Articles – Resources – Case Studies

Knowledge and past experience to help you
get funded or grow your business

Recent Articles

Berkeley Business Bootcamp Session 1 - Why You Need a Business Plan and How to Write One

Berkeley Chamber and Berkeley Public Library have teamed up to act as a resource for the Berkeley Community with a 6-part series of FREE online classes. On October 22 I was happy to be the educator in Berkeley Chamber of Commerce's Business Bootcamp series. My session was titled, "Why You Need a Business Plan and […]

Parts of a Business Plan - Using Funds

In this quick video I walk through one of the biggest parts of a business plan – the 5 steps you need to take in order to accurately tell a bank how you will be using the funds that you are requesting. This is the 2nd step in my Fast Access to Working Capital Formula, […]

How The Correct Business Plan Structure Will Help Get You Funded

A while ago I wrote an article titled “Business Plan Structure: 6 Must-Have Sections”. In the article I discussed the sections that every business plan must have in order to answer all the questions an investor or bank needs to see. Recently, I was asked to record a video explaining how this fits into my […]

The Death of the Traditional Business Plan is a MYTH!

The death of the traditional business plan has been discussed over and over again. Writing a business plan is often cited as the first thing an entrepreneur must do before starting any new venture. However, a traditional business plan rarely (if ever) survives the reality of the market once the full document is completed. So, […]

Business Plan Writing Secrets Hiding In Your Own Head

Yes, there are some business plan writing secrets hidden in your own head. Let me delve into a couple secrets that will help certainly help you if you're at a stand still. In my years as a business plan writer I have come across thousands of people in the process of writing their own business […]

Add These 2 Sentences to the Financial Section of Your Business Plan to Make Banks (and Investors) Keep Reading.

When you’re seeking investment for your business, 9 times out of 10 you will be asked for a detailed business plan. Whether you are approaching banks, private investors, or venture capital firms to fund your business, the financial section of your business plan is the most important piece. Your financial section has to be rock […]

Business Plan Structure - 6 Must Have Sections

Business Plan Structure: The 6 Must-Have Sections To answer every question an investor is looking for your business plan structure must have 6 essential sections. There is not one perfect business plan template that suits every business, but every proper business plan structure will have these sections. Business owners and entrepreneurs often get extremely frustrated […]

2 Reasons Why You Should NOT Buy a Business Plan Online

You need a business plan, but… DON’T BUY A BUSINESS PLAN ONLINE... you're just wasting your money.   Here's why: You need funding for your new idea or expanding your business. The first thing you learn on the Internet is that you need a business plan. Investors and banks will ask for a detailed business plan […]

Help Writing a Business Plan

New Idea or a Growing Business? You have a new business idea, or you want to grow your existing business. Awesome! This is exciting. However, you need funding to launch your idea or expand… The Internet tells you that you need a business plan to present to investors and banks. TRUE. Now You Need Help […]

FREE Business Plan Questions

So, You Need a Business Plan You are starting a new business or expanding your existing business. Now you need a business plan so you can get the funding you need to launch and expand. Answer These Business Plan Questions Whether you are starting a new business, or writing a business plan for your existing […]

Business Feasibility Study - Case Study

Ramblin’ Adventure Club (RAC) Feasibility Study RAC came to me for my small business consulting services. Their passion was unmatched, but their current business model wasn't profitable at the time. They wanted me to write a business plan for the company to use as an internal document to guide their direction and growth. The first […]

Business Plan Consulting Case Study

BUSINESS PLAN CONSULTING SBA 7(a) Loan to Start a Franchise The Barre Studio, Capitola was seeking approval for a $250,000 SBA 7(a) loan to start a barre fitness studio franchise. I was happy to provide the business plan consulting that helped secure the SBA loan, and strategize the launch of her own brand. Check out […]
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