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Business Plan Writing Service

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Our business plan writers develop plans that can help you win funding.

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What you can expect working with our Team:

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Business planning pros

You’ll work with a professional plan writer who will build a custom business plan for your unique industry

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The #1 planning tool

Get free access to LivePlan software, which makes it easier to share and update your plan

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A winning format

Our unique business plan format has helped over 1 million businesses

Expert business plan writers for any type of business

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Business plans for startups

  • Establish milestones to achieve success.
  • Outline accurate startup costs.
  • Fully establish the vision for your business.

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Pitching to investors

  • Plans are formatted to meet lenders' expectations.
  • Ensures your projected financials are realistic.
  • Be prepared with a strong plan to back up your pitch.

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Retail, eCommerce, restaurants and other popular industries

  • Plan writers with experience and expertise in your industry.
  • Insights into what details are vital to succeed in your industry.
  • Develop a strong value proposition to stand out from the competition.

What makes our business plan writing services different?

Our business plan format has helped companies raise millions.

Our writers use a business plan structure that has been tested and refined over the past 20 years. So when you hire a LivePlan business plan writer, you'll be maximizing your chances of securing a loan or investment.

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Business plan writers trusted by top business schools across the U.S.

Since 1988, Palo Alto Software—the creator of LivePlan—has helped over a million entrepreneurs achieve success. Our business plan structure is even taught at top universities, such as Princeton and Rice.

Get matched with a business plan writer who knows your industry

Our writers are experienced professionals who have written hundreds of business plans. That means there will most likely be someone on our team who has experience in your specific industry.

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The best decision I could have made to launch my business in the right direction. I definitely recommend these services to entrepreneurs and future small business owners.

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Melinda Holden

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Maximize your chances of securing funding

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How the process works:

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Research and discovery

We first gain an in-depth understanding of your business. Then, we begin market research and examine your growth drivers.

Plan Writing

Once our research is complete, we'll write the body of your business plan and provide you with a draft to review.

Financial modeling

We'll turn your financial assumptions into forecasts that include everything lenders and investors need to see.

Design and review

You'll get a polished business plan with a design that matches your brand. You can then print the plan or share it online with a unique and private link.

Ready to get started?

Fill out the form below to connect with a liveplan team member, your request has been received..

A LivePlan business plan writing expert will email your quote shortly.

Get a head start today:

My plan writer was responsive, and understood my vision from our first communication. I now have a living document that I can use and manipulate as needed going forward.

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Marcus Flowers

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Frequently Asked Questions

Business plan writing help and services for hire, will you review my plan and make changes.

Our review-only service just includes feedback, but if you decide you'd like to engage in our full plan writing service after participating in a review, we'll give you a discount.

What if I already started writing my plan?

If you have a partially completed plan, we can work with that. In fact, it helps the plan writing process go faster because we'll have to ask fewer questions, but you'll want to choose the full business plan writing service.

Do you do market research? What does that include?

Yes, we do market research. We have access to industry reports for most industries and we will use them to lend more credibility to your plan and validate the assumptions we are making in your financials.

What is included with the full plan writing service?

When it's all said and done, you'll have a full, lender or investor ready business plan, a one page pitch, and a free year of LivePlan so you can make changes to your plan as well as use our cash flow and business management tools to stay on track.

Can you guarantee that my business will get funded?

There are a lot of factors that go into the decision making process for lending that are beyond our control, like your personal credit. What we can say is that it is very difficult to get funding without a solid business plan and we make solid business plans.

Will you share my information?

We take your privacy very seriously and will not share your information.

How long will it take to finish my plan? / Do you offer an expedited service?

The average business plan completes in 3-6 weeks, depending on your responsiveness to your writer and our work load. We offer expedited services if you are in a rush.

Yes, we can deliver an expedited plan in as little as two weeks for an additional $1,000.

Does my business plan include financials?

What formats do you deliver in.

We deliver in PDF format, Word and we also give you access to edit your plan in a free LivePlan account.

How many pages is the average business plan?

We subscribe to the lean business planning method so we try to keep your plan short and to the point. Depending on the complexity of your business, your finished plan can end up being anywhere from 25-50 pages.

Pricing and Options

How much does this service cost.

The full plan writing service cost can vary depending on your needs. Book a call with us to request a quote. We also offer a lower cost business plan review service and a forecasting service.

Do you offer a la carte services?

We offer a review service (feedback only, no edits), forecast only service or full business plan writing service. If you have a partially completed plan, we can work with that, but you'll want to choose the full business plan writing service.

Do you offer a review service?

Yes. One of our business planning experts can review your plan and financials line by line and give you critical and constructive feedback to help improve your plan and increase your confidence when it comes time to deliver.

Do you offer an expedited service?

What if i don't like my plan.

You'll have the opportunity to review and leave feedback after each draft. We recommend taking the time to be thorough and thoughtful in your feedback as that is your chance to help mold your plan into something that really resonates with you.

Expert Plan Writers and Consultants

Who writes my business plan.

You will be paired with one dedicated individual from our small team of highly trained and experienced business planning professionals. Each one is a uniquely qualified business planning expert who can translate your ideas into a business plan that will appeal to your audience.

Is my plan writer an expert in my industry?

Our business plan writers are experts specifically in business plan writing. We've worked with every industry imaginable so the likelihood that they have some familiarity with your industry is high, but if you are looking for a business consultant this may not be a good fit.

What kind of background will my writer have? Are they outsourced from other countries? Have they been writing business plans for very long?

We are a small team of well educated business planning experts. Each writer's background varies but they all have financial or business education as well as years, small business management or consulting and business plan writing experience. They are all well vetted and really good at what they do, which is write plans that help you get funded.

Small Business Definitions

What is a business plan.

In its simplest form, a business plan is a guide—a roadmap for your business that outlines goals and details how you plan to achieve those goals. At its heart, a business plan is just a plan for how your business is going to work, and how you're going to make it succeed. Read our full article on "What is a business plan" here.

What is in a business plan?

The executive summary is an overview of your business and your plans. It comes first in your plan and is ideally only one to two pages. Most people write it last, though.

The opportunity section answers these questions: What are you actually selling and how are you solving a problem (or "need") for your market? Who is your target market and competition?

In the execution chapter of your business plan, you'll answer the question: how are you going to take your opportunity and turn it into a business? This section will cover your marketing and sales plan, operations, and your milestones and metrics for success.

Investors look for great teams in addition to great ideas. Use the company and management chapter to describe your current team and who you need to hire. You will also provide a quick overview of your legal structure, location, and history if you're already up and running.

Your business plan isn't complete without a financial forecast . We'll tell you what to include in your financial plan, but you'll definitely want to start with a sales forecast, cash flow statement, income statement (also called profit and loss), and your balance sheet.

If you need more space for product images or additional information, use the appendix for those details.

Read our full article "How to Write a Business Plan — the Comprehensive Guide" for more information, here.

Why is a business plan important?

There are many reasons why it is important to have a business plan. A business plan is essential if you're seeking a loan or investment, can help you make big spending decisions with confidence and is a solid foundation for ongoing strategic planning and prioritization. Read our full article on "8 Reasons Having a Business Plan is Important" here.

What is a business plan writer/consultant?

A business plan writer/consultant is a business and financial expert who can help guide you through the process of creating a business plan and do much of the labor involved in creating it. They will work with you to understand your business model, do market research, create financial projections and offer guidance as all of those pieces are brought together in a full business plan document.

How to pick a business plan writer/consultant?

Picking a business plan writer or business plan consultant is an important decision — you'll want to find someone dedicated to your success, with experience in your industry or field and that is in it for the long haul. Read our full article on "Things to Look for When Hiring a Business Plan Writer" here.

Why should you pay someone to write your business plan?

You don't have time. Starting a business is time consuming. Oftentimes people have to juggle a regular 9-5 job while working on starting their business. That doesn't leave a lot of time for a big writing project. Hiring a professional to write your business plan can help you give you time to focus on the tasks that are critical to getting your business off the ground.

You want to make sure it is done right, the first time. You only get one chance to make a first impression. Hiring a professional to write your plan for you can give you the peace of mind that your plan is the best it can be when you present it to potential lenders or investors.

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Experienced consultants, strategic advisory process, fully customized. no templates., cost effective & results driven, over $1 billion in funding raised, growth strategy implementation, market research access, best quality, competitive pricing, award winning service, get your free business plan writing proposal, what you'll get:.

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No other business plan writer can match our quality, detail and price. Check out one of our business samples for yourself.

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Expert Business Plan Writers For Hire

Our experienced business plan writers have written thousands of business plans. You’ll work with a professional plan writer who will build a custom business plan for your unique industry.

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What You'll Get In Your Free Proposal

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Schedule your consultation and see why thousands of small business owners trust Go Business Plans with their business planning.

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Our business plan writers can handle all aspects of your business plan, from research and writing to business model consulting and operations planning. Let us help put your best foot forward with a comprehensive, well-researched, and expertly written business plan.

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  • 6 Tips for Making a Winning Business Presentation
  • 3 Key Things You Need to Know About Financing Your Business
  • How to Use Your Business Plan Most Effectively
  • How to Pitch Your Business Plan in 6 Minutes
  • The Main Objectives of a Business Plan
  • The Basics of Writing a Business Plan
  • 12 Reasons You Need a Business Plan
  • What to Include and Not Include in a Successful Business Plan
  • A Step-by-Step Guide to Presenting Your Business Plan in 10 Slides
  • The Top 4 Types of Business Plans
  • 12 Ways to Set Your Business Goals and Objectives
  • How to Assess the Potential of Your Business Idea
  • How to Fund Your Business Through Friends and Family Loans and Crowdsourcing
  • How to Fund Your Business Using Banks and Credit Unions
  • How to Fund Your Business With an SBA Loan
  • How to Fund Your Business With Bonds and Indirect Funding Sources
  • How to Fund Your Business With Venture Capital
  • How to Fund Your Business With Angel Investors
  • How to Use Your Business Plan to Track Performance
  • How to Make Your Business Plan Attractive to Prospective Partners
  • When to Update Your Business Plan
  • How to Write the Management Team Section to Your Business Plan
  • How to Create a Strategic Hiring Plan
  • How to Write a Business Plan Executive Summary That Sells Your Idea
  • How to Build a Team of Outside Experts for Your Business
  • Use This Worksheet to Write a Product Description That Sells
  • What Is Your Unique Selling Proposition? Use This Worksheet to Find Your Greatest Strength.
  • How to Raise Money With Your Business Plan
  • Customers and Investors Don't Want Products. They Want Solutions.
  • 5 Essential Elements of Your Industry Trends Plan
  • How to Identify and Research Your Competition
  • Who Is Your Ideal Customer? 4 Questions to Ask Yourself.
  • How to Identify Market Trends in Your Business Plan
  • How to Define Your Product and Set Your Prices
  • How to Determine the Barriers to Entry for Your Business
  • How to Get Customers in Your Store and Drive Traffic to Your Website
  • How to Effectively Promote Your Business to Customers and Investors
  • What Equipment and Facilities to Include in Your Business Plan
  • How to Write an Income Statement for Your Business Plan
  • How to Make a Balance Sheet
  • How to Make a Cash Flow Statement
  • How to Use Financial Ratios to Understand the Health of Your Business
  • How to Write an Operations Plan for Retail and Sales Businesses
  • How to Make Realistic Financial Forecasts
  • How to Write an Operations Plan for Manufacturers
  • What Technology Needs to Include In Your Business Plan
  • How to List Personnel and Materials in Your Business Plan
  • The Role of Franchising
  • The Best Ways to Follow Up on a Buisiness Plan
  • The Best Books, Sites, Trade Associations and Resources to Get Your Business Funded and Running
  • How to Hire the Right Business Plan Consultant
  • Business Plan Lingo and Resources All Entrepreneurs Should Know
  • How to Write a Letter of Introduction
  • What To Put on the Cover Page of a Business Plan
  • How to Format Your Business Plan
  • 6 Steps to Getting Your Business Plan In Front of Investors

How to Hire the Right Business Plan Consultant While they will cost you time and money, some experts believe strongly in the utility and value of hiring outside help to craft your business plan.

By Eric Butow • Oct 27, 2023

Opinions expressed by Entrepreneur contributors are their own.

This is part 4 / 8 of Write Your Business Plan: Section 6: Getting Your Business Plan to Investors series.

Businesspeople tend to fall into two camps when it comes to consultants. Some believe strongly in the utility and value of hiring outside experts to bring new perspectives and broad knowledge to challenging tasks. Others feel consultants are overpaid yes-men brought in only to endorse plans already decided upon or to take the heat for unpopular but necessary decisions.

Related: Find an Entrepreneur-verified expert to help you write your plan

Who's right? Both are, depending on the consultant you hire and your purpose for hiring one. Most consultants are legitimate experts in specific or general business areas. And most consultants can be hired to help with all or part of the process of writing a business plan.

Related: The Benefits and Risks of Writing a Business Plan

The downside is you have to spend a lot of time on communication before and during the process of working with a consultant. Be sure you have fully explained, and the consultant fully understands, the nature of your business, your concept and strategy, your financial needs, and other matters such as control, future plans, and so on. Refer to these important issues throughout the process—you don't want to pay for a beautifully done plan that fits somebody else's business, not yours. And when the work is done, debrief the consultant to find out if there's anything you can learn that wasn't included in the plan.

If you decide to hire a consultant to help you prepare your plan, take care that you select the right person. Here are the guidelines:

  • Get referrals. Ask colleagues, acquaintances, and professionals such as bankers, accountants, and lawyers for the names of business plan consultants they recommend. A good referral goes a long way to easing concerns you may have. Few consultants advertise anyway, so referrals may be your only choice.
  • Look for a fit. Find a consultant who is an expert in helping businesses like yours. Ideally, the consultant should have lots of experience with companies of similar size and age in similar industries. Avoid general business experts or those who lack experience in your field.
  • Check references. Get the names of at least three clients the consultant has helped to write plans. Call the former clients and ask about the consultant's performance. Was the consultant's final fee in line with the original estimate? Was the plan completed on time? Did it serve the intended purpose?
  • Get it in writing. Have a legal contract for the consultant's services. It should discuss in detail the fee, when it will be paid, and under what circumstances. And make sure you get a detailed, written description of what the consultant must do to earn the fee. Whether it's an hourly rate or a flat fee isn't as important as each party knowing exactly what's expected.

The Lowdown on Consultants

A good consultant should provide the following:

  • They should lay out expectations. In any working relationship, you need to know exactly what is expected of whom you are hiring.
  • The consultant should only make promises they can keep. Hold them to their word. Business is about making and keeping promises.
  • All plans should be made in advance and make promises that were inherently discussed beforehand. Without a concrete plan a consultant can "wing it," leaving you without any way to look at milestones and keep tabs on her progress.
  • A consultant should provide regular, specific updates. You need to set up a schedule and a means of regular communication. You want to know—specifically— what she is doing, and this means regular ongoing communication, which is an integral part of a healthy business relationship.
  • They should not have a personal agenda. If the consultant is not acting in the best interest of your company, then they are not doing the job ethically. Make sure anyone you're hiring is working for your needs, not theirs.

