business plan consultant exemple

Consulting Business Plan: Complete Consultant Template & PDF

This consulting business plan is a comprehensive copy/paste example that includes an operating and marketing plan for any kind of consulting business. You can download it and make edits to create a plan for your business, whether you’re a startup consultant business or an existing consulting firm that wants to grow faster.

(Estimated reading time: 19 minutes)

Table of Contents

Consulting Business Plan Template

This plan for consultants contains in-depth information to build your own version. Simply modify the examples in this consulting plan to fit your specific line of work and you can quickly create a plan for industries such as (but of course not limited to):

• management consulting business plan
• advertising and marketing agency business plan
• healthcare consulting business plan
• IT consulting business plan
• fintech consultant business plan
• environmental consulting business plan
• security consulting business plan
• software consultant business plan

This business plan for consultants covers the following topics that go into a plan: your service list and descriptions, target market, marketing strategies for consultants, competition, and financial projections. You can download this example plan as a Google Doc for easy editing in Google Docs, Microsoft Word, Apple Pages, or save it as a PDF:

How to Use This Consultant Business Plan to Attract Clients

• Consulting Business Plan Template – This section provides guidance on what to include in each part of your business plan.
• Sample Consulting Business Plan Text – This part includes actual text from a real consulting business plan example that you can use as-is or modify to fit your specific needs.

Since many consulting businesses are established by solo practitioners, this consulting business plan example will focus on one-person firms. However, if you have partners or are part of a larger company, you can easily adapt this plan by replacing singular pronouns (I) with plural forms (we).

To help you chart a revenue course to starting your consulting business, this business plan example also includes a brief overview of a marketing plan. I recommend taking a look at (even downloading) my detailed marketing plan example as a model for yours.

Sample Consulting Business Plan

Let’s begin with the sections that make up your consulting business plan. I include sample text below the description of what to focus on within each section.

The first section of your business plan introduction is critical for framing your consulting practice.

1. Consulting Business Plan Executive Summary

Here are the key topics to focus on in this section of your consultant business plan:

• An introduction to your consulting business and the services you offer
• A summary of your target market and their needs
• Your key differentiators and what sets your consulting business apart from competitors
• Your approach to delivering high-quality consulting services and achieving measurable results
• A summary of your marketing strategy and how you plan to reach your target market

Consultant Business Plan Executive Summary Example

I specialize in strategic planning, market research, and growth strategies for small and medium-sized technology businesses that cater to the financial sector (i.e., fintech). Additionally, I offer consulting resources such as training programs, workshops, and customized solutions tailored to each client’s unique needs.

My consulting business is built on the belief that every business has the potential for growth and success. To achieve this, I work closely with my clients to understand their goals and challenges, and develop customized solutions that help them achieve their objectives.

My target market consists of small and medium-sized businesses in the financial technology industry, a.k.a. fintech, who are looking to make their operations more efficient based on data and methodical research. My management consulting services are tailored to meet their unique needs, and my approach is focused on delivering measurable results that align with their business objectives.

What sets my consulting business apart from competitors is my focus on collaboration and transparency. I believe in working closely with my clients to develop solutions that are customized to their specific needs, and I keep them involved in the process every step of the way.

To reach my target market, I will establish a strong online presence through content marketing and search engine optimization (SEO for consultants). I will leverage social media platforms to engage with potential clients and showcase my expertise in the fintech industry as a top consultant.

My consulting business is committed to helping businesses solve challenging business management problems that require rigorous analysis and careful calculations. With a focus on delivering innovative solutions and building strong relationships with my clients, I am confident in my ability to help businesses succeed and thrive in today’s competitive market.

2. Consulting Business Plan Service Description

Every consulting business description is slightly different. I’ve provided two variations in this section so that you can identify which one resonates best with your goals. Each version provides similar information, but is structured differently. I have also included consulting service description examples for each version.

Version 1: Service Description

Focus on these elements for this section of your business plan:

• The types of consulting services you offer and their value proposition
• A description of the types of clients you serve and the problems you solve for them
• A summary of your consulting methodologies and tools
• An explanation of the benefits your clients can expect to receive from your services

If you are an independent consultant or small group, even in serving in a consulting capacity at a different firm, you can introduce the fact that your years of experience enable you to offer the same caliber of services that larger more expensive firms provide at significantly higher rates.

Sample Consulting Service Description

• Achieving product-market fit
• Improving operational efficiency
• Enhancing strategic planning and decision-making processes
• Implementing change management initiatives
• Developing growth strategies and market expansion plans
• Optimizing financial performance and risk management

My consulting methodologies are based on a data-driven approach that combines qualitative and quantitative analysis to identify and solve business problems. I use a variety of tools and techniques, including process mapping, benchmarking, and SWOT analysis to develop customized solutions for each client.

Working closely with my clients, I help them develop actionable plans and implement them efficiently to achieve measurable results. By leveraging my expertise and experience, my clients can expect to:

• Improve profitability and reduce costs
• Increase efficiency and productivity
• Enhance customer satisfaction and loyalty
• Expand into new markets and drive growth
• Stay ahead of the competition and achieve sustainable success

I will share examples of past projects that provide a detailed framework along with results to show clients what they can achieve by hiring my consulting business.

With my 15 years of niche industry experience and wealth of successfully completed projects, I am able to offer exceptional high caliber service at lower overall rates than larger firms. My management consulting services are designed to help businesses achieve their full potential and thrive in today’s competitive marketplace.

Version2: List of Business Consulting Services

Before you start writing this section, ask yourself the following questions to help define and refine your consulting services. For this consultant business plan example, I’ve included the following prompts to focus on what a management consultant would focus on. Tweak these as needed for your line of consulting.

• Types of consulting services : Describe the different types of management consulting services you offer, such as strategy consulting, organizational design, change management, or project management.
• Delivery methods : Explain how you deliver your consulting services, such as through workshops, one-on-one consultations, or online platforms.
• Benefits : Highlight the benefits of your consulting services for clients, such as increased efficiency, optimized performance, improved profitability, or streamlined operations.
• Unique value proposition : Describe how your consulting services are unique and different from those of competitors. This could include your methodology, tools, experience, or industry knowledge.
• Website URL : Include the URL of your website where clients can learn more about your consulting services and contact you for more information.

Below is my example of a management consulting services write up, including descriptions of each service, the benefits they provide, and your unique approach to delivering them. You can modify this section of your consultant business plan to fit your exact services offered.

This version is a little shorter than the one above and also includes a case study example link, since content like that will help clients understand the value you bring to the table. You can add a link like this in version 1 above as well.

Example: Management Consulting Services Offered

• Strategy consulting : We work with businesses to develop effective strategic plans that align with their mission and vision and drive business growth.
• Organizational design and development : We help businesses optimize their organizational structure and processes to improve performance and efficiency.
• Change management : We assist businesses in managing organizational change effectively to minimize disruption and achieve desired outcomes.
• Project management : We provide project management services to help businesses plan, execute, and deliver projects on time and within budget.
• Performance management : We help businesses implement performance management frameworks that align employee goals with business objectives and drive results.

Our management consulting services are delivered through a combination of workshops, one-on-one consultations, and online platforms. We use a data-driven approach that combines qualitative and quantitative analysis to identify and solve business problems. Our unique value proposition is based on our extensive experience working with businesses in diverse industries, combined with our personalized approach and commitment to delivering results.

Clients can expect to achieve a range of benefits, including improved organizational performance, increased profitability, enhanced employee engagement, and optimized project outcomes. See our go-to-market strategy case study example for details on the types of results clients can expect from our team.

3. Consultancy Business Plan Target Market and Buyer Persona

It is important to focus on a niche rather than offering generic services.

Consulting as an industry is highly competitive, so prospects may not be able to determine who is the best consultant for them. When you focus, your marketing efforts can be customized to the niche you specialize in.

Think of it this way: if you were to implement Salesforce or Hubspot in your business, would you hire a general IT consultant or a specialist in the product? A general IT consultant may have experience with different systems but may not be as familiar with the intricacies of how to set up Salesforce or Hubspot in a way that makes the most sense for your company.  A specialist, however, will have in-depth knowledge and experience and most all will use best practices for your business.

You would pick the Salesforce or Hubspot specialist without question. In my prior companies, I went through this exact exercise and hired specialists for each of these products.

Similarly, your management consulting business plan should focus on a specific target group so that you become known as a specialist for your niche.

Additionally, create a buyer persona – or a few – to get a clear picture of who you plan to target.

What Goes Into a Buyer Persona for a Consultancy

• Sample Name, Job Title and Role : I always like to give each persona a name to make it more real. Then, include the specific job title and role of the individual who is most likely to hire a management consultant, such as a CEO, CFO, or HR Director.
• Industry and Company Size : Add the industry and size of the company that the individual works in, as the challenges and needs of a small startup may be different from those of a large corporation.
• Goals and Objectives : Be sure to list the most common goals and objectives that the individual is trying to achieve, such as improving operational efficiency, increasing revenue, or expanding into new markets. These should tie into your product or service offering.
• Pain Points and Challenges : Know the pain points and challenges that the individual is facing, such as difficulty retaining top talent, ineffective decision-making processes, or lack of innovation.
• Decision-Making Criteria : Identify the factors that the individual considers when making a decision to hire a management consultant, such as experience, reputation, price, or industry expertise. This can include the influences – or rather, influenc ers , that the buyer relies on to make final purchasing decisions.
• Communication Preferences : Add what you believe to be the preferred communication channels and styles of the individual, such as email, phone, text or in-person meetings.
• Personal Characteristics : You can include the personal characteristics of the buyer, such as their values, beliefs, and personality traits, which may impact their decision-making process.

I’ve created several samples that you can download and have also provided one for this consulting business plan below.

Download 5 Free Buyer Persona Examples →

Sample Management Consulting Target Market

Given my strong background in financial technology (fintech), I specialize in working with fintech startups and small to mid-sized financial institutions.

My clients are typically looking for help in implementing new technology solutions, improving their operational efficiency, or expanding into new markets. As a fintech consultant, I help them identify market expansion opportunities where they could increase their total addressable market ( TAM ) and clarify the marketing plan to penetrate deeper into existing accounts, also known as the land-and-expand strategy.

My consulting services are tailored to each client’s specific needs and can include everything from strategic planning to project management. By working with me, my clients gain access to my expertise in fintech, as well as my extensive network of contacts in the industry.

4. Marketing for Consulting Firms

As a consultant starting a new business or growing an existing one, it is crucial to have a well-planned marketing strategy to acquire clients. In the Marketing Strategy section of your consulting business plan, you should outline how you will promote your consulting firm and services to potential clients. This section should also include information on your consulting branding strategy and how you position yourself in the consulting market.

Here are ten marketing ideas to consider when developing your consulting marketing plan, written as tactics that you can copy/paste into a consulting business plan template or PDF. You can even use ChatGPT, Bard, or other AI-writing tools to create a starter outline, but be sure to include your own original content.

Sample Marketing Plan for a Consulting Firms

To acquire new customers and expand deeper within existing clients, I will deploy the following marketing ideas for consultants and leverage partners to expand my brand’s reach:

• Developing an educational website : My website will contain information on my services, but more importantly it will include case studies and thought leadership content. The key to success will be my educational content as part of my long-term content marketing strategy. I will add lead capture forms on each high-intent article to convert website visitors into leads that I can nurture through email marketing and social media.

• Leveraging SEO : I will identify specific high-intent keywords related to my fintech consulting niche and optimize my website content accordingly. This will help my website rank higher on search engines and attract more potential clients through my educational content. Many of my articles and guides will include videos because research shows that content with videos and images enhances SEO. While many firms rely on paid advertising, using long-tail keywords can be an effective and cost-saving approach. By targeting “low keyword difficulty” and “high search volume” phrases, I can tap into organic search traffic that can continue to generate leads even after the initial investment. Therefore, as a consulting firm, I will prioritize SEO as part of my overall marketing strategy to increase my online visibility and attract potential clients. I will use MoreBusiness.com’s SEO Coaching services to accelerate my footprint online to drive sales from organic traffic.
• Podcasting with thought leadership content : I will share my knowledge and expertise by starting a podcast . This way, I can repurpose the content I create into multiple channels, including writing articles, blog posts, and white papers and using clips to sprinkle throughout my social media channels. I will also produce webinars and slide decks from these podcasts to educate my target market. Having experts as guests on the podcasts will allow me to expand my reach when the guests share posts on their social channels as well.
• Attending industry events : I will attend relevant industry events to network with potential clients and showcase my expertise. I will identify 10 unique events every quarter and inquire about speaking to build my reputation and attract new clients. My goal is to speak at least twice each quarter to new audiences.
• Partnering with complementary businesses : Partnering with complementary businesses can help me reach new clients and expand my services. These businesses would provide services such as IT managed services, accounting, legal and HR, which can lead to referral business.

• Building a referral network : I will leverage my existing network to generate referrals by first providing opportunities for others to get more business. This approach builds trust first, which can lead to getting referrals from others.
• Advertising on industry-specific platforms : I will advertise on industry-specific platforms such as trade publications, industry associations, and job boards and look at the cost-benefit of Google and LinkedIn advertising.
• Using email marketing : I will send regular email newsletters with business consulting topics to stay in touch with clients and prospects. I will send newsletters with trending topics, case studies, and other relevant content to keep them engaged and informed about the industry as a whole as well as projects related to my services.

5. Consulting Business Plan Financials

To calculate your projections, your business model needs to consider several factors such as your revenue streams, cost structure, market size, and growth potential. You’ll also need to look at any historical financial data you have to create realistic projections.

It’s important to keep in mind that financial projections are not a guarantee of your business’s future performance, but rather an estimate based on the information you have available. That’s why it’s essential to make sure the assumptions in your business plan are realistic and backed up by data.

Overall, the financial projections section of your consulting business plan is a critical component that helps you understand the financial feasibility of your business and attract investors or lenders. In the example below, I’ve included an outline of what an individual business plan consultant might put into their business plan. If you are operating with partners as part of a larger entity, modify this example to accommodate for your team’s output and productivity. This consulting plan example also includes various sources of revenue, not just billable time.

Sample Financial Projections for Consulting Business Plan

As a consulting firm, I have several sources of revenue aside from billable hours. These include:

• Retainer Fees : Some clients prefer to pay a fixed monthly fee in exchange for a set number of hours or a specific scope of work. This can provide a predictable revenue stream for the firm.
• Project-Based Fees : For larger projects with a defined scope, I may charge a fixed fee based on the work required. This allows clients to budget more effectively and can provide a higher profit margin for the firm.
• Commission Fees : For certain types of work, such as sales, I may earn a commission on the results achieved. This can be a win-win for both the client and the firm, as the client only pays for results achieved and the firm is incentivized to achieve those results.
• Product Sales : I will develop proprietary online courses to share my expertise in fintech consulting and grow advisory services with those who are not yet ready or unable to afford my consulting services. These will provide an additional revenue stream and can also be used as a freebie given to select clients to share with their staff.
• Referral Fees : By referring clients to other businesses or consultants, I may earn a referral fee. This not only provides an additional source of revenue, but can also help to build relationships and expand my firm’s network.

By diversifying revenue streams, my consulting firm can create a more stable and profitable business model. Our expected revenues for the first three years are as follows:

Year 1 Consulting Firm Financial Projections:

• Billable hours: 1,000 hours x $300/hour = $300,000
• Retainer clients: 3 clients x 10 hours/month x $300/hour x 12 months = $108,000
• Product sales: 5 sales x $197 = $985
• Commissions/referral fees: $10,000
• Total revenue: $419,985

Year 2 Consulting Firm Financial Projections:

• Billable hours: 1,400 hours x $300/hour = $420,000
• Retainer clients: 3 clients x 10 hours/month x $350/hour x 12 months = $126,000
• Product sales: 7 sales x $197 = $1,379
• Commissions/referral fees: $15,000
• Total revenue: $562,379

Year 3 Consulting Firm Financial Projections:

• Billable hours: 1,800 hours x $300/hour = $540,000
• Retainer clients: 3 clients x 10 hours/month x $400/hour x 12 months = $144,000
• Product sales: 10 sales x $197 = $1,970
• Commissions/referral fees: $20,000
• Total revenue: $705,970

6. Consultant Business Plan Conclusion

The conclusion section of a consulting business plan should summarize the key points of the plan and reiterate the main goals and objectives as you start your consulting firm. It is similar to your executive summary and should reinforce the value that your consulting firm brings to clients and how it will address their needs and solve their problems.

Your goal is to leave a positive and lasting impression on the reader, highlighting your consulting firm’s strengths and capabilities and conveying a sense of confidence in your ability to build a successful consulting business. Again, as in previous sections, I’ve written the example below for an individual consultant, which you can easily modify as you need.

Consulting Business Plan Conclusion Example

My consulting firm is well-positioned to provide exceptional services to our clients in the fintech industry. I have a highly experienced team through partnerships with individuals who have a track record of success in this fintech consulting, and we are committed to helping our clients achieve their business goals through innovative and effective solutions. I believe that by leveraging our expertise in operations management and technology, we can help our clients optimize their operations, increase efficiency, and ultimately, drive growth and profitability.

Through strategic partnerships, I’m able to offer a comprehensive suite of services to meet our clients’ needs, from project management and process improvement to software implementation and data analytics. My goal is to establish long-term relationships with our clients and become a trusted partner in their success.

I understand the challenges facing the fintech industry and are constantly adapting and evolving to stay ahead of the curve. I am committed to staying up-to-date with the latest trends, technologies, and best practices in my field, and we are excited to bring this knowledge to clients.

Overall, I am confident in my ability to deliver exceptional value to our clients and achieve the business goals outlined in this plan. I am excited to embark on this journey and look forward to the opportunities that lie ahead.

Start Your Consulting Business

Ready to get started? Download this consulting business plan template and save it as a PDF or doc file for future reference as you build out your business model and growth path.

Connect with me at MoreBusiness.com to help you grow faster! I’ve built several businesses and can help you fast-track your marketing and sales, especially through a managed podcast and thought leadership.

Set Up a Coaching Conversation →

Like this? Share it with your network:

I need help with:, popular topics:.

• Learning SEO
• Generating Sales
• Writing a Marketing Plan
• Writing a Business Plan
• Leading My Team
• Free Marketing Webinars
• Starting My First Business

Got a Question?

Get personalized expert answers to your business questions – free.

Affiliate Disclosure : This post may contain affiliate links, meaning we get a commission if you decide to purchase something using one of our links at no extra cost to you.

You Might Also Like...

Should I Give a Discount on My Consulting Fees?

SEO Title Tag Makeover: 4 Powerful Examples

5 Steps to Design an Effective Employee Engagement Action Plan

4 Actionable Steps to Find a Mentor for Your Business

5 Effective Scheduling Tips To Boost Your Productivity

Business Coaching vs Executive Coaching: 10 Examples

7 Employee Satisfaction Secrets: Nurturing a Happy Small Business Team

Secure Your First 10 Investors: Step-by-Step Startup Guide

SEO Coaching and Marketing Courses

Get More Business

Marketing tools.

• SEO Keyword Tool
• MSP Website Content Kit
• Done-for-You Content
• Graphic Design Tool
• Webinar Automation
• Getting Referrals
• Hubspot Marketing Automation

Popular Downloads

• Marketing Plan Example
• MSP Marketing Plan
• Life Coach Business Plan
• Consulting Business Plan
• How to Write a Business Plan
• Clothing Line Business Plan
• Restaurant Business Plan
• Personal Trainer Business Plan
• Trucking Business Plan
• Pizza Restaurant Business Plan

Free Guides

• B2B SaaS SEO Best Practices
• MSP SEO Marketing Playbook
• Buyer Persona Examples
• How to Increase Google Rankings
• New Client Welcome Package
• How to Create a Happy Customer
• Brand Development Guide
• SaaS Metrics Dashboard
• Marketing and SEO Videos
• Salary Calculator
• Executive Coaching Newsletter
• Contributing Content
• Affiliate Disclosure

BUSINESS STRATEGIES

How to create a consultant business plan

• Nirit Braun
• Oct 30, 2023
• 12 min read

When launching your consulting business, one of the essential first steps is crafting a well-structured and detailed business plan. Your consulting business plan is like a strategic playbook that lays out your goals, tactics and financial projections. It not only steers you toward success but also equips you to adapt and thrive in the dynamic world of consulting.

Keep reading for tips on how to build a strong business plan for your business. Use the template provided at the end to get started on your own plan.

Looking to kick off your consultancy business? Create a business website today with Wix.

Why create a consultant business plan? Top benefits to consider

A business plan forces entrepreneurs to thoroughly evaluate their business idea, target audience and competitive landscape. This process clarifies their vision and mission, ensuring that they have a clear understanding of how their consultancy will provide value to clients. A business plan helps you in the following ways:

Create a business blueprint : With a business plan in place, entrepreneurs looking to start a business can make informed decisions based on a solid foundation of research and analysis. They can choose the most effective strategies for marketing, pricing and service delivery, enhancing their chances of success. Your business plan can also be used to explain what type of business you'll start - whether that's an LLC, Corporation or something else. Learn more about how to start an LLC .

Secure funding : The cost to start a consultancy business can range from around $60 to several thousand dollars . For those seeking external funding, a well-developed business plan demonstrates credibility and professionalism. Investors and lenders are more likely to support a venture with a thought-out plan that showcases its potential for growth and profitability.

Set measurable goals : A business plan sets measurable goals and performance metrics, which is vital with this type of business . This allows entrepreneurs to track their progress, adapt strategies as needed and celebrate milestones along the way.

Want to remind yourself of the basics? Learn more about how to start a service business .

How to create a successful consultant business plan in 6 steps

In this section, we'll break down the key components involved in crafting a successful consultant business plan in six steps.

Executive summary

Business and domain names

Market analysis and research

Operations plan

Marketing and advertising plan

Financial plan

01. Executive summary

An executive summary serves as a concise overview of the consultant's business plan, providing a snapshot of the key components and the business' essence. It's usually the first section investors, lenders and stakeholders read, so it must encapsulate the business' value proposition, objectives, strategies and projected growth. To write a clear executive summary for a consultant business make sure to keep it succinct yet informative. Clearly state the purpose of the business, the services offered, the target market and the unique value proposition. Avoid technical jargon that may confuse readers.

