2022 Reviews

Top Business Plan Writers in San Francisco - 2022

LAST UPDATED 8 Dec, 2022
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List of the Top Business Plan Writers in San Francisco

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Pro Business Plans

Service Focus
16% Market Research
17% Business Strategy
22% Product Launches
20% Market Entry
20% Other Marketing
4% Other Finance
Service Focus
16% Market Research
17% Business Strategy
22% Product Launches
20% Market Entry
20% Other Marketing
4% Other Finance
Pro Business Plans collaborates with global corporations from Startups to Fortune 500 transversely a broad array of industries to formulate spectacular business plans, investment materials, and pitch levels. The business plan Procedure is Premeditated for adjacent and ongoing alliance intended with your team. Some of their serviceslude: investor material, consulting services, capital raising, marketing research, and business financing, among many more.

Activate

Service Focus
22% Market Research
11% Pitch Decks
4% Business Plans
18% Business Consulting
35% Marketing
10% Other
Service Focus
22% Market Research
11% Pitch Decks
4% Business Plans
18% Business Consulting
35% Marketing
10% Other
Activate’s team members have a unique combination of operating track records, blue chip consulting experience, and industry expertise, with Proven success in areas where success is anything but guaranteed. Their clients are leaders and innovators in eCommerce, hardware and devices, television and digital video, sports, video games, advertising, information, news, digital marketplaces, and music.

Emerge Business Consulting

Service Focus
23% Market Research
21% Pitch Decks
18% Business Plans
20% Business Consulting
18% Marketing
1% Other
Service Focus
23% Market Research
21% Pitch Decks
18% Business Plans
20% Business Consulting
18% Marketing
1% Other
Emerge Business Consulting is a software consulting agency with extensive experience on integrated accounting software applications and business management. Their qualified advisors contrivance and support the Sage Software family such as Sage 100 ERP, Sage 500 ERP, Sage 300 ERP, Sage HRMS, Sage FAS Fixed Assets as well as Acumatica.

Frequently Asked Questions About Business Plan Writers

It is actually possible for you to get both a business plan and a pitch deck done if the situation calls for it. That being said, it is important to note that a business plan and a pitch deck have different setups, so they should be treated differently.

If you are looking to have a potential client, partner or virtual capital investor learn more about your company, a pitch deck would be the most ideal situation. However, a business plan should be seen as a sort of guide or road map to your business and what you would like to achieve within a certain period of time.

When searching for a business plan writer, you should always consider a few factors such as if the business plan writer has prior experience in raising funds. This could be either directly as a licensed investment banker or indirectly as their written business plan has provided investment to the business in question.

You also have to take into account if they have any previous entrepreneurial experience. Whilst this is not mandatory, such experience can provide an added outlook into what you require from your business plan writer. This is because they understand the business layout and are much better placed to provide the necessary information.

While the main aim of a business plan writer is to provide you with a well-crafted business plan, it is possible that an additional funding service can also be added to that of business plan creation. It is important to note that this is only possible if the business plan writer in question is a licensed investment banker, specifically with both Series 7 and 63 designations.

When searching for a business plan writer there are a couple of questions you need to ask. For one, you need to ask just how much experience that business plan writer has, if they have been writing business plans for a number of years or if they are just starting out. Another question you have to ask is what the business plan writer’s track record is like. You really do not want to employ the services of someone that hasn’t created a business plan that has been delivered.

One of the keys to having a professional business plan is having one that involves adequate market research. Your chosen business plan writer has to have access to the necessary market research for your business. The last question to ask your prospective business plan writer is what the writing team consists of. You will need knowledgeable hands to create your business plans, individuals such as industry experts, financial experts, and any other necessary subject matter experts.

If your business plan writer is a one-man team, then you can expect it will take anything from a month to 8 weeks to create a business plan. This takes into account other factors such as if the business plan writer in question or the team has the required experience.

A great business plan does not mean just the plan itself, it also involves being able to transform validated assumptions into a clear strategy that capital allocators can buy into once they are shown. Hence, working with experienced business plan consultants can often mean spending weeks or even months to arrive at a final version.

The amount business plan writers tend to charge is influenced by a host of factors. For one it could be the type of plan you need. There are plans that can be as simple as an executive summary coupled with a financial worksheet, while others can be more than 50 pages with numerous years of financial projections.

Business plans written by a business plan consultant can cost upwards of $20,000. However, it is also possible to hire less expensive business plan writers for as low as $1,500.the more complicated plans tend to range into the high thousands, depending on the type of business plan writing service.

