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"Stephen utilized an extremely analytical process through which he
re-focused and greatly improved our business plan. His feedback and
advice were on point and the services rendered were extremely
professional. The resulting plan was vastly improved and we'd
readily recommend others to engage his services."
"We learned not only how a professional worries about
preparing the appropriate written material, but about
how his spirit makes others feel the empathy that you
have and so easily transmit it to all of us. I want to
congratulate you for that special skill and personal
charm that create a positive attitude among (workshop)
participants, eliciting the learning process." |
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No Templates
- We do not fill in blanks in a template. However, we have a
basic outline from which the client's plan can evolve if no
previous document exists.
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Client
Surveys - The business
plan writer (consultant) submits a
series of 1 or more Client Surveys. Client responses are
analyzed for development of text and financial content. We also
review, research and edit an existing business plan according to
the client's predetermined guidelines.
Client participation is key to minimizing costs and insuring
client knowledge of the content.
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Draft,
Revision & Finalization - Typically, there are three to four
drafts - the first draft demonstrates the outline and content
based on client survey responses. The second draft includes
revisions to the first draft plus financial projections. The
third draft concludes revision of text and financial
projections, resulting in the final draft.
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Client
Participation - We encourage and support client
participation in researching relevant data necessary to develop
a viable plan. We are support-oriented, providing expertise,
focus and direction to the client in the process of developing
the plan. We seek assurance our client
thoroughly understands the entire content of the business plan.
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Proprietary
Research Data - Clients
are subject to confidentiality and distribution limits as may be
determined by third-party owners of proprietary data supplied to
Windhaus Associates.
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Non-Profit
Business Plans - Our
many years in incubators and Small Business Development Centers
qualify our associates to service nonprofit agencies. Public and
private funding sources demand that nonprofits secure financial
self-sufficiency, and now demand business plans from non-profit
agencies. Read Steve Windhaus' column on
non-profit business plan strategies.
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Negotiated
Fee Rates - The
negotiated fee is extremely competitive for our industry, and
determined by the scope of work to be performed. Likewise, it is
imperative to note the purchase of any third-party, research
data remains in the purview of the client. This allows the
client greater control of the budget directed to development of
the business plan. We do maintain an extensive research
database. However, there are conditions in certain business
sectors whereby research data is not accessible without
compensation.
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Range of
Fees - Fees vary with
each type of service offered and the scope of work to be
performed by Windhaus Associates. Fees do not include the cost
of purchasing proprietary, third-party data. Such data primarily
relates to market research. Windhaus Associates will provide
relevant sources of data, but the final decision to purchase and
implement that data remains the exclusive domain of the client.
Our fees typically, though not exclusively, range from $5,000 to
$6.500 for the development of three and five-year business
plans. Business plan reviews are conducted for a flat rate of
$500 per business plan document. Marketing plan fees range from
$2,000 to $3,000, exclusive of the purchase of any proprietary,
third-party research data.
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Manner of
Payment - We accept
payments by cashier check, company check and wire transfers.
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Installment
Payment Schedules - Any contract fee of $2,000 or less
requires immediate payment in full on signing, and before client
receipt of the completed work. Any contract fee exceeding $2,000
requires immediate payment of 40% at the outset, 40% at the
midpoint in the projected timeline for completion of the project
and 20% on receipt of the final draft of document.
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