With a focus on strategic business planning, market analysis, and investor-ready presentations, our proven systems have helped organizations like Credit Unions for Kids raise over $165 million and supported the creation of 15,000+ jobs through the University of Utah’s state-wide entrepreneurial programs.
No matter where you are in your business journey—whether you're refining operations or preparing for acquisition—our results-driven strategies ensure you’re on the path to sustainable success. Ready to see how we can help you achieve extraordinary results? Let's create your next success story.
We developed a powerful new business model, scaling it regionally and then nationwide. From creating comprehensive financial models to crafting a dynamic slide presentation, our team also built an events strategy, developed a sponsorship program, and wrote a detailed operations manual. We didn’t stop there—we assembled a winning team to manage it all.
Result:
Over 400 credit unions joined forces, raising more than $165 million. Now, that’s the power of a strategic business plan and capital raising strategy at work.
When the University of Utah needed a world-class entrepreneurship program, we stepped in to develop the curriculum for MBA students. We built an entire 8-16 week syllabus, designed a state-wide business plan competition, and launched a sponsor program. This wasn’t just theory—it was real-world, actionable business training.
Result:
More than 3,500 MBA students trained, 1,100+ businesses launched, and over 15,000 jobs created. We even helped the University achieve a top 2 ranking in the U.S. for business plan competitions.
We started with an in-depth market analysis and competitive outline for Aztec Produce, and followed up with a detailed business plan, comprehensive financial models, and a winning slide presentation. To ensure seamless operations, we developed marketing materials and wrote a full operations manual.
Result:
A successful acquisition led to a smooth business sale. When it comes to business growth and strategic exits, our track record speaks for itself.
For TNT Collision, we dove deep into business plan development, creating a sharp new marketing strategy, detailed financial models, and an engaging slide deck. We also revamped their marketing materials and completely updated their operations manual to reflect the new growth trajectory.
Result:
The business was successfully acquired by Service King, showing the power of a well-prepared plan and a focused growth strategy.
We developed a full online training system, complete with 40+ lessons, scripts, and training videos. We built out the website, created the financial models, and designed a compelling slide deck. To top it off, we wrote the entire training manual to support the system.
Result:
Successfully launched a global online training platform, complete with over 40 interactive lessons, videos, and workbooks.
From training manuals to marketing materials, we designed and launched a full national system to help entrepreneurs thrive. Slide decks were created, general partnerships negotiated, and training modules built—all with regular updates to keep entrepreneurs ahead of the curve.
Result:
A national training system launched, empowering entrepreneurs across the country.
We crafted an entire business model, sponsor program, and training system to prepare high school students for the
Entrepreneurs Challenge
business plan competition. This was more than a curriculum—it was a foundation for the next generation of business leaders.
Result:
12 Arizona high schools participated, laying the groundwork for the Young Entrepreneurs Success System (Y.E.S.S.).
With a new business plan, comprehensive market analysis, and updated marketing materials, we transformed Greylock Insurance’s ability to attract buyers. Within weeks of completing the project, this company sold for 30% more than the previous offer—after two years of no success.
Result:
Sold in just three weeks for 30% more than initially offered.
We designed and rolled out a new sales training system for 250 reps, built a business plan for merger readiness, and created a complete market analysis. Then, we added a Fortune 50 acquisition target into the mix.
Result:
Added 20 offices and eventually sold to a Fortune 50 company for $425 million.
We built the original business plan, developed branding, created marketing materials, and secured trademark protection. In addition, we organized partnerships and designed golf tournaments to drive fundraising.
Result:
Secured corporate sponsors and funding, with over 20 sponsors signed on for future events.
From business planning to operations manuals, we guided RX2Live through a comprehensive launch strategy. We secured general partnerships, developed a franchise strategy, and built a marketing system that drove significant growth.
Result:
71 franchisees sold, named one of the fastest-growing franchises, and recipient of several industry awards.
We developed the business model, built financial projections, and co-branded marketing materials. Partnering with a national network of medical professionals, we created a business strategy to scale their corporate wellness services.
Result:
Successfully launched a national network of medical and wellness professionals.
We created slide decks, marketing materials, and wrote the operations manual needed to support Aware Med’s franchise expansion. We negotiated key partnerships to support their national rollout.
Result:
Launched a franchise system nationwide, primed for success.
With Aesthetics Health, we built marketing materials, negotiated general partnerships, and created the operational framework for their franchise system. A solid foundation was put in place for national expansion.
Result:
Successful national franchise system launch.
We built detailed business and financial models for Pertexa, created a complete slide deck, and co-branded marketing materials. We designed a training system for a national sales network and crafted a Private Placement Memorandum for a $30 million capital raise.
Result:
Secured an exclusive AI technology provider contract and raised $30 million in capital.
We developed business models, financial models, and slide decks to help launch remote patient monitoring services for Medicare patients. Our team designed a comprehensive training system and marketing materials for a national rollout.
Result:
Funding secured for the launch of a national medical and wellness network.
We developed financial models and business strategies to help Dwell Assured deliver services to Medicare patients. Our team crafted marketing materials and training systems to prepare for a national network rollout.
