We typically follow the following steps:

1. A free one-on-one consultation about your business to understand your needs.
2. Review of any work you have done to date
3. Formal proposal for services
4. Due diligence & brainstorming: we try to meet in person with every client at this point to lay the groundwork for the plan.
5. Preparation of a rough draft of all deliverables
6. Several iterations of changes and updates, based on client feedback.
7. Coaching on all aspects of the plan, financial model, and presentation.
8. Provide ongoing support and execution of the plan, as needed.
9. Depending on the amount of work the client has done before an engagement, this can take from 2-8 weeks to complete.