Then you can mention the business' strengths, such as the expertise of the consultants, unique methodologies or specialized services. Emphasize factors that set your consultancy apart from competitors.

Briefly discuss the market need for your services and how your consultancy plans to fulfill it. It’s worth noting that strategy and management consulting, as well as technology consulting, financial consulting and HR consulting are in high demand . Highlight any trends or changes in the industry that your business can capitalize on.

Remember to include a snapshot of your financial projections, indicating expected revenue, costs and profitability. This provides a glimpse into the business' potential financial success.

Example of an executive summary for a consultant business

"XYZ Consulting is a boutique consultancy firm specializing in digital transformation for small and medium-sized enterprises (SMEs). With a team of seasoned professionals, we offer tailored solutions to help businesses harness the power of technology for growth. Our unique approach blends strategic consulting with hands-on implementation, ensuring tangible results. In a rapidly evolving tech landscape, XYZ Consulting is poised to be the partner SMEs need to thrive. Our financial projections forecast a steady growth trajectory, with a focus on achieving profitability within the first two years. With a proven track record and a finger on the pulse of industry trends, XYZ Consulting is well-equipped to guide businesses toward digital success."

02. Business and domain names

Knowing how to name a business is crucial for a consultancy venture and a key step before you register your business . It's the foundation of your brand and influences how clients perceive your services. With Wix , you can use a free business name generator or consulting company name generator as helpful tools for brainstorming unique and memorable names. Ensure the name reflects your expertise and the services you offer.

Similarly, the domain name for your business website is vital. It should be easy to remember, relevant to your services and ideally, match your company name. Check the domain's availability using domain registration platforms. Ensure the domain name aligns with your consultancy's focus and services. Generally, this means keeping it short and easy to spell and pronounce.

Learn more: How to make a consulting website

03. Market analysis and research

Incorporating a thorough market analysis within your consultant business plan is essential. Understand the competitive landscape, target audience and market trends. Research your competitors' strengths and weaknesses, pricing strategies and client base. This information will shape your business strategies and help you identify gaps in the market that your consultancy can fill.

04. Operations plan

The operations plan outlines the logistical aspects of your consultancy. It covers location, premises, equipment and staffing requirements. Determine whether your consultancy will be home-based, have a physical office or operate virtually. Define the equipment and software needed to deliver services effectively. Outline your staffing needs, including the roles and expertise required.

05. Marketing and advertising plan

Your marketing and advertising plan outlines how you will promote your consultant business. Identify the most effective strategies to reach your target audience. Consider content marketing, social media campaigns, networking events and speaking engagements to showcase your expertise. Emphasize how your marketing efforts will build brand awareness and attract clients.

You’ll need to develop a suite of brand assets to use in your marketing as well, starting with a company logo. You can use a free logo maker to get a professional logo in minutes.

06. Financial plan

The financial plan is a critical component of any business plan. It outlines how you will raise money for your business initially and provides a timeline for reaching profitability. Detail your startup costs, including equipment, marketing expenses and personnel. Present your revenue projections, taking into account different pricing models and growth scenarios. Highlight your break-even point and the strategies you'll employ to achieve profitability.

By addressing each part of their plan, entrepreneurs can create a robust business plan that guides them toward achieving their business goals and building a reputable consulting brand.

Consultant business plan examples

These templates illustrate two hypothetical consultant business plans, each tailored to a specific niche. These are just templates and should be adapted to your specific business goals and industry dynamics.

Consultant business plan template 1: XYZ Digital Consultants

XYZ Digital Consultants is a pioneering consultancy firm focused on digital transformation for businesses seeking to thrive in the digital age. Our team of experienced professionals offers strategic guidance and hands-on implementation to drive growth through technology adoption. With projected profitability within two years and a commitment to excellence, XYZ Digital Consultants is poised to lead businesses into a successful digital future.

Company and domain name

Company name: XYZ Digital Consultants

Domain name: xyzdigitalconsultants.com

Market opportunity: The rapid shift toward digital operations has created a substantial demand for expert guidance. Our analysis reveals a gap in the market for holistic digital transformation solutions tailored to the needs of SMEs.

Competitor research: We've identified key competitors and their strengths, which informs our strategy to emphasize personalized service and comprehensive implementation.

Location: Primarily virtual, with occasional in-person consultations as needed.

Premises: Home-based setup with access to modern communication tools.

Equipment: High-speed internet, latest software tools and virtual meeting platforms.

Staffing: Founder and lead consultant, supported by contract specialists as projects demand.

Content marketing: Regular blog posts on digital transformation trends, case studies and client success stories.

Social media campaigns: Active presence on LinkedIn and X to engage with potential clients and share valuable insights.

Networking events: Participation in industry webinars, seminars and local business events to showcase expertise.

Speaking engagements: Leveraging speaking opportunities at conferences and workshops to establish authority in the field.

Startup costs (equipment, website development, marketing materials): $15,000

Revenue projections (year one): $150,000

Revenue projections (year two) : $300,000

Break-even point: Achieved by the end of year one

Funding: Initial investment and savings from the founder

Consultant business plan template 2: LeadersEdge Consultants

LeadersEdge Consultants is a dynamic consultancy dedicated to leadership development and organizational excellence. Our experienced team offers customized programs that empower leaders to drive positive change. With a projected growth trajectory and a commitment to fostering impactful leadership, LeadersEdge Consultants is poised to transform organizations and elevate their success.

Company name: LeadersEdge Consultants

Domain name: leadersedgeconsultants.com

Market opportunity: Our analysis reveals a growing need for leadership development programs in diverse industries.

Competitor research: We've identified competitors' offerings and recognized an opportunity to provide a unique blend of coaching, training and strategy implementation.

Location: Virtual consultations, with the option for on-site workshops

Premises: Virtual office setup with video conferencing capabilities

Equipment: High-quality audiovisual tools, assessment software and learning platforms

Staffing : Founder will serve as the lead consultant, supported by certified leadership coaches

Customized workshops: Designing tailored leadership development programs for individual organizations.

Webinars: Hosting webinars on leadership best practices to showcase expertise and engage potential clients.

Thought leadership content: Publishing whitepapers, eBooks and video content on leadership topics.

Collaborations: Partnering with HR and talent development professionals to expand reach.

Startup costs ( making a website , training materials) : $10,000

Revenue projections (year one): $120,000

Revenue projections (year two): $250,000

Break-even point: Achieved within the first six months

Funding: Initial investment from the founder.

How much should you be charging as a consultant?

The amount you charge as a consultant will depend on a number of factors, including:

Your experience and expertise

The type of consulting services you offer

The value you provide to your clients

The market rate for consulting services in your field

In general, consultants charge between $100 and $500 per hour. However, some experienced and highly specialized consultants can charge upwards of $1,000 per hour.

To determine your consulting rate, you can use the following formula:

Consulting rate = Hourly rate * Value multiplier

Your hourly rate should reflect your experience and expertise, as well as the type of consulting services you offer. For example, if you have 10 years of experience and you offer specialized consulting services, you can charge a higher hourly rate than a consultant with less experience and who offers more general consulting services.

Your value multiplier should reflect the value you provide to your clients. For example, if you can help your clients to achieve significant results, you can charge a higher value multiplier.

Here is an example of how to use the formula:

Consultant: Experienced consultant with 10 years of experience offering specialized consulting services

Hourly rate: $200 per hour

Value multiplier: 2

Consulting rate: $200 per hour * 2 = $400 per hour

Can a consulting business be profitable?

Yes, a consulting business can be profitable. In fact, consulting is one of the most profitable industries in the world. According to a report by IBISWorld, the average profit margin for consulting businesses is 20%. This means that for every $100 in revenue, consulting businesses generate $20 in profit.

There are a number of factors that contribute to the profitability of consulting businesses. First, consultants are able to charge high fees for their services. Second, consulting businesses have relatively low overhead costs. Third, the demand for consulting services is high, and it's only expected to grow in the coming years.

Of course, not all consulting businesses are successful. Some consultants struggle to find clients or to charge high enough fees. Others may not be able to deliver the results that their clients expect. However, for consultants who are able to overcome these challenges, the potential rewards are great.

Here are some tips for increasing your chances of success as a consultant:

Specialize in a high-demand area of consulting. This will allow you to charge higher fees and attract more clients.

Build a strong reputation and network of clients. This will help you to generate word-of-mouth referrals and land new clients.

Market your services effectively. Make sure that potential clients know about your services and how you can help them.

Deliver high-quality results. This is the most important thing you can do to ensure that your clients are satisfied and that they continue to use your services in the future.

How much does it cost to start a consulting business?

The cost to start a consulting business can vary depending on a number of factors, such as the type of consulting services you offer, the size of your business and your location. However, in general, you can expect to spend between $10,000 and $50,000 to start a consulting business.

Here is a breakdown of some of the typical start-up costs for a consulting business:

Business formation: $100 to $1,000

Website and domain name: $100 to $2,500

Marketing and advertising: $500 to $5,000

Office equipment and supplies: $500 to $5,000

Professional liability insurance: $500 to $1,000

Other miscellaneous expenses: $500 to $5,000

Total start-up costs: $10,000 to $50,000

You can reduce your start-up costs by working from home, using free or low-cost marketing tools and purchasing used equipment. You can also start your consulting business part-time while you continue to work your full-time job. This will give you a chance to generate revenue and build a client base before you leave your full-time job.

If you need financial assistance to start your consulting business, you may be able to qualify for a loan from a bank or credit union. You may also be able to find investors who are willing to invest in your business.

Which clients to avoid and which to take on?

Here are some tips on which clients to avoid and which to take on in a consulting business:

Clients to avoid

Clients who aren't willing to pay your rates. If a client isn't willing to pay your rates, it's a sign that they don't value your services.

Clients who are unrealistic about their expectations. If a client has unrealistic expectations about what you can achieve, you're likely to set yourself up for failure.

Clients who are difficult to work with. If a client is demanding, rude or disrespectful, it's best to avoid them.

Clients who aren't a good fit for your business. If a client isn't in your target market or if their business isn't aligned with your values, it's best to decline working with them.

Clients to take on

Clients who are willing to pay your rates. This shows that they value your services and are committed to working with you.

Clients who have realistic expectations. This makes it more likely that you will be able to meet their needs and exceed their expectations.

Clients who are easy to work with. This will make the consulting process more enjoyable and productive for both of you.

Clients who are a good fit for your business. This means that they're in your target market and that their business is aligned with your values.

In addition to the above, here are some other factors to consider when deciding which clients to take on:

Your own skills and experience. Make sure that you have the skills and experience to help the client achieve their goals.

The client's budget. Make sure that the client has a budget that's sufficient to cover your fees.

The client's timeline. Make sure that you have the time and resources to meet the client's timeline.

Your gut feeling. If you have a bad feeling about a client, it's best to trust your gut and decline working with them.

It's important to be selective about the clients you take on. By avoiding difficult clients and focusing on good-fit clients, you can set yourself up for success in your consulting business.

Consultant business plan FAQ

What qualifies you as a consultant.

To qualify as a consultant, you need to have the expertise and experience in the area that you're consulting in. You also need to be able to communicate your ideas effectively and build relationships with clients.

How do you start off as a consultant?

How to make 6 figures as a consultant, how do you pay yourself as a consultant, do consultants pay their own taxes, want to create another business plan.

How to create a virtual assistant business plan

How to create a cleaning business plan

How to create an eCommerce business plan

How to create a plumbing business plan

How to create a trucking business plan

How to create a daycare business plan

How to create a food truck business plan

How to create a restaurant business plan

How to create a clothing line business plan

How to create a real estate business plan

How to create a contractor business plan

How to create a bar business plan

How to create a coffee shop business plan

How to create a bakery business plan

Looking for other service business ideas ?

How to start an online business

How to start a consulting business

How to start a fitness business

How to start a fitness clothing line

How to start a makeup line

How to start a candle business

How to start a clothing business

How to start an online boutique

How to start a T-shirt business

How to start a jewelry business

How to start a subscription box business

How to start a beauty business

How to start a car wash business

How to start a baking business

How to start a food prep business

How to start a trucking business

How to start a construction business

How to start a landscaping business

How to start a food business

How to start a vending machine business

How to start a contractor business

How to start a coaching business

How to start an eCommerce business

How to start a dropshipping business

How to start a farming business

How to start a plumbing business

How to start a rental property business

How to start a cleaning business

Check out more service business examples .

Looking to start a business in a specific state?

How to start a business in Arizona

How to start a business in South Carolina

How to start a business in Virginia

How to start a business in Michigan

How to start a business in California

How to start a business in Florida

How to start a business in Texas

How to start a business in Wisconsin

Related Posts

How to create a website from scratch in 11 steps (for beginners)

How to start a business in 14 steps: a guide for 2024

Consulting business names for your firm

Was this article helpful?

Newly Launched - AI Presentation Maker

Researched by Consultants from Top-Tier Management Companies

Powerpoint Templates

Icon Bundle

Kpi Dashboard

Professional

Business Plans

Swot Analysis

Gantt Chart

Business Proposal

• Marketing Plan

Project Management

Business Case

Business Model

Cyber Security

Business PPT

Digital Marketing

Digital Transformation

Human Resources

Product Management

Artificial Intelligence

Company Profile

Acknowledgement PPT

PPT Presentation

Reports Brochures

One Page Pitch

Interview PPT

All Categories

Top 10 Consulting Business Plan Templates with Samples and Examples (Editable Word Doc, Excel, and PDF included)

Mohammed Sameer

Time is your most precious resource. With enough time, any challenge can be conquered, any goal achieved, and any venture successful. But here's the catch: Time is also your most elusive asset. It slips through your fingers, leaving behind missed opportunities and unrealized potential.

In the competitive world of consulting, where precision and foresight are non-negotiable, every moment counts. This is a reality that businesses face daily. Often, they find themselves at crossroads, seeking innovative ways to seize opportunities, increase efficiency, and drive growth. This is where a fresh perspective and expert guidance can make all the difference.

Consider the story of Colgate, a household name in oral care. When faced with the challenge of boosting toothpaste sales, they turned to their own employees for solutions. In a stroke of genius, one employee suggested increasing the size of the brim of the toothpaste tube to encourage users to squeeze more paste out. This simple yet effective idea had a profound impact on their sales.

Just like Colgate, organizations need help from consultants who can provide them with innovative ideas for growth, efficiency, and success. That's where our Consulting Business Plan Templates step in, offering you a lifeline to use the power of time to your advantage. Why should you download these templates? The answer is crystal clear: Efficiency and Effectiveness. These PPT presentations are your roadmap to building a successful consulting practice or taking your existing one to new heights.

In business consulting, where strategy meets execution, our templates are your secret weapon. They're the result of years of industry expertise, distilled into actionable blueprints that will save you time, streamline your processes, and enhance your consultancy's impact.

Are you ready to unlock your potential, make every moment count, and chart your path to consulting success? Let's dive in right away.

Table of Contents

• Executive Summary
• Company Overview
• Industry Analysis
• Customer Analysis
• Competitor Analysis
• Swot Analysis and Porter’s Competitive Analysis
• Operational Plan
• Financial Plan
• Management Summary
• Exit Strategy 

Section 1: Executive Summary

The Executive Summary is the heart of your consulting business plan. It's your elevator pitch, a concise yet compelling snapshot of your consulting venture. Our PPT Set is designed to make this crucial section a breeze to create. You can use our sample executive summaries as inspiration, ensuring that they convey their consulting services, target market, and financial outlook in a concise yet persuasive manner. This section is where potential investors, partners, or clients get their first impression of your business, so it's essential to make it impactful.

Reasons to download this template:

1.    Efficiency:  It simplifies the creation of an impactful executive summary, saving users time and effort.

2.    Clarity:  Sample executive summaries provide a clear structure to convey key business details.

3.    Engagement:  You can make a strong first impression on investors, partners, or clients, increasing their plan's chances of success.

Download this business plan

Section 2: Company Overview

Crafting a Company Overview that defines your consulting niche, mission, and vision is essential for setting the tone of your business plan. With this PPT Layout, you can effectively communicate their consulting focus, the overarching purpose of their venture, and the guiding principles that drive their mission and vision. This section helps establish credibility and aligns stakeholders with the core values of the consulting business.

1.    Structure:  It offers a structured framework to define the consulting niche, mission, and vision.

2.    Alignment:  Users can align stakeholders with their business values, enhancing credibility.

3.    Communication:  Communicate the unique aspects of consulting business to potential partners and investors.

Section 3: Industry Analysis

Our industry analysis section provides valuable insights into market trends, opportunities, and challenges specific to the consulting sector. Use this PPT Design to gather data, assess market dynamics, and gain a competitive edge. This section helps users identify niches, untapped markets, and emerging trends within the consulting industry, enabling them to make informed strategic choices.

1.    Insights:  It offers insights into market trends and opportunities.

2.    Competitive Edge:  Users gain a competitive edge by identifying untapped markets and emerging trends.

3.    Informed Decisions:  Data-driven decisions are facilitated, enhancing the consulting business's strategic choices.

Section 4: Customer Analysis 

Targeting the right clients is pivotal to consulting success. Our customer analysis templates help users create detailed buyer personas, allowing them to tailor their services to meet specific needs. Using this PPT Framework, you can delve deep into their target audience's demographics, preferences, and pain points. This section helps craft personalized services and marketing strategies that resonate with potential clients, increasing customer satisfaction and loyalty.

1.    Precision:  It helps tailor services and marketing precisely to client needs.

2.    Personalization:  Deep insights into target demographics lead to personalized experiences.

3.    Loyalty:  Crafting strategies that resonate with clients boosts satisfaction and loyalty.

Section 5: Competitor Analysis

Staying competitive in the consulting industry requires an understanding of your rivals. Our PowerPoint Template guides you through a comprehensive analysis of competitors, helping them identify strengths and weaknesses. Users can glean insights from competitors' offerings, pricing strategies, and customer feedback. Armed with this data, users can refine their value propositions, differentiation strategies, and pricing models. This section is essential for creating a competitive advantage and devising strategies to stand out in a crowded marketplace.

1.    Competitive Advantage:  Users gain a competitive advantage by understanding rivals' strengths and weaknesses.

2.    Refined Strategies:  Insights from competitors' offerings help refine value propositions and pricing models.

3.    Market Positioning:  Effective stand-out strategies are devised in a crowded marketplace.

Section 6: SWOT Analysis and Porter’s Competitive Analysis

Performing SWOT and Porter's analyses efficiently is essential for strategic planning. Our PPT Sets simplify the process and guide users to identify internal strengths and weaknesses, as well as external opportunities and threats. You can use these to create a well-informed roadmap, align your business with market trends, minimize risks, and maximize resource utilization. SWOT and Porter's analyses provide you with strategic insights needed to thrive in the consulting industry.

1.    Holistic View:  It guides users to assess internal strengths and weaknesses, as well as external opportunities and threats.

2.    Risk Mitigation:  SWOT and Porter's analyses minimize risks and maximize resource utilization.

3.    Strategic Insights:  Informed decisions and alignment with market trends are facilitated.

Section 7: Marketing Plan

A well-crafted marketing plan is crucial for reaching and engaging the target audience. This PPT Preset offers a structured approach to developing effective marketing strategies. It helps you explore methods to create awareness, reach the audience, and communicate your consulting business's unique value proposition. You can demonstrate your understanding of market dynamics and consumer behavior, instilling confidence in stakeholders and potential investors. 

1.    Structured Approach:  It offers a structured approach to developing effective marketing strategies.

2.    Confidence:  Demonstrating an understanding of market dynamics instills confidence in stakeholders.

3.    Client Engagement:  Strategies focus on creating awareness, reaching the target audience, and communicating value.

Section 8: Operational Plan

Our operational plan slide provides you with a clear roadmap. It covers staffing, facility management, processes, technology, and more. Using this PPT Design, you can ensure optimal resource allocation, streamline processes, and demonstrate the practical feasibility of their consulting business.

1.    Efficiency:  Users can manage consulting operations with a clear roadmap.

2.    Resource Allocation:  Templates ensure optimal resource allocation and streamline processes.

3.    Feasibility:  Practical feasibility of the consulting business is demonstrated to stakeholders.

Section 9: Financial Plan

The Financial Plan is the backbone of a consulting business. The PPT Set below offers stakeholders clarity on revenue projections, cost structures, and funding requirements. It details startup costs, revenue forecasts, break-even analysis, and return on investment. The plan assesses the feasibility of the business, instills confidence in stakeholders, and informs decisions about funding and investment.

1.    Clarity:  Financial plan templates clarify revenue projections, cost structures, and funding needs.

2.    Informed Decisions:  Stakeholders make informed decisions about funding and investment.

3.    Financial Health:  Users assess the business's financial health and viability.

Section 10: Management Summary

Highlighting the expertise of the management team is essential for building trust and credibility. Our management summary design enables you to showcase the roles and contributions of their team members. Using it, provide stakeholders with a clear understanding of the management team's qualifications and their significance in driving the consulting business's success. This section reassures stakeholders that the business is led by capable and experienced individuals.

1.    Trust and Credibility:  Expertise is highlighted, building stakeholder trust and credibility.

2.    Roles Defined:  Roles and contributions of team members are showcased.

3.    Capable Leadership:  Stakeholders are assured that capable and experienced individuals lead the business.

Section 11: Exit Strategy

In your business journey, a graceful exit is crucial. This PPT Set helps you craft a comprehensive exit strategy. It provides a structured framework to consider exit options, timing, financial aspects, and contingency plans. Whether it's selling your business, succession planning, or going public, our templates ensure clarity and confidence in this critical aspect.

