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Sage Strategic Business Planning recognizes that while the needs of every client are different, the budgets of all up-and-coming entrepreneurs and business owners are tight. Prices for each service are presented on a range and are based on a number of factors, including:
The nature and scope of the business
The complexity of the business model
The level of strategic planning required for the plan to be successful
The sophistication of the financial model
The needs of the business plan audience that defines the final document
As we determine your exact needs and how Sage Strategic Business Planning can help, we will create a program that works with your finances. We charge a fixed fee for our each of our business planning services in order to provide you with the financial flexibility to secure the specific services that mesh with your needs, your budget, and your time frame.
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Business Plan: $1400-$1900*
Each client is unique. We start to understand your specific needs through an initial phone "interview". Through this discussion, we will determine your top priorities and develop a work plan to meet the necessary objectives in a full-scale business plan that empowers you to move your business forward. 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
*More extensive, complex plans or need for expedited time frames may increase cost.
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10-Day Intensive Coaching Program: $1000
When you have specific goals to accomplish in a short time frame, 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 within a fast-track 10 days. We'll help you improve your existing plan and/or presentation with reviews, edits, and recommendations, and financial modeling and analysis, if needed.
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12-Week StartSMART™ Program: $3000
The 12-Week StartSMART™ Program is designed to get help you resolve obstacles and overcome hurdles to fully launch your businesses and start generating revenues. Through "homework assignments" that help direct your fundamental start-up activities and our sustained, dynamic communication, I work closely with you to achieve the objectives we outline as necessary to getting your business started, while completing your business plan and financial presentation. 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.
This program is designed for entrepreneurs in specific industries that are at ground zero but are serious about launching their business and taking it to higher levels.
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Single Coaching Sessions
If you only 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. After a brief introduction 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.
30-minute Session: $75
60-minute Session: $150
90-minute Session: $200
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Executive Summary or Other Proposal: $300-$800
When a full business plan is more than your audience (a leasing company, a supplier, etc.) needs, a four to five-page Executive Summary or brief proposal will suit your immediate purpose. The customized summary or proposal highlights the main elements of a complete business plan in a concise, easily-digestible format, and is delivered within five (5) business days.
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Personal Business Plan: $800
Professionals in the financial services, insurance, and legal, as well as a variety of sales positions, are increasingly asked to present a personal business plan to prospective employers or superiors to demonstrate how their individual skills, network, ideas, and qualifications will enable them to be successful in a new position. Working closely with you, we create personal business plans that deliver the impression you want to make.
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Plan Review/Editing/ Formatting Revision: $100-$500
You may have completed a plan yourself or contracted with another company for its creation, but be at a stage where you need another opinion or additional work. We will edit and revise your plan, as well as offer recommendations for revisions, or revise the plan for you to ensure that you impress your audience with a solid presentation.
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Financial Modeling: $200-$500
Creating pro forma financials can be daunting for many start-up companies. Whether you need complete pro forma financials and visuals created, or simply a sounding board to review and perform tests of the validity of the financials you have created, we can help.
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Custom Presentation and Scripts: $300-$750
Many investors and lenders request a presentation to accompany and/or summarize the business plan. We can create a custom presentation for you that is visually representative of your unique concept and is effective in communicating the value of your concept.
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