Taxis in Portland are stiff competition, so when Kadir Waqayo came to us with an idea for a new cab company, we knew that even with a great business plan, he had his work cut out for him. Kadir was up to the task. With his plan in hand, Kadir went off to the city and won 50 new taxi licenses for his company, Union Cab, which is co-owned by the group of 50 cab drivers who had previously worked for other Portland companies. The project was not only successful for Union Cab, but also fun for MasterPlans. It's great to work in our local community and everyone on our team feels a sense of pride seeing the Union Cab logo whizzing around town. In Portland and need a ride? Give Union Cab a call!
Today, more than half the companies on the Fortune 500 rely on Conductor for their SEO efforts. From content and linking strategies to advanced web technologies, Conductor's leading SEO platform has been at the cutting edge of Internet optimization for half a decade. But Founder Seth Besmertnik first needed a hefty $14 million in venture capital—funding he got using an aggressive business plan developed by the experts at MasterPlans. Following the growth objectives in his plan, Seth has built Conductor into a 75-person company earning more than $10 million in annual revenue. And it's a cool place to be, too—Conductor was ranked #6 for "Best Places to Work" by Crain's New York for 2010.
Recently breaking ground, MasterPlans business planning client, Ron Cheney, just raised a tremendous amount of capital ($20MM to $250MM total) to start an elder care development in Burleson, Texas. Here's a brief description of the funded enterprise:
"Senior HomeStyle Living© is launching an innovative and easily replicable model for Community Retirement model for Community Retirement Care Homes© designed to overcome many of the problems in today's elderly care industry and to dramatically increase efficiencies and lower costs. Senior HomeStyle© Living's model, which can be repeated and built in communities across the country, provides higher revenue and lower costs, higher ratios of caregivers to residents, superior care and empowered employees resulting in increased long-term profitability compared to existing institutional alternatives. This model is the most efficient in terms of profitable revenue generated per square foot."
Being allergic to many foods herself, Kyra Bussanich started Crave Bake Shop because she wanted to make sweet-tasting treats accessible to everyone, even if they had food allergies that prevented an indulgence of traditional baked goods. Kyra's obsession with ingredients and exciting flavors got rave reviews from the judges of Cupcake Wars (a Food Network program). MasterPlans provided a business plan to help her expand after a network success.
UPDATE: Kyra was on Cupcake Wars for a SECOND time recently. Here's a clip with her amazing victory.
Sean Entin and Chris Ursiti, founders of California-based alternative fuels company GreenHouse, had an uncommon need when they wrote to MasterPlans. They needed a business plan, sure; but it had to pique the interest of a truly niche investor: the eco-conscious celebrity. After working with MasterPlans to pin down the market opportunity and refine the pro forma, they pitched their revolutionary fuel concepts to a very big audience: 7'1" NBA center Shaquille O'Neal. "The Big Diesel" quickly invested $2.5 million into the start-up, and today GreenHouse has sprouted into a diverse environmental products company with revenues from residential, commercial, and government clients.
Carolyn Kepcher got a hearty dose of media attention as a top executive in the Trump Organization. Her ensuing stint as "the Donald's" right-hand woman on the award-winning reality TV series The Apprentice put her in the public spotlight, but it's her inner entrepreneur that's turning heads now. Carolyn came to MasterPlans in 2008 to develop a comprehensive roadmap for her own media company, Carolyn & Co. In 2010, its first holding was launched—WorkHerWay.com, the ultimate online resource for the working woman. With the MasterPlans proposal, Carolyn secured a partnership with the revered web marketing firm Cosmos Communications, and built the Work Her Way contributor base to 150+ national experts. Here's what Carolyn is up to now.
Recently Fast Company magazine published an article on Paul Giles' Moto-Meter. The article has an in-depth spread on the upcoming launch of this innovative and tamper-proof device in March of 2011. Paul has certainly done great things with this technology and MasterPlans was happy to be part of his success. With 20 million motorcycle taxis in Thailand, the potential is quite huge. Check out this YouTube video of the Moto-Meter in action.
