Business & Strategic Planning

  • Refining your strategy.
  • Financial modeling: breakeven & ROI analysis.
  • Crisp writing: executive summaries and full plans.
  • Compelling decks.
  • Identifying & securing investors.
  • Raising the capital you need. 

Is your strategy working? Are you making money? Landing investors? Growing your audience or customer base? Achieving the impact you’re aiming for?

None of us can do everything. Strategic planning can help you decide where to focus your limited time and resources for the most benefit. I’ll bring 30 years of experience building some of the world’s most successful organizations to the table as your trusted thought partner.

With business planning, we can take you beyond where you are today and package your opportunity for presentation to investors. I can also help you reach those investors.

For example, I helped the online grocery retailer Thrive Market secure a $250,000.- investment, by streamlining their pitch, identifying the investor, and making the introduction.

Similarly, I worked with a local hospitality entrepreneur to refine and polish their business plan and then recommended specific individuals who invested more than $100,000.-. This client wrote:

“Peter’s natural ability to translate my passion, inspiration, thought and truth into words in my business plan are straight-out par excellence. I am opening my fourth major business in my career and his work on my business plan has left me with one of the best I have ever had.”

Successful business plans like these combine sound financial modeling with market analysis, a differentiated strategy, and clear, crisp expression.

I learned the ins & outs while earning an MBA at Yale, where a business plan I created won first prize in the university’s first social entrepreneurship competition.

Let’s talk about what I can do for you.