1.    Structured Framework:  It provides a structured approach to consider exit options, timing, and financial aspects.

2.    Clarity and Confidence:  Users can plan their business exit with a clear timeline. 

3.    Contingency Planning:  Contingency plans for exit scenarios are facilitated, ensuring a graceful exit.

Templates Transforming Tomorrow: Your Consulting Odyssey

Our Consulting Business Plan Templates are more than documents; they're blueprints for transformation. With them, you're not just crafting a plan but shaping destiny. These presentation slides bridge vision to reality, empowering entrepreneurs to script their narratives of success. As you undertake your consulting journey, they pledge commitment to your future, a testament to determination. 

FAQs on Consulting Business Plan

What is a consulting business plan.

A consulting business plan is a comprehensive document outlining the strategy, goals, and operational details of a consulting venture. It serves as a roadmap, helping consultants define their vision, target market, services, marketing strategies, and financial projections. It includes sections like an executive summary, company overview, industry analysis, customer and competitor analysis, marketing plan, operational plan, financial plan, and often, a management summary. The plan provides a structured framework for decision-making and helps secure funding, attract clients, and guide the consulting business toward success.

How do I start a consulting business plan?

To start a consulting business plan, follow these steps:

• Define Your Business Concept:  Clearly articulate the consulting services you'll offer and the problem you aim to solve.
• Research Your Market:  Analyze the consulting industry, target market, and competition.
• Create a Structured Outline:  Organize your plan with sections like Executive Summary, Company Overview, and more.
• Set Goals and Objectives:  Define specific, measurable goals for your consulting business.
• Develop Strategies:  Outline how you'll attract clients, market your services, and operate efficiently.
• Financial Projections:  Estimate your startup costs, revenue projections, and funding needs.
• Write and Revise:  Start writing each section, seeking clarity and brevity.
• Review and Refine:  Seek feedback from mentors or advisors and revise.
• Formatting and Design:  Ensure your plan is professional, organized, and easy to read.

Is a consulting company profitable?

Yes, a consulting company can be highly profitable. However, success in consulting depends on factors like expertise, niche specialization, marketing, and effective client management. Profitability often comes from charging competitive rates, delivering exceptional value, and maintaining a strong client base. Consultants with a unique skill set, excellent reputation, and effective marketing strategies have the potential to generate substantial profits. Additionally, low overhead costs, such as not needing physical office space, can contribute to higher profitability.

How do consultants get their first clients?

Consultants can acquire their first clients through several strategies:

• Leverage Your Network:  Tap into your professional and personal network to spread the word about your consulting services.
• Offer Free Workshops or Seminars:  Hosting free events on topics related to your consulting niche can attract potential clients.
• Online Presence:  Create a professional website, optimize it for search engines, and use social media platforms to showcase your expertise.
• Content Marketing:  Write blogs, create videos, or share insights through webinars to establish yourself as an industry expert.
• Attend Networking Events:  Attend conferences, industry meet-ups, and local business events to connect with potential clients.
• Cold Outreach:  Reach out to businesses directly through emails or calls, highlighting the value you can bring.
• Partnerships:  Collaborate with complementary businesses or agencies to cross-promote services.
• Online Marketplaces:  Join consulting marketplaces or platforms where clients seek consulting services.

Related posts:

• Top 7 Business Plan Templates with Samples and Examples
• Top 10 Cleaning Service Business Plan Templates with Examples and Samples (Editable Word Doc, Excel and PDF Included)
• [Updated 2023] Top 25 One Page Business Plan PPT Templates
• Must-have Restaurant Business Plan Templates with Samples and Examples

Liked this blog? Please recommend us

Top 10 One Page Consulting Proposal PowerPoint Templates to Increase Your Client Base!

Top 10 Business Consulting Proposal Templates For Industry Experts To Win Clients!

This form is protected by reCAPTCHA - the Google Privacy Policy and Terms of Service apply.

--> Digital revolution powerpoint presentation slides

--> Sales funnel results presentation layouts

--> 3d men joinning circular jigsaw puzzles ppt graphics icons

--> Business Strategic Planning Template For Organizations Powerpoint Presentation Slides

--> Future plan powerpoint template slide

--> Project Management Team Powerpoint Presentation Slides

--> Brand marketing powerpoint presentation slides

--> Launching a new service powerpoint presentation with slides go to market

--> Agenda powerpoint slide show

--> Four key metrics donut chart with percentage

--> Engineering and technology ppt inspiration example introduction continuous process improvement

--> Meet our team representing in circular format

Consulting Firm Business Plan Guide

Starting your own business, or scaling up is intimidating. we’re here to break it down piece by piece so you can create your very own plan., in this free , you will learn:.

• Why Create a Consulting Firm Business Plan?
• The Key Components of a Business Plan
• How to Use a Business Model Canvas
• How to Bake Productization Into Your Business Plan

You’re in the right place if…

○ You have an idea for a consulting firm, and you’re ready to take the next step ○ You’ve started a business, and you need focus and direction

○ Your consulting company needs to bring in partners or funding

Starting a consulting business is no small task, so setting a clear action plan is essential. This comprehensive guide will give you a step-by-step breakdown of how to create a consulting business plan, why you need one, and how a business model canvas can help you along the way.

Try Thinkific for yourself!

Accomplish your course creation and student success goals faster with thinkific..

Download this guide and start building your online program!

It is on its way to your inbox

Sample Consulting Firm Business Plan

Writing a business plan is a crucial step in starting a consulting firm. Not only does it provide structure and guidance for the future, but it also helps to create funding opportunities and attract potential investors. For aspiring consulting firm business owners, having access to a sample consulting firm business plan can be especially helpful in providing direction and gaining insight into how to draft their own consulting firm business plan.

Download our Ultimate Consulting Firm Business Plan Template

Having a thorough business plan in place is critical for any successful consulting firm venture. It will serve as the foundation for your operations, setting out the goals and objectives that will help guide your decisions and actions. A well-written business plan can give you clarity on realistic financial projections and help you secure financing from lenders or investors. A consulting firm business plan example can be a great resource to draw upon when creating your own plan, making sure that all the key components are included in your document.

The consulting firm business plan sample below will give you an idea of what one should look like. It is not as comprehensive and successful in raising capital for your consulting firm as Growthink’s Ultimate Consulting Firm Business Plan Template , but it can help you write a consulting firm business plan of your own.

Consulting Firm Business Plan Example – InsightAdvantage Consultants

Table of contents, executive summary, company overview, industry analysis, customer analysis, competitive analysis, marketing plan, operations plan, management team, financial plan.

Welcome to InsightAdvantage Consultants, our new consulting firm rooted in the vibrant landscape of San Francisco, CA. Born out of a vision to fill the void for high-quality local consulting services, our mission is dedicated to offering unparalleled consulting solutions tailored to the unique needs of businesses in our community. Specializing in strategic planning, management consulting, and financial advisory, we craft personalized solutions that empower our clients to navigate their specific challenges and seize opportunities for growth. With our firm strategically located in San Francisco, we not only ensure our services are highly relevant and specialized for the local market but also contribute actively to the local business ecosystem, making us the go-to consulting firm in the area.

Our success at InsightAdvantage Consultants is driven by a blend of factors. The wealth of experience brought by our founder, who has a proven track record in the consulting industry, sets a solid foundation for our operations. Coupled with our commitment to superior consulting expertise, we stand out as a leader in the field. Our specialized understanding of the San Francisco market further cements our position as the preferred local consulting partner. Since our launch in January 2024, we’ve hit several key milestones, including establishing our brand identity, securing a prime location for our operations, and structuring our business as an S Corporation ready for growth. These accomplishments underscore our readiness and enthusiasm to empower local businesses towards success.

The Consulting Firm industry in the United States, currently valued at over $250 billion, exhibits a robust demand across various sectors, including healthcare, technology, and finance. With an expected annual growth rate of 3-4%, the industry is on a trajectory of steady expansion. A notable trend is the emergence of specialized niche consulting firms like InsightAdvantage Consultants, which cater to specific business needs with highly targeted expertise and solutions. This trend aligns with our focus on the San Francisco market, positioning us to leverage the increasing demand for specialized consulting services in the region.

InsightAdvantage Consultants targets a diverse customer base, starting with local residents to establish a strong community presence. We also focus on small to medium-sized enterprises (SMEs) and tech startups in San Francisco, offering them tailored consulting services to address their unique challenges. By providing strategies for growth, efficiency improvements, and competitive positioning, we aim to support the backbone of the local economy and the dynamic tech startup sector with agile, innovative solutions that drive sustainable success.

Our main competitors include Run Right Business Consulting, with their tailored services and deep local market understanding; Piedmont Avenue Consulting, specializing in marketing and branding strategies; and BookSoEasy, which combines business consulting with technological solutions. Despite the strengths of these firms, InsightAdvantage Consultants remains unmatched in our blend of industry experience, innovative strategies, and deep local market insights. Our diverse team of industry veterans and young innovators enables us to offer solutions that are both time-tested and infused with fresh, forward-thinking ideas. This unique combination, along with our strategic location in San Francisco, positions us as a leader in the consulting industry.

InsightAdvantage Consultants offers a comprehensive suite of services, including Strategic Planning, Management Consulting, and Financial Advisory, each designed to meet our clients’ diverse needs. Our pricing strategy is tailored to reflect the value and customization of our services, with prices varying based on scope and complexity. To promote our offerings, we employ a robust digital marketing strategy, leveraging social media, SEO, and email campaigns, complemented by content marketing to position us as thought leaders. Networking events, referral programs, and targeted advertising campaigns further amplify our visibility and attract a broad spectrum of clients.

Our operations at InsightAdvantage Consultants are centered around key processes such as client communication, market research, strategy development, project management, and quality assurance, to name a few. We are committed to continuous learning and professional development to stay ahead of industry trends. In the coming months, we aim to achieve several milestones, including securing initial client contracts, achieving operational efficiency, and building a strong local network. These efforts are all geared towards ensuring our firm’s success and sustainable growth.

At the helm of InsightAdvantage Consultants is Lucas Jackson, our President, who brings a wealth of experience and a proven track record from the consulting industry. His expertise in strategic planning, operational efficiency, and business development is invaluable to guiding our firm towards achieving its strategic goals. Lucas’s leadership and deep market understanding ensure we are well-equipped to navigate the industry landscape and achieve lasting success.

Welcome to InsightAdvantage Consultants, a new consulting firm based in the vibrant city of San Francisco, CA. As a local consulting firm, we stand out in a landscape that previously lacked high-quality local consulting services. Our mission is to bridge this gap and offer unparalleled consulting solutions that cater specifically to the needs of businesses in our community.

At InsightAdvantage Consultants, we specialize in a range of services designed to empower businesses to achieve their goals. Our offerings include strategic planning, which helps businesses chart a course for success in an ever-changing market. We also provide management consulting to streamline operations, enhance efficiency, and foster leadership within teams. Additionally, our financial advisory services are tailored to help businesses optimize their financial strategies for growth and stability. Each of these services is crafted with our clients’ success in mind, offering personalized solutions that address their unique challenges and opportunities.

Our firm is proudly based in San Francisco, CA, serving customers within this dynamic city. This strategic location not only allows us to be close to our clients but also to be an integral part of the local business ecosystem. By focusing on serving San Francisco businesses, we ensure that our services are highly relevant and tailored to the specific needs of companies operating in this unique market.

InsightAdvantage Consultants is uniquely qualified to succeed for several reasons. Firstly, our founder brings valuable experience from previously running a successful consulting firm, ensuring that we have the knowledge and skills necessary to deliver exceptional results. Moreover, we pride ourselves on offering superior consulting expertise compared to our competition, setting us apart as a leader in the field. These factors, combined with our deep understanding of the local market, position us as the go-to consulting firm in San Francisco.

Since our inception on January 5, 2024, InsightAdvantage Consultants has achieved several milestones. We have successfully established our brand, starting with the design of our logo and the development of our company name, which resonate with our vision and values. Furthermore, we secured a prime location that not only serves as our base of operations but also reflects our commitment to being an accessible and integral part of the local business community. As a S Corporation, we are poised for growth and are excited to continue building our legacy as we serve and empower businesses in San Francisco.

The Consulting Firm industry in the United States is a thriving sector with a significant market size. Currently, the industry is estimated to be worth over $250 billion, showcasing the high demand for consulting services across various sectors such as healthcare, technology, finance, and more.

Market research indicates that the Consulting Firm industry is expected to experience steady growth in the coming years. With an annual growth rate projected to be around 3-4%, the industry is set to reach new heights as businesses increasingly seek out expert advice and guidance to navigate complex challenges and drive growth.

One of the key trends in the Consulting Firm industry is the rise of specialized niche consulting firms, such as InsightAdvantage Consultants. These firms offer tailored services to specific industries or business needs, providing clients with highly targeted expertise and solutions. This trend bodes well for InsightAdvantage Consultants, as their focus on serving customers in San Francisco, CA, positions them to capitalize on the growing demand for specialized consulting services in the region.

Below is a description of our target customers and their core needs.

Target Customers

InsightAdvantage Consultants will target a diverse range of customer segments, beginning with local residents. This group is essential for establishing a strong community presence and reputation. By focusing on the unique needs and challenges of San Francisco’s residents, InsightAdvantage Consultants will tailor services to offer practical, impactful advice and solutions.

Small to medium-sized enterprises (SMEs) within the city will also form a significant part of InsightAdvantage Consultants’ target market. These businesses, which are the backbone of the local economy, often encounter unique challenges that require specialized consulting services. InsightAdvantage Consultants will provide these companies with strategies for growth, efficiency improvements, and competitive positioning.

Furthermore, tech startups, which are prolific in the San Francisco area, will be another primary customer segment for InsightAdvantage Consultants. This sector is dynamic and requires agile, innovative consulting solutions to navigate rapid growth, funding rounds, and scaling challenges. The firm will offer bespoke services that align with the fast-paced nature of tech startups, helping them to achieve sustainable success.

Customer Needs

InsightAdvantage Consultants caters to the distinct needs of San Francisco residents by delivering high-quality consulting services that align with their diverse ambitions and challenges. Clients can expect tailored solutions that resonate with their unique scenarios, whether they are startups seeking to innovate, enterprises aiming to scale, or individuals pursuing personal growth. This dedication to customization ensures that every strategy is not just a roadmap but a reflection of the client’s vision and potential.

In an environment as dynamic and competitive as San Francisco, customers demand not just advice but actionable insights that can lead to tangible outcomes. InsightAdvantage Consultants rises to this expectation by leveraging cutting-edge research, data analytics, and industry expertise to empower clients with strategies that are both innovative and practical. This approach guarantees that clients not only navigate their immediate challenges but are also equipped for long-term success.

Moreover, InsightAdvantage Consultants understands the value of accessibility and ongoing support for San Francisco’s bustling clientele. Clients have the convenience of engaging with experts who are committed to their success beyond the initial consultation. This includes follow-up services, the provision of resources for implementation, and the availability of guidance through the evolution of their projects or businesses. Such comprehensive support underscores our dedication to not just meeting but exceeding client expectations.

InsightAdvantage Consultants’ Competitors Include the Following Companies

Run Right Business Consulting

Run Right Business Consulting offers a comprehensive suite of services including strategy development, operational improvements, and financial advisory. The firm specializes in serving small to medium-sized businesses across various industries. Their services are tailored to meet the specific needs of each client, ensuring a personalized consulting experience.

Pricing models at Run Right Business Consulting are project-based, with costs varying depending on the scope and complexity of the consulting engagement. This flexibility allows them to cater to a wide range of budgets. The firm reports annual revenues in the mid-range, indicating a stable client base and consistent service delivery.

Located primarily in the San Francisco Bay Area, Run Right Business Consulting has a strong local presence. However, they also serve clients across the United States, leveraging remote consulting capabilities. Their customer segments include startups, established SMEs, and occasionally larger corporations seeking niche expertise.

Key strengths of Run Right Business Consulting include their tailored service approach and deep local market understanding. Weaknesses may include limited international exposure and a narrower service offering compared to larger consulting firms.

Piedmont Avenue Consulting

Piedmont Avenue Consulting focuses on marketing and branding strategies, offering services such as social media management, public relations, and digital marketing. They cater to a diverse clientele, including retail, hospitality, and technology sectors. This specialization enables them to offer deep insights and innovative strategies in these areas.

Their pricing strategy is flexible, offering both retainer-based and project-specific engagements. This allows businesses of varying sizes and budgets to access their services. Piedmont Avenue Consulting’s revenue is competitive, reflecting their strong position in the niche of marketing consultancy.

Based in the San Francisco Bay Area, Piedmont Avenue Consulting maintains a strong local presence while also serving clients nationwide. Their geographic reach is supported by a robust online consulting platform. The primary customer segments include small to medium-sized businesses looking to enhance their market presence and brand visibility.

The firm’s key strengths lie in its specialized focus on marketing and branding, coupled with a strong understanding of digital trends. However, their narrow focus could be seen as a weakness, limiting their appeal to businesses seeking more comprehensive consulting services.

BookSoEasy offers a unique combination of business consulting and technological solutions, with a focus on streamlining operations, improving customer engagement, and enhancing digital presence for their clients. Their services are particularly appealing to the hospitality and retail sectors, where they leverage technology to drive growth and efficiency.

The firm employs a value-based pricing strategy, ensuring clients only pay for tangible improvements and outcomes. This approach has contributed to their competitive positioning in terms of revenue, signaling strong client satisfaction and results-driven service delivery. BookSoEasy operates primarily in San Francisco but has started expanding its services to other major cities across the US.

Their customer base mainly consists of small to medium-sized enterprises seeking to leverage technology for business improvements. BookSoEasy’s strength lies in its ability to integrate consulting services with technological implementation, providing a comprehensive solution to business challenges.

A potential weakness is their sector-specific approach, which might limit their appeal to a broader audience. Additionally, as they expand geographically, maintaining the high level of personalized service that characterizes their San Francisco operations could present a challenge.

Competitive Advantages

At InsightAdvantage Consultants, we pride ourselves on delivering superior consulting expertise compared to our competitors. Our team comprises industry veterans and young innovators, all of whom bring unique perspectives and cutting-edge strategies to the table. This blend of experience and fresh ideas enables us to provide our clients with solutions that are not only time-tested but also infused with innovative approaches. We understand that the landscape of business is ever-changing, and our ability to adapt and foresee shifts in the market sets us apart. Our consultants specialize in various sectors, ensuring that clients receive tailored advice that directly impacts their specific industry challenges and opportunities.

Furthermore, our location in a vibrant city such as San Francisco allows us to stay at the forefront of technological advancements and trends. This geographical advantage complements our commitment to utilizing the latest tools and methodologies in our consultancy services. We leverage local networks and partnerships to offer our clients exclusive insights and opportunities that are not readily available elsewhere. Additionally, our commitment to fostering strong relationships with each client means we go beyond traditional consultancy roles, acting as true partners invested in their success. Our approach is holistic and personalized, ensuring that every strategy we develop is not only innovative but also practical and sustainable in the long run. This unique combination of expertise, innovation, and partnership is what makes InsightAdvantage Consultants a leader in the consulting industry.

Our marketing plan, included below, details our products/services, pricing and promotions plan.

Products and Services

InsightAdvantage Consultants offers a comprehensive suite of services tailored to meet the diverse needs of its clients. With a focus on delivering actionable insights and strategic direction, the firm has positioned itself as a valuable partner for businesses looking to navigate the complexities of today’s market landscape. Among the services offered, Strategic Planning, Management Consulting, and Financial Advisory stand out as core competencies, each designed to address specific areas of client concern.

Strategic Planning is a critical service offered, designed to help businesses define their vision, set achievable goals, and develop a roadmap for success. Clients can expect to engage in deep-dive sessions aimed at understanding their market position, competition, and internal capabilities. The average selling price for Strategic Planning services is typically around $10,000. This price can vary based on the scope and complexity of the project, tailored to meet the unique needs of each client.

Management Consulting is another key service area, focusing on improving organizational performance through the analysis of existing business problems and the development of plans for improvement. InsightAdvantage Consultants leverages industry best practices and innovative strategies to guide leadership teams through transformational changes. Clients opting for Management Consulting services can expect to invest approximately $15,000, depending on the project’s duration and depth.

Lastly, the Financial Advisory service aims to help clients manage their financial strategy, planning, and risk. This service covers a broad spectrum of financial disciplines, including mergers and acquisitions, financial planning, and risk management. With an average selling price of $20,000, this service provides clients with expert advice and insights into optimizing financial performance and achieving long-term financial stability.

InsightAdvantage Consultants prides itself on delivering high-quality, tailored services that drive value and competitive advantage for its clients. By focusing on strategic planning, management consulting, and financial advisory, the firm ensures that it covers a comprehensive range of needs that are crucial for businesses aiming to thrive in the modern economy.

Promotions Plan

InsightAdvantage Consultants employs a comprehensive suite of promotional methods to attract customers, with a keen focus on leveraging the power of online marketing. In the digital age, establishing a robust online presence is non-negotiable, and InsightAdvantage Consultants recognizes this by prioritizing a well-rounded digital marketing strategy. This includes the utilization of social media platforms, search engine optimization (SEO), and email marketing campaigns, all designed to build brand awareness and drive customer engagement.

In addition to these online marketing efforts, InsightAdvantage Consultants also taps into the potential of content marketing. By creating and distributing valuable, relevant, and consistent content, the firm aims to attract and retain a clearly defined audience. This strategy not only positions InsightAdvantage Consultants as thought leaders in the consulting industry but also helps in building trust with potential clients. High-quality blog posts, whitepapers, and case studies will serve as tools to showcase the firm’s expertise and success stories.

Networking events and industry conferences represent another pivotal promotional method for InsightAdvantage Consultants. By actively participating in these gatherings, the firm has the opportunity to connect with potential clients face-to-face, build meaningful relationships, and stay abreast of the latest industry trends. These interactions often translate into business opportunities and collaborations, further amplifying the firm’s reach and influence within the consulting sector.

Referral programs will play a critical role in the firm’s promotional strategy as well. Encouraging satisfied clients to refer others to InsightAdvantage Consultants not only helps in acquiring new customers but also strengthens the firm’s reputation. Offering incentives for referrals demonstrates appreciation for existing clients while simultaneously expanding the customer base.