When Carlos Nelson contacted MasterPlans, he'd never even seen a business plan. A FedEx mechanic with dreams of starting a full-service aircraft maintenance company in Anchorage, Alaska, Carlos hired MasterPlans to write a bank proposal asking for a $500,000 SBA loan. With his MasterPlans business plan in hand, Carlos received enough funding to grow his Pegasus Aircraft Maintenance into an $11 million company with 90 employees. But he wasn't done. Under Carlos' leadership, Pegasus was named Alaska's Small Business of the Year in 2007, and in 2009—just five years after he retained MasterPlans—Carlos sold his multimillion-dollar Pegasus to the management services firm Akima, a holding of Alaska's $1.3B NANA Corporation.
Ryan Marquis, co-founder of PixelMags saw $1,000,000 from outside investors. "The Company" creates flippable magazine style books for viewing on your iPad or iPhone device with Android versions coming soon. The PixelMags behave like real magazines and give publishers a chance to create specialized advertising specifically for touch-screen devices. Pottery Barn has a catalog currently available as a PixelMag for their product showcase as well as do many other household names. With the inevitability of new iPads, Android and other touch-screen based devices on the horizon it looks like PixelMags will be very busy in the near future.
Skout Trailbars faced a common dilemma: how do you stand out in a crowded market? Founder Jason Pastega of Skout Natural knew he had the recipe for a great tasting organic energy bar, but getting shelf space alongside Clif Bar, Powerbar and the like meant dramatically expanding production and marketing. Jason came to MasterPlans seeking a business plan to get extra capital—without it, Skout couldn't reach that next level. Now successfully funded, the Skout Trailbar—one of few energy bars that can claim to be all-organic, vegan, kosher, nondairy, and soy-free—is not only in more locations than ever before, it's right alongside all the leading brands.
Gary Stowe was a 25-year veteran of the cotton and cattle industries when he called MasterPlans looking for a highly specialized proposal. Trying to modernize the beef industry in Tanzania, he needed to repurpose grazing land for 75,000 head of cattle and launch a full-scale abattoir. But this meant submitting a detailed business plan to the government of the African nation, as well as soliciting private capital from global agricultural investors. MasterPlans worked hands-on with Mr. Stowe and his team to build a business plan that could fulfill both functions. With this document now in finished form, Triple S Beef is today ramping up to export quality beef products throughout central Africa.
Taking advantage of a niche portion of design and architecture, the founders of The AB&Y Group design and manage technology systems throughout the construction process. This work entails all of the technology infrastructure of new construction and includes working with both architects and engineers on any given project.
Since working with MasterPlans they have obtained the necessary capital, completed the first draft of a website and are currently operating with all three partners on payroll.
Heidi Ho Organics are the creators of extremely tasty (we verified), plant-based vegan cheeses. Heidi and Lyssa have taken a business plan from MasterPlans, a well-orchestrated Kickstarter project, a passion for creating delicious vegan foods and turned it into a business with real profits and tremendous growth potential.
Their list of first-year accomplishments is HUGE, and goes from developing key partnerships with local growers, becoming a provider to Whole Foods® (in Oregon, but soon California as well), to winning "best cheese" accolades and receiving attention for the incredibly good taste of their vegan cheeses.
I have been to write to you for days!!!
I have great news!!!
I have obtained the lease for the location I wanted!
It's kind if a big deal b/c it's the only spot on the town square, and they have been waiting to find the right person with the right business with the right plan!!!!
Thank you so much for all that went into the plan and the info that you helped me with!
It's a very exciting time for me and I truly appreciate having had ur team of experts on board since day one!!!!
Couldn't have gotten this far without Masterplans!!!!
Thank you again,
I should have written you sooner to tell you and your team 'Thank You' for the business plan. I have been open for 4 months now and the saloon is a big hit. I know I couldn't have done it without you guys. If you want to see the updated bar, you should check us out on facebook.com/SilverClubSaloon. Remember to stop by when you're visiting your mom, and I'll buy you a drink.
It is my understanding that you are the Owner and Founder of MasterPlans and I am writing this email to express my sincere appreciation for what your company—specifically, Brock Aun and Kelly Hinkle have done for me.
My MasterPlans Story
A year ago, while sitting in my final Physics lecture before completing my prerequisites for Dental School, my mind began to wonder—as one might expect would happen while attending a lecture in Physics. Instead of taking notes on the physicality of the world my mind was far away, dreaming up an idea to solve a problem that was far more interesting to me. It was then that I realized, after filling my notebook with pages and pages of unorganized thoughts and ideas, that the only reason why I wanted to attend Dental School was to own and operate a Dental Practice. I realized at that moment that I didn't have to attend 4 additional years of College, participate in a 2 year Residency Program and sacrifice many hours of sleep for exams and practicals—I just had to have a better plan.
