Ivy League educated professional business plan writer and investment banker whose plans and financial models have raised over $100 million in aggregate for client companies.

Studied Economics at Columbia University, including graduate-level Marketing.

7 years developing Business Plans and Financial Models for Holbrook Capital, NYC-based investment bank and JDA Partners, NYC-based investment bank and private equity firm.

3 years creating Business Plans and Financial Models for private clients.

Past Business Plan and Financial Model client industries include: E-commerce, Digital Media, Healthcare, Marketing, Fashion and Luxury, Advertising, Film Services, Mining, Banking and Finance, Education, Energy, Green Technology, Physical Therapy, Industrial Sensors, Hedge Funds / Private Wealth Management.

Additional Contract Services:

Portfolio analysis for hedge fund Capital R Investments.

Independent valuation for charitable banking institution Opportunity International.

International transactions include Western Europe and Latin America.

Work Terms

The best business plans begin with in-depth interviews with the client to determine the business's key differentiators. Following initial phone interviews, communication is by phone or email.