Sage Strategic Business Planning

for your initial consultation at no charge

(877) SAGE-BIZ or
(877)724-3249
myplan@sagestrategicbusiness.com

Didn't find the specific service you were looking for? Call us!

We also offer business writing services for nearly any function, audience, or purpose you can imagine - we'd be happy to discuss your needs and prepare a custom bid for the opportunity.

Sage Strategic Business Planning is a professional business coaching and plan development firm. Our services include coaching programs for new entrepreneurs as well as developing customized business plans, market research, comprehensive financial models, and presentations to communicate your business vision, strategy, and proven or planned success.

We have completed more than 650 engagements to provide business plans, investor/lender presentations, and market research studies, as well as providing strategic support and guidance, helping entrepreneurs in small to medium-sized businesses raised funds totaling more than $296 million in capital.

We can also connect you with other providers to execute marketing programs, product development and rapid prototyping, and operations logistics, and to achieve financing goals.

Business Coaching Services
Coaching offers new entrepreneurs experienced, independent and practical support, in an affordable and convenient way, to help you find the answers and solutions that work for you and your business concept - faster than you could on your own. We've been there and we've helped hundreds of clients get there as well.

Coaching may be right for you if:

You know you want to go into business for yourself and have a concept, but don't know where to begin

You are still working full-time for someone else

You need an experienced partner to brainstorm with and act as a sounding board for your ideas

You want convenient access to a seasoned professional who can help you incubate and develop your idea

After working with hundreds of entrepreneurs, we have developed different levels of coaching programs because, just like business plans, a cookie-cutter approach falls short of your individual needs and expectations.

All our coaching services begin with an initial "welcome" session to prioritize your objectives and challenges, and then determine the best program for you that mixes the right blend of coaching, consulting, and plan development to meet your immediate and long-term needs.

Whether we spend 12-weeks together, or a single 30-minute session, coaching will help you:

Clarify what you want to accomplish

Evaluate your business concept and develop a sustainable business model

Provide solutions and clear obstacles

Set specific goals and craft feasible action plans (yes, there WILL be "homework"!)

Obtain feedback, gain perspective, and brainstorm innovative new ideas

Get a fundamental primer in business basics: financial statements, financing, marketing, and strategies

12-Week StartSMART™ Coaching
Call it Boot Camp for the budding entrepreneur! This program is for the new, but serious, entrepreneur who wants a dynamic partnership and is willing to commit the time to learning new skills and getting things done. If you have a business idea but are finding it difficult to organize your thoughts and get on the right track to going into business for yourself, or have no business background, the StartSMART™ program can help you find success with the SMART process.

S - Analyze the SITUATION
M - Establish the MISSION of our coaching relationship and of entrepreneurship in your life
A - Take ACTION toward bringing your business vision to reality and launching your business
R - REVIEW steps and processes with a complete business plan as your roadmap
T - Reach your TARGET of small business ownership

Each week, we schedule at least two 60-minute phone calls and you have unlimited access via phone, email, fax, and instant or text messaging at any time. At the culmination of the program, you will have a full business plan, with accompanying custom presentation, and be well on your way to launching your new business.

10-Day Intensive Coaching
If you are motivated, ready to move forward, and need solutions fast. This program is designed to solve your most pressing problems rapidly and make the most of brainstorming to find innovative answers. The 10-Day program is ideal for entrepreneurs who already have a business plan or financial model but need guidance and assistance to ensure the plan is marketable to the SBA or other lenders. Directed by your agenda, we focus on whatever areas are of most concern to you and your business success. We will maintain communication via scheduled calls and constant email (or IM) communication to get you where you need to be. We'll help you improve your plan and presentation with reviews, edits, and recommendations, and financial modeling and analysis, if needed.

Single Coaching Sessions
Sometimes just a few minutes is all that you need. Your time is precious when you are starting a new business and often you simply need a sounding board with perspective and honest opinions to guide you or validate your direction. We are here to answer your questions quickly or connect your to the right resources for your solutions efficiently. Beyond a welcome session to determine if there is a synergy and if we can help, you can arrange for a 30-, 60-, or 90-minute coaching consultation.