I already had a BS in Business and have therefore had to write countless fictitious business plans; however, I soon found that writing my own was much more grueling—after all, I will rely on this information to continue my dream, not just receive a grade.
I made two phone calls: one to Master Plans and another to one of your competitors. The representative at your Competitor's company made me feel unimportant, naïve and misunderstood. After this phone call I felt a little discouraged but I remembered Steve Job's, "Stay hungry and stay foolish", quote and decided to make contact with your company. After one very satisfying phone call with a Rep (who I am ashamed to say I cannot remember his name), I was sold. One day later, Brock was in contact with me.
As a first-time entrepreneur I am sure you can imagine that I have little expendable time on my hands; however, I feel it is absolutely necessary—in fact, my obligation—to give the appropriate accolades to your team; specifically, Brock and Kelly.
Even as I write this I cannot find the right words to express how thankful I am that I was put into contact with Brock at the beginning of my journey. With ease, Brock took my ideas and helped to translate them into nothing short of the Masterpiece I sit in front of today.
Minutes into our first conversation, Brock made me feel comfortable, understood and valued. Brock was able to dive into my business plan almost as if he already had a full understanding of it from the very beginning. He has been consistently responsive, efficient and has provided me with nothing less than the best customer service experience I have ever had. In our many discussions, even after a year-long period of inactivity and a re-instatement of the project I never once had to familiarize Brock with my plan. I do not know whether Brock has a remarkable memory or was just completely prepared for every conversation, but regardless, he always knew exactly what I was talking about every time we spoke and I never needed to remind him of a single detail. Brock was an essential and absolutely invaluable person on this task and I wanted to make sure that you know exactly that.
In my first conversation with Kelly, I tested her. In fact, I believe that my first question to her was, "What are your qualifications?". Having been spoiled by Brock, I wanted to make sure that the picture he painted of your company didn't just end with him and that it continued to your entire team. The latter was proven as Kelly calmly and confidently answered my question to my satisfaction. By my own admission, I needed to re-familiarize myself with Accounting, Economics and Statistics which is why Brock led me to Kelly. Kelly was welcoming, attentive and patiently worked me through the process of understanding the numbers. Her role in my full comprehension of this plan was invaluable and I sincerely thank her for her commitment.
I am one very satisfied customer and it is safe to say that my satisfaction is a direct result of the hard work and dedication that Brock and Kelly have proven to me.
Brock and Kelly—thank you very much for what you have done for me, I appreciate you both very much.
Angela R. Crisci
Hey Brock I hope all is well. As you can see we were approved all thanks to your plan so thanks for that!!!!. I have now done 4 plans with you guys over the last 2 years and love your service and will be coming back for more! Thanks again.
You guys didn't meet my expectations . . . you EXCEEDED them! I wanted to take a moment to thank you and Marisa for your hard work and commitment to our project. After receiving notice that our business plan had to be completed within days, we had to find a company that could assist us within a short time frame. MasterPlans took on the challenge and worked efficiently from start to finish. The professionalism and attention to detail that Marisa Marconi provided was outstanding. Marisa is an excellent representative of your organization, and we can't thank her enough for our excellent experience.
Thank you for your commitment to good customer service.
Clifford J. Rice
I would like to say well done and a huge thank you. You and your company have risen above my expectations. I am so pleased with the end result. So I take it, its a go. Anything that I need to finalize with you? What would be the eta on getting the copies? Again thank you.
The Business plan looks good. Thank you for the great job!!! I will recommend this service to others and will use it in the future if needed. The time saved and the research quality that you have done is priceless!!!
Thank you so much
So sorry for the late reply...just got back in town. The BPlan looks amazing. You guys are really good at your job! I'm extremely happy with the finished product. I will trully use Master Plan in the future and also refer all my friends.
I wanted to drop you a line to let you know.
Today we received tentative approval for funding of project. Waiting for full board to meet August 2nd.
Lending Officer stated The Business plan was phenominal!!!
Thank you very Much I'll let you know when everything comes together.