Related: 12 Reasons You Need a Business Plan

What Does It All Mean?

In the end, consultants can only help you know what it is you're looking to accomplish with your business. Business plan competitions can give you a leg up on the competition, but you will then need to use that edge wisely by putting your award-winning plan into the right hands. SCORE and other organizations can benefit you in the business planning process, if you are ready to listen, learn, and ask questions.

Remember, though, there is no magic formula for success. Your business plan should lay down the foundation from which you will do everything you can to build and sustain a successful business. It should tell the story of your business going forward and help you think hard about every aspect of your business. It should help you make the key decisions as you proceed. It should also keep you thinking about all of the possibilities.

Related: How to Write a Business Plan

Writing a business plan is not easy, but neither is starting and running a successful business. Many new businesses (as well as older ones) fail every year. Some have no concrete plan, others have drifted from the plan, and many have lost the motivation to grow and change to keep pace with the changing marketplace. Complacency stops many businesses from taking the next steps.

A business plan means what you want it to mean. It can be a way of guiding you through the process, a means of getting investors, a way of finding advisors, a document to help lure new talent, or all of the above. It is not something that you finish and forget to look at, but instead something you can go back to, just as you would do with a blueprint of a house or a building as you plan to add on a new room or rewire the facility.

Of course, the business plan is worthwhile only if you are honest in what you put on paper, meaning being honest to yourself. If you are writing down an idealized version of what you'd like to see without including well-researched facts and forecasts that are based on due diligence, then your business plan will simply lead you to disappointment. Therefore, as you write the plan, stop and look at it periodically to make sure you are being realistic and have other people you know and trust read it to confirm that you are being forthright and not overly optimistic.

Related: How to Create a Business Plan Investors Will Love

The real optimism of a business plan is creating something that you can accomplish and make successful over time. It's fine to use the business plan to shoot for the stars—but start with one star at a time.

More in Write Your Business Plan

Section 1: the foundation of a business plan, section 2: putting your business plan to work, section 3: selling your product and team, section 4: marketing your business plan, section 5: organizing operations and finances, section 6: getting your business plan to investors.

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Your Expert Business Plan Consultant

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What Makes Growthink Unique

Customized business plans.

We work closely with you to understand and improve your business model, target market, plans for securing funding and increasing sales, and other aspects of your unique vision to build a custom business plan and financial plan that will help you reach your company goals.

Experienced Consultants

Growthink’s business planning team has world-class academic, entrepreneurial, and financial backgrounds, including experience starting, financing, and growing businesses and working as angel, venture capital, and private equity investors.

Vast Client Experience

We have developed business plans for clients worldwide in hundreds of industries across every organizational type – startups, small businesses, mid-sized companies, large corporations, nonprofit and government organizations.

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Better Strategic Planning

We don’t just document your business ideas on paper. Our business plan consultants conduct market research and collaborate with you to create strategies for you to succeed in both today’s environment and over the long term.

$5+ Billion in Funding Raised

We are in constant contact with investors, lenders, and other funding sources. This enables our consultants to develop business plans and pitch decks that raise capital. Growthink clients have raised billions of dollars in debt and equity funding.

Expert Market Research

We have access to several market research databases to help you better understand the emerging trends in your industry and better identify your target markets, potential risks, and growth opportunities to develop a truly comprehensive business strategy.

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What the Media Says

Based on Growthink’s track record and leadership, the media constantly contacts us for advice and information on business planning and capital raising. In fact, multiple media sources refer to us as the “Business Plan Experts.”

Growthink has been featured in over 500 media sources including the following:

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We are also proud to have been selected as one of America’s Best Management Consulting Firms by Forbes Magazine and Statista.

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Speak With a Growthink Business Plan Consultant

Who we serve, early stage entrepreneurs, small businesses, mid-sized to larger companies, fortune 500 companies, nonprofit and government organizations, representative clients, sample clients who have entrusted growthink with developing their business plans include:.

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See what our clients have said about Growthink’s quality business plan consulting services:

Client success stories.

I was very impressed with how quickly Growthink grasped our unique industry and business.

In a short period of time, they completed research, a beautiful pitch deck and financial projections that we used in our Series A round, which closed successfully.      

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I worked with the team at Growthink to accelerate the development of the original Integreon business plan.

They are a sharp, creative, and results-focused group. I recommend them highly to companies of all sizes looking to turbo-charge the development of their strategic business plans and their businesses.

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We really appreciated working with you! The team you assembled, the quality of your work and the process you took us through really helped us in our thinking. It wasn’t just the meetings and reports you created, but also the structured process that forced us to really think through our target customers, our marketing process, our onboarding process, what technology we must deliver and when – all of that was super helpful.

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V Starr Interiors

I loved working with Growthink.

The staff are passionate about their work and committed to what they do in a way that can only be achieved when you love what you do. They helped keep us on track to achieve our planning goals.

I am looking forward to continued success working with everyone from Growthink in the future.

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I absolutely loved working with Growthink!

They listened to our objectives and truly understood what our mission was prior to beginning our project. They hit all their milestones on-time and on-point. They ultimately delivered a very valuable tool that will have tremendous use to us in our growth plan.

I highly recommend Antonio and the Growthink team.

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Our Story & Mission

In 1999, Growthink co-founders Dave Lavinsky and Jay Turo graduated with their MBAs from UCLA’s Anderson School of Management. They conceived Growthink from their deep and abiding passion and curiosity for business. As Turo says, “The work we do at Growthink is what Dave and I would just naturally do whenever we got together – talking about businesses we love and how to make them better.”

Growthink’s mission is to help executives and entrepreneurs grow their businesses so they can create jobs, offer customers better products and services, realize personal satisfaction and wealth, and fund programs that make the world a better place.

Speak with a Growthink business plan consultant today

What it’s like to work with a professional business plan consultant, our business plan consulting methodology, management interviews, strategic market research, draft plan & financial modeling, review & revise, package & finalize.

  • Management Interviews : In this first phase, we collect and document your “verbal” growth plan, including your vision, key accomplishments to date, challenges and opportunities, business objectives and goals, and growth strategies. In this phase we also identify and refine key research questions, and work to define and communicate an effective “story” for the business plan. Your “story” is what’s going to appeal to investors and lenders.
  • Strategic Market Research : In this phase, we size the relevant market place, analyze competitors, profile existing and prospective customer groups, and perform our due diligence to identify opportunities to grow your own business. Growthink also conducts “benchmarking research” — this involves identifying other companies that have succeeded and/or failed with similar businesses and/or initiatives.
  • Executive Summary
  • Company Analysis
  • Customer and Market Analyses
  • Industry and Competitive Analyses
  • Development, Operations and Marketing Plans
  • Management Team

We will also deliver your complete financial model at this time , including the financial projections .

  • Review and Revise : In this phase, we review the draft plan with you and discuss the focus, wording, and flow of the document. We incorporate any necessary revisions and refinements, and prepare the revised plan.
  • Package and Finalize : The final stage involves creating a clean, professional document, with graphical enhancements, that is copy-edited, formatted, and ready to be presented to stakeholders and investors.

Business Plan Consulting FAQs

A business plan consultant helps small business owners, entrepreneurs, start-ups, and established businesses develop business plans that will help them raise bank loans, equity funding and other forms of funding for their businesses. A quality business plan advisor will also ensure the business’ growth strategy is solid. We are the industry experts in helping many entrepreneurs, business owners, and executives create professional business plans that are well thought out to point your business in the right direction and powerful tools to convince potential investors to fund your project or lend you money.

Every business is unique, so there’s no cookie-cutter business plan. Every business owner has different strengths and weaknesses they bring to the table. We want our clients to get the most out of their business plan by solving problems, leveraging strengths, and highlighting new business opportunities for growth – all while taking it one step at a time.

Growthink starts with what’s important to you: What are your current challenges? What do you hope this business will achieve? Our business planning advisors are there to help make your vision a reality – whether through helping improve your day-to-day operations or providing the strategic planning necessary for companies on an upwards trajectory. Whatever stage you’re at in your company’s life cycle, our business plan consulting firm can help judge the needs of your business and provide solutions based on our years of experience working with companies in a variety of industries.

Read more about  Our Business Planning Process & Methodology .

Growthink’s business plan consultants can produce a custom business plan in as little as seven days, but it may vary depending on the complexity of the business.

The cost for professional business plan development services varies depending on the complexity of the company.

Business Plan Consultants Case Studies

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Fathead is the leading brand in sports and entertainment wall graphics with hundreds of officially licensed products. The Company’s product line-up includes Fathead Tradeables, Fathead Jr., Fathead Skins, Furniture for Fans, and of course, our “Real.Big®” Fathead, the officially licensed, life-size, hi-def wall graphics of professional athletes, animated heroes, entertainment characters, team helmets, and logos. Growthink was engaged to analyze trends within the market and create the Company’s strategic business plan. Since working with Growthink, Fathead was acquired by a leading conglomerate of sports and entertainment properties.

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Cardio Quick Systems

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Porsche Design

Porsche Design Group is a majority-owned subsidiary of Porsche. The company’s activities are focused on the business areas of Porsche Design, Porsche Design Driver’s Selection, and the Porsche Design Studio. Growthink was retained to design and draft a business plan to extend the Porsche unique male luxury brand positioning into the retail arena — specifically sunglasses, leather goods, golf, and electronic products. The business plan and findings were presented directly to the Porsche family, which fully backed it. The Porsche Design Group has since grown dramatically and now operates in many retail locations in the United States and worldwide.

hire business plan consultant

Integreon is a business process outsourcing (BPO) firm that offers a wide range of knowledge and legal support  services  to professionals. Growthink was retained to develop Integreon’s business plan, which focused on raising capital and scaling the business. Since working with Growthink, Integreon has raised over $50 million in venture capital, grown from 12 to 2,000 employees, and is now one of the largest BPO firms in the world.

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We are very proud of our business plan consultancy services and are confident we can help you raise money and grow your business. Call us today or fill out our form to get started.

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Top 15 Sites To Find and Hire the Best Business Plan Consultants

Based on facts publicly available as of 01.01.2024

Toptal is a high-caliber network of business experts from around the world. Toptal consultants have completed a meticulous screening program that identifies the most knowledgeable, driven, and best business plan consultants. The company accepts only the top 3% of applicants to create its exclusive talent pool. It measures consultants’ skills, professionalism, and personality to ensure continued excellence for every project.

A finance director discusses your goals and expectations, then matches you with a selected professional. You have a no-risk guarantee and only pay if you’re satisfied with the output.

Paro, a Chicago business founded in 2015, is a platform for companies to hire vetted finance professionals . Paro uses artificial intelligence to find matches between experts’ skill sets and employers’ needs, rather than providing a free-for-all marketplace. Freelance workers must pass an assessment, interview, and background check. If you hire business plan consultants through Paro, you know they are vetted.

Capital West Advisors began operating in 2006 and keeps headquarters in Beverly Hills. It focuses on business planning but offers other services as well. The company works with a relatively equal mix of small, medium, and large companies. Clients work directly with experts in the firm who help them craft their business plan, rather than being matched with freelancers. The site offers some up-front information. Interested companies can view price structure ranges and sample business plans based on the industry. These are helpful factors if you’re sketching out your budget.

Growthink began in 1999 after the founders graduated from UCLA. The company devises business plans for companies of all sizes, from startups to Fortune 500 companies to nonprofit organizations. Rather than working with vetted freelancers , the company works directly with clients looking to hire business plan consultants. The company offers a free consultation where representatives listen to your business ideas and provide initial suggestions before narrowing down specific business plan concepts.

Since 1998, Guru has matched freelancers and clients around the globe. It is simple and straightforward to hire business plan consultants on the site. Once they find a specialist, clients sign the contract, and Guru fulfills the order right away.

Guru's platform offers a variety of payment methods for easy access and payment protection. Clients should be aware that freelancers can opt to charge part of the commission fee to the buyer.

Cayenne Consulting is another company that works directly with businesses in place of setting up companies with vetted freelancers. It set up shop in 2001 and has headquarters in San Clemente, California. Its comprehensive site includes:

Sample business plans for potential clients to review

Industries the company serves

Professional information about consultants and advisors

Examples of clients organized by industry

The company works with businesses of various sizes that hire business plan consultants. Many of its consultants have more than 25 years of experience.

Freelancer’s website states it is the world’s largest crowdsourcing and freelance marketplace by the number of projects and users. Clients can use the website to post projects, browse profiles, chat with, and potentially hire professional business plan writers . Once you hire a freelancer, you pay with the company’s Milestone Payment system and release payment when you are satisfied with the work. Critics note Freelancer’s customer service team is highly responsive and helpful.

Based in the UK, PeoplePerHour began operating in 2007. It has a solid reputation for connecting freelancers and buyers, assuring security and satisfaction by:

Requiring buyers to maintain an escrow account.

Approving and certifying freelancers.

Offering free job posting for buyers.

Its popularity means that you have a high volume of freelancers from which to choose . Critics note that customer service tends to favor the buyer when disputes occur. The company's messaging system allows you to directly communicate with candidates to help you hire business plan experts.

LinkedIn has been around since 2002. It sets up its site as a professional social media network . You can create a profile for yourself and your business, post a job, or conduct a search to hire business plan consultants.

You can post one job for free on LinkedIn or promote it for a fee. Advertised jobs appear at the top of search results, and the platform sends you a notification when a candidate applies. LinkedInIt also lets you narrow the field with search filters. LinkedIn Recruiter is a more powerful search tool that allows you to view 1,000 candidates instead of 100 with a basic account. 

This site has gained a presence in more than 60 countries since its inception in 2004. To hire a business plan writing service , you can post a job for free or sponsor it. Free job postings appear in general search results, but sponsored jobs get more visibility. Pricing for sponsored jobs is based on the number of applications you wish to receive with the flexibility to reject applications without being charged.

Founders established this California-based site in 2010. You can post job listings, search for candidates, and manage applications with a business account. This popular site opens you to a large candidate pool.

Job seekers can use the site for free, but businesses get only a short trial period before having to pay to use the service. ZipRecruiter offers services customized for small- and medium-sized businesses or enterprises.

Catalant launched in 2013 under the name HourlyNerd. It operates from headquarters in Boston and London. In addition to allowing users to post jobs and hire business plan creators , it also lets you track projects, make payments, and interview experts.Opening an account is free, but when the platform matches you with a freelancer, it adds a fee of 20%-30% of your rate. You can negotiate the price with potential workers. Freelance workers are required to have experience in their field, and Catalant advises applicants that those with advanced degrees tend to be more successful building their practices on Catalant.

Two companies merged to form Upwork in 2015 through the coalition of Elance and oDesk. Upwork has headquarters in California.

There are three general approaches a business owner can use to find and hire a professional business plan advisor on Upwork: 

Talent Marketplace : Clients post a description of and price range for the work they need. They can select freelancers to apply for the job or leave an open invitation for any freelancer to inquire.

Project Catalog : Clients choose from a broad selection of predefined projects.

Talent Scout : An Upwork recruiter assists with selecting candidates for a fee that is wrapped into each professional’s hourly rate. 

