Consulting Firm Business Plan Template

Written by Dave Lavinsky

Consulting Firm Management Team


Expert Business Consultants will be owned and operated by Jeffrey Liebowitz and Felicia Monroe.

Jeffrey Liebowitz is a CPA and CEO in one of New York’s largest companies. He is a graduate of the prestigious Wharton School of the University of Pennsylvania and has made a solid reputation for himself in New York with his keen financial sense and diligent accounting methods. Jeffrey’s expertise lies in tax, accounting, cash forecasting, and budgeting. He has studied numerous Fortune 500 companies over the years and has developed a solid method of creating profitable companies that will be able to ensure success for all of the clients that utilize Expert Business Consultants.

Felicia Monroe was a CMO (Chief Marketing Officer) from San Francisco and a Director of Marketing & Communications at a New York hedge fund. She is a graduate of the Kellogg School of Management at Stanford University and began her early career in the Bay Area. There, she worked her way up to CMO and eventually landed the coveted role of Director of Marketing & Communications in New York. Felicia’s organization, diligence, and creativity have helped generate larger revenue streams for her employer’s and she will advise her clients at Expert Business Consultants how to do so as well.