Business
Planner and Proposal Writer
SUMMARY
OF QUALIFICATIONS
- Developed
business plans for high tech and healthcare enterprises, including one plan
funded at over $13 million for a major clinical program at a prestigious
healthcare provider.
- Coached
both new and old economy companies on strategic issues and on their "story"
for potential investors.
- Authored
over 35 Investment Marketing Memoranda for companies in widely diverse industries.
- Drafted
a successful application to the IRS for 501(c)(3) charitable status for
a business incubator. Designed the incubator's California-funded, small
business loan program.
- Coordinated
preparation of a successful application for a National Institutes of Health
research grant of $1.5 million.
AREAS OF EXPERTISE
- Developing
or revising/updating a company's business plan through regular interaction
with the executive team and appropriate line personnel. The goal: to position
the company for growth, whether organic or by financing or acquisition.
All the standard elements of a plan are covered, with a focus on the company's
value proposition, its business model, barriers to entry, and the market
and how it will be penetrated.
- Consulting
on specific business issues
for companies needing limited help. Some examples: retaining customers,
obtaining financing, dealing with growth.
- Writing
project proposals, applications for funding, program guidelines, research
reports, and other corporate documents.
- Making
presentations to company seminars and professional groups on selected
business topics. Some examples: "Strategic Management," "Financing
Early Stage Companies," "Dot-Com Winners and Losers," and
"What Investors Look For".
Strategic
Growth Solutions, © Copyright 2002