This Israel-based company began in 2010 as a marketplace for freelancers to offer services, called gigs, for $5. While the name remains the same, Fiverr freelancers now set prices for their services, and clients can find a range of remote business plan consultants’ options and fees.

Freelancers post gigs for interested buyers to peruse and ask questions. Clients purchase the gig, and Fiverr works as the go-between, ensuring both parties are satisfied. The buyer completes the vetting process to hire business plan consultants, but Fiverr offers timely customer support and partial or complete refunds.

With headquarters in San Francisco, Thumbtack is a service that matches a range of freelancers with clients in their local area. The site focuses on home services, but companies can search for freelancers in many other industries, including business plan consulting . Companies enter information about their industry and how long they have been in business. Thumbtack populates a list from which you can hire business plan advisors who serve your area. You can see at a glance how many times they've been hired through Thumbtack and their hourly rates.

Guide To Hiring a Great Freelance Business Plan Consultant

If you need help writing a business plan, you can use our list of the top 15 sites to hire business plan consultants.

Research indicates that businesses with a plan grow 30% faster than those without one. Read on for in-depth information on how to hire business plan experts.

What Is a Business Plan, and How Do Consultants Help With It?

A business plan gives you a road map for your business and a pitch for investors and lenders. According to Investopedia, a solid business plan includes these elements :

Executive summary : Mission statement and information about the company’s leaders and operation details

Market analysis : Target market, competition, strengths and weaknesses, consumer demand

Products and services : Pricing, consumer benefits, product or service lifespan, research and development, patents and proprietary technology

Budget : Costs for development, marketing, manufacturing, staffing, etc.

Financial planning : Information potential investors need, such as financial statements, balance sheets, targets and future projections

Marketing strategy : Details on marketing campaigns and distribution channels

Your company’s business plan is at the heart of what you do every day. Top consultants design a custom business strategy that works with the specifics of your company or revise a plan to align it with today’s enterprise trends.

How Fast Can You Hire Business Plan Consultants?

The U.S. Bureau of Labor Statistics projects that jobs in this field will grow 11% in the next decade , faster than the average for all professions. This statistic indicates the best business plan consultants are in demand. However, a top freelance company like Toptal may be able to get you started within 48 hours.

How To Hire Business Plan Consultants

You can hire business plan consultants on a full-time, part-time or freelance basis . Hiring a full-time or part-time consultant might not be practical or necessary. Once you have a business plan, you can review it periodically, but the task of writing the plan usually ends once you complete the initial project.

Hiring a freelance consultant allows you to:

Choose from a large talent pool.

Find high-quality specialists due to their range of experience.

Save the cost of hiring a full-time employee.

Find talent willing to work on a short-term basis with a fast deadline.

Hire the consultant again as needed for revisions, updates, and restructuring.

What Skills Should You Look for Before Hiring a Business Plan Consultant

When you hire business plan creators, they should possess a combination of relevant hard and soft skills. Look for employees with a demonstrated ability to:

Conduct research

Collect and analyze data

Build up a financial model

Analyze research reports

Design custom business plans with a substantial justification of the conclusions

Work with companies of your size and in your industry

Communicate effectively

Resolve errors and disparities

In-depth understanding of your company and business goals

How Much Does It Cost To Hire Business Plan Consultants?

Consultants may charge varying rates, and it can be confusing for someone who wants to hire business plan creators. However, the Bureau of Labor Statistics reports the median annual wage for jobs in this category as $93,000. If you're hiring a freelancer on an hourly basis, this figure translates to about $44 per hour.

According to Bizfluent, you can pay anywhere from $1,500-$15,000 for a complete business plan depending on your company's size, the detail you need and the plan’s depth. A business plan is an investment in your future. A solid, well-written plan serves your company for years to come.

Where To Hire Business Plan Consultants Easily

If you have tried writing your own business plan, you probably understand the value top business plan consultants can offer your company. They provide an objective view of your business and may have experience working with other companies in your industry. They can identify your growth opportunities, cash flow management, and eventual exit strategies. They can also determine your strengths so that you can leverage them against the competition.

Things To Consider Before Hiring

However, finding the right site to hire business plan consultants can be daunting with so many choices. Each site has its pros and cons. Keep these questions in mind to decide which company is best for you:

Do you have time to search through profiles yourself, or should you use a company that matches you to the top business plan consultants?

What are your quality expectations?

What is the site’s reputation for finding the best business plan consultants?

Entrepreneurs know that finding the right talent for their business can be intimidating, so use the list of top sites in this article to guide your search for the top business plan consultants.

How do you hire a business plan consultant?

What do business plan consultants do?

How much do consultants charge for business plans?

For a more comprehensive analysis of your needs , you'll need to do more than rely on this list.For a personalized list of the best sites to find Business Plan Consultants, our quiz can be of a great assistance.

To hire Business Plan Consultants, click the green button below to get started.

More Consultants For Hire

Blockchain consultants, crowdfunding consultants, corporate finance consultants, financial modeling consultants, fundraising consultants, growth strategy consultants, fintech consultants, startup funding consultants, m&a consultants, venture capital consultants.

Hire the Top 3% of Freelance Business Plan Writers

Toptal is a marketplace for top professional Business Plan Writers. Top companies and startups hire Business Plan Writing freelancers from Toptal for their mission-critical projects.

No-Risk Trial, Pay Only If Satisfied.

Trusted by leading brands and startups

Watch the case study

Hire Freelance Business Plan Writers

Stephen Kelly, Top Business Plan Writing Professional.

Stephen Kelly

With 20 years of experience working with family offices, institutional and entrepreneurial private equity funds, and consulting Big Four accounting firms, Stephen brings unique insights into the variety of investor mindsets. He freelances to help startups and established investors determine ideal investment, asset management, and fundraising strategies. As a senior executive, he has advised on multi-billion mergers, equity raises exceeding $2 billion, and transactions totaling over $5 billion.

Previously at

Grand Coast Capital Group, LLC

Tanya Dymytrashchuk, Experienced Business Plan Writing Professional.

Tanya Dymytrashchuk

Tanya is a finance expert serving investors and entrepreneurs in M&A, fundraising, buy and build, growth strategies, creating financial transparency, and defining business optimization potentials. She's executed €50 million in debt, equity, and M&A transactions in PE/VC and headed finance at a shared mobility startup, preparing the company for the financing round. Tanya enjoys freelancing due to the opportunities to create value and get to know exciting people and businesses.

Emmy Sharing

Nick Fookes, Freelance Business Plan Writing Expert.

Nick Fookes

Nick is a CFA with a 28-year track record spanning 40+ countries in M&A, finance, strategy, and policy. He's supported executive decisions in 60 high-stake projects, including M&A transactions ($46 billion), radio-spectrum auctions and trades ($3.5 billion), public policy advocacy, government contract bids (worth $1 billion), go-to-market strategies, and raises for small caps and tech startups. Independent since 2001, Nick has enjoyed working in diverse markets, sectors, and cultures.

Invictus Strategy Associates

Dhruv Tandan, Senior Business Plan Writing Consultant.

Dhruv Tandan

Dhruv has worked on successful fundraises and consulting projects worth over $1 billion, with a focus on energy, tech, food, and life science projects across Asia, the US, and Africa. He is a partner at a consulting firm and has more than a decade of experience in fundraising, startup consulting, process improvement, M&A, and project finance. With an MBA in finance, Dhruv enjoys the exposure and sheer variety of assignments that come with freelancing.

Toptal Projects

David Fulep, Independent Business Plan Writing Expert.

David Fulep

David is an M&A expert who has worked with the owners of 100+ businesses to raise capital, exit their investments at premium valuations, or execute successful acquisitions and IPOs. With 15+ years of experience, including six years at PwC, he has worked in many industries and extensively in the TMT and renewable energy sectors. David joined Toptal to advise clients on complex M&A and capital-raising transactions across the world.

Freelance Clients

Sandeep Mathur, Top Business Plan Writing Freelancer.

Sandeep Mathur

Sandeep has analyzed 1,000+ corporates and closed debt, equity, and M&A transactions of over $15 billion as a finance professional. After working for 20+ years in top-tier banks like Barclays, HSBC, and Standard Chartered, he now advises growth companies, leveraging his expertise in modeling, fundamental analysis valuation, and fundraising. As a seasoned problem solver, Sandeep has worked as a fractional CFO for startups, advised on early-stage funding rounds, and designed pricing models.

Standard Chartered

Josh Chapman, Independent Business Plan Writing Consultant.

Josh Chapman

Josh is an investment banker turned VC who lives in Denver, CO. At Morgan Stanley, he covered the world's top hedge funds and sold over $5 billion in IPOs for companies like Alibaba, LendingClub, GrubHub, and more. He also has experience in M&A, startup fundraising, and as a founder. Currently, Josh is one of the managing partners of Konvoy Ventures, a VC firm focused on esports and video gaming.

Konvoy Ventures (VC Firm)

Julio C. Ortiz, Freelance Business Plan Writing Specialist.

Julio C. Ortiz

Julio has diversified experience as a finance VP for multinationals based in the US and Latin America in the financing, pharmaceutical, luxury goods, and personal care sectors and distribution channels, such as retail, wholesale, and travel retail. Julio's expertise includes financial planning and modeling, investment banking, commercial real estate, fundraising, business plan development, logistics, company valuation, and strategic and visionary leadership based on innovation and creativity.

Prime Wealth Development

Carlo Palmieri, Independent Business Plan Writing Expert.

Carlo Palmieri

A Wharton MBA graduate, Carlo has led transactions on $10 billion worth of LBO and growth capital deals. He's worked in investment banking, M&A (Deutsche Bank), management consulting (Bain & Company, Oliver Wyman), and corporate development (Lehman Brothers). Carlo leverages his skills in corporate finance, business strategy, and international business development to help companies scale and deliver value for their investors.

Lehman Brothers

Wen Hu, Senior Business Plan Writing Consultant.

Wen helped a French multimillion-euro food startup build its equity story and manage potential acquirers (Danone). She has project experience with private equity funds, venture capital, and industrial groups in France, Belgium, China, Africa, and the US. She is skilled in financial analysis and modeling, investor deck, and market research. Wen freelances to help advise startups and corporates on business strategy, investor relations, and fundraising projects.

Toptal Clients

Bertrand Deleuse, Freelance Business Plan Writing Professional.

Bertrand Deleuse

Bertrand is a 25-year finance veteran with a true 360 experience, honed as an investment banker, venture advisor, project developer, CFO, and expert witness consultant in international arbitrations. He has advised and partnered on over 100 transactions and investment initiatives totaling over $16 billion. Bertrand is a seasoned problem solver and decision-maker with expert facilitation skills. Bertrand advises on M&A, corporate development, venture growth, project development, and financing.

Quadrant Economics

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98% of Toptal clients choose to hire our talent after a risk-free trial.

Toptal's screening and matching process ensures exceptional talent are matched to your precise needs.

Get Additional Expertise

Our clients frequently pair these additional services with our freelance Business Plan Writers.

... allows corporations to quickly assemble teams that have the right skills for specific projects.

Despite accelerating demand for coders, Toptal prides itself on almost Ivy League-level vetting.

Creating an app for the game

Martin so far is a complete Rockstar. His first bit of work produced a tool for us to model and forecast our financials and is far and away worth every penny we paid and more. Just thought I’d share that with you. Pete Pellizzari, CEO Budder, Inc.
Erik has been an extremely valuable member of our team who has tremendous breath of experience with start ups in our lifecycle phase. What makes his contribution unique and highly effective is not only his excellent financial modeling skills and knowledge, but also the emotional intelligence with which he manages each relationship at Vault, understands our team dynamics, and helps us tackle start up challenges effectively. It is rare to find a part-time consultant who makes you feel like he/she is genuinely invested in the success of your company. Romy Parzick, COO Student Loan Benefits, Inc. dba Vault
Toptal has been an incredible key partner for Sidekick. As an early-stage start-up, we’ve leveraged both design and financial talent. The experience has been incredible, with those professionals bringing creativity, expertise, and advice to ensure Sidekick succeeds. My Toptal financial expert helped steer Sidekick’s business model, which resulted in an initial ROI of 650x! My experience with Toptal has given me great confidence in the future. Doug MacKay, Founder / CEO SideKick
Chris was great to work with and was always available on my schedule. His communication skills and personality were a 10/10. His outputs on the project were top notch and allowed us to develop more efficient forecasting and initiative prioritization frameworks. I would definitely use Chris again. Chris Pozek, CEO Veterans Rideshare
What really sets Toptal apart is the caliber of finance talent available in their network. I had a very specific and pressing need, and Toptal quickly matched me with the perfect person for the job. The expert produced a thoughtful and robust financial analysis that has ultimately allowed us to forecast and prioritize initiatives much more efficiently. Chris Pozek, CEO Veterans Rideshare
Scott had a lot of finance experience which he used to ask the right questions and help us do things more quickly than we would have done without him. The commission model is crucial to us being able to scale, he integrated seamlessly with our finance team and efficiently got us the outputs we needed. Naushad Parpia, Founder and CEO GSD
I was very impressed with the quality of finance talent in Toptal’s network. Our expert's experience was immediately evident through his insightful questions and the speed at which we could move. Toptal stayed on top of the process from making the match through to the successful completion of the project. I've already recommended Toptal Finance to my network. Naushad Parpia, Founder and CEO GSD

How to Hire Business Plan Writers through Toptal

Talk to one of our industry experts, work with hand-selected talent, the right fit, guaranteed, find experts with related skills.

Access a vast pool of skilled finance experts in our talent network and hire the top 3% within just 48 hours.

How are Toptal professional Business Plan Writers different?

At Toptal, we thoroughly screen our professional Business Plan Writers to ensure we only match you with talent of the highest caliber. Of the more than 200,000 people who apply to join the Toptal network each year, fewer than 3% make the cut. You’ll work with finance experts (never generalized recruiters or HR reps) to understand your goals, technical needs, and team dynamics. The end result: expert vetted talent from our network, custom matched to fit your business needs.

Can I hire Business Plan Writers in less than 48 hours through Toptal?

Depending on availability and how fast you can progress, you could start working with a Business Plan Writer within 48 hours of signing up.

What is the no-risk trial period for Toptal Business Plan Writers?

We make sure that each engagement between you and your Business Plan Writer begins with a trial period of up to two weeks. This means that you have time to confirm the engagement will be successful. If you’re completely satisfied with the results, we’ll bill you for the time and continue the engagement for as long as you’d like. If you’re not completely satisfied, you won’t be billed. From there, we can either part ways, or we can provide you with another expert who may be a better fit and with whom we will begin a second, no-risk trial.

Tap Into World-Class Talent

Trusted experts only.

All of our talent are seasoned experts who ramp up quickly, readily contribute as core team members, and work with you to minimize onboarding time.

The Right Fit

We have a knack for matching you with the right fit. Start working with your new hire on a no-risk trial period, paying only if satisfied.

Scale as Needed

Hire talent within 48 hours and scale your team up or down as needed, no strings attached.

Seamless Hiring

We handle all aspects of billing, payments, and NDA’s. Let us take care of the overhead while you focus on building great products.