Lastly, targeted advertising campaigns, both online and offline, will complement the firm’s promotional activities. These campaigns will be carefully crafted to reach potential clients within specific industries or sectors, ensuring that the messaging is relevant and resonates with the intended audience. By employing a mix of traditional advertising mediums and digital channels, InsightAdvantage Consultants aims to maximize its visibility and appeal to a broad spectrum of clients.

In conclusion, InsightAdvantage Consultants employs a diverse range of promotional methods to attract customers, with a strong emphasis on online marketing. By integrating content marketing, networking, referral programs, and targeted advertising into its promotional strategy, the firm is well-positioned to build its brand, engage with potential clients, and achieve sustainable growth in the competitive consulting industry.

Our Operations Plan details:

• The key day-to-day processes that our business performs to serve our customers
• The key business milestones that our company expects to accomplish as we grow

Key Operational Processes

To ensure the success of InsightAdvantage Consultants, there are several key day-to-day operational processes that we will perform.

• Client Communication: Maintain open lines of communication with clients through emails, phone calls, and meetings to understand their needs and provide timely updates.
• Market Research: Conduct continuous market research to stay updated on industry trends, challenges, and opportunities relevant to our clients’ businesses.
• Strategy Development: Develop customized strategies for each client, focusing on their specific goals, challenges, and market position.
• Project Management: Utilize project management tools to track progress, manage deadlines, and ensure that all team members are aligned and accountable.
• Data Analysis: Analyze data from various sources to inform strategies, measure performance, and make data-driven decisions.
• Quality Assurance: Regularly review and assess the quality of our work to ensure that it meets high standards and delivers value to our clients.
• Professional Development: Engage in continuous learning and professional development to enhance our skills and stay ahead of industry changes.
• Networking: Actively participate in local and industry-specific events to build and maintain a strong professional network in San Francisco and beyond.
• Financial Management: Monitor and manage the firm’s finances, including budgeting, invoicing, and financial reporting, to ensure healthy cash flow and profitability.
• Feedback Collection: Solicit feedback from clients post-engagement to identify areas for improvement and strengthen client relationships.
• Marketing and Business Development: Implement marketing strategies and business development activities to attract new clients and retain existing ones.
• Team Collaboration: Foster a collaborative work environment where team members can share ideas, solve problems together, and contribute to each other’s professional growth.
• Compliance and Ethics: Ensure that all business practices comply with local laws and regulations and adhere to the highest ethical standards.

InsightAdvantage Consultants expects to complete the following milestones in the coming months in order to ensure its success:

• Launch Our Consulting Firm : Successfully establish and officially launch InsightAdvantage Consultants, including setting up a fully functional office in San Francisco, CA, and a polished online presence that showcases our value proposition and services offered.
• Secure Initial Client Contracts : Within the first three months, secure at least 3-5 initial client contracts through networking, marketing efforts, and leveraging personal and professional contacts. This will provide an early revenue stream and case studies/testimonials for future business.
• Achieve Operational Efficiency : Streamline business processes, including client onboarding, project management, and billing, to ensure operations are as efficient and scalable as possible. Proper use of technology and software tools should be integrated to support these operations.
• Build a Strong Local Network : Participate in local business events, join relevant associations, and actively engage with the business community in San Francisco. Building a strong local network will be crucial for word-of-mouth referrals and gaining trust within the community.
• Develop a Robust Marketing Strategy : Implement a comprehensive marketing strategy that includes digital marketing (SEO, content marketing, and social media), speaking engagements, and workshops. This strategy should aim to establish InsightAdvantage Consultants as thought leaders in the industry.
• Hire and Train Key Staff : As revenue starts to grow, hire additional consultants and support staff to ensure the ability to scale operations without compromising on the quality of service. Implement a training program to ensure all team members are aligned with the company’s methodologies and values.
• Get to $15,000/Month in Revenue : This is a critical financial milestone that indicates the business is gaining traction. Achieving this goal will likely require a combination of increasing the client base, possibly raising prices for services (based on the value delivered), and ensuring high levels of client satisfaction for repeat business and referrals.
• Establish Partnerships : Form strategic partnerships with other businesses and organizations that can offer complementary services or refer clients, such as law firms, accounting firms, and local business associations. These partnerships can help expand the client base and add value to InsightAdvantage Consultants’ offerings.
• Implement a Client Feedback System : Develop and implement a systematic approach for collecting and analyzing client feedback to continuously improve the service quality and address any areas of concern. This will not only help in refining the services but also in retaining clients and encouraging referrals.
• Evaluate Expansion Opportunities : After achieving a stable client base and consistent revenue growth in San Francisco, begin evaluating opportunities for expansion either by offering additional services or by extending the geographic reach to other cities or regions.

InsightAdvantage Consultants management team, which includes the following members, has the experience and expertise to successfully execute on our business plan:

Lucas Jackson, President

Lucas Jackson brings a wealth of experience and a proven track record of success to InsightAdvantage Consultants. Having previously helmed a consulting firm, Lucas has demonstrated an exceptional ability to lead, innovate, and drive growth within the consulting industry. His expertise spans strategic planning, operational efficiency, and business development, making him well-positioned to guide InsightAdvantage Consultants towards achieving its strategic goals. Lucas’s leadership skills, combined with his deep understanding of the consulting market, ensure that InsightAdvantage Consultants is not just equipped to navigate the complexities of the industry but is also poised for lasting success.

To reach our growth goals, InsightAdvantage Consultants requires $397,000 in funding. This capital will be allocated across both capital and non-capital investments, including location buildout, equipment, working capital, initial marketing, and staffing. These resources are crucial for establishing our operations, securing a competitive position in the market, and laying a foundation for future growth and profitability.

Financial Statements

Balance sheet.

[insert balance sheet]

Income Statement

[insert income statement]

Cash Flow Statement

[insert cash flow statement]

Consulting Firm Business Plan Example PDF

Download our Consulting Firm Business Plan PDF here. This is a free consulting firm business plan example to help you get started on your own consulting firm plan.  

How to Finish Your Consulting Firm Business Plan in 1 Day!

Don’t you wish there was a faster, easier way to finish your consulting firm business plan?

With Growthink’s Ultimate Business Plan Template you can finish your plan in just 8 hours or less!

Consulting Firm Business Plan Template

Written by Dave Lavinsky

Business Plan Outline

• Consulting Firm Business Plan Home
• 1. Executive Summary
• 2. Company Overview
• 3. Industry Analysis
• 4. Customer Analysis
• 5. Competitive Analysis
• 6. Marketing Plan
• 7. Operations Plan
• 8. Management Team
• 9. Financial Plan

Start Your Consulting Firm Plan Here

Consulting Business Plan

If you need a business plan for your consulting business, you’ve come to the right place. Our consulting business plan template below has been used by countless entrepreneurs and business owners to create business plans to start or grow their consulting businesses.

Important note: If you are looking for a business plan consultant , specifically, a consultant to help you write your business plan, we recommend Growthink who offers a business plan consultation service here.

Sample Consultant Business Plan & Template

Below are links to each section of your consulting business plan template:

• Executive Summary
• Company Overview
• Industry Analysis
• Customer Analysis
• Competitive Analysis
• Marketing Plan
• Operations Plan
• Management Team
• Financial Plan

Next Section: Executive Summary >

Consulting Business Plan FAQs

What is a consulting business plan.

A consulting business plan is a plan to start and/or grow your consulting firm. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan, and details your financial projections.

You can  easily complete your consulting firm business plan using our Consulting Firm Business Plan Template here .

What Are the Main Types of Consulting Firms?

There are many types of consulting firms. Most consultant companies are in business concentrations such as Management, Strategy, Operations, IT, Human Resources, Financial Advisory, and Marketing/Sales. There are also firms that are singularly focused such as those that offer business plan consulting.

What Are the Main Sources of Revenue and Expenses for a Consulting Business?

The primary source of revenue for consulting firms are fees paid by the client. The client will either sign a contract or agreement of the services it will choose and the pricing for those services beforehand.

The key expenses for a consulting business are the cost of leasing the office, employee cost, marketing/advertising costs, and any office technology or software.

How Do You Get Funding for Your Consulting Business?

Consulting businesses are most likely to receive funding from banks. Typically you will find a local bank and present your consulting business plan to them. Angel investors and other types of capital-raising such as crowdfunding are other common funding sources.

What are the Steps To Start a Consulting Business?

Starting a consulting business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Consulting Business Plan - The first step in starting a business is to create a detailed consulting business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast.  

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your consulting business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your consulting business is in compliance with local laws.

3. Register Your Consulting Business - Once you have chosen a legal structure, the next step is to register your consulting business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws. 

4. Identify Financing Options - It’s likely that you’ll need some capital to start your consulting business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms. 

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations. 

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events. 

7. Acquire Necessary Consulting Equipment & Supplies - In order to start your consulting business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation. 

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your consulting business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

Learn more about how to start a successful consulting business:

• How to Start a Consulting Business

Where Can I Get a Consulting Business Plan PDF?

You can download our free consulting business plan template PDF here . This is a sample consulting business plan template you can use in PDF format.

Consulting Company Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business Plans » B2B Sector

Are you about starting a consulting business online ? If YES, here is a complete sample business consulting firm business plan template & feasibility report you can use for FREE .

One of the reasons why the consulting business wouldn’t be too saturated no matter how much people delve into it is the fact that the sky is too large for two birds to collide. This means that there are a myriad of people who want to venture into businesses and other unknown fields, and will require the services of a consultant.

If you are looking to start a consulting business, it is very expedient that you master the areas in which you would want to be known as a veteran. There are several fields which one can look to start out from. From the sports angle, to events management, and to other areas.

It is however no doubt that you will need to first of all have a rich knowledge of the area that you are looking to commence business from. After that has been done, then you have got to make it mandatory to draw up a business plan that you will follow. Below is a sample consulting business plan template.

A Sample Business Consulting Firm Business Plan Template

1. industry overview.

When we talk about consulting services, we are perhaps talking about getting practical advice from expects. The consulting industry is indeed a broad industry that covers a wide range of services such as management consulting, strategy consulting technological consulting, marketing consulting, human resource consulting, training consulting, tax consulting, and any other business activities that involves giving advice et al.

In essence, consulting firms are hired to proffer solutions to the challenges that organizations faces. Organizations don’t just hire consultants for the sake of hiring consultants, but they do so simply because they expect them to help tackle their business challenges and deliver solutions as required.

As a consulting firm, if you are good at developing coaching skills, process analysis, technology implementation, strategy development, or operational improvement services, then with little push, you will have more jobs than you can handle.

From a recently released statistics, the united states market for management consulting grew 8.5% last year; it translates to about $39.3 billion. Management consulting is growing at a steady rate and the growth rate of the industry far exceeds previous years’ growth.

Although the consulting industry struggled during the 2001–2003 period, but of course it is evident that the industry grew steadily after then except for the period (2009) when we experienced economic downturn. Of course the industry is stable and enjoying steady growth.

The United States companies are spending much less on strategy consulting but the sector is expected to grow just 3.7 percent in the coming year.

The consulting industry is a high-paying industry especially if you have been able to cut your teeth in a particular area of specialization. It gives you the opportunity to work with high and low profile clients and if you are able to proffer solutions to business challenges you will be greatly rewarded.

In most cases, if you are lucky to be among the few experts in the industry, you will have the privilege of choosing who to work for and the amount you want to charge.

Generally, consultants are skilled at conducting research and of course analyzing the results they got from the research. Consultants go as far as gathering any related data that will help them come up with workable solutions for the organization they are working for; they ensure that they identify behavioral patterns, production bottlenecks, the market trends and of course customers preference.

With that and other factors, they will be able to create standard operating processes that can help the organization achieve its goals and objectives.

As a consulting firm, your core responsibility is to improve your client’s business by effecting changes in response to your analysis; you should be able to change the fortune of the business within an agreed time – line. Corporations are willing to pay expensive fees as long as they are going to get results.

No business person will be willing to pay you for a consulting service if you don’t have a track record that shows that you know what you are doing. It is one thing to convince a client to patronize your consulting services and it another thing for you to deliver solutions as agreed.

Lastly, one good thing about the consulting industry is that there are readily available markets for their services simply because organizations naturally would want to improve their performance annually; corporations always seem to want more success. So, if you are well positioned and you know how to deliver results, you will always smile to the bank.

2. Executive Summary

Denzel and McPherson Consulting, LLP is a Human Resource and Capital Development Consulting firm that will be located in New York City, New York. The company will be operated as a standard consulting firm with bias in business consulting and also handle other related aspect of human resources and capital development aspect of consulting as requested by our clients.

We are aware that businesses these days require diverse and sophisticated approaches. This is why we will position our consulting firm to offer a wide range of consulting services as requested by our clients. Denzel and McPherson Consulting, LLP is a client-focused and result driven business consulting firm that provides broad-based experience at an affordable fee that won’t in any way put a hole in the pocket of our clients.

We will offer a complete range of business consulting services to our local, state, national, and multi-national clients and we will ensure that we work hard to provide the required services and business solutions needed by our clients to accomplish their business goals and objectives.

At Denzel and McPherson Consulting, LLP, our client’s best interest come first, and everything we do is guided by our values and professional ethics. We will ensure that we hire consultants who are well experienced in a wide variety of business consulting and trainings et al.

We will ensure that we hold ourselves accountable to the highest standards by meeting our client’s needs precisely and completely. We will cultivate a working environment that provides a human, sustainable approach to earning a living, and living in our world, for our partners, employees and for our clients.

Denzel and McPherson Consulting, LLP will at all times demonstrate her commitment to sustainability, both individually and as a firm, by actively participating in our communities and integrating sustainable business practices wherever possible.

• Our Founder

Denzel and McPherson Consulting, LLP is founded by Dr. Denzel Graham – Douglas and his son McPherson Graham – Douglas. The organization will be managed by Dr. Denzel Graham – Douglas, he graduated from University of California – Berkley (First Degree), Brock School of Business at Stamford University (MBA), and University of Harvard (PhD.).

He has extensive experience in a diverse range of business consulting, and his consulting practice is concentrated in the areas of helping both big corporations and start – ups position their business for growth, sustainability and expansion.

3. Our Products and Services

Denzel and McPherson Consulting, LLP is going to offer varieties of services within the scope of the consulting industry in the United States of America. Our intention of starting our consulting firm is to make profits from the industry and we will do all that is permitted by the law in the US to achieve our aim and ambition.

Our business offering are listed below;

• Recruitment and Training Consulting
• Business Formation and Business Strategies for corporate organization
• Management Consulting
• Strategy Consulting
• Technological Consulting
• Marketing and Sales Consulting
• Human Resource and Capital Development Consulting
• Brand Consulting
• Accounting and Financial Services Consulting
• Tax Consulting
• Insurance Consulting

4. Our Mission and Vision Statement

• Our vision is to provide our clients with skilled consulting and training solutions in a timely and efficient manner.
• We strive to handle each client with accountability and responsiveness, as if we were building our own business.
• We focus our attention on the providing workable business solutions for our clients so that our clients can focus their attention on the success of their business.
• Our vision reflects our values: integrity, service, excellence and teamwork.
• Our mission is to provide professional and trusted consulting services that assist businesses and non-profit organizations in operating sustainably.
• We provide workable business solutions in combination with our own business backgrounds, and deliver valuable services in a timely and cost-effective way.

Our Business Structure

Denzel and McPherson Consulting, LLP will build a solid business structure that can support the growth of our business. We will ensure that we hire competent hands to help us build the business of our dream. Below is the business structure that we will build Denzel and McPherson Consulting, LLP;

• Chief Executive Officer / Lead Consultant
• Business Consultants
• Training and Development Executive

Legal Secretary

Admin and HR Manager

Business Developer

Front Desk Officer

5. Job Roles and Responsibilities

Chief Executive Office / Lead Consultant:

• Responsible for providing direction for the firm
• Creates, communicates, and implements the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
• Responsible for handling high profile clients and deals
• Responsible for fixing prices and signing business deals
• Responsible for signing checks and documents on behalf of the company
• Evaluates the success of the organization
• Reports to the board
• Responsible for drawing up contracts and other legal documents for the company
• Welcomes guests and clients by greeting them in person or on the telephone; answering or directing inquiries.
• Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics; coordinating case preparation.
• Provides historical reference by developing and utilizing filing and retrieval systems; recording meeting discussions; maintaining transcripts; documenting and maintaining evidence.
• Maintains office supplies by checking stocks; placing and expediting orders; evaluating new products.
• Ensures operation of equipment by completing preventive maintenance requirements; calling for repairs.
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Enhances department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Business Consultant

• Responsible for providing business solutions for clients
• Works with the Business analyst to design workable business plan document for clients
• Works with the Training and Development Consultant to develop training solutions for clients
• Tracks hours and bills to clients.
• Handles any other responsibility as assigned by the Lead Consultant

Training and Development Consultant

• Coordinates training programs facilitated by Denzel and McPherson Consulting, LLP
• Writes winning proposal documents, negotiate fees and rates in line with company policy
• Identifies training and development needs for staff through job analysis, appraisals and consultation
• Collects briefs from clients in respect of Recruitment exercise, Learning and Development and Advisory services
• Designs job descriptions with KPI to drive performance management for clients
• Regularly hold meetings with key stakeholders to review the effectiveness of HR Policies, Procedures and Processes
• Facilitates and coordinate strategic sessions.
• Works directly with clients in a non-advising capacity, such as answering questions, scheduling appointments and making sure all training concerns are properly taken care off
• Responsible for handling all trainings both internal and external trainings

Business Analyst

• Responsible for handling business research, marker surveys and feasibility studies for clients
• Works with the Business consultant in helping clients develop workable business plan documents
• Handles any other duty as assigned by the business consultant or the lead consultant
• Responsible for overseeing the smooth running of HR and administrative tasks for the organization
• Defines job positions for recruitment and managing interviewing process
• Carries out staff induction for new team members
• Responsible for training, evaluation and assessment of employees
• Responsible for arranging travel, meetings and appointments
• Oversees the smooth running of the daily office activities.
• Identifies, prioritizes, and reaches out to new partners, and business opportunities et al
• Identifies development opportunities; follows up on development leads and contacts; participates in the structuring and financing of projects; assures the completion of development projects.
• Responsible for supervising implementation, advocate for the customer’s needs, and communicate with clients
• Develops, executes and evaluates new plans for expanding increase sales
• Documents all customer contact and information
• Represents the company in strategic meetings
• Helps increase sales and growth for the company
• Responsible for preparing financial reports, budgets, and financial statements for the organization
• Provides managements with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions.
• Responsible for financial forecasting and risks analysis.
• Performs cash management, general ledger accounting, and financial reporting for one or more properties.
• Responsible for developing and managing financial systems and policies
• Responsible for administering payrolls
• Ensures compliance with taxation legislation
• Handles all financial transactions for the company
• Serves as internal auditor for the company

Client Service Executive

• Ensures that all contacts with clients (e-mail, walk-In centre, SMS or phone) provides the client with a personalized customer service experience of the highest level
• Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services
• Manages administrative duties assigned by the manager in an effective and timely manner
• Consistently stays abreast of any new information on the company’s products, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients when they make enquiries
• Receives Visitors / clients on behalf of the organization
• Receives parcels / documents for the company
• Handles enquiries via e-mail and phone calls for the organization
• Distribute mails in the organization
• Handles any other duties as assigned my the line manager

6. SWOT Analysis

Denzel and McPherson Consulting, LLP engaged the services of a core professional in the area of business consulting and structuring to assist the firm in building a solid consulting firm that can favorably compete in the highly competitive consulting industry.

Part of what our team of business consultant did was to work with the management of the firm in conducting a SWOT analysis for Denzel and McPherson Consulting, LLP. Here is a summary from the result of the SWOT analysis that was conducted on behalf of Denzel and McPherson Consulting, LLP;

Our core strength lies in the power of our team; our workforce. We have a team that can go all the way to give our clients value for their money. We are well positioned and we know we will attract loads of clients from the first day we open our doors for business.

As a new business consulting firm, it might take some time for our organization to break into the market; that is perhaps our major weakness.

• Opportunities:

The opportunities in the consulting industry are massive and we are ready to take advantage of any opportunity that comes our way.

Some of the threats that we are likely going to face as a consulting firm operating in the United States are unfavorable government policies, the arrival of a competitor within our location of operations and global economic downturn which usually affects purchasing power.

There is hardly anything we could do as regards these threats other than to be optimistic that things will continue to work for our good.

7. MARKET ANALYSIS

• Market Trends

Quite a number of distinct trends have emerged in recent times in the consulting industry which is why consulting firms are positioning their organizations to survive the peaks and troughs of an ailing economy.

As a matter of fact, most of these trends aid consulting firms and organizations to become more creative, competitive, efficient, and productive in a global market. Some other trends in the consulting industry could be attributed to changing demographics, attitudes and work styles.

No doubt, as the cost of consulting services continues to increase and as corporate spending falls, new consulting delivery methods will continue to emerge and gain momentum going forward. In addition, the market for consulting services has shifted from a sellers’ market to a buyers’ market. A market where consultants provide software solutions that will make it easier for their clients to run their businesses.

Lastly, it is now becoming trendy in the consulting industry for smaller consulting firms to merge with bigger consulting firms and for bigger consulting firms to acquire smaller consulting firms; mergers and acquisitions. Many consulting firms all over the United States are coming to the conclusion that the bigger the better for them.

8. Our Target Market

Although Denzel and McPherson Consulting, LLP will initially serve small to medium sized business, from new ventures to well established businesses, but that does not in any way stop us from growing to be able to compete with the leading consulting firms in the United States.

We hope to someday merge or acquire other smaller consulting firms and expand our consulting services beyond the shores of the United States of America. As a full service business consulting firm, Denzel and McPherson Consulting, LLP have a variety of practice areas to help startups grow.

While we works with a variety of organizations and industries, Denzel and McPherson Consulting, LLP will also specialize in working with startups, real estate investors, and contractors, manufacturers and distributors, banks, lending and financial institutions.

Our target market cuts across people of different class and people from all walks of life, local and international organizations as well. We are coming into the industry with a business concept that will enable us work with the highly placed people and companies in the country and at the same with the lowly placed people and smaller businesses.

