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Strategic Business Plans

Financial Consulting
It's not just about the numbers, we know what your business needs.
About Us

ABOUT US

Strategic Business Plans is a business consulting firm based in the San Francisco Bay Area. Our team of experienced professionals specializes in providing strategic financial consulting services to help companies optimize their financial performance and achieve their long-term goals. As your outsourced CFO, we are committed to solving complex business challenges using the latest technology and data resources, combined with a creative and collaborative strategic approach.

OUR SERVICES AS YOUR OUTSOURCED CFO

BUILDING A BUSINESS PLAN

We help our clients create comprehensive business plans that forecast business profitability and attract investors, which is essential for business growth. We provide customized financial models that help our clients make informed decisions about their business strategies and investments.

RAISING CAPITAL

We guide our clients towards conservative capital structures that tap the lowest cost of debt and equity in the capital markets today.  Goal alignment and financial flexibility are the priorities.

IMPROVING PROCESSES

We help our clients improve their business processes by leveraging technology and data resources to streamline operations and increase efficiency. Our team provides customized solutions that are tailored to our clients' unique business needs.

EXIT STRATEGIES

We develop exit strategies for owners that include transferring ownership to the next generation, recapping the business with a private equity firm active in your space, or outright sale to a strategic buyer.

Testimonials

Strategic Business Plans will help you to create a comprehensive business plan that will secure funding for your business. Our team of experts provides customized financial solutions that are tailored to your unique business needs.

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