Flexible Engagements

Choose the engagement type that suits your needs — hourly, part-time, or full-time — with the ability to change anytime.

Expert Talent Matching

Focus on your project and enjoy support from your dedicated account executive and expert talent matcher.

Featured Toptal Business Plan Writing Publications

hire business plan consultant

Creating a Narrative from Numbers

hire business plan consultant

The Undeniable Importance of a Business Plan

hire business plan consultant

Building the Next Big Thing: A Guide to Business Idea Development

Top Business Plan Writers are in High Demand.

Pioneer's Perspective

  • Getting Started
  • Growing a Business
  • Success Stories

How to Hire the Right Business Plan Consultant

News Room

Businesspeople tend to fall into two camps when it comes to consultants. Some believe strongly in the utility and value of hiring outside experts to bring new perspectives and broad knowledge to challenging tasks. Others feel consultants are overpaid yes-men brought in only to endorse plans already decided upon or to take the heat for unpopular but necessary decisions.

Who’s right? Both are, depending on the consultant you hire and your purpose for hiring one. Most consultants are legitimate experts in specific or general business areas. And most consultants can be hired to help with all or part of the process of writing a business plan.

The downside is you have to spend a lot of time on communication before and during the process of working with a consultant. Be sure you have fully explained, and the consultant fully understands, the nature of your business, your concept and strategy, your financial needs, and other matters such as control, future plans, and so on. Refer to these important issues throughout the process—you don’t want to pay for a beautifully done plan that fits somebody else’s business, not yours. And when the work is done, debrief the consultant to find out if there’s anything you can learn that wasn’t included in the plan.

If you decide to hire a consultant to help you prepare your plan, take care that you select the right person. Here are the guidelines:

  • Get referrals. Ask colleagues, acquaintances, and professionals such as bankers, accountants, and lawyers for the names of business plan consultants they recommend. A good referral goes a long way to easing concerns you may have. Few consultants advertise anyway, so referrals may be your only choice.
  • Look for a fit. Find a consultant who is an expert in helping businesses like yours. Ideally, the consultant should have lots of experience with companies of similar size and age in similar industries. Avoid general business experts or those who lack experience in your field.
  • Check references. Get the names of at least three clients the consultant has helped to write plans. Call the former clients and ask about the consultant’s performance. Was the consultant’s final fee in line with the original estimate? Was the plan completed on time? Did it serve the intended purpose?
  • Get it in writing. Have a legal contract for the consultant’s services. It should discuss in detail the fee, when it will be paid, and under what circumstances. And make sure you get a detailed, written description of what the consultant must do to earn the fee. Whether it’s an hourly rate or a flat fee isn’t as important as each party knowing exactly what’s expected.

The Lowdown on Consultants

A good consultant should provide the following:

  • They should lay out expectations. In any working relationship, you need to know exactly what is expected of whom you are hiring.
  • The consultant should only make promises they can keep. Hold them to their word. Business is about making and keeping promises.
  • All plans should be made in advance and make promises that were inherently discussed beforehand. Without a concrete plan a consultant can “wing it,” leaving you without any way to look at milestones and keep tabs on her progress.
  • A consultant should provide regular, specific updates. You need to set up a schedule and a means of regular communication. You want to know—specifically— what she is doing, and this means regular ongoing communication, which is an integral part of a healthy business relationship.
  • They should not have a personal agenda. If the consultant is not acting in the best interest of your company, then they are not doing the job ethically. Make sure anyone you’re hiring is working for your needs, not theirs.

What Does It All Mean?

In the end, consultants can only help you know what it is you’re looking to accomplish with your business. Business plan competitions can give you a leg up on the competition, but you will then need to use that edge wisely by putting your award-winning plan into the right hands. SCORE and other organizations can benefit you in the business planning process, if you are ready to listen, learn, and ask questions.

Remember, though, there is no magic formula for success. Your business plan should lay down the foundation from which you will do everything you can to build and sustain a successful business. It should tell the story of your business going forward and help you think hard about every aspect of your business. It should help you make the key decisions as you proceed. It should also keep you thinking about all of the possibilities.

Writing a business plan is not easy, but neither is starting and running a successful business. Many new businesses (as well as older ones) fail every year. Some have no concrete plan, others have drifted from the plan, and many have lost the motivation to grow and change to keep pace with the changing marketplace. Complacency stops many businesses from taking the next steps.

A business plan means what you want it to mean. It can be a way of guiding you through the process, a means of getting investors, a way of finding advisors, a document to help lure new talent, or all of the above. It is not something that you finish and forget to look at, but instead something you can go back to, just as you would do with a blueprint of a house or a building as you plan to add on a new room or rewire the facility.

Of course, the business plan is worthwhile only if you are honest in what you put on paper, meaning being honest to yourself. If you are writing down an idealized version of what you’d like to see without including well-researched facts and forecasts that are based on due diligence, then your business plan will simply lead you to disappointment. Therefore, as you write the plan, stop and look at it periodically to make sure you are being realistic and have other people you know and trust read it to confirm that you are being forthright and not overly optimistic.

The real optimism of a business plan is creating something that you can accomplish and make successful over time. It’s fine to use the business plan to shoot for the stars—but start with one star at a time.

Read the full article here

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Hire Top Business Plan Writers – in the United States

  • October 17, 2023

12 Min Read

Hiring a business plan writer

Are you looking to start a business, and need a business plan writing service in the United States? If yes, then voila here is the right place.

The United States has one of the largest economies which makes it favorable for entrepreneurs to start a business in this country. But without a plan, a business will not get its roadmap.

A well-written business plan is essential to the success of any organization due to the ever-increasing complexity of the business environment and the constantly shifting market conditions. Now, without further ado look at the below list of the top business plan writing services in the United States .

Who is a Business Plan Writer?

Business plan writers are specialists who help owners or entrepreneurs create thorough and efficient business plans by conducting market research, competitive research preparing financial projections, & analyzing other business operations.

They build a business plan that is specifically suited to the needs and objectives of the particular business using the current information.

If you are looking for the one, then here are some of the top business plan writers:

Top 5 Business Plan Writing Service Providers in the US

1. plan writers.

Plan writers help you communicate your vision, research your industry, make your marketing plan, model your financial projection, and design amazing presentations, so you can save your time & effort on making an actionable plan and focus on your operations.

In 2011, they were even awarded as the best business plan writer.

2. Go Business Plans

Go Business Plans is a full-service business consulting company that is committed to assisting you in producing the customized business plans required to prevail in the fiercely competitive business world of today.

From business plan advice and website building to internet marketing and debt finance, their team of specialists can help you with anything you need to launch or expand your firm.

3. Wise Business Plans

At Wise Business Plans , they understand that every great business starts with a well-crafted plan. Thus you don’t need to become a professional business plan writer to start a small business because Wise Business Plans can assist you at every step of the way with their professional business plan services. Services of Wise Business Plans:

  • Custom websites
  • Logo & branding
  • They also provide guidance & services for business licensing
  • Digital Marketing
  • Optimizing business credit profile

4. Bargain Business Plans

To efficiently create a unique plan that will suit your goals, Bargain Business Plans take the time to get to know their clients. Their team of business plan consultants and writers will strive to guarantee you’re in a position to succeed, whether you’re starting a new business or bringing your brand to a new market.

They are commonly regarded as the top business plan companies in the nation because of the technique of knowing their clients first. Services of Wise Business Plans:

  • Business plan writing services such as: – SBA business plans – Non-profit business plans – Investor/VC business plans
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5. Cayenne Consulting

Cayenne Consulting can serve as an impartial partner to help you save a tonne of time by assisting with tasks like developing a strategy, conducting market and competitive research, creating a plan, creating presentation materials, and creating a capital formation strategy.

They have experts for everything you need for an established business plan.

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AI Business Plan Generator—A Better Alternative

Upmetrics is an efficient and reliable AI-Powered Business Plan Generator. It’s the ultimate solution for modern entrepreneurs who want to create comprehensive business plans effortlessly.

The AI assistant offers various options through a convenient drop-down menu. You can select from features such as Auto Write, Auto Improve, shorten or expand the text, and even choose from professional, persuasive, or academic tones to refine your content.

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Here is a list of additional features provided by the Upmetrics AI assistant :

  • AI-powered text generation to write your business plan.
  • Content rewriting feature to polish or enhance content quality.
  • Content shortening option to briefly describe the context.
  • Expand upon your idea and introduce new concepts.
  • AI-powered assistant to help adjust the tone of your writing.
  • Accurate & reliable information depending on prompted information.
  • Real-time updates and cloud storage, eliminating the risk of data loss.
  • Intuitive, seamless, and responsive user interface.
  • Check and correct grammatical errors and spelling mistakes.
  • Business resources, video tutorials, and guides to help get started.

You might think that all these features might cost you a fortune, but here is the surprise that it is more affordable than hiring a business plan writer.

Where do I Find Freelance Business Plan Writers?

Many platforms are available where you can find freelancers and on such platforms only you will find top business plan writers, such as

You will find a variety of business plan writers on Upwork as it is one of the best-known freelance marketplaces. You can hire one of the top business plan writers after knowing their fees, expertise, business plan samples, etc.

Cost: Here freelance writers charge $200 – $2000 (per project).

2. Freelancer

Freelancer is also the place where you can find freelance business plan writers. You can post a project there, request proposals, and go through the ratings of the writers & their portfolios.

Cost: Writers on this platform might charge $15 – $75 (per hour).

You can select an expert plan writer on Fiverr depending on your niche. Browse through different profiles and pricing structures and then pitch directly.

Cost: Writers on this platform might charge $100 – $1000 (per project).

4. Referrals and recommendations

You can also seek suggestions and referrals from coworkers, contacts in the sector, or business advisers who might know of independent business plan writers with the required knowledge and abilities.

How to Choose the Right Business Plan Writer

When looking for a business plan writer or consulting company, you’ll discover a wide range in the services provided, the method used, and the cost quoted. Here are a few ideas to take into account as you weigh your options:

1. Writing services and previous work

You should ask for examples of prior business plans from the writer you are considering hiring. When reviewing the sample, make sure the writing is clear and concise and that the document is free of any significant errors or typos. Since investors will primarily focus on the executive summary and financial model, be sure to give them a careful reading.

2. Price is not everything

Do not, however, make the error of judging a plan writer just on the price they offer; instead, search around for your plan to grasp the pricing possibilities accessible. While it is safe to assume that the least expensive option will produce a product and service of lower quality, the opposite is not always true, i.e., that the most expensive option will produce a product and service of the highest quality.

3. Be clear if you want business plan writing or editing

A plan lays out a company’s strategy and how it will operate over the following five to ten years. The document outlines the company’s current situation as well as the objectives it plans to aim to meet on an operational and financial level. As a result, the document is very personal to the business owner.

However, the writer won’t be able to read the business owner’s mind. A business plan writer can easily offer an objective look at the company, highlighting areas someone close to the company may miss. The owner must first choose whether he prefers a writer to draft the plan or an editor to polish it after the owner has prepared a draft.

4. Understand their process

It is necessary to understand the procedure of the writer or business consultant before you hire them. Each contractor has their procedure, for instance, some might give you a questionnaire to fill & some will have an interview round to learn more about your business.

Therefore, it is essential to understand the process and to know how will they communicate more with you for business information.

How Much Will it Cost to Hire a Business Plan Writer?

The cost of working with a business plan writer can depend on various factors like experience, expertise, the field and complexity of the business plan, etc.

However, some writers charge per hour and some charge per project for writing the business plan. We have listed some average costs of writing a business plan as follows:

  • Basic business plan – $500 to $2500
  • Comprehensive business plan – $2500 to $10,000
  • Industry-specific business plan – $5000 to $20,000
  • Hourly basis – $20 to $50
  • Upmetrics – Starting from $9 per month

These costs are based on the current average charges of various freelance business plan writers.

When to Hire a Business Plan Writer

Are you thinking about when to write a business plan or when to hire a business plan writing service?

While starting the business:

Expanding your firm:, when you need funding:, pros and cons of hiring a business plan writer.

Hiring a business plan writer has its pros and cons, here is why you should or shouldn’t hire a business plan writer:

  • Writing business plans is their area of expertise, so they can provide insightful advice based on their extensive experience.
  • Working with a writer gives you more time to concentrate on other areas of your company.
  • You may leave a lasting impression on lenders or investors by writing a strong business plan.
  • Working with a business plan writer can be pricey, particularly for new or tiny companies.
  • Working with a writer entails a certain amount of control surrendering over the writing process and final output.
  • Sometimes, business plan writers might not fully understand the vision & goals of your business.

Questions to Ask Yourself Before Hiring a Business Plan Writer

Business plan writing is something you do for your business on your terms, so if you think you are ready to hire a business plan writer, then answer these questions to make your decision more firm.

  • Who will write your business plan?
  • How will you share all the information with your writer?
  • Will the writer do thorough market research before writing the plan?
  • How many revisions will they do?
  • In which format will be the plan delivered?

If you want to write your business plan by yourself, then with the help of a business plan software & its step-by-step guidance you can.

Some Common Steps to Writing a Business Plan

A business plan is a roadmap, so messing the format up is a big no. Here are some common steps you need to include in your business plan:

  • Executive Summary – It includes a brief and concise overview of the entire business plan
  • Business Overview – It contains the details of your business including name, business type, location, history, legal structure, etc.
  • Market Analysis – The target market, competitive analysis, market trends, etc are incorporated in this section.
  • Products & Services – This section has all the details about your products and services, a product description, pricing, etc.
  • Sales & Marketing Strategies – Once you have your products and services mentioned, it is necessary to write down how will you sell and market them.
  • Operations Plan – It includes the operational process, staffing & hiring of your company, and the machinery or equipment you will use in the business.
  • Management Team – Mention all the key executives and managers of your firm in this section.
  • Financial Plan – The financial forecasting for the first few years of your company should be outlined in your financial plan section.
  • Appendix – Include any other details that would be important to your business plan in this section, such as the resumes of important employees, marketing materials, or legal documents.

Read more: How to Write a Business Plan

Need Assistance Writing Your Business Plan?

Do you plan on writing a business plan by yourself? If yes, then test out our business plan software right away to see how simple it is to write a thorough and expert business plan.

You may save time and make sure that your plan is customized to the requirements of your company with the help of our guidance. Sign up right away to get started and take the first step toward success.

In conclusion, hiring a business plan writer might be a wise investment if you’re looking to construct a professional business plan that can help you get finance, draw investors, or direct your business strategy.

But writing your business plan with the help of guidance at each step can be the wisest choice.

The experience, credentials, references, method, and cost should all be taken into account when choosing a business plan writer.

You can write a thorough and useful business plan that can assist you in achieving your objectives and succeeding in your entrepreneurial endeavors by conducting research and choosing the best.

Why Hire Costly Writers? Use Software for Business Plans!