Generally speaking, all business plan writers are different. Some may have a very streamlined service utilizing software or templates, whereas others may more reflect a comprehensive business consulting engagement. However, the typical The business planning process is as follows:

Step 1 – Collect Information: More streamlined services may use a business plan questionnaire to collect this information, whereas others may meet in person or schedule meetings over video conference software.

Step 2 – Prepare a Draft: During this period, the business plan writers typically conduct market research, prepare financial projections, and research your business model to make a draft of your professional business plan.

Step 3 – Revise: Each business plan writing service you review will have a different policy for revisions. Typically, entry-level firms offer a restricted number of revisions whereas higher-end agencies provide several video conferences or even ongoing business consulting.

Business plan writers tend to concentrate on the writing of business plans and the preparation of any necessary final documents. A business plan writer’s job is typically limited to amalgamating the necessary words to compile a promising and attractive business idea.

The truth is, you do in fact, need a business plan writer if you have a rough business plan created and require a mix of convincing words to present your ideas for venture capital or even banks. So to sum it all up, if you are interested in raising money, then having a business plan writer is definitely worth it.

A business plan writer is one that creates a detailed description of a business’s plan for staffing, hiring, quality assurance, organizational and operational structure, user navigation, customer service, and more.

A business consultant offers an analysis of the existing practices of a business, whilst making recommendations for improvement. A business consultant typically specializes in a single area of business management, something like human resources.

The definition shows that there is some overlap in regards to the duties and responsibilities they both offer, however, the major aim of a consultant is to aid you in understanding the organizational process of your business, such as creating your business model, conducting market research, and even aiding you when it comes to raising money.

Friday Consulting

Service Focus
12% Market Research
8% Pitch Decks
12% Business Plans
31% Business Consulting
32% Marketing
6% Other
Service Focus
12% Market Research
8% Pitch Decks
12% Business Plans
31% Business Consulting
32% Marketing
6% Other
Since 2009, Friday Consulting has assisted emerging businesses attained justifiable revenue growth. They are uplifting entrePreneurs establishing idea via scaling and past is their passion. Whatever your stage, they will make it work effortlessly and assist you stay intensive on the future.

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Propeller

Service Focus
21% Market Research
15% Pitch Decks
22% Business Plans
20% Business Consulting
10% Marketing
11% Other
Service Focus
21% Market Research
15% Pitch Decks
22% Business Plans
20% Business Consulting
10% Marketing
11% Other
Propeller apply customized and creative apProaches that tailor their work to the client setting to exploit outcomes. They value methods and tool agnostic, evading the one-size-fits-all method. Their serviceslude strategic planning and execution, business and opportunity assessments, business case realization, business and operating model strategy, digital transformation, and merger and integration execution.

Edgeworth Economics

Service Focus
13% Market Research
13% Pitch Decks
23% Business Plans
19% Business Consulting
6% Marketing
27% Other
Service Focus
13% Market Research
13% Pitch Decks
23% Business Plans
19% Business Consulting
6% Marketing
27% Other
Edgeworth Economics is one of the world’s leading economic consultancies, at the forefront of Antitrust, Class Certification, Intellectual Property, and Labor and Employment. Their in-house team of economists Provides clear explanations rooted in the rigorous application of economic Principles and hard data. They apProach the challenges their clients face with fresh perspectives and tailored, innovative analysis—which ultimately enable them to Provide original and efficient solutions to those challenges.

Growthlever.Io

Service Focus
35% Market Research
20% Pitch Decks
30% Business Plans
6% Business Consulting
1% Marketing
8% Other
Service Focus
35% Market Research
20% Pitch Decks
30% Business Plans
6% Business Consulting
1% Marketing
8% Other
GrowthLever was originally founded as a company that Provided hyper-targeted Prospect data to sales teams. Over time the company became the number one full-service outreach Provider. Their sales reps will send out 200+ cold touches every day. Depending on their research, it can be through cold emails, high-volume ringless voicemail drops, or other mediums. They also Provide daily reporting and advanced KPI metrics on-demand.

Moving Brands

Service Focus
11% Market Research
1% Pitch Decks
27% Business Plans
28% Business Consulting
18% Marketing
15% Other
Service Focus
11% Market Research
1% Pitch Decks
27% Business Plans
28% Business Consulting
18% Marketing
15% Other
Moving Brands is an independent, global creative and innovation partner. They make their clients both successful and truly sustainable. They are led by creative and strategic business people. Their work results in Products and experiences that people love, enduring purpose-led brands and innovative new businesses. All of their work is collaborative and together, they solve critical challenges and capture valuable opportunities.