In other words, our target market is the whole of the United States of America and subsequently other parts of the world. Below is a list of the people and organizations that we have specifically design our products and services for;

• Banks, Insurance Companies and other related Financial Institutions
• Businesses and Entrepreneurs
• Blue Chips Companies
• Corporate Organizations
• Manufacturers and Distributors
• Real Estate Owners, Developers, and Contractors
• Research and Development Companies
• The Government (Public Sector)
• Schools (High Schools, Colleges and Universities)
• Sport Organizations
• Entrepreneurs and Start – Ups

Our competitive advantage

A close study of the business consulting and advisory industry reveals that the market has become much more intensely competitive over the last decade. As a matter of fact, the supply of business consultancy and advisory services has significantly exceeded demand.

In other to position to take on the market, most consulting firms have begun to diversify their services as against restricting their services to just a niche in the industry

Denzel and McPherson Consulting, LLP might be a new entrant into the business consulting industry in the United States of America, but the management staffs and board members are considered gurus. They are people who are core professionals and licensed and highly qualified consultants in the United States. These are part of what will count as a competitive advantage for us.

Lastly, our employees will be well taken care of, and their welfare package will be among the best within our category (startups consulting firm) in the industry meaning that they will be more than willing to build the business with us and help deliver our set goals and achieve all our aims and objectives.

9. SALES AND MARKETING STRATEGY

• Sources of Income

Denzel and McPherson Consulting, LLP is established with the aim of maximizing profits in the consulting industry and we are going to go all the way to ensure that we do all it takes to attract clients on a regular basis and sign retainer – ship with most of our clients.

Denzel and McPherson Consulting, LLP will generate income by offering the following consulting services for individuals and for organizations;

10. Sales Forecast

As long as there are people living in the United States of America and business starting and growing in the U.S., the services of consulting firms will always be needed.

We are well positioned to take on the available market in the U.S. and we are quite optimistic that we will meet our set target of generating enough income / profits from the first six month of operations and grow the business and our clientele base beyond New York City, New York to other states in the U.S. and even the global market.

We have been able to critically examine the business consulting market and we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. The sales projection is based on information gathered on the field and some assumptions that are peculiar to startups in New York.

Below is the sales projection for Denzel and McPherson Consulting, LLP, it is based on the location of our business consulting firm and the wide range of consulting services that we will be offering;

• First Year-: $100,000
• Second Year-: $500,000
• Third Year-: $1,000,000

N.B : This projection is done based on what is obtainable in the industry.

• Marketing Strategy and Sales Strategy

We mindful of the fact that there are stiffer competition amongst consulting firms in the United States of America, hence we have been able to hire some of the best business developer to handle our sales and marketing. Our sales and marketing team will be recruited base on their vast experience in the industry and they will be trained on a regular basis so as to be well equipped to meet their targets and the overall goal of the organization.

We will also ensure that our excellent job deliveries speak for us in the marketplace; we want to build a standard consulting business that will leverage on word of mouth advertisement from satisfied clients (both individuals and organizations).

Our goal is to grow our consulting firm to become one of the top 20 consulting firms in the United States of America which is why we have mapped out strategy that will help us take advantage of the available market and grow to become a major force to reckon with not only in the U.S but in the world stage as well.

Denzel and McPherson Consulting, LLP is set to make use of the following marketing and sales strategies to attract clients;

• Introduce our business by sending introductory letters alongside our brochure to organizations and key stake holders in New York and other parts of the U.S.
• Promptness in bidding for consulting contracts from the government and other cooperate organizations
• Advertise our business in relevant business magazines, newspapers, TV stations, and radio station.
• List our business on yellow pages ads (local directories)
• Attend relevant international and local expos, seminars, and business fairs et al
• Create different packages for different category of clients in order to work with their budgets and still deliver quality consulting services to them
• Leverage on the internet to promote our business
• Engage direct marketing approach
• Encourage word of mouth marketing from loyal and satisfied clients

11. Publicity and Advertising Strategy

We have been able to work with our in house consultants and other brand and publicity specialist to help us map out publicity and advertising strategies that will help us walk our way into the heart of our target market. We are set to take the consulting industry by storm which is why we have made provisions for effective publicity and advertisement of our consulting firm.

Below are the platforms we intend to leverage on to promote and advertise our consulting business;

• Place adverts our consulting firm on both print and electronic media platforms
• Sponsor relevant TV shows and radio programs
• Maximize our firm’s website to promote our business
• Leverage on the internet and social media platforms like; Instagram, Facebook ,Twitter, LinkedIn, Badoo, Google+ and other platforms (real estate online forums) to promote our business.
• Offer Pro Bono services as part of our community social responsibility
• Brand all our official cars

12. Our Pricing Strategy

Hourly billing for consulting services is a long – time tradition in the industry. However, for some types of consultancy services, flat fees make more sense because they allow clients to better predict consultancy costs. As a result of this, Denzel and McPherson Consulting, LLP will charge our clients a flat fee for many basic services such as business advisory services and tax consulting et al.

At Denzel and McPherson Consulting, LLP we will keep our fees below the average market rate for all of our clients by keeping our overhead low and by collecting payment in advance. In addition, we will also offer special discounted rates to start – ups, nonprofits, cooperatives, and small social enterprises.

We are aware that there are some clients that would need regular access to consultancy and advisory services and assistance, we will offer flat rate for such services that will be tailored to take care of such clients’ needs.

• Payment Options

Denzel and McPherson Consulting, LLP, our payment policy will be all inclusive because we are quite aware that different people prefer different payment options as it suits them. Here are the payment options that we will make available to our clients;

• Payment by via bank transfer
• Payment via online bank transfer
• Payment via check
• Payment via bank draft
• Payment with cash

In view of the above, we have chosen banking platforms that will help us achieve our plans with little or no itches.

13. Startup Expenditure (Budget)

Starting a consulting firm can be cost effective; this is so because on the average, you are not expected to acquire expensive machines and equipment.

Basically what you should be concerned about is the amount needed to secure a standard office facility in a good and busy business district, the amount needed to furniture and equip the office, the amount needed to pay bills, promote the business and obtain the appropriate business license and certifications. Basically, this is the area we are looking towards spending our start – up capital on;

• The Total Fee for incorporating the Business in New York – $750.
• The budget for Liability insurance, permits and license – $2,500
• The Amount needed to acquire a suitable Office facility in a business district 6 months (Re – Construction of the facility inclusive) – $40,000.
• The Cost for equipping the office (computers, printers, fax machines, furniture, telephones, filing cabins, safety gadgets and electronics et al) – $2,000
• The Cost of Launching your official Website – $600
• Budget for paying at least two employees for 3 months and utility bills – $30,000
• Additional Expenditure (Business cards, Signage, Adverts and Promotions et al) – $2,500
• Miscellaneous – $1,000

Going by the report from the research and feasibility studies, we will need about $150,000 to set up a small scale but standard consulting firm in the United States of America.

Generating Funding / Startup Capital for Denzel and McPherson Consulting, LLP

Denzel and McPherson Consulting, LLP is going to start as a private business that will be solely owned by Dr. Denzel Sander and family. He will be the sole financial of the firm, but may likely welcome partners later which is why he has decided to restrict the sourcing of his start – up capital to 3 major sources.

These are the areas we intend generating our start – up capital;

• Generate part of the start – up capital from personal savings
• Source for soft loans from family members and friends
• Apply for loan from my Bank

N.B: We have been able to generate about $50,000 (Personal savings $40,000 and soft loan from family members $10,000) and we are at the final stages of obtaining a loan facility of $100,000 from our bank. All the papers and document has been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.

14. Sustainability and Expansion Strategy

It is easier for businesses to survive when they have steady flow of business deals / customers patronizing their products and services. We are aware of this which is why we have decided to offer a wide range of consulting and advisory services to both big and small clients.

We know that if we continue to deliver excellent consulting and advisory services, there will be steady flow of income for the organization. Our key sustainability and expansion strategy is to ensure that we only hire competent employees, create a conducive working environment and employee benefits for our staff members.

In the nearest future, we will explore the options of either merging with other consulting firms or acquire one or more consulting firms in order for us to increase our market share. We know that if we implement our business strategies, we will grow our consulting and advisory business beyond New York City, New York to other states in the U.S in record time.

Check List / Milestone

• Business Name Availability Check:>Completed
• Business Incorporation: Completed
• Opening of Corporate Bank Accounts various banks in the United States: Completed
• Opening Online Payment Platforms: Completed
• Application and Obtaining Tax Payer’s ID: In Progress
• Application for business license and permit: Completed
• Purchase of All form of Insurance for the Business: Completed
• Conducting Feasibility Studies: Completed
• Generating part of the start – up capital from the founder: Completed
• Applications for Loan from our Bankers: In Progress
• Writing of Business Plan: Completed
• Drafting of Employee’s Handbook: Completed
• Drafting of Contract Documents: In Progress
• Design of The Company’s Logo: Completed
• Graphic Designs and Printing of Packaging Marketing / Promotional Materials: Completed
• Recruitment of employees: In Progress
• Purchase of the Needed furniture, office equipment, electronic appliances and facility facelift: In progress
• Creating Official Website for the Company: In Progress
• Creating Awareness for the business (Business PR): In Progress
• Health and Safety and Fire Safety Arrangement: In Progress
• Establishing business relationship with key players in the industry: In Progress

Related Posts:

• HVAC Business Plan [Sample Template]
• Business Incubator Business Plan [Sample Template]
• BPO Company Business Plan [Sample Template]
• HR Recruitment Consultant Business Plan [Sample Template]
• Modeling Agency Business Plan [Sample Template]

Don't bother with copy and paste.

Get this complete sample business plan as a free text document.

Management Consulting Business Plan

Start your own management consulting business plan

Coaching Company

Executive summary executive summary is a brief introduction to your business plan. it describes your business, the problem that it solves, your target market, and financial highlights.">.

Coaching Company will provide top-quality professional development and coaching services. The principal officer of Coaching Company believes that most small businesses and entrepreneurs suffer two major problems. They lack training or development resources and the depth of knowledge needed to focus on their businesses from a true “ownership” perspective. Both lead to lowered expectations, lack of business and personal growth and frequent owner burnout. Coaching Company believes that it can improve upon and exploit these weaknesses to gain local market share.

The objectives for Coaching Company over the next three years are:

• Achieve sales revenues of approximately $81,000 by end of year one.
• Achieve sales revenues of approximately $150,000 by year three.
• Achieve a client mix of 60% small business/30% entrepreneurial/10% individual per year.
• Move into small office space by the end of the first year.

The company will provide its professional development services in the most effective manner and with an ongoing comprehensive quality-control program to provide 100% client satisfaction. The company’s principal officer sees each contract as an agreement not between a business and its clients, but between partners who wish to create a close and mutually-beneficial long-term relationship. This will help to provide greater long-term profits through referrals and repeat business.

Coaching Company will institute the following key procedures to reach its goals:

• The creation of a unique, upscale, innovative environment that will differentiate Coaching Company from other coaching or professional development businesses.
• Educating the business community on what business and strategic coaching has to offer.
• The formation of a learning environment that will bring people with diverse interests and backgrounds together in a common forum to overcome challenges both professionally and personally.
• Affordable access to the resources of business coaching and other consulting services.

Coaching Company is a start-up limited liability company (LLC) consisting of one principal officer with 15 years of industry experience. Frank Smith (principal) will be investing significant amounts of his own capital into the company to cover start-up costs and future growth. Coaching Company will partner with the national franchise, Coaching Company®, to provide services. Coaching Company will be limited in a home office in Anytown, MI. Workshop facilities will be contracted from various professional venues.

The company plans to use its existing contacts and customer base to generate both short and long-term coaching contracts. Its long-term profitability will rely on professional contracts obtained through strategic alliances, a comprehensive marketing program and a successful referral program.

Initially, the company will focus on professional development, strategic workshops, one-on-one coaching and special project relationships. Beginning in year two, Coaching Company will provide a separate and comprehensive career counseling service which will include resumé assistance, interviewing skills, job-seeking strategies and networking opportunities. The company has rigorously examined its financial projections and concluded that they are both conservative in profits and generous in expenditures. This was done deliberately to provide for unforeseeable events. The company’s principal believes that cash flow projections are realistic.

1.1 Objectives

Coaching Company’s objectives for the first three years of operation include:

• The formation of a learning environment that will bring people with diverse interests and backgrounds together in a common forum to overcome challenges, both professionally and personally.
• Affordable access to the resources of business coaching and other development services.

The financial objectives for Coaching Company over the next three years are to:

• Move into small office space by end of first year.
• Hire one salesperson / coach by end of second year.

1.2 Mission

Coaching Company offers small business owners, managers and entrepreneurs a reliable, high-quality resource for business coaching, and professional and management development on both a local and national scale. Its mission is to help clients develop the strategy, motivation and accountability required to succeed in their business and personal lives.  The company sees each contract as an agreement not between a business and its customers, but between partners who wish to create a close and mutually beneficial long-term relationship. This will help to provide greater long-term profits through referrals and repeat business.  Coaching Company must also be able to maintain financial balance, charging a high value for its services, and delivering an even higher value to its clients.

1.3 Keys to Success

• Excellence in fulfilling the promise–completely confidential, reliable, trustworthy expertise and information
• Developing visibility to generate new business leads
• Leveraging from a single pool of expertise into multiple revenue generation opportunities: retainer coaching, project consulting, workshop facilitation and individual coaching
• Consistently developing productive and thought-provoking learning experiences to maintain growth and success with each client
• Our use of state-of-the-art technology
• Easy access to services
• Establishing a seasoned advisory team

Company Summary company overview ) is an overview of the most important points about your company—your history, management team, location, mission statement and legal structure.">

The True Group LLC, doing business as Coaching Company, is a start-up limited liability company consisting of one principle officer with industry experience of 15 years in sales, professional development training and business operations. The company was formed to take advantage of the perceived weakness of existing professional development opportunities, in terms of quality and client satisfaction. Coaching Company will be owned and operated by Frank Smith.  Mr. Smith will be investing significant amounts of his own capital into the company and may also seek a loan to cover start-up costs and future growth.

Coaching Company will be located in a home office in Anytown, MI. The facilities required for workshops will be contracted with professional service firms, community facilities, colleges or universities or contract office facilities.

The company plans to use its existing contacts and the combined customer base of Mr. Smith to generate both short and long-term coaching contracts. Its long-term profitability will rely on focusing on professional contracts that will be obtained through strategic alliances, a comprehensive marketing program and a successful referral program.

2.1 Company Ownership

The True Group LLC is a privately owned limited liability company owned by Frank Smith.

[Proprietary and confidential information removed.]

2.2 Start-up Summary

Total start-up expenses (including legal costs, logo design, stationery and related expenses, and franchise fee) comes to $22,250. Start-up assets required include $2,500 in short-term assets (office furniture, etc.) and $8,000 in initial cash to handle the first few months of operations as sales play through the cash flow.

Coaching Company provides strategic coaching, professional development and counseling for small business owners, entrepreneurs and self-employed professionals.  The core services that will be offered from day one will be:

One-on-One Coaching includes ongoing reinforcement to support Strategic Coaching program, professional development coaching, leadership, career or management coaching.

On Demand Coaching (for time restricted clients) includes but is not limited to, private and objective business or professional coaching, affordable and “on-demand,” access to coaching via phone/email.

Special Projects includes strategic business planning and implementation, marketing plans and implementation, leadership development, people management and systematizing businesses.

Beginning in year two (2006), Coaching Company will provide a separate and comprehensive career counseling service which will include but will not be limited to, resumé assistance, interviewing skills, job seeking strategies and networking opportunities.

Market Analysis Summary how to do a market analysis for your business plan.">

Coaching Company will focus on small business owners, managers and entrepreneurs who are concerned that their businesses have not grown at the rate they want or need them to, frustrated that they are spending too much time in their businesses and may be burning out and worried that their business will not survive without them. These companies will have revenues of $10 million or less.

According to the July, 2002 census, there are approximately 81,600 small businesses in the 5 county Anytown Metropolitan area. Although the majority are manufacturing based, there are a significant number of service related companies. Coaching Company will not take a position of industry expert but of leadership and development expert; therefore industry will not have an impact on any prospective markets.

4.1 Market Segmentation

Coaching Company will focus on two markets within the Anytown Metro area, the small business segment (businesses with more than one employee/owner), and the entrepreneur segment, which includes home-based and one-person business operations. Although the company can handle larger organizations, the greatest benefit will come to businesses with under $10 million in annual sales. The majority of these companies are comprised of “technicians” who are gifted in the work of their business, but typically do not have the resources to have in-house staff dedicated to strategic planning, professional development and/or coaching.  Our goal is to eventually obtain approximately two-thirds of all our business from the small business segment, since this generates the greatest cash flow. Furthermore, this segment has the lowest percentage of variable costs. The small business segment is considered to be the company’s cash cow.

Initially the company will focus on the two segments in just the A County and B County area. However, by the end of the three-year projections, the company expects to be serving the entire Anytown Metropolitan area. The Market Analysis table and chart show the number of small businesses in each county.

4.2 Target Market Segment Strategy

The small business and entrepreneur markets are ideal targets for several reasons:

• As a small or entrepreneurial business, resources are often limited to core business functions such as production, administration, finance and distribution. Professional development, training, coaching or planning frequently goes unnoticed or even forgotten. As economic pressures increase and competition becomes more intense, these companies are always looking for effective ways to make themselves more prosperous.
• As a small or entrepreneurial business, the owner is typically an accountable technician which means he or she has everything on the line with regard to their business succeeding or not, and that their area of expertise is in the business they are “in.”  Frequently, a technician will be attracted to the “work” of the business and neglect the fundamental health of the business, which includes nurturing both themselves and the customer base.

4.3 Service Business Analysis

The United States spends more per capita on education than any other country. Training or professional development in America is a $210+ billion industry.

There are five basic groups that need training as follows:

• Government – Those employed in federal, state, and local governments, the military, post office personnel, school teachers and administrators. This group spends more than $23 billion in training funds annually.
• Large Businesses – These are firms with 100 or more employees. This group spends more than $28 billion in training, with the largest portion going to training managers and career personnel.
• Small Businesses – These are firms with fewer than 100 employees. There are more than 79 million small businesses in the U.S. This group spends more than $20 billion on training each year.
• Professional Service Firms – This group includes doctors, lawyers, accountants, engineers, consultants, etc. Continuing education requirements move this group to spend training dollars disproportionate to their size, more than $11 billion per year.
• Individuals – Those who buy training with their own money and on their own time. This group spends more than $2.5 billion on training and they tend to be highly motivated.

4.3.1 Competition and Buying Patterns

The key element in purchase decisions made at Coaching Company client level is trust in the professional reputation and reliability of the professional development firm. The professional development industry is pulverized and disorganized, with thousands of smaller consulting organizations and individual consultants for every one of the few dozen well-known companies.

Competitors range from major international name-brand consultants to tens of thousands of individuals. One of Coaching Company’s challenges will be establishing itself as a real professional development company, positioned as a relatively risk-free corporate purchase.

When dealing with the small or entrepreneurial business market, cost or price will be one of the greatest obstacles Coaching Company will face.  It will be up to Coaching Company to assist its clients in the discovery of how much it may cost them NOT to pursue professional development and establish Coaching Company as the most effective solution to their challenges.

With time, reputation and referrals will allow for a steady stream of new clients as well as regular price increases. This is not a business to build brand as much as it is to build reliability.

Strategy and Implementation Summary

Emphasize results We will differentiate ourselves with results. We will establish our business offering as a clear and viable alternative for our target market, from the scores of unrefined, one-time seminar, consulting, and “feel good motivational” companies.

Build a relationship-oriented business Build long-term relationships with clients, not single-visit deals. Become their advisor and partner of choice. Make them understand the value of long-term relationships.

Focus on target markets We need to focus our offerings on small business owners and entrepreneurs who have a passion for their business and have the willingness to work for what they receive.  We do not want to compete for the buyers who seek “get rich quick” types of resources. We need to be able to sell to smart, quality-conscious clients.

5.1 Competitive Edge

The most unique benefit that Coaching Company offers to clients is the ability to experience ongoing, reinforcement development, versus a typical “one-time” seminar format. Coaching Company provides development and support for a year or more.  Since each Strategic Workshop client will be immediately qualified for one-on-one coaching, we will manage and monitor the specific progress of each client to ensure appropriate development.

5.2 Marketing Strategy

Coaching Company plans to reach their target companies by four methods which have been proven to be effective. They are:

Lead Generation Program:  Coaching Company will do a direct mailing to 3,000 potential customers in the A and B county areas. Interested companies reply by mail or phone. In this industry, an average of 3% of the recipients typically respond.

Sample Previews: These are invitation-only workshops that Coaching Company will host for referral sources (i.e., accountants, attorneys, financial planners, insurance professionals) as well as owners of businesses in a target market. The previews will be the actual first year program offered to paying clients. The intent is to provide value and proof of the Strategic Workshop process so that clients will be comfortable making referrals. Coaching Company will be responsible for the generation of the lists to which these invitations will be sent. The franchiser, Coaching Company, recommends that one of these briefings be held monthly. Referral sources and business owners who attend and are interested will have a follow-up call made to them to further discuss what Coaching Company can do for their company.

Free Talks/Networking: These are talks given to Chambers of Commerce, trade councils, professional organizations, etc.  It has been industry experience that it is most beneficial to have at least two of these talks per month and attend two networking events per month.

Referrals: Referrals will not be a large part of Coaching Company’s business until late in the first year. In the second and third year they should account for as much as 50% of new business.

Other Income Generators: Special Project Assistance. This includes writing private programs for specific businesses, designing custom programs and retainer based coaching on an ongoing basis.

5.3 Sales Strategy

Coaching Company will make a significant profit through the delivery of top-of-the-line professional development services. The company will see profit within the first year due to beneficial word-of-mouth advertising and referral networking. The company expects to double its clientele every six months, for the first 18 months.