Result:
Successfully launched a national network of wellness professionals.
We developed a business model and designed a comprehensive training system to educate high school students on entrepreneurship. The system included a multi-stage business plan competition with materials and training.
Result:
Thousands of young entrepreneurs trained, with multiple new businesses launched as a result.
For Twisted Ink, we created a comprehensive slide deck, developed marketing materials, and negotiated general partnerships. Additionally, we wrote the operations manual to align with the Franchise Disclosure Document, ensuring the business was well-prepared for franchise expansion.
Result:
Successfully launched a national franchise system, poised for scalable growth.
We developed a slide deck and wrote the operations manual for Top Shot, ensuring a smooth transition to a franchising model. These materials were meticulously crafted to support their Franchise Disclosure Document and guide them toward a national rollout.
Result:
Launch of a successful franchising system, setting the stage for national expansion.
We created the original business concept and transformed it into a scalable model. Our team designed financial models, developed a slide deck, and created marketing materials to help franchisees work directly with franchisors. Strategic partnerships and subscription models were also established.
Result:
Multiple franchises sold nationwide, with a growing subscription model supporting continued success.
We developed a slide deck, created marketing materials, and negotiated general partnerships to support Monkey Dooz’s expansion. The operations manual was written to align with the Franchise Disclosure Document, enabling the business to scale as a national franchise.
Result:
Successfully launched a national franchising system, positioning Monkey Dooz for long-term growth.
For the Health Beat podcast, we designed the entire format to focus on health and wellness initiatives. The show offers life hacks and expert tips for improving health, delivered in an engaging, upbeat way. We also created a YouTube channel to expand the podcast's reach.
Result:
Over 100 episodes produced across audio and YouTube platforms, driving significant audience engagement.
We created a full online training system tailored for medical professionals. This included developing a business model, sponsor program, and coaching system to help doctors master the business side of their practices. The website and marketing materials were built to support the system.
Result:
Continuously training medical professionals in the business acumen needed to grow and thrive in their practices.
We developed the slide deck, marketing materials, and financial models for Truckers Health Network. Over 25 general partnerships were negotiated, and we wrote a comprehensive operations manual. An online store was also developed to expand the network's reach.
Result:
Funding secured, with new partnerships and strategic associations established to drive continued growth.
For Truckers Health Con, we designed the concept and slide presentation, developed marketing materials, and created financial models. Over 20 vendor partners were secured to sponsor the first event, and the strategic plan was set in motion for future conferences.
Result:
A highly successful inaugural event, laying the groundwork for ongoing conferences and strategic partnerships.
We developed the marketing concept, built the slide presentation, and created marketing materials for Robo RITA. Financial models were developed, and we negotiated over 15 general partnerships to support growth. A sales team was trained and a system put in place to ensure ongoing success.
Result:
Funding secured and strategic partnerships established, with continued growth and expansion in sight.
FAQS
We're passionate about helping entrepreneurs like you confidently secure the capital needed to turn your vision into reality. Together, we’ll craft a compelling pitch that speaks directly to investors, highlighting your unique value proposition, market potential, and financial projections. Whether you’re just getting started or looking to scale, my step-by-step process will guide you through the maze of fundraising with clarity, making sure you're always one step ahead. We’ll fine-tune every aspect of your pitch to grab attention and spark interest from the right investors.
Our approach combines over three decades of entrepreneurial experience with a proven system that’s helped raise over $1.3 billion in capital. But what really sets us apart is that we're not just about theory—we're about action. We've walked in your shoes, launched multiple businesses, and faced the same challenges you’re navigating right now. We'll provide you with a personalized game plan that’s rooted in real-world experience, combining strategy with practical steps to help you achieve measurable results. Our focus is on ensuring you’re prepared, polished, and positioned to succeed.
We work with driven entrepreneurs from all industries, but we especially thrive with startups and growing businesses that are serious about taking their vision to the next level. Whether you're in tech, healthcare, manufacturing, or consulting, the principles of securing investment and building a strong foundation for growth remain the same. What matters most is your passion and commitment to making your business a success. If you're ready to invest in yourself, roll up your sleeves, and make your business investor-ready, then we’re a perfect fit.
We've spent years studying what truly captivates investors, and we know it’s not just about having a great idea. It’s about storytelling, data, and confidence. We’ll develop your pitch to not only cover the essentials like market need, scalability, and financials but also to tell a story that grabs attention and leaves a lasting impression. We focus on crafting a narrative that resonates, demonstrating your passion, your plan, and why your business is the perfect opportunity for investors. We’ll ensure every detail—whether it’s your slide deck or financial projections—delivers the confidence and credibility investors are looking for.
If you’re an entrepreneur who’s serious about growth and ready to secure the funding your business needs, our services are designed for you. You might feel like you’ve hit a wall when it comes to approaching investors or maybe you’re unsure how to communicate your vision in a way that gets attention. That’s where we come in. We'll work with you to craft a plan that’s not only customized for your business but also positions you to succeed with investors. If you’re ready to elevate your pitch, gain clarity, and take actionable steps to reach your goals, we’re going to make a great team.
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