Enehano Solutions

Service Focus
18% Market Research
15% Pitch Decks
27% Business Plans
1% Business Consulting
30% Marketing
9% Other
Service Focus
18% Market Research
15% Pitch Decks
27% Business Plans
1% Business Consulting
30% Marketing
9% Other
DomainMarket will offer you a new domain that will obviously sound like the specialist of your industry, which will assist you gain traffic from search engines. All of their domains can be traced effortless to identify and recall, which will upsurge the achievement of your advertising campaigns. With amplified trafficreased marketing success, better brand recognition, you're sure to have significant Profits.

A Simple Office Solution

Service Focus
3% Market Research
40% Pitch Decks
7% Business Plans
1% Business Consulting
17% Marketing
33% Other
Service Focus
3% Market Research
40% Pitch Decks
7% Business Plans
1% Business Consulting
17% Marketing
33% Other
A Simple Office Solution uplifts businesses through cost-effective financial and accounting services. At the same time they establish organic associations with their customers to modify service plans based on a particular company’s needs. They have a qualified and dedicated team who will help manage the sole financial needs of your organization so you can focus on big-picture notion.

Matax

Service Focus
18% Market Research
17% Pitch Decks
14% Business Plans
23% Business Consulting
15% Marketing
14% Other
Service Focus
18% Market Research
17% Pitch Decks
14% Business Plans
23% Business Consulting
15% Marketing
14% Other
Matax offer app integration, accounting and book keeping services, and business services. When you work with Matax they first get to know you, your business and company culture. They review your needs and your requirements, recommending the most efficient, cost-effective solutions. They set deliverables with a fixed Price. They know that the financials are essential for decision making, that’s why all planslude our basic bookkeeping service. Then Proceeds to work when everything is in place.

Mosaic Black

Service Focus
23% Market Research
37% Pitch Decks
7% Business Plans
19% Business Consulting
6% Marketing
9% Other
Service Focus
23% Market Research
37% Pitch Decks
7% Business Plans
19% Business Consulting
6% Marketing
9% Other
Mosaic Black is a mixture boutique consultant agency that major on business strategy, digital marketing, analysis, research, and branding. They specialize in Product development, experiential marketing, go-to-market strategies, market research in three significant industries: restaurant & hospitality, wine & spirits, and food & beverage.

Hf Holdings

Service Focus
16% Market Research
15% Pitch Decks
23% Business Plans
21% Business Consulting
1% Marketing
24% Other
Service Focus
16% Market Research
15% Pitch Decks
23% Business Plans
21% Business Consulting
1% Marketing
24% Other
HF Holdings is a full-service debt recovery firm that controls a global network of associate advocates to get you compensated. You can hire them when you looking for in-house debt collectors. Also, their relations with debt collection law agency has permitted their office to reliably surpass the nationwide typical for fruitful debt retrieval. They carefully listen to the particular needs and requirements of their clients to guarantee that their cooperative experience and broad reach, Proceeds to deliver excellent recovery solutions.

Run Right Business Consulting

Service Focus
4% Market Research
19% Pitch Decks
17% Business Plans
15% Business Consulting
23% Marketing
23% Other
Service Focus
4% Market Research
19% Pitch Decks
17% Business Plans
15% Business Consulting
23% Marketing
23% Other
Run Right Business Consulting firm all of them Provides gratis coaching meeting, so that you can experience how it feels to be coached and make an educated decision as to whether coaching is a good investment for you. Their Program is modified for every business founder or supervisory. Some of their serviceslude sales, delivery, marketing, team, operations, leadership, career advancement, financial mastery and attitude.

Zest Business Consulting

Service Focus
17% Market Research
17% Business Strategy
21% Product Launches
6% Market Entry
19% Other Marketing
20% Other Finance
Service Focus
17% Market Research
17% Business Strategy
21% Product Launches
6% Market Entry
19% Other Marketing
20% Other Finance
At Zest Business Consulting San Francisco their business consulting amenities are pitched to help the sole trials of small industries as well as mid-sized companies. They connect with clients globally by using the latest in virtual technology. They also offer personal business consulting and business consulting sessions are obtainable from their San Francisco office.