Why pay high fees to consultants? Opt for business plan software, get comprehensive plans, save money, and gain control over your business's roadmap

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Related Articles On Business Plan Writing

  • Insights into Writing a Comprehensive Business Plan
  • Building a Strategic Business Plan Outline
  • Art of Writing an Exceptional Executive Summary
  • The Importance of an Operational Plan in Your Business Strategy
  • Designing an Impressive Business Plan Cover Page
  • Importance of a Well-structured Business Plan Table of Contents
  • The Importance of Confidentiality in Business Plans
  • Conducting an Effective Market Analysis for Your Business Plan
  • Outlining Your Products and Services in Your Business Plan

Frequently Asked Questions

How long do business plan writers take to write your business plan.

The length of time needed to write a business plan entirely relies on how sophisticated your industry is. It also depends on the complexity of your finances, the length of the business plan, business principles, and every other business-related factor. However, it typically takes a month to a year.

What are the common mistakes to avoid when writing a business plan?

Things to avoid while writing a business strategy are: 

  • Avoid making unrealistic projections 
  • Don’t set your expectations too high for financial projections 
  • A poor executive summary will bore readers from starting itself 
  • Writing a plan too long 
  • Not defining the target audience 
  • Not focusing on your competitors 
  • Including unnecessary information

What things should I look for when hiring a business plan consulting company?

Here are some qualities you should look for in a business plan consultant:

  • Experience and expertise 
  • Process and methodology 
  • References and testimonials 
  • Communication and Collaboration 
  • Post plan support 
  • Pricing and cost-effectiveness

What is the hardest part of writing a business plan?

There are many parts of the process that might be challenging when writing business plans. But these are some of the most typical difficulties that people run into when developing a business plan:

For startups: The financial plan is the most challenging. It is difficult to project financial data for a new company. Finding a company that is similar and attempting to estimate its earnings is your best option.

For existing firms: One of the most difficult aspects for established organizations can be market analysis. It is challenging to identify the target market for a new product, comprehend competitors, and identify market trends & ways to adapt to them.

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Guide to hiring the right Business plan consultant

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Hiring guide to find the perfect Business plan consultant

Are you looking to elevate your business strategy, secure funding, or enhance your organization’s overall performance? A freelance business plan consultant could be the key to unlocking your business potential. 

In the dynamic landscape of business, a well-crafted business plan is essential to beat your competition and achieve success. This comprehensive guide is specially designed to be your compass in navigating the intricacies of hiring the perfect freelance business plan advisory services.

What is a Business Plan Expert?

A business planner functions as the company’s brain. These professionals develop effective business plans that accelerate a company’s success. They also help identify new collaboration opportunities by offering investor relations management advisory services. They plan the organization’s objectives, identify hidden potential in the workforce, establish targets, and implement profitable tactics. They also help companies identify system flaws and mitigate potential risks to avoid costly mistakes. 

Roles and Responsibilities of a Business Plan Advisor

Business strategy development:.

  • Role: They provide expert business strategy consultancy to help organizations align with goals and industry trends.
  • Analyze market conditions and industry trends.
  • Explain the business goals you want to achieve.
  • Formulate strategies to achieve business goals.

Business Planning:

  • Role:  Professional business planners develop comprehensive business plans that serve as roadmaps for organizational success.
  • Create detailed business plans, including executive summaries, market analysis, financial projections, and risk assessments.
  • Tailor plans to specific purposes such as securing funding, attracting investors, or guiding internal decision-making.

Financial Forecasting:

  • Role: They analyze and project financial data to guide budgeting and provide financial planning advisory.
  • Develop financial models and forecasts.
  • Analyze financial statements and key performance indicators.
  • Assess the financial feasibility of business initiatives.

Risk Management:

  • Role: These experts also identify potential risks and develop strategies to mitigate them.
  • Evaluate internal and external risks.
  • Develop contingency plans.
  • Monitor risk factors and adjust strategies accordingly.

Stakeholder Communication:

  • Role: Business plan consultants effectively communicate the organization’s plans and strategies to stakeholders, investors, and team members.
  • Prepare and deliver presentations.
  • Communicate complex plans in a clear and concise manner.
  • Address questions and concerns from stakeholders.

Implementation Support:

  • Role: They may also provide guidance and support during the implementation of business plans.
  • Collaborate with internal teams to execute strategies.
  • Monitor progress and adjust plans as needed.
  • Offer ongoing support and guidance.

What is The Standard Educational Background of a Freelance Business Plan Advisor? 

Freelance business planners typically possess a diverse educational background, reflecting the multifaceted nature of their role. Many candidates hold Business Administration degrees, with a focus on strategic management and entrepreneurship. Some consultants also come from finance or accounting backgrounds, equipped with the financial acumen required to provide valuable strategic finance advisory. 

Additionally, consultants with degrees in economics bring expertise in market dynamics and economic factors that can impact business success. Professionals with industry-specific degrees bring valuable insights into sector-specific challenges. Some professional business planners may also have legal backgrounds, which helps them navigate the complex regulatory environments that influence business planning. 

Furthermore, special certifications such as Chartered Financial Analyst (CFA) or Certified Management Consultant (CMC), contribute to the expertise needed for effective business plan development.

Essential Skills to Consider to Hire Business Plan Consultant

Hiring expert business plan consulting services requires an individual with a diverse skill set and industry expertise. Here are some essential skills to look for:

  • Strategic Thinking: Look for freelancers with experience developing and executing strategic plans, demonstrating an ability to align goals with actionable steps.
  • Financial Acumen: Seek business plan services candidates with a solid financial background, including experience with budgeting, financial modeling, and interpreting financial statements.
  • Industry Knowledge: Look for consultants with experience in your specific industry or a demonstrated ability to quickly grasp the intricacies of various sectors.
  • Communication Skills: Strong written and verbal communication skills are essential for a business plan specialist.
  • Research Skills: They should have a proven track record of effective research, including market analysis, competitor assessments, and industry benchmarks.
  • Problem-Solving Skills: Seek individuals who can demonstrate instances where they identified and resolved business challenges effectively. They should also be flexible and have experience adapting strategies to evolving situations. 
  • Project Management: The right business plan services candidate should be skillful in project management. They must be pro at meeting deadlines and delivering high-quality results within specified timeframes.
  • Tech Savvy: The selected consultant should also have experience using tools like Excel, financial modeling software, and presentation software.

Practical Steps to Hire Business Plan Consultants:

Step 1. Identify your need: Identify areas where your business needs assistance. Knowing your specific needs will help you hire business planner consultant with the relevant skills and experience.

Step 2.Research Potential Consultants: Define your business goals and research potential business plan specialists from a vast network.

Step 3. Check Portfolios and Reviews: Examine the portfolios of potential consultants to gauge their experience and the quality of their work. Look for client reviews or testimonials to understand their reputation and how satisfied previous clients have been with their business plan consulting services.

Step 4. Interview Potential Consultants: Reach out to potential consultants for initial discussions. Share your business goals, needs, and expectations. Assess how well they understand your vision and if they offer tailored solutions. 

Step 5. Make a shortlist: Now that you know the skills, qualifications, and approach of each freelancer, make a shortlist of candidates that fit your business needs.

Step 6. Review Cost and Terms: Discuss the consultant’s fee structure, payment terms, and any additional costs. Ensure that the terms align with your budget and the project’s scope.

Step 7. Finalize the Agreement: Once you’ve selected a consultant, formalize the agreement with a written contract. Clearly outline the scope of work, responsibilities, timelines, and payment terms. 

Step 8. Monitor Progress and Provide Feedback: Regularly check in with the consultant to monitor the progress of the business plan advisory. A collaborative and communicative approach will contribute to the success of the project.

By following these steps, you can navigate the process of hiring a freelance business plan consultant with confidence. Whether you’re a startup seeking funding or an established business refining your strategy, the right consultant can enhance your business success significantly. 

Explore our network of top-tier freelance business planners and find the best candidate for your company. Hire Now!

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Last updated: March 5, 2024

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Why choose this provider?

Dinarys is a Santa Clara-based company that provides solutions to businesses. The team helps brands maximize their online potential through various methods such as business analysis, web design and development, and mobile app development. Dinarys's process begins with a complete analysis of a business's challenges, requirements, market, and existing competitors. The company's business analyst and project manager defines the project scope and develops solutions based on the business analysis. Dinarys's service also covers support and maintenance.

Reputation :

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Three S Consulting

Three S Consulting is a Santa Clara-based consulting firm that focuses on value creation through strategy, supply chain, and sourcing. The firm's business consultants help clients deliver on customer needs by improving business operations while using innovation and technology as an enabler. It deploys onsite 3S experts and leverages client resources for effective execution. Three S Consulting has published two books about its approach, Supply Chain Revolution and Customer Driven Disruption.

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Zinnov is a global management consulting and strategic advisory firm who is a trusted advisor and partner to leaders and organizations across the globe. Zinnov’s presence across 3 continents – United States - Santa Clara, Calafornia, Houston, Texas; Europe - Paris, France; and Asia - Bangalore and Gurgaon, India; Japan - Tokyo enables it to service customers from across the world. The firm consults with large enterprises, technology companies, IT and Engineering Services Providers, and Private Equity firms in the key areas of Globalization, Digital Transformation, Modern Technologies, Digital Engineering, Innovation, Outsourcing Advisory, and Partnerships & Alliances. Zinnov also advises clients in the areas of Mergers & Acquisitions and Market & Technology Research to provide actionable insights to help them accelerate value creation– across dimensions of revenue, cost, and optimization. The International Association of Outsourcing Professionals (IOAP) has ranked Zinnov in the top 10 outsourcing advisory firms for over 14 years consecutively.

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Silicon Valley SCORE

Silicon Valley SCORE is a chapter of a nationwide organization that assists with successful small business growth. A nonprofit organization, its consultants help clients via mentoring, consulting, and education workshops that help businesses identify their potential strengths and weaknesses. Clients of Silicon Valley SCORE receive the experience and knowledge of consultants whose skills include accounting, business law, financial planning, and a range of areas that are essential to successful business operation.

Sooter Consulting Inc. logo

Sooter Consulting Inc.

Sooter Consulting Inc. is a firm of virtual bookkeepers in the Santa Clara metro. The company provides accounting and consulting services related to business and insurance. Its team of business consultants provides new and long-time business owners clarity in the direction of their business by analyzing their books, creating focus areas and boundaries, as well as implementing industry best practices. CEO Donna Sooter-Lim has over 20 years of experience in accounting and business administration.

Professionalism :

Peak Consulting Group, Inc. logo

Peak Consulting Group, Inc.

Peak Consulting Group Inc. is a business consulting firm that serves clients throughout the greater Santa Clara area. It employs world-leading management tools, approaches, and methods, including Six Sigma, Eight Disciplines, and business process improvement. Peak Consulting Group helps clients obtain high-level business standards certifications such as TL 9000 and ISO 9001:2015. The company's partners and co-founders have extensive experience in high-level commerce, giving Peak Consulting Group a wealth of knowledge and expertise.

Propeller logo

Propeller is a business consultancy firm near Santa Clara that focuses on helping large companies navigate and succeed in the marketplace. Its team of consultants is skilled in developing strategies to improve interactions between retail businesses and customers in order to create more sales. The firm helps companies maximize their operational efficiency by increasing productivity and quality. Propeller also gives technology-based businesses a competitive edge through product management, agile leadership, and digital makeover.

Frequently Asked Questions

What is a business consultant.

A business consultant is a specialist in a specific area or sector who is employed to assist with the performance, progress, or implementation of a new function or service of a business. Most consultants are independent of the companies they're contracted to work with and are generally hired for a specific project.

What types of business consultants are there?

Business consultants are experts in numerous fields, including:

IT: May help with new software deployment, infrastructure, company system overhauls, etc.

HR: Can help provide assistance with a new company policy implementation, payroll systems, staffing concerns, etc.

Marketing: May implement social media marketing, develop an online ad campaign, build/update/refresh public appearance, develop new company collateral, assist with brand identity, etc.

Management: Can assist with company IPO, develop new product or service initiatives, provide leadership training, etc.

Accounting: May perform mock tax audits, manage company financials, perform forensic account services, etc.

Operations: Can help with new production systems, such as Six Sigma, Lean, Agile; may help with core operation functions, such as manufacturing, production, etc.

What does a business consultant do?

Business consultants identify areas of improvement or are hired to implement or facilitate specific company initiatives. For example, a business may hire a consultant to help find weaknesses in its sales processes or develop a strategy for improving customer engagement with its products or services. The consultant may develop and implement a new sales process or execute a customer satisfaction feedback system, such as Net Promoter Score.

Why hire a business consultant?

A company might hire a business consultant when it needs a particular set of expertise or experience that's not readily available within the company but may not warrant bringing on a permanent staff position. For example, the company wants to enter into an international market but lacks experience in launching in foreign markets.

Do I need a business consultant?

A company may wish to hire a business consultant if:

It wants to overhaul their payroll system with an off-site, cloud-based solution but lacks the proper expertise in its current IT department to handle it.

The company's sales are faltering and the need for positive change could determine the company's fate, yet current measures aren't producing results.

Operating procedures are leading to production line hang-ups, and it's interested in specialized workflows. 

How much does it cost to hire a business consultant?

Consultants charge different rates. Some charge an hourly or daily rate, while other consultants charge by the total project. They may charge on a value-based structure in which their compensation is directly tied to your company's performance after their change(s) or consultation has been delivered. For hourly rates, the rates can vary from $150 to $1,000 per hour and beyond.

What is a typical background for a business consultant?

While backgrounds can vary greatly, most business consultants have obtained an MBA and some relevant business experience, such as project management or business development. Most consultants also possess soft skills, such as working well on a team, the ability to publicly present information, such as at a meeting or conference, and problem-solving skills.

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Consulting manager, select projects.

  • Project Manager: California Department of Social Services – Child Welfare Citizen Review Panels Facilitation
  • Project Manager: California Department of Social Services – CalWORKs Home Visiting Program Evaluation
  • Project Manager: Santa Clara County Department of Employment and Bureau Services – Cal-OAR/Cal-SIP Organizational Development Training
  • PhD: Social Service Administration – University of Chicago, Chicago, IL
  • MSW: Social Work – Tata Institute of Social Sciences, Mumbai, India
  • BA: Psychology – Lady Shriram College for Women, New Delhi, India

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  • Family: I live in San Francisco with my husband and son.
  • Fun fact: I enjoy hikes around the Bay Area with my family and relish food (both eating and cooking!) from around the world.

Senior Consultant

Alison Farringer is a skilled researcher with over ten years of experience providing a myriad of evaluation, research, and technical assistance services supporting behavioral health and corrections-related projects and initiatives at the local, state, and federal levels. As an applied and mixed-methods researcher with a clinical background, Alison is passionate about supporting program and policy development through the evaluation of implementation processes, fidelity, and outcomes within behavioral health and corrections. She is also passionate about communicating accessibly and working collaboratively to bridge divisions between research and practice. At RDA, Alison supports a variety of community health projects including the Santa Cruz County Healing the Streets Evaluation and the Contra Costa County Office of Education Wellness in Schools Program Evaluation. Prior to joining RDA, Alison worked in the areas of criminal justice, corrections, behavioral health, forensic psychology, and pediatric health. In particular, she worked as a researcher, practitioner, and evaluator in a variety of clinical and correctional contexts, including court-ordered residential and outpatient drug treatment programs and halfway houses, as well as children’s and forensic psychiatric hospitals.

