Business Planning &


Business Planning & Development – Assist clients with envisioning, developing and growing their own businesses, and/or vetting and maximizing investments in other businesses.

  • Investment Consultation – Vet potential client investments to ensure they are viable and meet the client’s risk profile
  • Presentation Creation – Create sales presentations for small and large audiences
  • Proposal Writing – Design templates/draft content for proposals that can be leveraged by sales staffs, or draft unique proposals from end-to-end
  • Prospect Identification and Solicitation – Through client networks and CORE networks, help identify and solicit potential investors
  • Sales Training – Provide sales training to sales staff; create sales incentive plans/contests, etc.
  • Strategy Development – Develop a comprehensive sales strategy addressing markets, messages, mediums and measurements