Collaboration Business Consulting

Service Focus
6% Market Research
27% Business Strategy
1% Product Launches
19% Market Entry
23% Other Marketing
24% Other Finance
Service Focus
6% Market Research
27% Business Strategy
1% Product Launches
19% Market Entry
23% Other Marketing
24% Other Finance
Collaboration is a boutique management consulting firm that drives companies to create sustainable, Profitable growth. By becoming trusted advisors, they focus on implementing solid management infrastructures and developing collaborative work environments which allow our clients to exceed their business goals. Their clients are CEO’s, company executives leaders and influencers in a variety of industriesluding technology, specialty manufacturing, large scale construction & software development.

Bain & Company

Service Focus
25% Market Research
18% Business Strategy
8% Product Launches
28% Market Entry
0% Other Marketing
21% Other Finance
Service Focus
25% Market Research
18% Business Strategy
8% Product Launches
28% Market Entry
0% Other Marketing
21% Other Finance
Bain and Company is a global advisory firm that assist the world’s most determined change makers describe the uPComing. They work with their clients as a single team with a common interest to attain astonishing outcome, outdo the rivalry and redefine businesses. Their talent comes from commitment in more than one billion in Pro bono expertise and insight to companies handling current urgent trials in racial equity, social justice, economic development, education and the environment.

Mckinsey & Co

Service Focus
25% Market Research
3% Pitch Decks
10% Business Plans
13% Business Consulting
19% Marketing
29% Other
Service Focus
25% Market Research
3% Pitch Decks
10% Business Plans
13% Business Consulting
19% Marketing
29% Other
At McKinsey and Company they assist agencies across the public, Private, and social sectors create Modification Matters. With their C-suite to the front line, they collaborates with their patrons to alter their agencies in the that matter most to them. This needs inserting digital, analytics, and strategy into core Procedures and mind-sets, and establishing competences that assist people and agencies to thrive in an ever-changing context.

Slalom Consulting

Service Focus
21% Market Research
19% Business Strategy
18% Product Launches
21% Market Entry
7% Other Marketing
14% Other Finance
Service Focus
21% Market Research
19% Business Strategy
18% Product Launches
21% Market Entry
7% Other Marketing
14% Other Finance
At Salom their team have independence to move speedily and engage in what will benefit their client. That makes them more individual and sPrightlier than outmoded consulting firms. they deeply care about assisting you handle your significant challenges and turn your vision into reality. They assist agencies tackle their most go-getting Projects and build new abilities.

Boston Consulting Group

Service Focus
10% Market Research
10% Business Strategy
35% Product Launches
1% Market Entry
35% Other Marketing
10% Other Finance
Service Focus
10% Market Research
10% Business Strategy
35% Product Launches
1% Market Entry
35% Other Marketing
10% Other Finance
Boston Consulting Group partner with elites in business and society to solve their most substantial trials and accomplish their extensive considerate. They work in a exclusively collaborative model across the firm and throughout all levels of the client organization to deliver results that help their clients thrive. BCG’s diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change through leading-edge management consulting as well as data science, technology and design, digital ventures, and business purpose.

Business Plan Creation: Guide to Success

Regardless if you are raising money from investors or banks - or just want support with market research or strategic planning, preparing a professional business plan can be a helpful way to start or grow your business. This guide will assist you to be a master in the business planning process.

Before starting on your plan, you should first seek to define the purpose of creating it. Generally, there are two different reasons people prepare business plans:

  • Business Funding: Preparing a professional business plan for funding will generally be partitioned into two areas those for bank funding and those for equity financing (E.g. venture capital, angel investor). In this context, the business plan is more designed to communicate information externally for investor due diligence rather than designed to help you to make decisions or assist with your business strategy.

  • Strategic Planning: In this context, the purpose is more structured around helping management conduct a market analysis, put together your marketing plan, and better plan for your cash flow strategy. It is different than those for raising capital because the information is more granular and covers less information you already know.

Once you have determined the purpose or objective of your business plan, the next step is to determine what framework to use.

Business Plan Framework:
Many business plan writers have developed their own structure, but we've shared the most typical depending on your case.

  • Business Funding: The most common framework for a capital raise is the Sequoia Capital business plan format. This version is partitioned into three main sections: Business Description, Market Research, and Financial Forecasts. We break down this later in Step 2 in more detail.

  • Strategic Planning: These business plans tend to be more boutique and if you hire a firm more reflect consulting engagements. For higher-end agencies, you may define the scope which often includes market research, business strategy, and putting together a financial plan to help your company allocate resources.