Strategic Workshops (two year program) – $3000 for year one, $2500 for year two.  Includes 1 hour per month one-on-one coaching.

Platinum Package – $5000 for one year of Strategic Workshops, 1 hour per month of one-on-one coaching & membership to the On Demand Coaching. Gold Package – $4000 for one year of Strategic Workshops, 1 hour per month of one-on-one coaching. Silver Package – $3000 for one year of Strategic Workshops Second year – $2500 per year for any client continuing with Strategic Workshops (applies to workshop only)

One-on-one Coaching – $125/hr for any personalized coaching for non-workshop clients.  $100/hr for workshop clients.

On Demand Coaching – $250 per month. minimum purchase of 3 months.

Special Projects – Priced as needed

5.3.1 Sales Forecast

Coaching Company expects a slow start to 2005, but a strong finish with referral marketing beginning to replace hard marketing dollars. The core business will be the Strategic Workshops, which have a second year tied to the initial purchase (two year program – $3,000 for year one, $2,500 for year two). Based on this, we should be able to obtain and manage a 25% increase in sales. Sales exceeding the 25% would place a tremendous burden on the acceptable delivery of service. Consistent efforts made by Coaching Company based on the marketing plan will drive enough opportunities to supply both initial and ongoing growth. At this growth rate, Coaching Company will be in a position to hire one more salesperson beginning year four (2008).

Potential obstacles to achieving these results:

• Prospecting/marketing plan not followed
• Poor delivery of service
• Any health problems of owner

5.4 Milestones

Coaching Company has a big year coming. In order to achieve the sales and marketing goals that have been outline in this business plan, the company has deadlines to meet and ideas to implement. Frank Smith is accountable for all items. Some of these are outlined below:

• March 1, 2005 is the date Coaching Company must commence operations. This requires a trip to Anytown in January 2005 with final franchise agreements signed by February 1, 2005.  Frank Smith will be visiting Anytown on January 14, 2005 to take care of this.
• March 1, 2005 is the date specified to begin the Lead Generation Program (direct marketing) which includes direct mail, email marketing, advertising and phone sales calls. 
• February 28, 2005 is the deadline for joining two chamber of commerces (Anytown and Pleasantville), and other networking groups; this is key to the marketing/networking effort. This will be effective immediately after submitting application and membership fee. Frank Smith will begin scheduling free talks immediately.
• April 15, 2005 is the deadline for scheduling the first of monthly Sample Previews.
• Marketing materials. Printing costs are involved in printing brochures, business cards, and developing website. This can’t be done until after the photo/logo design work (costing $1,000) has been completed.
• February 28, 2005 is deadline for joining the Anytown Chamber of Commerce and a secondary Chamber.  Cost is $195-$225/year.  Benefits include networking, marketing and free talks.
• February 28, 2005 is the deadline to join Local Business Network.  Cost is $360/year.  Benefits include networking, marketing and free talks.  May also be used to populate first workshops.

Management Summary management summary will include information about who's on your team and why they're the right people for the job, as well as your future hiring plans.">

The initial management team depends on the founder himself, with little back-up. As we grow, we will take on additional consulting, sales, and marketing help.

6.1 Personnel Plan

The following table is the personnel plan for Coaching Company. The table reflects the hiring of a second full-time salesperson / coach in year 2.

Financial Plan investor-ready personnel plan .">

Our financial plan is based on conservative estimates and assumptions. We will need initial investment to make the financials work, but the owner is prepared to contribute that funding.

We can minimize risk factors by:

• Obtaining initial capitalization of the company to sustain operations through year one
• Maintaining low overhead through the use of shared office space and home-based office through year one 
• Developing a strong customer base through aggressive marketing
• Creating strong community ties and involvement
• Eliminating collection costs, by establishing cash/credit/debit card only facilities

7.1 Start-up Funding

The start-up costs are to be financed by the owners’ personal funds.

7.2 Projected Profit and Loss

The moving expenses in December and increased rent starting at the same time reflect the planned move into an office space, and out of the owner’s home.

7.3 Break-even Analysis

Break-even data is presented in the chart and table below.

7.4 Projected Cash Flow

The following table and chart show the Cash Flow for Coaching Company. After the first six months, cash flow should be positive for all months. We expect an initial period of decreasing cash balance, until sales reach mid-year targets.

7.5 Projected Balance Sheet

The following table presents the Balance Sheet for Coaching Company. It shows our projected steady increase in Net Worth over the next three years. As a consulting company, we do not need a great deal in the way of assets, so the largest factor in the Balance Sheet is our cash balance.

7.6 Business Ratios

The following table shows the projected business ratios. We expect to maintain healthy ratios for profitability, risk, and return. The industry comparisons are for Management Consulting Services, SIC code 8742.

The quickest way to turn a business idea into a business plan

Fill-in-the-blanks and automatic financials make it easy.

No thanks, I prefer writing 40-page documents.

Discover the world’s #1 plan building software

Business Consulting Business Plan

When you have spent more than 10 years of your life working that nine-to-five job, you can get to the point where you are tired of the routine. With this in mind, your skills and your experience are your best assets when you want to venture out committing to a consulting gig. However, before you take the leap, you must take your time into making your business plan of your new endeavor. The business plan will not only help you map out the opportunities before you but also the threats.

• 10+ Security Consulting Business Plan Examples – PDF
• 9+ Restaurant Consulting Business Plan Examples – PDF

Business Consulting Business Plan Template

• Google Docs

Size: A4, US

Business Consultant Marketing Plan Template

Human Resources Consulting Business Plan Template

Although business plans do not generally appeal to everyone, it can be a critical factor in starting your business on the right foot. The business plan will outline your strategies in order for your business to thrive. Remember that just about anyone who has the right skills and experience can start a consulting gig, you have to make sure you identify yourself differently from your competition. And one way of effectively doing that is through an accurate and comprehensive business plan.

Key Areas to Focus on in a Business Consulting Business Plan

Making a business plan for a business consulting firm is actually pretty straightforward. However, it is also difficult at the same time. This means that when you are making a business plan for business consulting gig or firm, you need to find the areas in which you have to stay focused on. With that, here are the key areas to focus on in a business consulting business plan:

1. Value Proposition

You have to determine and present what makes you different form your other competitors. You have to present what you have to offer that others don’t. Your value proposition is the key factor that will help attract more customers. In order to build a solid value proposition, you have to give decision makers solace that they made the right decision. To do that, you can (1) offer a service guarantee, (2) build and take prospects through a well-defined methodology, or (3) specialize so narrowly that it is easier to increase your stature. Although these steps still has their fair share of disadvantages, the most important thing is it can still help you distance yourself and make your individuality known to your prospect clients.

2. Target Market

For this area, you have to answer the question: What is the best target market for you, or do you hunt every potential client that might possibly need your services?

Although understanding your target market is a difficult task, developing an understanding of the competitive landscape is crucial. You have to be able to determine how you should go to market, and how much you should charge your clients, familiarizing industry jargon and understanding the problems you are trying to solve will help during the planning process of your business consulting business plan.

There can be various approaches on how you can do this. One is to choose a few industries and then outline the size and type of businesses that you’d like to work within those industries. According to Beth Corson, the founder of Your FundingKey Advisors, instead of taking any client out of being desperate, being selective and creating a clear rod map of where you want to go will help you more. Though working with similar clients in a specific industry will help your company create a level of expertise making it easier for you to perform well and get new clients.

3. Marketing

In order to figure out what marketing method or strategy works best for you, you should answer the following questions: How do you market your consulting business? What tactics do you employ to get in front of decision makers to evaluate your offering?

Just like in any businesses, marketing your skills and experience to potential clients will help you get your business off the ground. However, if you are a sole proprietor it can be challenging since the time you spend on marketing your skills and experience means it’s time you are not getting paid for. And although hiring a firm to help you specifically for this purpose is ideal, it can add to the cost for your business.

With that in mind, you need to be creative in finding the most effective way for you to market your business. It can be through public speaking engagements or partnering with other companies that might offer complementary services to your own. But in order for your business to continue growing and thriving, you need to develop your own client relationships independently.

4. Employees

The main issue with a consulting business is figuring out how to leverage yourself to grow revenue. Regardless of the accomplishments some consultants have like managing to publish a book and charging an hourly rate, they are still not able to serve to client simultaneously. In order to allow your consultancy take on more projects and flourish, you have to use the appropriate leverage.

The key here is to align your revenue arrangements with with employee compensation and how to pay employees to ensure they are available when you need them. Once your business is large enough, you have to assign key people on a salary with performance bonuses. This will assure you that they will stick with you with knowledge of your go-to market strategy, and know your methodology inside and out. Here are some guide questions you can refer to during this process:

• If you have employees, what is the best way to deploy them, given the reality of project work?
• Do you plan to pay them hourly, by confirmed project, or salaried?
• Do you pay a salary and risk a lull in projects?
• Do you pay employees on a project basis, only when they work, risking their availability when you get a new contract?

IT Business Consulting Business Plan Example

Size: 168 KB

Marketing Business Consulting Business Plan Example

Size: 424 KB

Contents of a Business Consulting Business Plan

In order to make an effective business plan, you need to know and understand the various inclusion that comes with it. This way when you start making your business plan you know what to write about, where to put it, and how to fluently convey what you mean. Hence, here is a list of the contents you should include in a business consulting business plan:

• Keys to Success
• Company Summary
• Market Analysis Summary
• Strategy and Implementation Summary
• Management Summary
• Financial Plan

Business Accounting Consulting Business Plan Example

Size: 251 KB

Language Service Business Consulting Business Plan Example

Size: 231 KB

How to Make a Business Consulting Business Plan

Now that you know about the contents you should put in your business plan as well as the areas you should focus on, you can begin making your business consulting business plan. With that, here is an easy guide you can refer to while on process of making your business plan:

1. Determine the scope of your services

The first step in making an effective business plan for your consulting business is to determine the scope of the services you offer. This means that you need to clearly set the boundaries or extent for the services you offer to your clients. However, you also need to match your skills and capabilities with the needs of your potential customer base. You need to make sure the scope of your skills, knowledge, and experience are within the needs of your potential clients to ensure that you are worth what your clients pay for.

2. Devise points of differentiation

There are bound to be competition in every field, industry, and expertise in business. Therefore, you need to present what makes you different from the others. In order to effectively do this, you need to study and understand what your competitors offer and find the factor or aspect that you have that they don’t. You have to articulately present why your services are different from the others. You have to present your company’s competitive advantages clearly in order to attract potential and more clients.

3. Create your business model

Your business model contains the finalized types of services you will be offering and what you will charge for each. The business model will service as your guide on how to operate your business as well as how to identify revenue sources, customer base, products, and details of financing. However, it is important to note that you should consider adding more services or improve your business model as you go on with your business especially if you have an established customer base to sell these new services. This will help you accurately accommodate the needs of your current and new clients efficiently and effectively.

4. Formulate a marketing plan

Your marketing plan will serve as your guide on how to market and sell your company to your target customers. It should contain an outline of the methods and strategies you will employ in order to attract customers. In this day and age, making a website for your business is very relevant since people will want to efficiently know and contact you. The marketing plan should present how your website and search engine strategies will draw in potential customers. Aside from that, you should also include marketing strategies that you will use offline.

5. Prepare a financial forecast

You have to include financial projections in your business plan. This will ensure you that you are on the right path when it comes to revenue, expenses, and growth. Since the forecast is based on past, current, and projected financial conditions, you can track the financial progress and errors you have made so far. In addition, this will help identify future revenue and expenditure trends that may have an immediate or long-term effect on your business.

Blank Business Consulting Business Plan Template Example

Size: 63 KB

Business Management Consulting Business Plan Example

Size: 199 KB

Tips in Making a Business Consulting Business Plan

Making a business plan for your business intended to consult other business can be tough. However, if you already have a clear idea on what you want to do and how to do it, it can be easier to outline how to operate your business. In case you are still having a hard time making your business plan, here are some tips you can use:

• Write the draft first.  Do not worry about grammar, structure, or neatness. You have to focus on getting your point across, whether through paper or screen, in this stage.
• Do your research.  You have to get to know all the details with the market that you are working on in order to accurately find the right strategies or methods that you can implement.
• Identify your unique selling proposition.  What is your unique selling point? Why should businesses hire you instead of someone else? Think about what you are good at and use it as a basis to market your business.
• Get feedback.  Feedback is essential when you want to know what others think about your plan. It can help you improve your plan. Show your peers, friends, previous business associates, and potential customers your plan and listen to their feedback.
• Keep it simple.  Do not complicate things, it can lead to confusion on your readers part. Keep your business plan simple but full of important and relevant details.
• Update your business plan regularly.  As your business grows, your business plan should grow and develop along with it. As you go along you will eventually find out that what you have written before were misguided, inaccurate, or wrong. You have to update your business plan in order to improve your services and tailor it to the needs of your clients.

As a business intended to consult other business with regards to specif aspects that make the business thrive, it is important that you do not sell yourself short. Therefore, a business consulting plan will help you attract more clients through presenting relevant information about your skills, experience, and what you can offer. We hope you have learned about business consulting and business consulting business plans with the help of this article.

Text prompt

• Instructive
• Professional

Create a study plan for final exams in high school

Develop a project timeline for a middle school science fair.

Nous choisissons les services que nous recommandons de manière indépendante. Lorsque vous cliquez sur un lien partenaire, nous touchons parfois une commission.

Comment faire un business plan ? Modèle gratuit !

Téléchargez notre modèle vierge de business plan et suivez nos conseils pour bien le remplir !

Vous êtes sur le point de lancer votre projet et cherchez comment faire un business plan ? Découvrez ce qu’est un business plan, pourquoi il est important d’en faire un et notre modèle de business plan gratuit à télécharger (modèle vierge). Suivez nos conseils et exemples pour bien le remplir !

Qu’est-ce qu’un business plan ?

Le business plan (plan d’affaires, en français) est un dossier synthétique qui présente un projet de création ou de reprise d’entreprise, en définissant sa stratégie commerciale et financière. Vous pouvez en quelque sorte le considérer comme un CV ou un “book” destiné à structurer et à vendre votre projet.

La création d’un business plan intervient après les recherches documentaires, la prospection, les études et des démarches que vous avez pu mener en amont comme : 

• Le choix d’une forme juridique pour votre entreprise
• La réalisation d’une étude de marché (ou d’un sondage en ligne )
• L’évaluation de vos ressources et de votre business model (modèle économique)

Pour le réaliser, vous aurez plusieurs choix que nous vous présenterons par la suite, mais vous pouvez aussi utiliser notre modèle de business plan gratuit.

Pourquoi faire un business plan ?

Un business plan vous sert d’abord à vous-même : il permet de structurer votre projet de création d’entreprise et de mettre à plat vos idées. Il n’est pas obligatoire. Vous n’êtes donc pas contraint de vous coller à sa conception, assez chronophage.

Dans certains cas de figure, le business plan ne présente pas vraiment d’intérêt. Par exemple, si vous venez de créer votre micro-entreprise et vendez une prestation de  services depuis votre domicile, un business plan se révélera sûrement inutile. À l’inverse, ce document nous paraît incontournable si vous souhaitez créer une boutique en ligne , par exemple ou bien ouvrir un restaurant.

Rappelez-vous : il s’agit aussi d’un outil de communication. Voici quelques exemples concrets pour lesquels on risque fort de vous demander un business plan : 

• lorsque vous désirez ouvrir un compte ou obtenir un prêt bancaire ou un autre financement ;
• lorsque vous recherchez des fournisseurs ;
• lorsque vous comptez vous associer et/ou trouver des partenaires ;
• lorsque vous souhaitez lever des fonds.

Concernant ce dernier point, on peut penser à une start-up qui se lance, souhaite financer son développement et/ou accélérer sa croissance. Faire un business plan doit permettre à l’investisseur de savoir s’il peut s’engager avec elle. Va-t-il y trouver son compte ? Est-ce un projet rentable ? Quels risques prend-il en investissant avec cette startup ?  Un business plan est là pour le séduire et le convaincre. Mais c’est également un outil qui doit inspirer confiance et rassurer sur l’équilibre financier de votre projet, mais aussi et surtout sur les perspectives de bénéfices.

Le business plan a aussi une utilité en interne. Grâce à lui, votre entreprise peut contrôler le pilotage de certaines opérations, tester différentes hypothèses, et réajuster au besoin en le mettant à jour, puisqu’il fournit un cadre de comparaison (ce dont vous manquez cruellement à votre lancement).

Enfin, si vous souhaitez reprendre un commerce ou une entreprise, vous pouvez aussi mettre sur pied un business plan. La trame de base est la même que pour un projet de création d’entreprise, sauf que vous devez aussi intégrer des éléments spécifiques sur l’entreprise que vous allez racheter (ex : historique, clientèle, produits, bilan financier etc.).

Modèle de business plan gratuit et conseils pour le remplir

Les modèles de business plan télécharger.

Vous êtes ici pour ça, donc ne faisons pas durer le suspense. Vous trouverez ci-dessous un modèle de business plan vierge à télécharger gratuitement. Nous l’avons décliné sous plusieurs formats, en fonction de vos besoins :

• Modèle de business plan gratuit word téléchargeable ici
• Modèle de business plan gratuit powerpoint (en cours de création)

Le format Word est idéal pour réaliser un business plan simplifié. Il vous suffira de remplir les différentes parties en suivants nos conseils et en l’adaptant au business d’un food-truck.

Nous vous fournissons uniquement le modèle Word, mais sachez que certains acteurs comme par exemple Créer-mon-business-plan fournissent des modèles beaucoup plus complets pour quelques dizaines d’euros qui vous permettront de recevoir à la fois un modèle Word et un outil Excel pour simuler les projections financières de votre projet de food-truck, ainsi que de l’aide pour le remplir.

Enfin, certains cherchent un modèle de business plan en PDF. Aucun intérêt à notre avis, il sera beaucoup plus facile de le modifier sous Word et d’en télécharger ensuite une version finalisée en PDF.

Exemple de trame du business plan

Le modèle de business plan que nous vous fournissons gratuitement intègre la trame suivante :

C’est un bon exemple de business plan simple et une trame relativement classique, que vous pouvez adapter développer certaines catégories ou au contraire en passer certaines sous silence, selon votre projet.

Nos conseils pour un business plan simple et efficace

Maintenant que vous avez en tête la structure et les éléments incontournables du business plan, il est temps de vous livrer quelques conseils pour concevoir un business plan simple et efficace. Ces conseils valent que vous utilisiez notre modèle ou non.

• Misez sur la clarté et la simplicité. N’en faites pas trop, en particulier si vous présentez un projet avec beaucoup de jargon technique. Mettez-vous toujours à la place de votre lecteur et n’entrez pas trop dans les détails. Adressez-vous à lui avec ses mots.
• Pensez à faire concis et synthétique . Il n’y a pas de règle préétablie sur le sujet, mais on estime qu’un business plan ne devrait pas contenir de 20 à 25 pages. 
• Aérez votre texte en faisant des paragraphes et organisez vos idées avec des parties et des sous-parties regroupées au sein d’un sommaire.
• Ajoutez des visuels lorsque c’est pertinent (ex : diagrammes, graphiques, images)
• Faites-vous relire . Il n’y a rien de pire que de se retrouver à parcourir un document truffé de fautes d’orthographes. Soyez vigilant là-dessus !
• Pensez aussi aux annexes . Elles vous permettent de joindre des documents complémentaires sans alourdir le coeur de votre business plan.
• Etayez votre propos en citant vos sources . Expliquez tous vos calculs et tableaux de chiffres. Justifiez tout ce que vous avancez, en particulier vos projections financières. 

Rappelez-vous, l’objectif du business plan est de convaincre votre interlocuteur, alors produisez un document sérieux et béton, qui ne laisse aucune place au doute. 

4 erreurs à ne pas commettre dans votre business plan

Que vous utilisiez notre modèle de business plan ou non, voici les 4 principales erreurs à éviter lors de la rédaction de votre plan d’affaires :

• Bâcler la forme du business plan
• Mal présenter l’équipe
• Ne pas être exhaustif dans l’étude de marché et de la concurrence
• Négliger le modèle économique et la stratégie commerciale

Comment faire un business plan ?

Les différentes parties.

Chaque business plan est propre à chaque projet. Si sa structure et sa présentation peuvent varier, il doit néanmoins comporter des éléments essentiels que l’on a regroupés en 2 grands domaines (+ 1 bonus) :

• La présentation de votre projet et de votre entreprise : c’est le modèle de business plan que nous vous avons fourni
• Les projections financières : en général un fichier excel

La présentation de votre projet et de votre entreprise 

Dans cette partie du modèle de business plan, vous allez notamment expliquer les modalités opérationnelles de votre business plan en suivant une trame : 

• Le statut de votre entreprise : date de création, forme juridique, nombre d’actionnaires, composition du capital etc.
• Qui vous êtes, les membres de votre équipe et vos associés : parcours, compétences, expérience. Expliquez qui fait quoi au sein de l’entreprise, tout en démontrant que vous disposez de l’ensemble des compétences nécessaires à la réussite de l’activité.
• Une synthèse de votre étude de marché . Elle contient la présentation du produit ou du service que vous souhaitez vendre, votre politique de prix, vos concurrents, le marché que vous souhaitez attaquer, vos avantages concurrentiels etc.
• Une présentation de votre business model .
• Votre stratégie et plan d’action . En premier lieu, on pense à la stratégie commerciale, qui doit présenter vos objectifs en termes de chiffre d’affaires et de croissance. Mais aussi au marketing, à la communication, à la distribution, ou encore à la gestion des ressources humaines.

Tous ces éléments sont bien évidemment inclus dans le business plan gratuit que nous vous avons fourni.

