Consulting Firm Business Plan Template

Written by Dave Lavinsky

Consulting Firm Executive Summary


Business Overview

Expert Business Consultants is a consulting firm that provides expert business advice to startup businesses.

Expert Business Consultants provide startup business consultations, business plans, lender meeting consultations, financial analysis, and marketing consultations. Expert Business Consultants provides affordable pricing packages and can tailor a strategy to meet the needs of each individual client.

Expert Business Consultants will be based in New York, New York and will staff a team of four business experts, two of them being the owners of the company. Expert Business Consultants will be owned by Jeffrey Liebowitz and Felicia Monroe, each having 50% ownership in the business. Jeffrey is the finance and accounting expert, having worked as a CPA and CFO in Wall Street firms. Felicia is the marketing and business plan expert with her background being a CMO at a technology firm in San Francisco. Together, Jeffrey and Felicia recruited two more business experts and will add more team members as the company grows.


Service Offering

The following are the services that Expert Business Consultants will provide:

  • Business Plans
  • Financial Analysis & Projections
  • Marketing Strategies
  • Lender Meeting Consultations
  • Operations Plan
  • Policies & Procedures Implementation


Customer Focus

Expert Business Consultants will target startup companies in New York and entrepreneurs looking to embark on their own venture. These individuals may be fresh out of school, have been working at another company for awhile and would like to venture out on their own, or existing businesses that are wanting to expand and/or are needing business advice to sustain operations.


Management Team

Expert Business Consultants will be owned and operated by Jeffrey Liebowitz and Felicia Monroe. Each brings a different set of expert skill sets required to operate and ensure success of a business. Jeffrey is a CPA and CFO whose expertise lies in accounting, tax, cash forecasting, and budgeting. Felicia is the marketing and communications guru who is extremely knowledgeable about marketing, market research, analytics, and planning. Jeffrey and Felicia’s expertise and diligent customer service will ensure the viability and success of Expert Business Consultants.

Success Factors

Expert Business Consultants will be able to achieve success by offering the following competitive advantages:

  • Friendly, knowledgeable, and highly qualified team of business experts that can provide a thoughtful and world-rounded approach to business strategy and implementation.
  • Cost effective services that can be tailored to meet each business or business person’s needs.
  • One-on-one expert coaching and consulting. Expert Business Consultants will personally be there every step of the way.


Financial Highlights

Expert Business Consultants is seeking $160,000 in debt financing to launch. The funding will be dedicated towards securing office space, office equipment, and supplies, and for three months of salary costs. The breakout of the funding is below:

  • Securing office space, build-out, and design: $50,000
  • Three months of overhead expenses (payroll, rent, utilities):  $50,000
  • Marketing & Advertising: $25,000
  • Licensing & Technology: $25,000
  • Office supplies & Equipment: $10,000


The following graph below outlines the pro forma financial projections for Expert Business Consultants.

pro forma financial projections for Expert Business Consultants