Financial Planning

468 North Camden Drive, Suite 200
Beverly Hills, CA 90210
Toll-Free: (877) 684-3631 · Local: (310) 271-0220 · Facsimile: (310) 684-3631

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We strongly believe that creating a meaningful business and marketing plan, that you intend to follow, is like creating a road map to success. That is the main reason why we offer basic Business and Marketing Planning and Evaluation service as an integral part of our initial business evaluation . Upon being retained, we will do just that – either bring in our experts and with your help and input analyze your business model, competition, strengths and weaknesses, current and prospective customer base, and current marketing strategy and provide you with an outline of a business and marketing plan in the form of an executive summary attached to our formal proposal for turnaround services, or evaluate the one previously written and append it with our analysis in the executive summary form. We will then work closely with you, to figure out where you have deviated or might deviate from the plan in the future, and how to correct and/or prevent potential pitfalls.

Should you require a more in-depth analysis and writing services, such are provided as an integral part of both our on-site and ongoing coaching turnaround services and are also available in our a la carte list of services for those of your choosing the self-help route. In this case we offer these services to our clients at a discount of about 75% as compared to fees charged for similar services by companies specializing in Business and Marketing Planning. We invite you to take a full advantage of these services and services offered by other companies we have partnered with, each offering unique and professional service to you – our client. Please visit our Resource Partners page to view an ever-expanding list of partners and services.