Coaching Services Business Plans Comprehensive Financial Models Presentations

Business Plan Development
We approach each business planning project with a four-step process:

Discovery

Research

Creation

Delivery

The first step in business planning is the discovery process, designed to gain detailed information about your goals as a business owner, or potential business owner. We are dedicated to making this process as dynamic and productive as possible, ensuring that the bulk of the legwork rests with us. To that end, we have created interactive organizers and forums to inform and guide you through some fundamental questions, beginning with the initial interview and concept organizer to help us better understand your vision and direct the research portion of the process.

We answer the unknowns and confirms assumptions through extensive research of the industry, the market opportunity, the customers, and the competitors to validate the business and revenue models, prove the concept, and identify the target market segments. Using the results of the research and the outcome of our recommendations to you, we then begin crafting appropriate marketing; operations, including staffing and management; and financial strategies to achieve the core corporate objectives of the business and develop contingency plans.

While each plan varies specific to the needs of the business, the fundamental elements in every plan include:

Executive Summary

Company Profile

Business Concept (Product/Service Description & Market Need)

Industry Analysis

Customer Analysis

Competitive Analysis

Growth Strategy (Marketing Programs)

Management & Organization Summary

Financial Plan (Forecasts, Proforma Profit & Loss, Cash Flow, & Balance Sheet)

Appendices: Monthly Financials (Years 1-3) & Other Supporting Documents

Once the draft business plan of 30 to 50 pages (typically) is prepared, we work with you to conduct a comprehensive review and revision, culminating with a full explanation and delivery of files to ensure you fully understand all aspects of the underlying assumptions and financial models.

Executive Summaries & Brief Proposals
In many cases, a full business plan is more than your audience (a leasing company, a supplier, etc.) needs. If you are not presenting a plan for financing or seeking a full plan as your own roadmap, an Executive Summary or proposal may serve your immediate purpose perfectly. While the customized summary or proposal highlights the main elements of a complete business plan, it is in an easily-digestible, four- to five-page format, and delivered within five (5) business days.

Personal Business Plan
Personal business plans are increasingly becoming a requirement in the recruitment and hiring process for business professionals in a number of industries. Where a traditional business plan outlines the goals, benefits, advantages, and financial capabilities of a business model, a personal business plan presented to your prospective employer or superior, demonstrates how your individual skills, network, ideas, and qualifications will enable you to be successful in your new position. We create personal business plans for professionals in the following fields:

Financial Services (wealth management, advising, brokering)

Insurance

Legal

Sales (particularly biomedical, pharmaceutical, and medical equipment)

Coaching Services Business Plans Comprehensive Financial Models Presentations

Additional Services
In many cases, entrepreneurs and existing owners only need a component of our services. To meet your needs, we offer:

Slide Presentations
We can create a custom Powerpoint presentation based on your information, from an existing business plan or simply from information you provide.

PowerUp™ Formatting
Have a plan but need to take it to the next level? We can help by creating a more visually dynamic document from your existing business plan - and we'll throw in edits and recommendations for free!

Scripting
If you are ready to present a plan that you or someone else created to lenders, but are not as confident as you would like to be, we will review your plan and help you develop solid responses to questions that may arise from the loan officer, SBA, SCORE, or Small Business Development Center reviewer.

Editing & Reviews
Need a second pair of eyes? Want some expert feedback and constructive criticism? Ensure that you make an excellent impression with the business plan you have developed after we review and edit the plan to deliver a polished document that impresses.

Financial Modeling & Analysis
Preparing the pro forma financial forecasts can be a daunting task. If you are struggling, or do not know where to start, we can help by preparing the full financial model for you or reviewing, and improving if needed, the financials you have prepared, while giving you some instruction and knowledge tools that will assist you in your future endeavors.

Coaching Services Business Plans


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