen Schnell
Title: Vice President & COO
Company: Coni-Seal
(Vice President & COO, Coni-Seal) |

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 schnellc2atyahoo [dot] com. Steve Schnell

Jeremy Sweek
Title: Virtual CFO
Company: Sweek Consulting
(Virtual CFO, Sweek Consulting) |

Hi John,

My name is Jeremy Sweek and I have a virtual CFO practice - 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 jeremyatsweekconsulting [dot] com. Thanks so much.


J Roy Martinez
Title: CFO/Controller
Company: In Career Transition
(CFO/Controller, In Career Transition) |

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.


J. Roy Martinez

Mark Von Der Linn
Title: Principal
(Principal, |

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.

Doug Hawkins
Title: CFO
Company: EB-Energy
(CFO, EB-Energy) |

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

Rick Perry
Title: Consultant
Company: R.A. Perry Consulting
(Consultant, R.A. Perry Consulting) |

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
r_perryatpacbell [dot] net

Marty Koenig
Title: CEO and CFO
Company: cxotogo
LinkedIn Profile
(CEO and CFO, cxotogo) |

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, mkoenigatcxotogo [dot] com.

John, I and one of my partners look forward to seeing you on August 24!

-Marty Koenig, CEO of CxO To Go

Topic Expert
John Kogan
Title: CEO/CFO
Company: Proformative, Inc.
(CEO/CFO, Proformative, Inc.) |

As will any others that come my way. Thanks to all who have responded.

Don Carloni
Title: President
Company: Venture CFO
(President, Venture CFO) |


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 and my email is dcarloniatventurecfo [dot] com.


Tom Coffey
Title: Audit Committee Chair
Company: Westmoreland Coal Company
(Audit Committee Chair, Westmoreland Coal Company) |

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 ( 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

John Dobey
Title: Director of Finance
Company: In-between
(Director of Finance, In-between) |


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 jddobeyataol [dot] com and I'll be happy to take it from there.

Best regards,
John D. Dobey MBA CPA

Peter Pomeroy
Title: CFO
(CFO, ) |

I can do the work if there is still a need.

Peter L. Pomeroy, MBA
invernesspeterataol [dot] com

Shain Mittal
Title: MBA
Company: SMU
(MBA, SMU) |

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.


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