  • Senior Consultant: Santa Cruz County Behavioral Health – Healing the Streets SAMHSA Project Evaluation
  • Project Manager: Contra Costa Office of Education – Wellness in Schools Program Evaluation
  • Project Manager: Santa Clara County Behavioral Health Services – Prop 47 Evaluation
  • PhD: Criminal Justice – University of Cincinnati, Ohio (Fall 2022)
  • MA: Forensic Psychology – Fairleigh Dickinson University, Teaneck, New Jersey
  • BS: Psychology – University of Cincinnati, Cincinnati, Ohio
  • Favorite Quote: “Discomfort is the price of admission to a meaningful life.” – Dr. Susan David
  • Bucket List: Live in New York City
  • Karaoke: “Stacy’s Mom” by Fountains of Wayne
  • Fun Fact: I played the trumpet for over a decade

Over the past 12 years, Amalia has provided strategic direction to RDA and to every area of our work with clients. She brings three decades of experience in organizational development and management as an executive, a consultant, and a legislative aide, with a focus on supporting multi-functional teams to work effectively in complex systems. She is passionate about the role of public and social sector systems in promoting equity and creating opportunities for individuals and communities to thrive. She is equally passionate about guiding and scaling RDA Consulting, addressing the challenges of today’s world to build a sustainable business and an inclusive and engaging culture.

A skilled facilitator, Amalia’s approach is rooted in working to understand both organizational and stakeholder objectives and creating a space where participants can join to align their various needs into common objectives. Prior to joining RDA, she managed software initiatives to serve government clients; led an emerging practice delivering community engagement programs for Booz Allen Hamilton; and served as a legislative aide in Alameda County. Amalia currently serves on the School Site Council at Commodore Sloat Elementary in San Francisco and is a member of the Technology of Participation Facilitators Network.

  • Project Sponsor, Facilitator: Alameda County Care First, Jails Last Task Force
  • Project Sponsor, Organizational Development Subject Matter Expert: Southern California Association of Governments (SCAG) OD Services
  • Collective Impact Subject Matter Expert: Yolo County Community Health Improvement Plan (CHIP)
  • Project Sponsor, Facilitator: Santa Clara County EMS Stakeholder Planning Process

Recent Blog Posts

  • Moving from Crisis to Chronic
  • BA: Sociology – University of California at Berkeley
  • Certification: Technology of Participation (ToP) – Focused Conversation, Consensus Workshop, and Action Planning Methods
  • My family: a teen and an elementary school student in SFUSD schools
  • Pets: A dog named Maisie, two cats named Pants and Luna, and a betta fish (Sparky)
  • Favorite quote: “Don’t ask yourself what the world needs. Ask yourself what makes you come alive, and go do that, because what the world needs is people who have come alive.” ― Howard Thurman
  • Bucket list: Tie between diving a kelp forest and hiking the Inca Trail with my family
  • Volunteerism: Lots of time in my children’s schools
  • Fun fact: I have been to all 50 United States (and 13 states in Mexico and seven Canadian Provinces)

Caroline Calonge is a dedicated public health and social work advocate with six years of experience in program planning and evaluation, data analysis, and needs assessments. She is skilled in participatory qualitative research methods and brings a broad range of social sector experience in research design, data collection, and project management. She has a passion for empowering and activating community members in creating change by measuring health equity, increasing accessibility of mental health services, and incorporating community voice in program design and evaluation. At RDA, Caroline provides support to a variety of human services and public health projects. Her background includes health education, training, capacity building, quality improvement, and community needs assessments.

  • Consultant: City of Berkeley Mental Health Division – Results Based Accountability (RBA) Evaluation
  • Consultant: University of California, San Francisco – CDSS Home Visiting Program Evaluation
  • MSW: Strengthening Organizations & Communities – University of California, Berkeley, CA
  • MPH: Health and Social Behavior – University of California, Berkeley, CA
  • BS: Public Health – Santa Clara University, Santa Clara, CA
  • Family: Every year for over 20 years, my cousins and I get together for a week for “Camp Nonnie,” (named after our grandma, Nonnie). Favorite Camp Nonnie traditions include ice cream for breakfast, watching The Price is Right, daily swims in the pool, mini golf in Twain Harte, root beer floats at an old-fashioned soda fountain, and late-night bocce ball games.
  • Pets: A 18-lb cat named Sparkles and senior chihuahua named Bocce
  • Karaoke: Anything Mamma Mia
  • Fun fact: I’ve seen the Jonas Brothers in concert 7 times

Associate Director, Justice Services

Carrie Coen is an evidence-based practices expert with over 20 years of experience focused on both juvenile and adult correctional systems and over 10 years of management experience. She is a seasoned evaluator who focuses on helping agencies implement evidence-based practices in real-world settings. With a background in managing all sizes of mixed-methods evaluations, she has expertise in research methods and design, as well as quantitative and qualitative data collection and analysis. At RDA, Carrie is the Associate Director of Justice Services, contributing her expertise to a variety of justice projects. Carrie has trained thousands of corrections professionals across the United States and internationally and presents to practitioners and in academic settings. Some of her publications can be found in Criminal Justice and Behavior, Corrections: Policy, Practice, and Research, Criminology and Public Policy, and Justice Quarterly.

  • Project Manager: Contra Costa County Probation Department – Juvenile Justice Coordinating Council Facilitation and Technical Assistance
  • Project Sponsor: Sacramento County Public Defender’s Office – Juvenile Trauma Response Court Evaluation
  • Project Manager: San Jose Mayor’s Gang Prevention Task Force – Strategic Planning
  • MA: Criminal Justice – University of Massachusetts, Lowell, MA
  • BA: Criminal Justice, Psychology, and Sociology – University of Dayton, Dayton, OH
  • Volunteerism: Election Poll Worker
  • Fun fact: I love to scuba dive

VP, Consulting Services

Dr. Charlene Y. Taylor is a seasoned criminal justice researcher and consultant with 25 years of experience specializing in assessment, evidence-based practices, and evaluation within a corrections context. Charlene is passionate about improving both juvenile and adult correctional systems throughout California and across the nation. As Vice President of Consulting Services, she manages a multifaceted consulting team and portfolio of projects focused on the justice system. She also serves on the RDA Executive Team. Before joining RDA, Charlene served as a Senior Researcher with Evident Change (formerly National Council on Crime and Delinquency) where she worked alongside colleagues on the justice and child welfare teams building assessments, evaluating programs, and facilitating strategic planning and community engagement sessions with county and state government agencies as well as community-based organizations. In addition, she led Evident Change’s Data for Equity work which helped organizations utilize program data to evaluate their internal and external equity goals. Charlene also spent three years as a Senior Trainer and Research Analyst at the Crime and Justice Institute, where she provided training, technical assistance, and implementation support to juvenile and adult corrections agencies in over 20 states. Before moving into research and consulting full time, Charlene was a professor, teaching courses in corrections, drugs and crime, gangs, research methods and statistics, and juvenile justice at Boise State University, California State University Bakersfield, and Portland State University.

Select Projects:

  • Project Manager: Oakland ReCAST Community Needs & Resource Assessment (CNRA)
  • Project Manager: Alameda County “Care First, Jails Last” Committee Facilitation
  • Project Sponsor: San Jose Mayor’s Gang Prevention Task Force Strategic Planning Project
  • PhD: Criminal Justice – University of Cincinnati, Cincinnati, OH
  • MS: Criminal Justice – University of Cincinnati, Cincinnati, OH
  • BA: Criminal Justice – University Honors Program, Washington State University, Pullman, WA
  • Bucket list: sky diving and going to all four Grand Slam tennis tournaments (Wimbledon, French Open, Australian Open, and US Open)
  • Volunteerism: I serve on the founding board of directors for Bare Roots Collective, an Idaho-based nonprofit providing mentoring and resource coordination for young adults in underserved communities
  • Fun fact: I grew up in Alaska and have lived in 11 different states

Christy Spees is a dedicated public health advocate with over eight years of experience in program management, coordination, and research. She is skilled in research design, data collection, project management, and data analysis, and has a passion for using information to advance meaningful systems change. At RDA, Christy provides support to a variety of projects that span the social services sector. Christy has a background in education, training, coalition building, and crisis counseling, and she brings a collaborative spirit and thoughtful approach to her work.

  • Consultant: San Mateo County BHRS Innovation Tech Suite Evaluation
  • Consultant: Contra Costa County Behavioral Health Services in partnership with the Office of Education Mental Health Student Services Act – Wellness in Schools Program Evaluation
  • Consultant: Santa Clara County Department of Family and Children’s Services Evaluation of the Continuum of Care Transitional Placement Model
  • MPH: Public Health – University of Illinois, Chicago, IL
  • BA: English, Education – Illinois Wesleyan University, Bloomington, IL
  • Bucket list: Ride my bike from Oakland to LA
  • Go-to karaoke song and artist: Mr. Roboto by Styx
  • Volunteerism: Crisis Counselor for Crisis Support Services of Alameda County

Courtney Davis is a dedicated public health leader, strategist, and community health planner with over 13 years of experience supporting both state and local health departments. Her experience includes department administration, accreditation coordination, contract management, and serving in roles inclusive of Deputy Health Officer, Emergency Preparedness Coordinator and Public Information Officer for a county public health department and as Pandemic Response Director for a state health department with the CDC Foundation during the COVID-19 pandemic. Courtney is passionate about supporting local and state public health systems and infrastructure to build resilient, equitable, and healthy communities. At RDA, Courtney provides support to a variety of projects working to improve the health and wellbeing of communities through coordination of health assessment, resource coordination, relationship building and community engagement, project management, strategic planning, and the establishment of policies and processes that lead to equitable access to services and resources for all community members to succeed.

  • Consultant: City of San Jose Parks, Recreation and Neighborhood Services (PRNS) Children and Youth Services, Master Plan
  • Project Manager: Yolo County Health and Human Services Agency, Community Health Assessment (CHA) and Community Health Improvement Plan (CHIP)
  • MPH: Public Health – University of Michigan, Ann Arbor, MI
  • BA: Social Theory and Practice – University of Michigan, Ann Arbor, MI
  • Pets: Two spoiled golden retrievers – Coulson May & Archie
  • Favorite quote: “Running is the greatest metaphor for life, because you get out of it what you put into it.” ~ Oprah Winfrey
  • Fun fact: I love to bake and was a co-owner of a bakery for a couple years that specialized in artisan breads and pastries.

Associate Director, Health & Human Services

Dina de Veer is a seasoned researcher and consultant with over 16 years of professional experience in research, analysis, and program evaluation, including 11 years in management consulting. She is passionate about supporting people-driven and cross-sector approaches to strategic learning, evaluation, and planning. Guided by core values of inclusion and connection, Dina’s approach to consulting is deeply informed by years of partnership with government, nonprofit, philanthropic, and community stakeholders, media-makers, researchers, and strategists dedicated to systems change. As Associate Director of Health and Human Services, Dina oversees RDA’s portfolio of community health and human services projects. Prior to RDA, she managed and co-led consulting engagements with nonprofits, foundations, and local government as a Senior Associate at Informing Change. She has also worked as an in-house research and evaluation manager for Active Voice, a nonprofit that used story (namely documentary film) to support community-based, cross-sector, efforts to advance social change. Additionally, Dina has served as a field researcher and analyst on multi-year random assignment studies funded by the US Department of Education.

  • Project Sponsor: Livingston Community Health COVID-19 Financial Hardship Program Evaluation
  • Project Sponsor: Santa Clara County Department of Family and Children Services Continuum of Care Evaluation
  • Project Manager: Santa Clara County Behavioral Health Services Department Clinical High Risk for Psychosis (CHR-P) Evaluation
  • MPP: Public Policy – University of Michigan, Ann Arbor, MI
  • BA: Sociology and Peace and Conflict Studies – University of California at Berkeley, CA
  • Family: I live in the East Bay with my partner and two small children
  • Pets: a 11-year-old dog named Helio
  • Favorite quote: “Tomorrow belongs to those of us who conceive of it as belonging to everyone; who lends the best of ourselves to it, and with joy.” ~ Audre Lorde
  • Fun fact: I’ve lived in five Bay Area cities and love the hiking trails all around

Emily Rader is a researcher and data analyst with seven years of professional experience in the public and nonprofit sectors, specializing in research and data analytics to design, implement, and manage evaluations for criminal justice and human services programs. She is passionate about using data-driven decision making and evidence-based practices to improve system outcomes, enabling key stakeholders to make meaningful impacts in communities. At RDA, Emily supports a variety of projects as an evaluator, planner, and researcher. Prior to joining RDA, she performed research and data analytics and evaluations for non-profits and a community college. Emily has also worked for state government in the child welfare division, in the private sector for a behavioral health organization, and for a County Prosecutor’s office.

  • Senior Consultant: Santa Barbara County Public Defender’s Office – Prop 47 Evaluation
  • Senior Consultant: City of San Jose PRNS Mayor’s Gang Prevention Task Force – Bringing Everyone’s Strengths Together (BEST) Program Evaluation
  • Senior Consultant: City of San Jose PRNS – Children and Youth Services Master Plan
  • MS: Criminology – Missouri State University, Springfield, MO
  • BA: Psychology and Criminology – Missouri State University, Springfield, MO
  • Pets: 2 cats (Gaston and Velma) and 1 dog (Benson Joseph)
  • Bucket list: Visit natural wonders of the world    
  • Pet peeves: When people abruptly stop walking
  • Fun fact: I can play the violin and guitar

Senior Executive Assistant

Erin Chalk brings over 20 years of administrative support expertise established through her work with an array of organizations in the nonprofit, environmental, hospitality, marketing, and tech sectors. Erin is skilled in collaborating with colleagues, engaging with Board Members, event planning, project management, and providing unparalleled organizational support. Her interest in social and environmental justice, child welfare, and health have been key motivators in her personal and professional development. As Senior Executive Assistant at RDA, Erin provides key administrative support to RDA’s executive team, oversees facilities and office management, and supports a variety of other operational needs. Prior to RDA, she served as Executive Assistant and Board Liaison for the Aquarium of the Bay and as Assistant to the CEO at Insight Editions.

  • Family: I live in the North Bay with my husband and two children
  • Pet: Dog named Hamilton Burrfoot. His middle name is a nod to Tasselhoff Burrfoot from the DragonLance book series
  • Bucket list: Attend Up Helly Aa!
  • Volunteerism: I volunteer at my son’s elementary school and am on the Parent Teacher Board, I support environmental nonprofits, small businesses in my community, Operation Underground Railroad, and the American Red Cross

Fabián Rivera Reyes is a data expert with two years of professional experience working for the Federal Reserve Bank of San Francisco performing analysis on economic projects that involved large datasets He specializes in communicating clear trends in data, designing research to measure meaningful impacts, and presenting results in a visual and transparent way. As a quantitative researcher, Fabian is passionate about causal inference and development economics, and his skills include analyzing GIS mapping data and performing comprehensive economic impact analysis. At RDA, he supports human services projects as a lead quantitative analyst, including several evaluation projects. Prior to joining RDA, in addition to his work with the Federal Reserve, Fabian was an educator teaching economics, calculus, and statistics, and he holds a Master of Arts in Economics.

