management teams an edge in winning support for new ventures and new
directions. I help clients develop business plans to secure
equity or debt funding, revise
or reposition existing business models, and secure
support and funding for public-private initiatives. A good deal of
this work has been for early-stage companies with ambitions to go to scale. I also write and
produce strategic plans for corporations, government agencies, and
The process that I use examines assumptions, considers
trade-offs, and sharpens strategic thinking. The end product is a
well-packaged, reader-friendly story
geared to the concerns of the target audience, whether investors,
strategic partners, or stakeholders.
Dubai Silicon Oasis, a business and feasibility plan for the
Emirate of Dubai, laying out the requirements for developing a large-scale
industrial park and a technology manufacturing sector.
PacifiCorp Foundation for Learning,
strategic plan and related documents to redirect the philanthropy of
this corporate foundation.
Tennessee Valley Authority,
long-range business plan.
Brian McCarl & Company,
business plan to secure public-private funding for a Chinatown cultural
center related to development of a 16-story apartment complex for
low-income Asian seniors.
business plan that raised $3.5 million in a private placement
preceding a larger venture capital round.