For those raising capital, this is the most important part and where top business plan writers earn their value. According to the Sequoia Capital framework, business plans should present the 'Market Problem' their business addresses and the 'Solution' their business brings to address this. More extensive business plans will cover additional information about how your company will operate.

Every business plan is different and often many will have differing perspectives on the type of market research they would like to see. Typically, however, these will be some of the most important elements:

  • Target Market: In this part of the business plan, companies share information on the market they intend to focus on to provide their product or service. This could be as granular as creating customer personas, or as broad as defining a subcategory as an existing market. To conduct this market research, startups should conduct focus groups and surveys, but for existing companies, this can be based on historical information.

  • Market Size: The purpose of putting the market size in the business plan is designed to articulate the scalability of your market capitalization. For instance, if the size of your market is only $100 M, this means your business is from day one capped at how large it can be. This market research is typically conducted by identifying who your competitors are and then estimating their total aggregate size. There are often third-party market research reports available that you can directly reference in your business plan.

  • Key Trends: In your business plan, key trends often consist of market research you conduct to show that positive trends exist for your company and the industry is moving in the right direction overall. Things often included here include shifts in political environments, technological changes, or cultural changes that occur over a short period.

Not all investors will require that your business create financial projections, especially at an early stage. However, if they do it can be very time-consuming, and if you do not have prior experience preparing models, it may be a good time to get business planning assistance. However, if you do choose to go about it yourself, this guide will help you know what to include in your business plan.

Common things you want to make sure are included:

  • Burn Rate: This is your use of funds by category and how much money are you spending every month, particularly in light of your revenue projections, to help investors understand how efficiently you can manage their investment.

  • Unit Economics: This covers the key assumptions around the profitability of your business and is simply put your Cost of Goods Sold (COGS) in your financial model, but more complexly put, everything that goes into delivering a product or service and this depends on every business. For instance, the COGS in a manufacturing business plan is traditionally the cost of raw materials, whereas many may incorporate additional factors into the breakdown of the unit economics.

  • Scalability: This section of the financial forecast shows how your business will scale by covering the Capital Expenditures (CAPEX) required to do so. For instance, a software company can scale very quickly and indefinitely whereas a manufacturing business scales very slowly and requires larger buildings which tax the balance sheet.

Designing your business plan can be a helpful way to more effectively communicate market research, showcase your product, and represent your company brand.

There are a couple of different options when opting for business plan design.

  • Do-it-Yourself: If you choose to design it yourself, there are a few different options. You can use software, buy a template, or license a design software if you already know how to use it. What you choose will depend on your skill level and time commitment.

  • Hire a Company: There is a myriad of graphic design services online that can help to develop your branding and quickly prepare your business plan design. These companies range in their fees but often charge anywhere from a few hundred dollars to many thousands depending on the level of customization and quality.

After you've done a fantastic job and impressed investors with your business plan, many will continue their research on your company and ask follow-up questions. It is important that your team be prepared for these questions and is often recommended you prepare premeditated responses in your business plan or financial model.

Some common questions are:

  • How did you arrive at your financial numbers?

  • What is your valuation? Are you issuing equity or a SAFE/Convertible note?

  • How did you come up with the idea?

  • What if a large competitor introduces this product or service?

  • How are you different than your competitor? (Note: They will often cite a specific company)

Finding investors for your business is a tedious process that requires intense focus and patience. Many make a mistake by spending a lot of time refining their business plan but then hastily putting together an investor list and pitching their business. Below, we have included top tips to help you find investors:

  • Seek Feedback on your Business Plan: Most investors will not provide feedback on your business plan so it is important to generate this from a service provider (E.g. attorney, business plan consultant) or relationships you have. It is better they catch mistakes than your prospective investors.

  • Rehearse your Pitch: Companies pitching investors should spend time refining their elevator pitch either by using a service or requesting the time of those they have relationships with.

  • Conduct Research: Before you determine who you would like to pitch your business plan to, first research which venture capitalists are 'right' for you. They are often classified by Industry, Stage, Geography, and Business Model. In many cases, they may also be mission-driven and focus on specific groups (E.g. immigrants)

  • Prepare a List: After you have conducted research and shortlisted firms, it is recommended your company prepare a list of those you have determined appropriate for your business. Many use Google Sheets or Excel to help them in their investment marketing efforts.

  • Track your Outreach: Once you have prepared your list, track your outreach efforts so you can keep track of the stage, next steps, and notes with each investment company you have spoken with. Then, continue to build relationships with them over time.