  • Lead Quantitative Analyst: Berkeley Unified School District – Mental Health Student Services Act (MHSSA) Needs Assessment
  • Lead Quantitative Analyst: California Board of State & Community Corrections – CalVIP Data Collections Management Capacity Building
  • Lead Quantitative Analyst: City of Berkeley Mental Health -Specialized Care Unit (SCU) Evaluation
  • MA: Economics – University of Puerto Rico R´ıo Piedras, San Juan, Puerto Rico
  • BA: Economics and French – Amherst College, Amherst, MA
  • Bucket list: Surfing in France! Swimming with whales!

Project Support Assistant

Felicia van Schie is a skilled researcher and data analyst with three years of professional experience working for the United States Department of Veteran’s Affairs, nonprofits, and community-based organizations. Felicia is passionate about using evidence-based practices to meet community needs, and she enjoys encouraging expression of all voices as a means of overcoming adversity. At RDA, Felicia uses her background in education, research, and data science to support RDA’s mission to help public and social sectors improve access, equity, and opportunity through a wide variety of planning, evaluation, and research projects. With a Bachelor of Science Degree in Cognitive and Behavioral Neuroscience, Felicia brings a novel approach to solving problems and offers diverse perspectives to her work.

  • Project Support Assistant: Berkeley Unified School District – Mental Health Student Services Act (MHSSA) Needs Assessment
  • Project Support Assistant: California Board of State & Community Corrections – CalVIP Data Collections Management Capacity Building
  • Project Support Assistant: Santa Clara County Behavioral Health Services Department – allcove Evaluation
  • BS: Cognitive and Behavioral Neuroscience – University of San Diego, San Diego, CA
  • AAT: Psychology – Diablo Valley College, Pleasant Hill, CA
  • Pet: I have a Cockapoo puppy named Beersie
  • Bucket list: Organize and lead an expressive, communicative educational retreat for youth living with lower economic opportunity in other countries

Jamon Franklin has over 16 years of professional experience and is a skilled researcher and critical thinker with a focus on health equity and social justice. Jamon is passionate about the co-creation of equitable, healthy, and just communities and committed to working in partnership with community members to address the social and structural determinants of health through policy and place-based interventions. At RDA, Jamon supports a variety of evaluation and research projects across the community health, human services, and justice sectors. Jamon’s prior experience includes over 10 years in nonprofit fiscal management and oversight.

  • Analyst: Alameda County Health Care Services Agency, Care First, Jails Last – Facilitation & Planning Support
  • Analyst: Yolo County Health and Human Services Agency – Homelessness Plan
  • Analyst: City of Berkeley Mental Health Division – Results Based Accountability Evaluation Plan
  • MCP: Housing & Community – University of California, Berkeley, CA
  • MPH: Health & Social Behavior – University of California, Berkeley, CA
  • BA: Cultural Anthropology – University of California, Santa Cruz, CA
  • Family: My partner and I got married on our 15th anniversary under a full moon on Halloween
  • Pets: Dog named Arrow
  • Bucket list: Hike the Pacific Crest Trail
  • Go-to karaoke song: I prefer to observe, but if I MUST, it’s “Build me up Buttercup”
  • Volunteerism: I am on the board of International Accountability Project, an amazing organization that works to put people and communities first in international development projects and I also volunteer for the SF Urban Film Fest
  • Pet peeve: People who are rude to service workers
  • Fun fact: I once spent a few months in Northern Patagonia tracking Huemul deer

Business Development Specialist

Jeanine Johnson is a skilled writer with over six years of experience transforming concepts and ideas into effective written communication. As a Business Development Associate at RDA, Jeanine supports the Business Development Team by actively collaborating with leadership and relevant stakeholders to conceptualize and develop proposals to sustain RDA’s pipeline of contracted work. She also supports grant writing and RFP development for a variety of government and nonprofit clients across numerous sectors. Jeanine is passionate about helping others succeed, and she believes that every employee can be an inspirational leader and motivator when passionate about their work. Before coming to RDA, Jeanine worked as a county administrative analyst, writing grants; county board items; requests for proposals; and contracts for social services, behavioral health, public health, workforce development, economic development, and Community Action Partnership programs.

  • Grant Writer: City of Oakland Housing Authority – Jobs Plus Initiative Grant Writing
  • BA: Organizational Leadership – Simpson University, Redding, CA
  • Family: I just became a grandmother to Lillian Elizabeth on 03-15-22!
  • Pets: I share my home with Jake, an American Bulldog/Boxer mix (Bulloxer), and Willomatic aka “Will”, my American Quarter Horse gelding.
  • Fun fact: I am horse crazy; I have never grown out of my love of horses.

Dr. Jennifer Lux is a social scientist with nearly 14 years of academic and applied research experience focusing on criminal justice. Jennifer is passionate about finding ways to bridge the divide between research, policy, and practice. She is adept at program and policy design and evaluation, planning, and conducting qualitative and quantitative research, and statistical analysis. She is an accomplished writer, speaker, and certified assessor and trainer in evidence-based correctional programs. At RDA, she contributes her expertise to a variety of projects across the Justice Practice. Prior to joining RDA, Jennifer worked on large and medium-scale federally-funded research studies with Texas Christian University and University of Cincinnati. Jennifer holds a PhD in Criminal Justice from the University of Cincinnati.

  • Training Materials Developer: Contra Costa County Probation Department – Technical Assistance
  • Data Analyst: Yolo County Probation Department – Ohio Youth Assessment System Detention Tool (OYAS-DET) Validation Study
  • Senior Consultant: San Mateo County Behavioral Health & Recovery Services – Parent Project & Mental Health First Aid Evaluation
  • PhD: Criminal Justice – University of Cincinnati, Cincinnati, OH
  • MS: Criminal Justice – University of Cincinnati, Cincinnati, OH
  • BS: Criminology – Butler University, Indianapolis, IN
  • Pet: Dog named Olive

Chief Operating Officer

John Cervetto brings more than ten years of professional experience working in local government, nonprofit, and community-based settings, with a focus on systems change through collaboration and innovation. As a Director at RDA, John manages a multifaceted consulting team and portfolio of projects focused on human services, workforce development, adult education, and economic development. He specializes in coordinating stakeholders across systems for more effective service delivery, and excels in qualitative research, interviewing and group facilitation, program evaluations, and financial analysis and planning. John is a member of RDA’s Executive Team, contributing to organizational strategy, sustainability, and employee development. Prior to RDA, John worked in the child welfare and community healthcare systems including developing quality assurance processes for federally qualified health clinics and as a direct service provider at residential treatment facilities for emotionally disturbed children. Additionally, John is also a Returned Peace Corps Volunteer serving in the Kyrgyz Republic from 2007-2009 as a health promotion consultant to rural healthcare workers.

  • Project Director: Stanislaus County Workforce Development – Commuter Survey
  • Project Director: Contra Costa County Adult Education Consortium – Adult Education Block Grant Coordination and Facilitation
  • Facilitator: California Department of Social Services – Child Welfare Citizen Review Panels Facilitation
  • MSW: Social Welfare – University of California, Berkeley, CA
  • BA: Anthropology – University of California, Santa Cruz, CA

Julia Lang is a homelessness expert with 10 years of professional experience in the public and nonprofit sectors, specializing in program design, implementation, strategic planning, and staff development. Julia’s career has been dedicated to creating access and belonging, and she is passionate about implementing programs that support our most marginalized community members. At RDA, she supports a variety of planning and evaluation projects across the community health and human services sectors, including serving as the lead for RDA’s work in the area of housing and homelessness. Prior to joining RDA, Ms. Lang served as Regional Director of a social safety net and innovative workforce development program for those experiencing of homelessness. She has also managed a peer-to-peer workforce development program, launched and managed a winter motel shelter program, and acted as a court liaison for unhoused persons in the Palo Alto Review Court.

  • Project Manager: Nevada County Behavioral Health Department – CalAIM Medi-Cal Innovations Navigation and Implementation
  • Project Manager: Santa Cruz County Behavioral Health – Healing the Streets SAMHSA Project Evaluation
  • Evaluator: San Mateo County Behavioral Health and Recovery Services – Social Enterprise Café Evaluation
  • BA: Sociology – San Jose State University, San Jose, CA
  • Executive Certificate: Social Impact Strategy – University of Pennsylvania, Philadelphia, PA
  • Pet: Cat, Frida Cahtlo
  • Bucket list: Learning how to scuba dive, climbing a big wall (sleeping on a portaledge on the route), making it to all 50 states, trekking to tea houses in Nepal
  • Go-to karaoke song and artist: Valerie, Amy Winehouse
  • Volunteerism: pro bono consultant, supporting nonprofits in evaluation and planning projects, PennPAC Bay Area
  • Pet peeves: When people are constantly looking at their phones when you hang out with them
  • Fun fact: I’ve ridden my bicycle across the country!

Julia Owens is a seasoned professional with ten years of experience that includes significant roles in emergency medical services, psychiatric emergency services, crisis counseling, and legal advocacy for adults with severe mental illness and justice system involvement. Julia is passionate about enhancing mental health outcomes for first responders, underserved adults, and formerly incarcerated individuals. Prior to joining RDA Consulting, Julia conducted research on violence reduction at Napa State Psychiatric Hospital, providing crisis de-escalation training to frontline workers. Julia’s experience providing support in high-need communities, along with her graduate training in Clinical Psychology, provides a unique perspective on community-based mental health care and public health policy. Julia is passionate about community service and currently serves on the Mobile Assistance Community Responders of Oakland (MACRO) Advisory Board and the BART Transit Security Advisory Board, where she actively contributes to improving community well-being.

  • Analyst: California Department of Social Services – Child Welfare Citizen Review Panels Facilitation
  • MA: Clinical Psychology – Teachers College, Columbia University, New York, NY
  • BA: Psychology, International Relations – University of Puget Sound, Tacoma, WA
  • Pets: I have a Rhodesian Ridgeback named Cleo.
  • Favorite quote: “Aut inveniam viam aut faciam” or “I shall either find a way or make one.” ~ Hannibal of Carthage, circa 218 BC
  • Bucket list: Backpack around Europe, visit as many museums and cafes as possible!
  • Karaoke: “Teenage Dirtbag” by Wheatus

Senior Grant Writer

Katharina Mack is a skilled grant manager and writer who brings eleven years of comprehensive grants management from prospect research, proposal development, budget preparation, program expenditure review, grant reports to cultivating positive stakeholder relationships (both government and private). Katharina is passionate about equity, generational poverty, climate justice, aging in isolation, and immigration. As Senior Grant Writer at RDA, Katharina identifies and analyzes external and internal opportunities, efficiently guiding them through the stages of planning and execution. Prior to joining RDA, Katharina worked for one of the largest and oldest human service agencies in the Bay Area, managing an extensive grants portfolio spanning 30+ programs across four service areas (aging, homelessness, children & youth, and immigration).

  • Lead Grant Writer: Los Angeles Unified School District – 21st Century Community Learning Centers Grant Proposal
  • Senior Consultant: Multnomah County Joint Office of Homeless Services – Grant Writing Training & Technical Assistance
  • MA: Linguistics – Bielefeld University, Bielefeld, Germany
  • Family: I live on a homestead in the Green Mountains of Vermont with my partner and currently six animals.
  • Favorite quote: Life can only be understood backwards; but it must be lived forwards. ~Søren Kierkegaard
  • Volunteerism: Hospice volunteer caregiver. Certified death doula. Co-founder of death education nonprofit “Amending Death.” Board member at CVFiber, a Communications Union District (CUD) municipal organization whose mission is to get fast, dependable, and affordable Internet to every Vermonter.
  • Pet peeve: Subtitles that are the same color as the background they are on. Impossible to read!
  • Fun fact: My partner and I lived in a 16 x 16 cabin (without running hot water!) in northern New England for 18 months while I was working remotely. We are still married!

Associate Director, Business Development

Ken Lupoff is an accomplished leader, experienced in cultivating relationships with government agencies and elected officials, grass-roots communities, corporations, and foundations. With over 23 years of professional experience and over ten years of nonprofit experience, Mr. Lupoff is passionate about making a difference in the world and bringing out the best in people. As an Associate Director of Business Development at RDA, Mr. Lupoff enhances organizational sustainability and growth by supporting the competitive proposal development process, and managing various grant writing and RFP development engagements for a variety of government and nonprofit clients across numerous sectors, including the recent California Department of Health Care Services Behavioral Health Bridge Housing grants for Santa Clara County and Nevada County. Prior to joining RDA, Mr. Lupoff was Community Liaison/Policy Analyst for Oakland Councilmember Noel Gallo, and prior to that served as Executive Director of the Oakland Parks & Recreation Foundation, whose work centered on achieving equity and inclusion outcomes at city-owned parks in Oakland.

  • Project Manager: Nevada County Behavioral Health Department DHCS Behavioral Health Bridge Housing Grant
  • Project Manager: Santa Clara County Health and Hospital System Behavioral Health Services Department DHCS Behavioral Health Bridge Housing Grant
  • Project Manager: San Mateo County Health HomeKey Round 3 Grant
  • BA: History – San Francisco State University, San Francisco, CA
  • Family: I live with my wife and teenage son in Oakland’s Fruitvale district. We’re all creative types in my family, writers, actors, musicians.
  • Favorite quote: “Some men see things as they are, and ask why. I dream of things that never were, and ask why not.” – Robert Kennedy
  • Bucket list: To visit the Catalan village of Santa Coloma de Farners in Spain, where the grave of my relative Aaron Lopoff was recently discovered. Aaron died in the 1930s during the Spanish Civil War as part of the Abraham Lincoln Brigade, fighting against the dictator Franco.
  • Karaoke: “I Want to be Free” – Ohio Players
  • Volunteerism: I am President of the Board and Interim Treasurer for Peralta Hacienda Historical Park, where I take part in monthly park-cleanups, and provide strategic advice to the ED and her senior staff.
  • Pet peeve: There’s never enough free time!
  • Fun fact: I’ve been deeply into the musical-works and genius of Parliament/Funkadelic since Middle School (which was quite some time ago)!

Finance Analyst

Mark Haberman enjoys opportunities to solve complex problems with creative solutions. As RDA’s Finance Analyst, he coordinates financial activities and processes, handles payroll, and ensures fiscal compliance and sustainability. Mark began his career at RDA in 2011 as an Executive Assistant and then became the Operations Manager in 2014. Over the years, he has taken on a variety of different assignments including data collection, supporting the company’s hiring processes, submitting proposals, and most recently, being responsible for the firm’s finances. Prior to RDA, Mark worked in sales and marketing for the Merrimack Group, Human Resources consulting for HR Solutions, and was a field manager for the successful Re-Elect Joan Buchanan campaign of 2010.