Les projections financières

C’est grâce à toutes ces projections financières que vous allez pouvoir démontrer à vos interlocuteurs la faisabilité et la solidité économique de votre projet. Votre business plan doit notamment contenir les éléments suivants : 

• Le compte de résultat prévisionnel . Il s’agit d’un des éléments-clés de votre plan d’affaires. Ce compte de résultat se présente sous la forme d’un tableau financier. Il doit déterminer le degré de rentabilité de votre entreprise, en démontrant que votre chiffre d’affaires à venir couvrira vos dépenses (charges). Les projections se font souvent sur les trois premières années d’existence de l’entreprise.
• Le seuil de rentabilité : il s’agit du chiffre d’affaires minimum à partir duquel l’activité d’une entreprise devient rentable.
• Le tableau ou plan de trésorerie : établi mensuellement, il présente les encaissements et les décaissements prévus au cours de la première année d’activité de l’entreprise.
• La capacité de financement , c’est-à-dire tous les capitaux et les sources de financement qui permettent de lancer le projet (ex : fonds propres, aides etc.).
• Le plan de financement à trois ans : il détaille vos besoins en financement sur les trois premières années d’activité. Il permet de vérifier que votre entreprise sera pérenne dans le temps.
• Le besoin en fonds de roulement (BFR) . Le BFR correspond aux sommes d’argent dépensées par l’entreprise au lancement de son activité et qu’elle ne pourra récupérer qu’après l’encaissement du paiement de ses premières factures.

Si la partie présentation de l’entreprise est assez facile à remplir, comme vous pouvez le voir dans l’exemple de business plan que nous vous avons fourni gratuitement, la partie financière est plus complexe. Pour cette partie, nous vous recommandons de vous faire accompagner.

Bonus : l’executive summary

L’executive summary – résumé opérationnel, en français – est un teaser d’une à deux pages qui doit donner envie de lire la suite de votre business plan et de découvrir votre projet. Il se place au début d’un plan d’affaires et doit mettre en avant de façon synthétique les informations les plus importantes :

• Votre projet et les problèmes qu’il résout
• Votre stratégie
• Votre offre avec votre avantage concurrentiel
• Votre business model
• Votre marché etc.

Vous disposerez ainsi d’une vision globale de tous les éléments à mettre en avant, ce qui vous facilitera la tâche.

Faire un business plan : quelles sont vos options ?

Plusieurs options s’offrent à vous pour réaliser un business plan : le faire vous-même sans aide tierce, utiliser un logiciel en ligne, ou faire appel aux services d’un professionnel. Chaque solution présente des avantages et des inconvénients.

Option n°1 : faire votre business plan gratuitement (mais vous-même)

Première possibilité pour faire votre business plan : vous y coller seul, sans l’aide d’un logiciel ou d’un professionnel. Pour cela, vous pouvez partir de notre modèle de business plan gratuit et vierge, ou bien d’un modèle de business plan déjà pré-rempli pour certains secteurs. En fonction de vos besoins, utilisez le format Excel, PDF et PowerPoint. 

Créer son business plan en partant de zéro présente d’abord un avantage financier. Vous n’avez aucun frais à prévoir si vous choisissez un modèle de business plan gratuit. Cette solution est idéale pour les entreprises aux budgets serrés, mais elle présente un autre avantage non négligeable : cela vous force à réfléchir en profondeur sur votre projet de création d’entreprise. Par contre, préparez-vous à y passer du temps. La conception d’un business plan est chronophage et peut se révéler fastidieuse, surtout lorsque l’on attaque les prévisions financières.

Notez enfin que certains acteurs (comme Créer-mon-business-plan par exemple), proposent à la fois des modèles de business plan payants à télécharger et la possibilité de le réaliser en ligne. Comptez quelques dizaines d’euros pour un modèle de business plan thématisé (c’est à dire adapté à votre secteur), ce qui à notre avis peut valoir le coup pour éviter de repartir de notre modèle de business plan vierge :

• Choix parmi des dizaines de modèles de business plan
• Business plan au format Word de 10 à 20 pages
• Exemples de textes fournis tout à long du modèle
• Volet financier au formt Excel.

C’est donc un bon compromis entre le business plan gratuit et l’accompagnement (en ligne ou par un professionnel).

Option n°2 : faire son business plan en ligne

La deuxième option consiste à se faire accompagner un peu plus en réalisant son business plan en ligne , à l’aide d’un logiciel dédié. De nombreux sites sont en concurrence sur le marché.

Voici les avantages à utiliser un outil en ligne : 

• Vous disposez de modèles de business plans payants prêts à l’emploi, adaptés à différents corps de métiers.
• Tous les modèles sont centralisés sur la même interface : vous gagnez du temps dans le processus de création. On vous aide à mettre en forme le document, à créer le prévisionnel financier etc.
• Pas besoin d’avoir de connaissances en comptabilité.
• Vous pouvez bénéficier de ressources complémentaires pour concevoir votre plan d’affaires, comme un accompagnement en ligne avec un conseiller.
• Certains logiciels de business plan sont gratuits.

En ce qui concerne les inconvénients, ces modèles de business plan ne sont pas gratuits (mais ils sont complets). Ensuite, en fonction du logiciel que vous choisirez, vous n’aurez pas le droit à du conseil et vous ne pourrez pas déléguer la partie rédactionnelle. Il faudra quand même consacrer du temps pour l’écriture et avoir un minimum de bases pour élaborer votre business plan. Ceci-dit, ces logiciels fournissent de nombreux conseils et des exemples de business plan pour vous aider à remplir le vôtre de manière efficace.

Option n°3 : passer par un professionnel

Si vous cherchez de l’aide pour faire votre plan d’affaires personnalisé sans utiliser un modèle de business plan, rien ne vous empêche de vous attacher les services d’un professionnel. On pense notamment aux professionnels suivants :

• L’expert-comptable local
• L’expert-comptable en ligne
• Les experts et consultants en business plan (ex : les spécialistes de la fiscalité, les avocats d’affaire).

Grâce à un professionnel du business plan, vous vous assurez de gagner du temps et disposez des conseils et du savoir-faire d’un expert. On le recommande en particulier aux projets complexes qui font appel à de nombreuses donnés financières.

Par contre, ce genre de service implique un coût financier plus important qu’avec un logiciel en ligne. Sans compter que vous risquez quand même de devoir collaborer à la partie descriptive du document. Un expert saura parfaitement jouer avec les chiffres, mais il aura besoin de vous pour comprendre la genèse de votre projet ainsi que tous les tenants et aboutissants.

Au cours de vos recherches, pensez aussi à vous rapprocher des structures d’accompagnement de créateurs, de certaines legaltech , des Chambres de commerce et d’industrie ( CCI ), ou encore des Chambres de métiers et de l’artisanat ( CMA ).  Ces différents organismes professionnels proposent souvent des formations et ateliers autour du business plan et pourront vous accompagner dans la construction de votre plan d’affaires.

Au final, quelle que soit la méthode choisie, gardez bien cela en tête : comme le dit l’expression, “on n’a qu’une seule chance de faire bonne impression.” Alors appliquez-vous, et utilisez nos conseils pour réaliser un business plan solide !

Combien coûte un business plan ?

Le coût d’une business plan dépend de l’option que vous allez choisir. Si vous vous utilisez notre business plan gratuit, vous n’y passerez que du temps. Si vous choisissez un modèle payant, vous en aurez pour entre 50 et 100€ environ. Si vous optez pour un logiciel de business plan en ligne , les prix varient d’une solution à l’autre.

La solution la moins économique consiste à passer par un professionnel. Les tarifs dépendent de la complexité et de la technicité du projet. Pour vous donner un ordre d’idées, on a recensé des tarifs partant de 300€ et pouvant aller jusqu’à 4 000€.

Un business plan gratuit, c’est possible ?

Faire un business plan gratuitement, oui, c’est possible en utilisant un modèle de business plan et en y passant du temps, ou bien via certains organismes comme la CCI.

Les personnes ayant téléchargé le modèle de Business plan ont également été intéressés par :

Comment rédiger le business plan d'un consultant ?

Nos experts ont réalisé un un pack complet pour un consultant , modifiable.

Devenir consultant peut donner envie à beaucoup entrepreneurs.

Toutefois, avant de se lancer, il est nécessaire de rédiger un bon business plan.

Cette démarche permet d'établir la stratégie de croissance de votre activité de consulting, en menant une réflexion approfondie, par exemple, sur : le budget de démarrage, les avantages concurrentiels, les lignes du compte de résultat, les indicateurs du marché ou encore les futurs profits de votre entreprise de consulting.

Par ailleurs, le business plan de votre activité de consulting constitue un outil sérieux pour l'obtention d'un financement auprès d'une institution financière.

Que faut-il inclure dans le business plan d'un consultant ? Quels sont les éléments principaux de ce document ? Comment estimer le budget de départ de votre activité de consulting ? Quels sont les indicateurs comptables à intégrer dans le business plan ? Où se situe le seuil de rentabilité d'une activité de conseil ?

Nous apportons des réponses dans cet article.

Enfin, notez que notre équipe étudie régulièrement ce marché. Elle collecte des données, les analyse et les synthétise. Tout le fruit de son travail se trouve dans le pack complet pour un consultant .

La rédaction du business plan d’un consultant

Faut-il établir un business plan pour devenir consultant .

Avant de vous lancer dans une activité de conseil, il est indispensable d'établir un business plan. En effet, ce dernier vous permet de : - étudier les données sur le marché du conseil - analyser les dynamiques propres à ce secteur - déterminer les facteurs de réussite d'un consultant - identifier vos clients potentiels, ainsi que leurs besoins et leurs attentes - décider d'une proposition de valeur convaincante pour votre projet - analyser les consultants concurrents et leur stratégie - réfléchir à des avantages concurrentiels pour votre activité de consulting - présenter, grâce au Business Model Canvas, le business model de votre projet - élaborer un plan de développement sur 3 ans - analyser les éventuels risques liés à votre activité de conseil - prouver la rentabilité de votre activité de consulting à un banquier

Les experts de notre équipe ont veillé à rédiger un business plan pour un consultant qui répond à ces finalités.

Que doit contenir le business plan d'un consultant ?

Ce type de document contient un grand nombre d'éléments, de données et d'analyses. Il est donc impératif de bien les structurer afin d'obtenir un document rigoureux, complet et agréable à lire.

C'est ce que nous avons fait dans notre business plan conçu pour un consultant , qui est divisé en cinq parties détaillées ci-après.

La partie introductive se nomme “Opportunité de Marché” . Dans cette partie, nos experts vont lister les données et les chiffres relatifs au marché du conseil. Ces derniers sont mis à jour tous les semestres.

Cette partie permet aussi de présenter les dernières innovations notables (intelligence artificielle, vente de formations en ligne, LinkedIn Ads, externalisation vers des assistants virtuels ou encore l'émergence des coachs) du secteur.

Pour conclure, on dresse la liste des critères qui permettent à un consultant de générer des bénéfices.

La partie suivante concerne la “Présentation de l'Entreprise” . Elle donne l'occasion de présenter les contours de votre activité de conseil (Quelles sont les formations et les diplômes du consultant ? Quels sont les différentes prestations de conseil fournies ? Quel est le périmètre d'intervention du consultant ? etc.).

Cette partie présente également la proposition de valeur de votre activité de conseil. Elle se termine par la présentation du porteur de projet.

Vient ensuite la partie intitulée “Étude de Marché” qui va vous permettre d'identifier les différents profils de clients pour votre activité de conseil.

Par ailleurs, elle présente vos différents concurrents à travers une analyse concurrentielle. Cette partie contient également une analyse SWOT, un outil qui permet d'étudier les forces et les faiblesses de votre activité, tout en présentant les opportunités et les menaces de l'environnement concurrentiel.

La partie que nous appelons “Stratégie” , va, elle, nous permettra de présenter une stratégie détaillée, comprenant toutes les initiatives nécessaires à la rentabilité de votre activité de conseil.

On y détaille, entre autres, une stratégie marketing qui donnera lieu à une croissance du chiffre d'affaires.

Enfin, ce business plan présente une partie intitulée “Finances” , qui permet de présenter un plan financier sur 3 ans pour votre activité de consulting.

Comment rédiger l'Executive Summary d'un consultant ?

Pour bien rédiger l'Executive Summary (aussi appelé "résumé exécutif") de votre activité de consulting, il est important de respecter certains points.

Premièrement, ce document devra être d'une longueur raisonnable. Il ne doit pas dépasser deux pages. En réalité, il constitue l'introduction au business plan de votre activité de conseil.

Aussi, il doit être convaincant, c'est-à-dire qu'il doit permettre de démontrer la viabilité de votre activité de consulting.

Évitez les fautes d'orthographe et indiquez les atouts de votre projet (par exemple : l'accompagnement du client jusqu'à la réalisation de ses objectifs, un haut niveau d'implication et d'efficacité, des experts compétents dans leurs domaines ou encore la présence d'un site web professionnel).

Votre Executive Summary doit suivre une structure précise. Vous pouvez reprendre celle de notre business plan conçu pour un consultant , décrite dans la partie précédente.

Comment établir l'étude de marché d'une activité de conseil ?

L'étude de marché de votre activité de conseil vous permet de comprendre les critères qui entourent votre projet, tels que la demande du marché, l'évolution des habitudes de consommation ou encore les forces et faiblesses des concurrents.

Tout projet entrepreneurial devrait commencer par une étude de marché rigoureuse.

Comment bien la rédiger ? Pour cela, il suffit de synthétiser un certain nombre d'éléments.

Voici les différents éléments compris dans la partie "Étude de Marché" de notre business plan conçu pour un consultant : - des statistiques et des données récentes sur le marché du conseil - les dernières avancées dans le secteur - les différents segments de marché d'un consultant - l'analyse de la concurrence - des exemples d'avantages concurrentiels pour votre activité de consulting - la matrice SWOT d'un consultant

Les éléments fondamentaux du business plan d'un consultant

Comment définir le modèle économique d'un consultant .

Le business model, ou modèle économique, d’un consultant indépendant est la prestation de services d'accompagnement.

En général, le service proposé correspond à une intervention externe, qui permet d'analyser les différents obstacles auxquels une entreprise ou un professionnel fait face.

Après l'évaluation de la situation, le consultant identifie les causes probables des problèmes rencontrés par le client. Après ce diagnostic, il est tenu de proposer des solutions durables.

Le consultant doit être polyvalent et capable de s'adapter à diverses situations.

En règle générale, dans un business plan, on modélise le modèle économique d'une future entreprise grâce à un Business Model Canvas.

Ce canevas permet de facilement appréhender les détails de votre futur projet d'entreprise, notamment le modèle de tarification, les différents coûts, les moyens de communication, etc.

Notre business plan conçu pour un consultant contient, bien évidemment, un Business Model Canvas complet, modifiable et adapté à ce type d'activité.

Comment définir les segments de clientèle d'un consultant ?

La segmentation du marché consiste à répartir la clientèle en plusieurs groupes d'individus semblables.

Dans votre cas, il faudra segmenter les profils susceptibles de solliciter vos conseils.

Quel est l'intérêt des segments ? Cet exercice vous permet de structurer la présentation de votre clientèle dans votre business plan. Par la suite, cette démarche vous permettra de mieux cibler votre clientèle (en répartissant les offres et les différents messages de votre activité de conseil en fonction des groupes par exemple).

Les segments de marché auxquels peut s'adresser votre activité de consulting sont les start-ups, les petites et moyennes entreprises ou encore les corporates.

Dans notre business plan adapté à un consultant , vous pourrez trouver une étude des segments de marché adaptés à ce secteur d'activité.

Comment construire l'analyse de la concurrence d'un consultant ?

Vous ne serez pas seul sur le secteur du consulting.

Il y a aussi des consultants concurrents qui vous feront face.

Votre business plan doit comporter une étude de ces consultants. Il faudra présenter leurs principales caractéristiques, ainsi que leurs points forts et leurs points faibles.

Identifiez en particulier leurs points faibles (par exemple : tarification non justifiée, manque de références ou d'expertise, taux d'atteinte d'objectifs trop faibles, etc.)

Pourquoi se concentrer sur ces points ? Parce que ces éléments entraînent certainement de la frustration chez les clients de ces consultants. Tirez parti de ce mécontentement en créant des avantages concurrentiels pour votre activité de conseil.

Un avantage concurrentiel désigne tout ce qui permet à votre entreprise de conseil de surpasser ses concurrents présents sur le marché.

Voici quelques exemples d'avantages concurrentiels possibles pour un consultant : - se faire recommander par de nombreux clients satisfaits - disposer de diplômes et de certifications attestant d'un haut niveau d'expertise dans un domaine particulier - faire preuve de réactivité et de flexibilité pour satisfaire tous types de clients - proposer un large choix de services différents - collaborer avec d'autres experts en conseil proposant des services complémentaires - etc.

Téléchargez notre business plan conçu pour un consultant afin d'obtenir une analyse de la concurrence déjà rédigée, ainsi que la liste des avantages concurrentiels adaptée à ce type d'activité.

Comment élaborer la matrice SWOT d'une activité de consulting ?

La matrice SWOT est un outil qui permet de comprendre les forces et les faiblesses d'un projet, à l'instar de votre activité de conseil.

De plus, cette matrice est d'une grande utilité pour analyser les opportunités et les menaces éventuelles.

Une analyse SWOT bien conçue pour votre activité de conseil doit être synthétique et cohérente. Elle constitue un exercice délicat pour les débutants qui rédigent trop souvent des SWOT complexes, peu convaincantes et peu percutantes.

Or, tout comme le Business Model Canvas, elle a le mérite d'être une ressource synthétique, donnant instantanément un grand nombre d'informations sur votre activité de conseil.

Pour obtenir une analyse SWOT complète, rédigée et modifiable, téléchargez notre business plan conçu pour un consultant .

Comment réussir la stratégie marketing d'un consultant ?

Dans le business plan de votre activité de consulting, vous devez établir une stratégie sur 3 ans afin de garantir le développement de votre activité.

La stratégie marketing rassemble l'ensemble des initiatives qui vous permettront d'attirer des clients susceptibles de faire appel à vos services.

Parmi ces initiatives, il y a le développement d'un site vitrine pour votre activité de conseil. Celui-ci permettra à vos clients de vous trouver sur internet. Il devra rassembler les informations essentielles concernant votre activité de conseil.

Il faudra aussi optimiser son référencement (SEO) et certains mots-clés pour que votre activité de conseil apparaisse dans les résultats de recherche de Google.

Afin d'apparaître en tête des résultats de recherche, vous pouvez également consacrer un budget à ce que l'on appelle des "campagnes".

Votre activité de consulting devra également maintenir une certaine activité sur les différents réseaux sociaux. L'outil Facebook Ads vous permet de promouvoir votre activité de conseil et vos offres auprès de publics déterminés. Il s'agit d'un moyen efficace d'attirer davantage de clients.

La communication concernant votre activité de conseil ne se limite pas au web. Il existe également différents supports physiques.

Par exemple, vous pouvez concevoir et distribuer des supports de communication afin de gagner en visibilité.

Enfin, vous pouvez établir différents partenariats avec des entreprises et des institutions qui vous permettront de développer votre activité.

Il existe de nombreux outils et décisions de marketing à développer. Retrouvez-les dans notre modèle de business plan conçu pour un consultant .

Le plan financier du business plan d'un consultant

Un bon business plan doit comprendre une analyse financière sur le long terme.

Il faudra, entre autres, faire des estimations du chiffre d'affaires généré par votre activité de conseil.

Bien entendu, il est important que ces estimations soient cohérentes. Notre prévisionnel financier adapté à un consultant comprend un système de contrôles pour vous accompagner. Dans ce document, les tarifs et les différentes variables sont modifiables.

Également, il est nécessaire d'établir un budget prévisionnel pour votre activité de consulting. Ce budget comprend les investissements initiaux, mais également les montants associés.

L'étude de rentabilité est également une partie importante de votre business plan. Elle vous permet de connaître le montant des revenus nécessaire pour être rentable. Cette étude donne aussi un aperçu des bénéfices que vous pouvez espérer de votre activité de conseil.

Par ailleurs, il faudra identifier les dépenses récurrentes liées à votre activité de consulting. Il peut s'agir, par exemple, de la rémunération du personnel (si vous ne travaillez pas seul), l'achat de matériel informatique, l'entretien et le renouvellement du mobilier ou encore les frais de déplacement lors de vos différents rendez-vous.

Pour finir, les performances financières de votre activité peuvent également être examinées grâce au tableau des soldes intermédiaires de gestion, au détail du calcul du BFR, ainsi qu'à certains ratios financiers.

Tous ces éléments sont, bien entendu, inclus dans notre modèle financier pour un consultant .

• le choix d'une sélection entraîne une actualisation complète de la page

AI ASSISTANTS

Upmetrics AI Your go-to AI-powered business assistant

AI Writing Assist Write, translate, and refine your text with AI

AI Financial Assist Automated forecasts and AI recommendations

TOP FEATURES

AI Business Plan Generator Create business plans faster with AI

Financial Forecasting Make accurate financial forecasts faster

INTEGRATIONS

Quickbooks (Coming soon...) Sync and compare with your quickbooks data

Strategic Planning Develop actionable strategic plans on-the-go

AI Pitch Deck Generator Use AI to generate your investor deck

Xero Sync and compare with your Xero data

See how easy it is to plan your business with Upmetrics: Take a Tour  →

AI-powered business planning software

Very useful business plan software connected to AI. Saved a lot of time, money and energy. Their team is highly skilled and always here to help.

- Julien López

BY USE CASE

Secure Funding, Loans, Grants Create plans that get you funded

Starting & Launching a Business Plan your business for launch and success

Validate Your Business Idea Discover the potential of your business idea

E2 Visa Business Plan Create a business plan to support your E2 - Visa

Business Consultant & Advisors Plan with your team members and clients

Incubators & Accelerators Empowering startups for growth

Business Schools & Educators Simplify business plan education for students

Students & Learners Your e-tutor for business planning

• Sample Plans

WHY UPMETRICS?

Reviews See why customers love Upmetrics

Customer Success Stories Read our customer success stories

Blogs Latest business planning tips and strategies

Strategic Planning Templates Ready-to-use strategic plan templates

Business Plan Course A step-by-step business planning course

Help Center Help & guides to plan your business

Ebooks & Guides A free resource hub on business planning

Business Tools Free business tools to help you grow

Tips for Choosing the Right Business Plan Consultant

Free Business Plan Template

• June 24, 2024

Find yourself staring at the blank screen while writing your business plan? Well, every entrepreneur feels that once in their business journey. This is where a business plan consultant comes into the picture.

