Our team has two decades of experience in strategic and tactical marketing communications, media, and business development experience. Clients have included start-ups, small businesses, nonprofits, and the Fortune 500. We have worked in many sectors, from mobile apps and healthcare to retail, social services, and manufacturing. As a small operation, we deliver very personalized service.

We take a collaborative approach to ensure that a plan reflects the client’s intention. At one time, we may be working on plans for a mobile app, a new restaurant, and a nonprofit. We thrive on diverse ideas and ways to promote a client’s vision.”

We have written business plans from 10 to 80 pages for SBA loans, donors, and private investors. We align with specialty partners as needed for a project’s goals. In addition to business plans, we provide small business consultation, from brand audits and competitive analysis to strategic plan reviews, employee engagement, and donor relations.

"Very professional. My startup needed financials and a marketing plan. Everything exceeded all expectations. I recommend them."

CEO, new product start-up, Southern California

"The advice has helped with market analysis, sales presentations, and management."

VP, large manufacturer, Southern California

"A valuable asset to our small company. We will use them again!"

CEO, regional credit union, Bay Area

"Performed above and beyond expectations. They invested himself into our business plan, but they also invested themselves into our industry. I highly recommend their services to anyone." 

Co-Founder, online business, Bay Area

"Very pleased with the plan and extensive financials. Great pitch deck to go with the plan. Exactly what we needed."

CEO, independent international retailer opening 10 locations overseas, based in Bay Area