My apologies for not getting back to you sooner. Omar, Ira and I have reviewed the final draft documents and were quite pleased with the final products. You and your team deserve a hearty - great job to all.
We have made some modifications to both documents and feel very comfortable with any textual modifications that need to be done going forward.
Again, thank you and your team for your effort and the excellent product you have produced. We would like to offer that we would be glad to be a referral for you in the future if you determine we could be of assistance.
Enjoy the remainder of the summer...
I never ever write emails like this, I only complain. However, I need to take a brief moment to convey how happy I have been with the professionalism extended by Brock, Thomas and Master plans.
I was up against a gun, meeting with 4 facilities in Las Vegas, and the Auto Plan was still not done, as a result of a delay on my part. In the end, I caused the delay, but pleaded with Thomas and Brock to get the plan done in an expedited timeframe.
Well, I met with the facilitates, and the meeting were extremely successful, they thought the plan was one of the best submitted.
I am just simply really happy with those two, and very happy that they understood my predicament and pushed it through. I do not usually request such accommodations, unless I really need them. Another words I only holler wolf, when I really mean it. I did holler, and they performed, and really went above and beyond.
Put me down as a reference, I owe you one. Thanks again
Just want to give you an update.. Ive submitted to the bank and UniGroup.. Everyone always says the same thing.. See below!
Thank you for doing such a great job!
Know Your Mover
"Hi Sean...got your package of information.....without printing everything (and trying to watch basketball game) it looks great! In fact, it is one of the most impressive business plans I have ever seen in 25 years....great job!
Talk to you tomorrow!
I thought I would tell you the good news. Because of your company's excellence and attention to detail I received the SBA loan I applied for.
I received SBA approval from Wells Fargo today! I couldn't have done it without you! Hiring you/Master Plans was the best money I ever spent! I received compliments from loan officers and underwriters on the quality and detail in the business plan.....so, THANK YOU!!
I will gladly be a referral for your business, if needed.
Thanks, Bonnie O'Meara
...I want to ensure that Bryan knows and publicizes the fact that without your [Kelly Hinkle] incredible financial modeling capabilities, we would not have been successful. You were the driving reason for our big dollar success. The plan was well organized and written accurately from the information provided by us to MP and because of the professional layout with the incredible financial data, it was a relatively easy sale in this economy.
Ronald W. Cheney
Senior HomeStyle Living, LLC
I thought you would like to know that I did get accepted, and offered a territory in Houston to develop a DD franchise.
They did comment on the quality of the BP.
Many thanks for your help here
Brock this is BEAUTIFUL. I could not have done it with out your patience ,expertise and excellent customer service you are a gem. I submit it on December 6th. My faith, your business plan and God Grace I will be successful (tears) Thank you so much. Stay Blessed
I have good news for you, my application I-526 was approved by USCIS.
Thank you very much for the business plan!
Have a nice day!
I want to thank YOU and all of MasterPlans staff for all your help with my business plan and proposal. We ended up as of last week thursday 1 of 2 finalists out of all who submitted proposals. As of friday last week i was "unofficaly" accounced as the winner. We are going into final meetings/negotiations starting this thursday at 12pm e.s.t. Please forward this email if possible to all staff if you could and express my appreciation for all your work and effort !
P.S. I have another bid/business plan/proposal that needs (gentle) pricing. :)
- Michael P Chiriac
I trust you had a great Thanksgiving. Wanted to let you know that we closed with Dunkin Donuts this week for the East Des Moines territory. I appreciate you and your entire team and your help with our business plan. When prospective new franchisees call I will definitely recommend that they use Master Plans.
Brock, sorry this is so late in coming, but I have been a little busy!
With out Master Plans and your insight my dream would of never come true. With your document I was able to realize what was in my head could really be! I was granted a small business loan straight out. Though I funded my dream on my own. I am now owner of a woman owned corporation. Bra Garden has a facebook page please check it out.
Our business has not bloomed yet, we only opened 11/01/11! Lots of networking to be done!
With out Master Plan and you Brock Aun I would not be sitting in my beautiful boutique!
Thank you from my heart,
Hi Paige, William and Bryan –
Just wanted to let you know that we got the deal done, even the financing is in place. It's due in large part to having that wonderful business plan, the good market data, and all those cash flow proformas. Please pass along my thanks to Kelley for putting those together.