Think of a business plan consultant as your strategic partner who helps you craft the plan and create strategies that help you with funding.

But the tricky part is: How do you choose the right business plan consultant? Because there are a lot of options that will confuse you.

Worry not, here are the tips for choosing the right business plan consultant through which you can examine and select the right one for your business.

But before that let us understand why it’s important to hire a consultant.

Why do I need a business plan consultant?

A business plan consultant works closely with you and understands your business thoroughly. They help you achieve your goals like expanded market share, cost reduction, enhanced customer experience, and more.

Consultants have experience in various industries and expertise in fields like marketing, strategic planning, and more. So, having a consultant by your side will lead you to a successful business.

So, as we know why we need a business plan consultant, let’s move ahead to the tips.

8 Tips for choosing the right business plan consultant

Are you too facing the issues in choosing the right business plan consultant ? Well, there are many options online and offline for a consultant, so let’s see how to choose “the one” for your business:

1. Experience and expertise

First, look into which industries the business plan consultant has experience in. Also, consider their expertise, and see if it is relevant for your business.

Go for industry-specific experience, as this ensures familiarity with the unique problems and opportunities related to the industry.

Also, see if they have any successful track record in similar projects in the same industry. Lastly, review their portfolio for detailed strategic plans customized for a business like yours.

2. Check qualifications

Before finalizing the business plan consultant, ensure they have the qualifications that you’re looking for. Go for a solid educational background, such as degrees in business, finance, or related fields, which is necessary for your industry.

Also, check if the consultants have any additional training and memberships in any professional organizations.

3. Review ratings and feedback

Explore recommendations and reviews of the consultant, before you finalize them. If you have word-of-mouth referrals from other businesses then it is a plus, as they come authentically.

Also, scan online reviews and get to know about the consultant’s methodology. All of these combined act as evidence of the consultant’s past work, process, and credibility.

4. Consider compatibility

Look for a consultant who not only has the necessary skills and expertise but communicates effectively. A compatible consultant will be able to offer personalized advice that resonates with your vision, ultimately leading to a more successful output.

5. Verify their process

Understanding the approach of the consultant is essential to ensure a successful outcome. It’s important to verify that their process includes comprehensive research, data analysis, and a clear strategic plan.

Requesting a detailed outline of the process along with the expected timeline can help you understand their method and set clear expectations.

6. Discuss fees and contracts

Discussing fees and contracts before hiring a consultant maintains transparency. You need to clearly understand their fee structure and what it covers.

Apart from that, make sure the contract clearly states what you’ll get, when you’ll get the plan, and how much you’ll have. This clarity helps prevent misunderstandings and potential disputes later on.

7. Review sample plans

Request sample business plans from the consultant to evaluate their work. This will help you know their writing style, attention to detail, and overall professionalism.

By going through their past work, you can consider whether their process syncs with your expectations and requirements.

8. Know their knowledge

Here you should get to know about the consultant’s knowledge by asking certain specific questions from the industry like:

• How do you update yourself with all the industry changes and trends?
• Can you please explain a complex concept of the business and how you plan to apply the same in my business?
• What metrics or KPIs are the most important for you and which you will use for my business?

Also, look into if they can provide you with in-depth replies to your questions.

That’s it guys! I hope following the above tips will help you choose the right business plan consultant for your business.

But, if you don’t want to go to and for for your business plan, you can write it on your own with the help of a business planning software like Upmetrics .

This tool helps you with business planning, creating financial forecasts, strategic planning, and a lot more.

So, why not write your business plan on your own? Start planning today.

Sample Business Plan Library

Explore over 400 real-world business plan examples from a wide variety of industries.

One Page Business Plan Template

Use this simple one-page business plan template to immediately get started on your plan.

Free Startup Business Plan Template

Use this simple startup business plan template to immediately get started on your plan.

Frequently Asked Questions

Can a business plan consultant help with funding.

Yes, a business plan consultant helps you with writing engaging business plans which ultimately supports you in attracting investors and banks for funds.

How long does it take to complete a business plan?

It might take around weeks, months, or even more for a business plan consultant or a writer to create a business plan for your business. However, with the AI-powered business planning tool like Upmetrics, you can write your plan in days.

Should I pay someone to write my business plan?

Paying someone or not depends on your budget and requirements. But you can write your business plan professionally for just as low as $7 with Upmetrics.

What kind of information do I need to provide to the consultant?

You need to provide the history of your business, product or services, target market, competitors, marketing strategies, financial projections, operational details, legal requirements, and more—for them to understand your business.

About the Author

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

Reach Your Goals with Accurate Planning

Macreationdentreprise.fr

De l'envie à la réalité

• avril 28, 2022
• #business plan #stratégie
• Laissez le premier commentaire !

Voici votre exemple de business plan pour consultant indépendant.

Nous allons vous le donner et nous allons même faire mieux que cela pour vous ! En effet, on vous propose, en cadeau, la relecture de votre dossier ! 

Ce qu’un exemple de business plan pour un consultant peut vous apporter :

Quand on cherche un modèle business plan pour devenir consultant, c’est généralement la preuve qu’ on est très motivé pour créer son entreprise. Mais on a, aussi, besoin d’aide pour présenter son dossier à des sociétés de financement. ( banque, plateforme d’initiatives locales…)  et se rassurer sur la solidité du projet ! 

Avec un exemple de business plan sectoriel ciblé dans le métier de consultant indépendant, vous allez :  

• Avoir le sentiment de gagner du temps  
• Se sentir rassuré sur votre capacité à présenter un dossier correct  
• Visualiser rapidement le seuil de rentabilité d’une affaire dans ce secteur afin de finalement confirmer votre désir de vous lancer ou pas
• Obtenir des idées auxquelles vous n’auriez peut-être pas pensé seul sur le projet, la clientèle, les produits, les stratégies de communication…
• Etre alerté sur des points de vigilance auxquels vous n’aviez pas songé  
• Déterminer une idée plus précise de certaines dépenses à comptabiliser  
• Etre au clair sur les documents à réunir pour présenter votre dossier

Ce qu’un modèle de business plan pour un consultant ne peut pas vous apporter 

Malheureusement, un modèle de business plan sur l’activité de consultant ne résoudra pas toutes vos préoccupations. Vous ne pourrez pas  ,  grâce à ce document, avoir :  

• compris toutes les finesses de votre secteur d’activité ! Pour cause, ce document reste une analyse faite par un tiers…. C’est à vous de juger des points importants dans votre secteur, car c’est vous qui avez un enjeu de carrière et un enjeu financier.  
• appréhendé les particularités de votre zone géographique  
• développé les compétences suffisantes pour mettre à jour tout le document avec sérieux  
• développé des compétences solides d’entrepreneur : savoir mettre en place une veille de la concurrence , savoir réagir face aux évolutions de la demande des clients, savoir communiquer en vrai et sur internet, savoir comment créer un logo d’entreprise facilement et rapidement , savoir négocier, savoir vendre, savoir gérer un planning, savoir piloter votre marge, savoir rédiger ou négocier un contrat, savoir analyser votre bilan ou celui d’un concurrent, etc.  
• validé que ce projet est véritablement le plus en adéquation avec vos qualités, vos forces, vos intérêts, vos motivations, votre vision d’une vie idéale, vos contraintes économiques, organisationnelles, etc. C’est tout de même fondamental pour mettre toutes les chances de votre côté !  
• des réponses aux 10 000 autres questions que vous allez vous poser à la fois pendant cette phase de montage du projet et pendant les 24 prochains mois 

Comment obtenir ce qu’il vous manque malgré cet exemple business plan consultant indépendant

Le travail de compréhension du business plan.

Pour bien comprendre les finesses de votre secteur d’activité et secteur géographique, il vous faut apprendre à mener une étude de marché solide. Quand on n’a jamais fait cela, c’est un nouvel exercice déroutant et difficile : autant que d’apprendre à marcher, parler ou lire !  

Pour développer vos compétences d’entrepreneur sur les champs où vous avez besoin, il faut déjà clairement comprendre les compétences dont vous avez besoin. Mais pour cela, il faut connaître les 6 étapes clés pour entreprendre en sécurité !

Voici leur présentation dans la vidéo ci-dessous :

Dans cette courte vidéo, je vous explique ce que vous devez cerner rapidement.

Le travail de préparation de l’entrepreneur à la réalisation du business plan

Ensuite, vous pourrez, selon vos besoins, vous orienter vers une formation à la Création d’Entreprise . Ainsi, vous multiplierez vos chances de réussite par 3 en choisissant une formation complète et adaptée à votre besoin.

Enfin pour répondre à toutes vos questions et être sûr que ce projet est le bon pour vous, rien ne vaut un accompagnement à la création d’entreprise avec des experts de l’entrepreneuriat. Ici vous n’avez pas de temps à perdre avec des conseillers qui ne sont pas eux-même des entrepreneurs, ou des coachs juniors. Car, plus votre enjeu de vie est important ( famille, carrière, reconversion, économie…) plus vous devez sécuriser votre projet en vous entourant des bons coachs experts entrepreneurs.

Chez macreationdentreprise.fr nous avons réuni pour vous une équipe de choc ! Et cerise sur le gâteau, toutes nos  formations comprennent systématiquement un accompagnement qui va bien au delà d’une semaine ou d’un mois de formation . Donc, vous pouvez nous joindre à n’importe quel moment de la vie de votre projet !

Le résumé de tous les points clés du métier de consultant indépendant pour vous faire gagner un temps fou

Le métier de consultant comporte un large champ d’activités et de responsabilités. Puisque celles-ci n’ont pas toujours dimension technique à proprement parler mais touchent plus à la réflexion, l’intelligence, la sensibilité, les relations humaines. Recherché et challengeant, c’est un métier fortement attractif qui attire beaucoup de profils chaque année. Et sa modernité en fait une profession toute aussi praticable en salarié qu’en indépendant. Or, comme pour beaucoup d’autres fonctions, débuter directement comme indépendant n’est pas chose aisée.

Tendances actuelles

Aujourd’hui, le marché du conseil se porte assez bien. Mais, il faut réussir le grand écart permanent entre des connaissances techniques poussées dans son domaine d’action et un sens développé des facteurs humains. Le consultant est un poste intellectuellement et humainement stimulant, en plus d’être généralement bien rémunéré.

De plus, le rôle du consultant est d’apporter une prestation à caractère intellectuel répondant aux besoins ponctuels d’une entreprise. Celle-ci est généralement confrontée à des difficultés, notamment lorsqu’elle atteint un nouveau stade de son développement. Pour ce faire, le consultant prévoit des stratégies et organise un plan d’action. 

Parmi les aptitudes attendues d’un consultant, on peut citer : 

• le sens de l’écoute, 
• la clarté d’expression écrite et orale,
• ou encore savoir susciter la confiance de ses interlocuteurs. 

Il doit, également, détenir : 

• de fortes qualités de patience, 
• diplomatie, 
• et inventivité. 

Puis, avoir un bon esprit de synthèse et une capacité d’adaptation forte sont des talents essentiels pour un professionnel du conseil.

Enfin, dans sa relation privilégiée avec le client, il se doit d’avoir un bon esprit d’analyse d’un contexte singulier (état des lieux et diagnostic), d’anticipation des besoins (écoute et discernement), de hiérarchisation et de faisabilité.

Consultant indépendant, un métier de grand investissement personnel

C’est un fait, le consultant indépendant court contre la montre. De plus en plus, le temps important qu’il passe en mission ne lui laisse plus guère de répit pour prospecter ses futurs clients. Il a ,aussi, un grand nombre de charges à gérer, autre réalité chronophage du métier. En résumé, son quotidien est rythmé par le respect des délais et des rendus, et son niveau de vie est souvent peu comparable à celui d’un salarié. En contrepartie, indépendance, autonomie et satisfaction intellectuelle justifient largement le choix d’une tel statut en terme d’épanouissement. D’où, de nombreux professionnels choisissent cette voie après leurs premières expériences d’employé. 

Quelques exemples de l’investissement à fournir pour bien débuter en tant que consultant indépendant

Un consultant indépendant doit :

• bien évidemment avoir sa propre entreprise
• se doter d’un site internet ou d’un un blog, et rejoindre une plateforme de mise en relation entre experts et entreprises
• s’abonner aux moteurs de recherche présentant les appels à candidatures des marchés publics ou privés
• être reconnu comme spécialiste dans son domaine, en écrivant ou publiant un livre ou des articles (on en revient au blog cité plus tôt, ce qui peut facilement vous occuper 2. à 3 jours par semaine à temps plein en démarrage)
• Autres pistes : animer des formations (qui peuvent déboucher sur des missions), ou encore faire partie des réseaux et associations de son domaine professionnel

De nature libérale, l’activité professionnelle de conseil peut-être issue d’une consultation formalisée ou adaptée : appels d’offres, contrat type, accord avec le client… Par contre, pour ce qui est de trouver des clients, le métier ne se prête pas vraiment aux démarches commerciales directes. Bien que les relations publiques “soft” prédominent, cela n’empêche pas des offensives plus marketing (maîtriser les techniques de mailing, de télémarketing et de relance téléphonique). Il est aussi possible d’élaborer des stratégies. Par exemple, comme se présenter comme un enquêteur potentiel qui réalise une étude, afin de déceler les besoins d’une organisation et transformer ceux-ci en offre pertinente. Par conséquent, cela induit naturellement qu’il faut savoir se vendre. En d’autres termes, posséder un savoir technique n’est pas suffisant si on ne sait pas décrocher un rendez-vous ni convaincre un client.

Quelques pré-requis pour aborder le métier de consultant indépendant

Pour bien se positionner sur le marché du conseil, voici quelques astuces :

• Avoir une offre commerciale claire, fluide et bien formalisée
• Se constituer et entretenir un bon réseau d’anciens collègues et/ou d’entreprises (prescripteurs)
• Aborder de nouvelles personnes dans des lieux moins fréquentés par les confrères
• Affuter ses techniques de communication, dont un pitch convaincant en 2-3 minutes

Points de vigilance pour bien progresser dans le métier

Écueil courant, une bonne moitié des créateurs échouent dès la première année… souvent en raison d’un projet mal préparé sur ce marché déjà bien encombré. C’est pourquoi, le positionnement est la clé, et dès le lancement, il est conseillé de cibler judicieusement sa niche d’activité.

D’autre part, c’est un métier où le stress est fréquent. Puis, les déplacements sont nombreux. Et le travail d’enquête ou d’entretiens chez le client alterne avec les heures passées au cabinet ou à domicile pour synthétiser les acquis. Le sentiment de solitude peut être pesant lorsqu’un consultant travaille seul, en indépendant. D’où le choix intéressant d’appartenir à un syndicat professionnel, ou de travailler dans des espaces de coworking.

À ne pas perdre de vue, le métier de consultant est en perpétuelle évolution et se renouvelle sans cesse. De même que les exigences qu’il implique. S’il s’apprend par la pratique, le ressourcement y est permanent. Et un bon professionnel doit se former sans cesse, sous peine de détenir un savoir-faire obsolète. Depuis ces dernières années, les missions des consultants ont été modifiées. En cause, le développement des technologies facilitant l’accès à l’information. Les entreprises clientes se montrent désormais plus demandeuses de processus à mettre en place (organisation, production, etc) plutôt que de données à recueillir.

Enfin, le consultant indépendant a vivement intérêt à contracter une assurance. Pour se couvrir en cas de dommage ou litige avec le client (l’assurance “responsabilité civile professionnelle” couvrant la faute ou l’erreur professionnelle). Il est aussi dans son intérêt de contracter une assurance complémentaire pour couvrir le risque lié à une empêchement de travailler (accident, maladie…).

Comment mettre du sens dans votre nouvelle vie de consultant indépendant ?

Mettre du sens dans sa vie est un moteur fondamental dans la vie de beaucoup d’entrepreneur. C’est bien normal : entreprendre demande des efforts et des sacrifices. On attend donc fort justement de vivre mieux grâce à cette aventure. 

On pourrait imaginer qu’en devenant consultant indépendant on puisse mettre du sens dans sa vie en : 

• offrant vos services uniquement à une certaine typologie de clients que vous aimez particulièrement. Par exemple : intervenir uniquement auprès des agriculteurs pour favoriser la conversion en agriculture 100% biologique. Si vous êtes militant pour une cause, vous devriez trouver votre créneau facilement. 
• proposant une offre disruptive au résultat plutôt qu’à tarif à la journée. Une manière de changer d’ambiance par rapport au secteur et d’être récompensé par des témoignages éloquents. Un vrai challenge qui va vous motiver ! 
• créant une communauté qui partagent des valeurs fortes ! Vous pourriez animer une communauté d’entreprises engagés pour la non-discrimination, pour le respect du salarié, pour le développement durable, … 
• en créant des séminaires qui ne ressemble pas à des séminaires. Et si on transformait les réunions soporifiques en atelier bootcamp, autour du feu, pour que toute l’équipe se voit différemment et qu’on avance vraiment ?
• couplant le consulting avec des services d’assistance à maitrise d’ouvrage : exit les consultants et leurs rapports inapplicables… A vous les missions de management de transition avec une durée moyenne de 6 à 12 mois pour mettre en oeuvre vos recommandations !
• en respectant ses salariés, ses clients avec un discours cohérent sans faux semblant. Des valeurs sûres pour le monde de demain qui n’en peut plus des méthodes marketing agressives … 

La trame général d’un business plan de consultant

Un business plan reprend toujours ses différentes sections : 

• Fiche de présentation du projet
• Le créateur, ses soutiens et le profil/projet
• En quoi le profil du créateur est cohérent avec le projet de création ?
• Présentation des soutiens
• Le marché et de son environnement
• Etude de la réglementation
• Etude de la concurrence
• Étude de la zone de chalandise
• Étude de la clientèle
• Etude des fournisseurs principaux
• Etude des prescripteurs
• L’analyse stratégique type SWOT
• L’offre de produits et/ou de services
• La stratégie commerciale
• L’étude économique du projet
• Le statut juridique, fiscal et social
• Le dossier financier
• Le plan d’action

C’est d’ailleurs ce qu’on voit en détail dans ces dossiers complets : 

• Télécharger votre modèle business plan et son prévisionnel gratuitement
• Vous êtes sur le point de recevoir un modèle de business plan et son tutoriel vidéo gratuitement ! 

Exemple de business plan consultant indépendant avec annotations

Nous voici arrivé au bout de ce dossier 😉  

Vous avez de la chance ! Nous n’avons pas encore analysé de modèle de business plan pour le métier de consultant. Cela veut dire que nous allons pouvoir analyser le vôtre et vous offrir un retour sur mesure. Nous allons annoté tout ce qui demande à être amélioré. Vous bénéficierez d’une vidéo complète avec nos réactions à chaud et sans filtre !  

Ceci est un service qui vous est offert gratuitement. Oui vous ne rêvez pas !  

En échange de quoi, vous nous autorisez à partager votre dossier avec la communauté toute entière ! Nous rendrons votre dossier anonyme évidemment !  

Pour vous c’est important et pour nous ça l’est aussi : nous voulons construire la plus grosse bibliothèque gratuite de modèle de business plan sectoriel.  

Si vous n’avez pas encore commencer à écrire, vous pouvez le faire à l’aide de notre trame de business plan qui est ici. Vous y trouverez également un tutoriel qui va vous aider à remplir chaque paragraphe.  

Pour aller plus loin, ces articles peuvent vous intéresser :

• Vous recherchez un exemple de business plan pâtisserie ?
• Pourquoi récupérer ce prévisionnel ?
• Décortiquez un business plan hôtelier réussi grâce à l’exemple disponible sur Macreationdentrep rise.fr
• Maîtriser comment réaliser un business plan food truck 
• Quels budgets prévoient pour la création de votre entreprise? 

Télécharger un modèle de business plan pour devenir consultant indépendant

Envoyez-nous votre business plan consultant indépendant pour remporter votre analyse complète en cliquant ici.

Partagez cet article !

Donnez votre avis, partagez votre expérience ou vos ressentis ! Annuler la réponse.

Besoin d'un plan d'action personnalisé pour avancer ?

A propos de l’auteur

N'oubliez pas vos guides gratuits

Étude de marché, modèle de business plan gratuit, prévisionnel et bien d’autres encore ! 

Articles récents

• Auto-entrepreneur : les meilleures banques pro en 2024
• Aide commerce zone rurale : conjuguer la vie à la campagne avec le sens du service ?
• Comment devenir mandataire immobilier indépendant ?
• Guide complet : comment créer sa SASU en cette année 2024 ?
• Comment bien recruter un collaborateur : guide complet
• En quoi l’auto-entrepreneuriat devient-il un levier d’indépendance financière ?
• Gestion financière : maîtriser la facturation et les encaissements de sa nouvelle entreprise dès le départ
• Reconversion : les clés du succès pour se lancer en restauration
• Comment recruter de nouveaux talents dans son entreprise ? 
• Quels cadeaux offrir à ses employés ?

Commentaires récents

• Sawadogo dans Idée business rentable : Comment trouver la bonne ?
• Antonella dans Confiance en soi : 10 trucs infaillibles pour la développer
• marlene Bernad dans Confiance en soi : 10 trucs infaillibles pour la développer
• Antonella dans ACRE et ARCE : faut-il choisir ? comment ça se passe ? 🤔 Mise à jour 2024
• Gigi dans Le guide de la reconversion professionnelle : étapes, erreurs et conseils clés
• Philippe dans ACRE et ARCE : faut-il choisir ? comment ça se passe ? 🤔 Mise à jour 2024
• Jeanne dans Blog auto-entrepreneur : est-ce un bon choix ? quelles démarches ?
• manon dans Blog auto-entrepreneur : est-ce un bon choix ? quelles démarches ?
• Péguy Djikin dans Le TOP des citations business et proverbes pour se motiver au travail
• Ju dans Secteurs porteurs : idée de business

• Moscow Oblast
•  » 
• Elektrostal