Back to Project
Advisory Setting Expectations
- Ownership Authorization
- Mutual Non-Disclosure
- Know Your Client
- Setting Expectations
- Client Goals & Outcomes
- Google Drive Folder
- Corporate Resolution
- Engagement Overview
- I-9 completion
- Compliance Verification
- Corporate Bio
- Strategic Coaching Session
Corporate Bio
Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 100 MB.
Recommended Assessments
- 5 Factor Model Overview
- 5 Factor Model Test
- Upload Results
- ENNEAGRAM Overview
- ENNEAGRAM Test
- Upload Results
- Multiple Intelligence
- Multiple Intelligence Test
- Upload Results
- Learning Style Overview
- Learning Style Test
- Upload Results
- Personality Type Overview
- Personality Type Test
- Upload Results
Upload Results
Please upload the results here to continue
Click or drop files here to add more
Maximum upload file size: 100 MB.
Upload Results
Please upload the results here to continue
Click or drop files here to add more
Maximum upload file size: 100 MB.
Upload Results
Please upload the results here to continue
Click or drop files here to add more
Maximum upload file size: 100 MB.
Upload Results
Please upload the results here to continue
Click or drop files here to add more
Maximum upload file size: 100 MB.
Upload Results
Please upload the results here to continue
Click or drop files here to add more
Maximum upload file size: 100 MB.
Business Plan Assessment
Style of Business Plan (Use of Funds)
- Startup B.Plan
- Strategic: B.Plan
- Feasibility B.Plan
- Growth B.Plan
- Expansion B.Plan
- Eligible Passive B.Plan
First Draft Business Plan Summaries Udate
- B.Plan Edit
- B.Plan Attachments
- Advisory Session
B.Plan Attachments
Please upload all B.Plan appendices here
Click or drop files here to add more
Maximum upload file size: 100 MB.
Deliverables of Service
- Draft of Business Plan
- Business Plan Advisory
- End of Services
Draft of Business Plan
Please upload any edits changes that need to be made to plan.
Click or drop files here to add more
Maximum upload file size: 100 MB.