  • BS: Economics – University of California, Santa Cruz, CA

Megan Drazek brings five years of professional experience in the public and nonprofit sectors, specializing in program evaluation, analysis, and continuous improvement. Megan is passionate about improving public and community service delivery through research and community engagement to better and more equitably meet the needs of communities served. At RDA, Megan supports a variety of criminal justice projects as an evaluator, planner, and researcher. Prior to joining RDA, Megan conducted qualitative and quantitative analysis to help improve processes for various Arizona justice systems, including the Maricopa County Adult Probation Department and the Arizona Department of Corrections, Rehabilitation, and Reentry. Her work improved the reentry process for individuals using transitional housing by better aligning housing placement with the individual’s identified needs. Megan also conducted evaluations for a variety of state-level agencies as a performance auditor and developed a continuous improvement program for a nonprofit that served homeless youth. 

  • MPP: Arizona State University, Phoenix, AZ
  • BS: Family and Human Development & Bachelor of Social Work – Arizona State University, Phoenix, AZ
  • Bucket list: Hiking the Pacific Crest Trail and driving the Pan-American Highway in a campervan
  • Pets: Two pups named Juice and Lupe

Business Development Associate

Nannette DiLouie is a skilled writer with more than 20 years of administrative experience developing grants, requests for proposals (RFPs), and contracts in multiple sectors, including social services, behavioral health, public health, housing, economic development, workforce development, and community action partnership programs. Nan is passionate about enhancing the efficiency and productivity of systems as a means to improving the lives of people served by those systems. As a Business Development Associate at RDA, Nan supports the development of competitive proposals to sustain RDA’s pipeline of contracted work. She also supports various grant writing and RFP development engagements for a variety of government and nonprofit clients across numerous sectors. Prior to joining RDA, Nan was Manager of Administration for the Glenn County Health and Human Services Agency, where she managed grants, procurement processes, contracts, and board of supervisor submissions for the Agency.

  • Analyst and Supporting Grant Writer: Rubicon Programs America’s Job Center of California Grant Writing
  • Grant Writer: Oakland Housing Authority US Department of Housing and Urban Development Jobs Plus Initiative
  • Writer: Oakland Workforce Development Board RFP Development
  • MSBA: Business Administration, Management Information Systems – California State University, Sacramento, CA
  • BA: English – Old Dominion University, Norfolk, VA
  • Family: I have 7 grandchildren
  • Pets: Too many to list
  • Bucket list: Visit the Grand Canyon and Europe
  • Fun fact: I am an avid equestrian

President Emeritus and Chair, Trust Stewardship Committee

As an advisor to RDA in her role as President Emeritus and Chair of RDA’s Trust Stewardship Committee, Dr. Patricia Marrone Bennett brings more than 35 years of experience leading and consulting with nonprofit and public organizations. She believes that government, when partnered with consumers and community-based organizations, can solve complex societal problems and improve the quality of life of individuals, families, and the communities in which they live.

As RDA’s President and CEO, Patricia championed the use of evidence-based practices and data-driven planning and decision making to understand, evaluate, and improve systems that serve vulnerable populations — a value that remains with RDA to this day. Throughout her tenure at RDA, Patricia supported several innovative efforts across a wide range of human service domains, including projects centered on organizational development, strategic planning, research, and evaluation. Patricia launched numerous efforts to improve systems and practices in government and nonprofit organizations including utilizing and sharing data, leadership development, organizational change management, revenue enhancement, and consumer-driven planning processes. Stemming from her days as a lobbyist for the Quaker-sponsored Friends Committee on Legislation, Patricia maintains a passion for justice reform, behavioral health issues, and supports for foster care youth. She led an effort that established the first program of its kind for incarcerated pregnant teens and their infant children. She also served as the Executive Director of several nonprofit organizations that provided behavioral health, case management, and homeless services. Patricia is a Gallup-Certified Strengths Coach and is a past President of Mental Health America of California.

  • Principal: Los Angeles County Chief Executive Office – Probation Governance Study
  • Advisor: Los Angeles County Chief Executive Office – Homeless Outreach Network Evaluation
  • Advisor: Alameda County Health Care Services Agency – Alameda County Care Connect Organizational Development and Change Management
  • Announcing Our New Chapter
  • One Small Planet/a>
  • Message from our CEO: This is an Opportunity to Connect the Dots
  • Being a Thought Partner
  • PhD: Human and Organizational Development – Fielding Graduate University, Santa Barbara, CA
  • MA: Human and Organizational Systems – Fielding Graduate University, Santa Barbara, CA
  • BA: Speech Communication – San Francisco State University, San Francisco, CA
  • Pets: German Shepherd named Siena
  • Favorite quote: “Life begins at the edge of your comfort zone, and so does learning.” – modified quote from Neale Donald Walsch
  • Bucket list: Achieved! Living by the ocean
  • Volunteerism: RDA Consulting Trust Stewardship Committee, 2023; American Sustainable Business Council 2019; Social Venture Circle Member 2017; Foundation Fighting Blindness 2015; California Behavioral Health Planning Council 2013-2017

Paulina Hatfield has three years of professional experience and is a skilled quantitative researcher and cross-systems strategic planner with a focus on data analysis, program planning, and evaluation in public health. Paulina is passionate about communicating data and information both effectively and equitably to make data-informed decisions. At RDA, she supports a variety of planning, evaluation, and research projects across the community health and human services sectors. Her prior experience includes working with a research team based in Argentina where she assisted in the creation of literature reviews and project proposals aimed to reduce global maternal and infant mortality, and volunteer service as a Program Director for a nonprofit partnering with underserved communities to make measurable and sustainable improvements in their health and well-being.

  • Qualitative Analyst: Livingston Community Health — COVID-19 Financial Hardship Program Evaluation
  • Quantitative Analyst: San Mateo County Behavioral Health and Recovery Services — Parent Project & Mental Health First Aid Evaluation
  • Associate: Lake County Behavioral Health Services — Whole Person Care (WPC) Evaluation
  • MPH(c): Global Public Health — University of North Carolina, Gillings School of Global Public Health, Chapel Hill, NC
  • BS: Nutrition-Nutrition Science — California Polytechnic State University, San Luis Obispo, CA
  • Favorite Quote: “You may live in the world as it is, but you can still work to create the world as it should be.” -Michelle Obama
  • Volunteerism: I’m on the Young Professionals Board for Curamericas Global, a global non-profit organization based in Raleigh, NC (I joined while in graduate school!)
  • Fun fact: I love coffee and I have a large (and growing) collection of coffee mugs

Penelope Fergison is a data expert with over two years of professional experience in the public and non-profits sectors specializing in translating data into clear findings and recommendations that deliver innovative and meaningful results. As a mixed-methods researcher with a humanities background, Penelope is passionate about blending spatial data with quantitative and qualitative data to communicate difficult concepts effectively through storytelling. As a master’s student, she used these principles to construct a social vulnerability index for the Los Angeles Mayor’s Office, incorporating spatial statistics to identify where the city’s most digitally vulnerable residents live and direct future digital policy. At RDA, she supports a variety of criminal justice projects as a lead quantitative analyst. Prior to joining RDA, Penelope worked for the Los Angeles County Department of Workforce Development, Aging, and Community Services, where she managed and analyzed all program data for LA County’s nationally recognized worker safety intervention, PPE Unite.

  • Lead Quantitative Analyst: Los Angeles County DHS – ORD Youth Diversion & Development (YDD) Evaluation
  • Lead Quantitative Analyst: Napa County HHSA – Whole Person Care (WPC) Evaluation
  • Lead Quantitative Analyst: Sonoma County Probation Department Justice and Mental Health Collaboration Program (JMHCP) Expansion Evaluation
  • MPP: Public Policy — University of Southern California, Los Angeles, CA
  • BA: History of Public Policy and Political Science — University of California at Santa Barbara, Santa Barbara, CA
  • Pets: I have two cats named Thalia and Iris
  • Bucket list: Visit Japan, for at least a month!
  • Go-to karaoke song and artist: Bohemian Rhapsody by Queen
  • Fun fact: I love to read mysteries and make key lime pie!

Human Resources Manager

Raveet Dhillon is a human resources (HR) professional with ten years of professional experience specializing in employee relations and performance management. As RDA’s HR Manager, Raveet is passionate about serving as a resource and system of support for RDA and its people. With a background in psychology, Raveet brings an ability to focus on the unique needs of each person she works with and strives to be helpful and relatable to all. Raveet brings extensive HR experience from multiple industries such as investment firms, retail, and start-ups. Before joining RDA, Raveet was an HR Manager at the McGeorge School of Law, where she assisted with establishing their new School of Health Sciences in Sacramento.

  • BS: Psychology – University of California, Davis, CA
  • MA: Psychology – San Jose State University, San Jose, CA
  • Family: I live in Sacramento with my husband
  • Pets: 3 German shepherds – Milo, Enzo, and Simba
  • Fun fact: I swam competitively for more than 15 years

Sarah Ferrell brings to RDA prior experience from the education sector, non-profit social services, national and state public health insurance, and community organizing. Sarah enjoys facilitating groups, bringing together passionate and opinionated people who collaborate to solve complex problems together. Sarah is passionate about amplifying people’s stories to inform organizational strategy and action. She is a strategic and tactical thinker with a critical eye for how intersecting service systems implicate our most vulnerable community members. As a Senior Consultant at RDA, Sarah supports a variety of projects that span the community health and human services sectors.

  • Project Manager: Yolo County Health & Human Services Agency – Plan to Address Homelessness Action Planning
  • Project Manager: Berkeley Health, Housing, and Community Services – Specialized Care Unit, Non-Police Crisis Needs Assessment and Planning
  • Project Manager: Bay Area Air Quality Management District, Air Quality & Climate Division – Organizational Development and Strategic Planning
  • BA: Hearing & Speech Sciences – University of Maryland, College Park
  • MPH: Health & Social Behavior – University of California, Berkeley
  • MSW: Strengthening Organizations & Communities – University of California, Berkeley
  • Pets: Unpopular opinion: plants are better than pets!!!
  • Pet peeves: when people leave the faucet running and walk away…
  • Fun fact: bakes the flakiest, layer’iest, most delicious buttermilk biscuits you’ve ever had!

Stephanie Duriez is a skilled researcher with nine years of experience specializing in improving the effectiveness of the criminal justice system at the local and state level. She is also an experienced and dynamic presenter with extensive experience in training practitioners, conducting working group sessions, and testifying to executive and legislative bodies. Stephanie is particularly skilled in mixed-methods research; forging community partnerships; and advocating for administrative and legislative policy change to improve outcomes for communities and individuals, reduce costs for local and state governments, and elevate cross-sector service delivery. As a Consulting Manager at RDA, Stephanie leads and supports a variety of criminal justice projects. Prior to RDA, she provided expert technical assistance focusing on high-level policy and data analysis to identify policy recommendations and provide implementation assistance to multiple states through the Council of State Governments Justice Center. She also previously served as Project Manager for the University of Cincinnati Corrections Institute’s Evidence-Based Correctional Program Checklist Project.

  • Project Manager: Los Angeles County Division of Youth Diversion and Development – Evaluation of Services
  • Project Manager: City of San Jose Parks, Recreation, and Neighborhood Services – Performance Measurement Framework for the Mayor’s Gang Prevention Task Force Programs
  • Project Manager: Contra Costa County Behavioral Health Services in partnership with the Office of Education Mental Health Student Services Act – Wellness in Schools Program Evaluation
  • PhD: Criminal Justice (expected 2022) – University of Cincinnati, Cincinnati, OH
  • MS: Criminology – University of Cincinnati, Cincinnati, OH
  • BA: Political Science – Seattle University, Seattle, WA
  • Pets: I have two cats, Mister and Littles
  • Favorite quote: “No matter what people tell you, words and ideas can change the world.” ~ Robin Wiliams
  • Fun fact: I went to llama camp when I was a little girl

Operations Manager

Suzanne Winters is a dedicated and detail-oriented computing professional with over 22 years of experience providing technical and business support for in-house teams, clients, and end users, including communications liaison; specifications and technical/user documentation; training; quality assurance; IT server and software management; and operational/administrative support. Suzanne is passionate about supporting the project teams and clients to ensure everyone has what they need. As Operations Manager at RDA, Suzanne manages project and business opportunity set up, quality assurance activities, contracting, invoicing, and internal process development and documentation.

  • BS: Computer Information Systems – Pace University, New York, NY
  • Fun fact: I am a triplet

Dr. Taylor Kidd is a skilled researcher with six years of doctoral-level training conducting mixed-methods applied research and evaluations. Taylor is passionate about understanding “what works” through research to create actionable recommendations that can positively improve programs, practices, and policies. She is also dedicated to working to promote social fairness to enhance equitable outcomes, particularly for individuals who experience contact with courts and corrections. At RDA, Taylor supports a variety of planning, evaluation, and research projects across the community health, human services, and justice sectors. Her previous work focused on research involving juvenile justice, implicit bias, and community-based youth justice programs. Taylor also brings a wealth of teaching experience, including at the University of California, Irvine, she both taught and supported the instruction of courses covering a wide spectrum of justice subjects such as research design, juvenile justice and gangs, and mental health and the justice system.

  • Analyst: Alameda County Behavioral Health Care Services – Prop 47 Evaluation
  • Researcher, Co-Facilitator: Santa Clara County Office of the Executive – Alternatives to Incarceration Workgroups Facilitation
  • Project Manager: Santa Cruz County Juvenile Probation Department – Stable Transitions After Reentry (STAR) Evaluation
  • PhD: Criminology, Law & Society – University of California, Irvine, CA
  • MA: Social Ecology – University of California, Irvine, CA
  • BS: Psychology – University of Florida, Gainesville, FL
  • BA: Criminology and Law – University of Florida, Gainesville, FL
  • Pets: I have four cats: Raven, Jackson Pollock, Chili, and Tank
  • Go-to karaoke song and artist: “When You Were Young” by The Killers
  • Pet peeve: When people do not return their shopping carts to the corral

Vanessa Guerrero is a skilled public health researcher and analyst who is passionate about using her research to enhance the quality of life among populations disproportionately affected by the social determinants of health. At RDA, Vanessa brings her expertise as an evaluator and analyst to a variety of projects in the Community Health and Human Services practices. Prior to joining RDA, she was a Research Analyst with the Los Angeles County Department of Public Health’s Nutrition and Physical Activity program researching and evaluating several aspects of the federally funded Supplemental Nutrition Assistance Program Education (SNAP-Ed) and CalFresh Healthy Living program. This work included the implementation of policy, systems, and environmental change strategies for produce distribution, food insecurity screenings, and referrals within Los Angeles County.

  • Project Manager: InterFaith Shelter Network – Adult Reentry Grant Rental Assistance Program (ARG RAP) Evaluation
  • Project Manager: San Mateo County Behavioral Health Services – Mental Health Services Act (MHSA) Pacific Islanders Organizing, Nurturing and Empowering Everyone to Rise and Serve (PIONEERS) Evaluation
  • Analyst: San Mateo County Behavioral Health and Recovery Services – Mental Health Services Act Social Enterprise Café (Kapwa Kultural Center) Evaluation
  • MPH: Community Health Sciences – University of California, Los Angeles, CA
  • BS: Public Health – Hawaii Pacific University, Honolulu, HI
  • Pets: Weezer the cat (like the band)
  • Favorite quote: “I have no special talent. I am only passionately curious.” – Albert Einstein
  • Bucket list: To go skydiving in Hawaii

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