Executive Planning - The Essential Plans

The Essential plan covers the starting line for your business. This plan is developed specifically for Start-Ups and First Time Entrepreneurs. The basics of “how-to” are answered in this project. This plan is both inexpensive and highly effective. This plan includes the following features: 

  • An organized business model
  • Identify opportunity in the market
  • Evaluate the competition
  • Establish the Leadership Team
  • Calculate the Target Demographic
  • Determine the Profitable Budget
  • Finalize the Goals and the Next Steps


Executive Planning - The Complete Plan

The Complete Plan accounts for every contingency. We generate a robust, effective, and an organized plan executed from day one for maximum profit. Not only does the plan cover the services and features from the Essential plan, but also:

  • Brand Image and Message
  • Complete Competitive Comparison and Analysis
  • Two-year Projections
  • Investment Offering


Executive Planning - The Strategic Plan

The Strategic Plan covers the content portion of the planning. We will help you find the purpose of your business (it maybe be different from you think) and create a plan that allows your company to outperform your competitors. This plan includes the following features:

  • Set specific and achievable goals
  • Identify, clarify, and dissect the problem or problems that must be overcome for you to be successful
  • Layout simple instructions that can be easily followed and will most assuredly achieve the goals of the plan


Exceutive Branding - The Basics

To become operational and take your business to market, you will need the following tools to be considered relevant and professional:

  • Logo
  • Font
  • Color Palette
  • Mission/Vision
  • Mantra/Slogan
  • Info Web site
  • Business Cards
  • Letterhead
  • Core Values


Executive Branding - The Next Level

The marketplace is vast and crowded these days, so your Image and Message must stand out and inspire. The Next Level includes The Basics and the following:

  • Four inspiring stories from staff/vendors/customers
  • Three T-shirt designs
  • Two Press Releases
  • One Presentation


Excecutive Structure - Simple Business

All you need to own and operate a legal business in your state and save tens of thousands of dollars in self-employment tax.

  • Formation in your state
  • EIN Letter from the IRS
  • S-Corp Election


Excecutive Structure - Partner Program

With Partners, it can get real complicated real quick, so we have developed a process that will protect you from each other and save you thousands of dollars. The Partner Program includes everything in Simple Business, as well as the following:

  • Shareholder’s Agreement or Operating Agreement
  • Roles & Responsibilities
  • Exit Plan


Excecutive Structure - Team Management

Providing your team with structure, organization, culture, and tools will motivate and inspire them to be there best every day. Team Management comes with the following tools:

  • Core Values
  • Employee Handbook
  • Policies & Procedures
  • Roles & Responsibilities
  • Leadership Meeting Structure
  • Education and Culture Plan


Executive Marketing - The Manual

This robust marketing plan will include designs, stories, and strategies. The Manual will explain not only what to do but how to do it, so you can effectively target your buyers and build a strong following.


Executive Marketing - Content Library

Effective marketing is the consistent delivery of your message to your target audience. It is crucial to have many tools at your disposal, so you can capitalize when the opportunity comes. The Content Library includes both Executive Branding services and the following:

  • Three commercials
  • Professional Photo Library
  • Three articles
  • Postcard
  • Brochure
  • Three billboard designs
  • Three digital ads


Executive Management - Chief Executive Officer

  • Develop Strategic Plan
  • Chair Leadership Meeting
  • Train Leadership Team
  • Improve Processes
  • Create Documents
  • Negotiate Contracts
  • Business Development


Executive Management - Chief Financial Officer

  • Bookkeeping
  • Accounting
  • Tax
  • Payroll
  • Projections
  • Budgets
  • Key Metric Tracking and Analysis
  • Raise Capital


Executive Management - Chief Marketing Officer

  • Market Research & Analysis
  • Develop Corporate Image and Message
  • Create all Content
  • Train staff
  • Drive Culture


Certificate of Formation

Additional service - Certificate of Formation


EIN Letter

Additional service - EIN letter



Additional service - E selection