Back to Project

Setting Advisory Expectations

• Ownership Authorization
• Mutual Non-Disclosure
• Strategic Evaluation
• Know Your Client Intake
• Setting Expectations
• Client Goals & Outcomes
• Project Engagement
• I-9 Completion
• Compliance Verifcation
• Corporate Bio
Corporate Bio Please upload your bio / resume
Click or drop files here to add more
Maximum upload file size: 100 MB.
• Google Drive Folder
• Strategic Coaching Session

Recommended Assessments

• 5 Factor Model Overview
• 5 Factor Model Test
• Upload Results
Upload Results Please upload the results of your test to continue
Click or drop files here to add more
Maximum upload file size: 100 MB.
• ENNEAGRAM Overview
• ENNEAGRAM Test
• Upload Results
Upload Results Please upload the results of your test to continue
Click or drop files here to add more
Maximum upload file size: 100 MB.
• Multiple Intelligence
• Multiple Intelligence Test
• Upload Results
Upload Results Please upload the results of your test to continue
Click or drop files here to add more
Maximum upload file size: 100 MB.
• Learning Style Overview
• Learning Style Test
• Upload Results
Upload Results Please upload the results of your test to continue
Click or drop files here to add more
Maximum upload file size: 100 MB.
• Personality Type Overview
• Personality Type Test
• Upload Results
Upload Results Please upload the results of the test to continue
Click or drop files here to add more
Maximum upload file size: 100 MB.

Evaluation of Project

• Affidavit of Ownership
• Personal Budget Anal
• Projections
• History of Business
• Business Debt Schedule
• Management Resume
• Source of Capital
• Application for Business
• Proformas Example

Feasibility of Project

• Key Controls & Variables
• Key Demographics
• Q&A of Testing
• Scalability
• Intellectual Property Q&A
• Management Q&A
• Customers behavior
• Q&A Conditions
• Unique Forecasting

Upload Company Project Documents

• Business Plan
Business Plan Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 100 MB.
• Pitch Deck
Pitch Deck Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 100 MB.
• Marketing Plan / Docs
Marketing Plan / Docs Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 100 MB.
• Blueprints/designs
Blueprints/designs Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 100 MB.
• Intellectual Properties
Intellectual Properties Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 100 MB.
• Certifications
Certifications Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 100 MB.
• Business Tax Returns
Business Tax Returns Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 100 MB.
• Personal Tax Returns
Personal Tax Returns Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 100 MB.
• Use of Funds/Benefits
Use of Funds/Benefits Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 100 MB.
• Purchase Orders or Invoice
Purchase Orders or Invoice Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 100 MB.
• Franchise Agreement
Franchise Agreement Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 100 MB.
• Uniform Franchise Offering
Uniform Franchise Offering Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 100 MB.
• Lease(s)
Lease(s) Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 100 MB.
• Buy-Sell Agreement
Buy-Sell Agreement Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 100 MB.
• Any other files
Any other files Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 100 MB.

Deliverables of Services

• Advisory Session
• Online Folder
• End of Services