Thanks so much!
Thank you for everything you have done this past month. I am very pleased with my Business Plan. I really can not express how much I appreciate what your team and you put together.
I will most certainly will use Master Plans for any future endeavors.
I was greatly impressed by the work! Please tell your team that they did a great job. I will be reviewing the document today and send it back.
- Maxim Cote, Healthcare IT
You guys are doing a great job. We have already recommended your service to colleagues of ours.
-Lynn Hunter and Brook Sandel
The plan looks better than I imagined. Excellent job, Brock. Please extend my thanks to the rest of your team as well.
- Luke Haile, DVDNow
Marisa- I was wondering if you
Could email me a copy of the final draft. I guess I never did get that. So once again I am suppremely impressed and thankful for what you and everyone else does there. You help make dreams a reality. Thank you, jd bush
Just wanted to let you know I got the copies in the mail. Amazed at how fast they got to my door.
I don't want to sound like a broken record or anything but your company is the best and thanks again for everything,
Good evening Bryan!
My name is Tom Braddock. I am the CEO and Founder of WePur LLC. My sincere apology for not sending this email sooner. Your company recently completed our business plan. I meant to reach out to you over a month ago to tell you how pleased my team and I were with Marisa She was phenomenal as a Project Manager! Her professionalism and responsiveness were second to none!
If you need any customer reviews for your website in the future, I would be happy to provide one. MasterPlans and Marisa definitely exceeded my expectations!
Thank you for your time!
CEO and Founder
Again thank you and your team for the terrific work on the eTelecom plan! Amazing!!
This is one of the best plans I have seen. Just awesome!
Speak to you soon (for the other projects),
Hi Bryan & Paige,
I just wanted to write to you to say thank you SO much for putting together such a professional business plan! We really appreciate the attention to detail that the plan entails. We were extremely pleased at the high level of professionalism that is displayed with your company! The best part is that this amazing business plan got us the loan we needed to help our company grow and the bank didn't question any part of it.
We will definitely be recommending MasterPlans to anybody looking for help with a business plan!
Thanks again for all of your help!
Jason Pastega, Founder Denny Pastega, Vice President
Skout Natural Foods Skout Natural Foods
Chandler and I just wanted to drop you and Marisa a note to say thank you. Our final business plan copies were received last week. We feel it is important for us to write this letter because of how impressed we were with your service. We must admit that at first we were unsure how things would work in light of the fact you are so far away but the experience of this plan development was wonderful! We have the following pointed comments:
1. Marisa Marconi was always on time for meetings, responsive to emails and questions, helpful and supportive. She gave advice and guidance as required. Her services were extremely knowledgeable and professional. Her tone of voice was always in guidance and never condensending considering one of us (Joann) was not experienced in this process.
2. Master Plans provided exactly the service as exlained up front to us on the stated timelines.
3. The final product received was of high quality.
4. We are happy with the value we received for our money. We are grateful to have received a high quality product at a very reasonable price especially during such a hard economic time.
Doing what you say you will do, at a good value, builds business trust and respect. As our business grows we know we will want to revise our plan to develop Echelon Medical. We will not hesitate to call you when we reach that point. We WILL recommend your services to others.
Thank you for your services.
Joann Evans Chandler Lee
Echelon Medical, LLC Echelon Medical, LLC
Thank you so very much for all your help. You have provided a very professional service! I am extremely impressed with the quality and value of the product received. You can be sure that when we need to update our plan and/or do a new one for a new business in the future we will be coming to you, Master Plans.
You may forward the printed copies to:
Wanted to let you know that Morgan has been a pleasure to work with - responsive, professional, and enthusiastic about the work you are doing at MasterPlans. I really like my plan and feel that it is a great representation of my vision.
I have been a fan of your company's for some time and really appreciate the content, clarity and benefit focus of your online presence and advertisements. I've also been intrigued about your capability to do business plans nationwide, and in high volume for a variety of industries. I also like the diagram of your "process" and how you break it up into smaller pieces so the client understands how it works.
Holy snikes. Thanks a ton. I really appreciate you doing this. Keep up the good work. If you ever need a customer reference let me know.
Not sure if you remember me or not...but I wanted to make sure you knew about the boutique's grand opening! Thanks for all your help with the business plan and I'm sure we will work together again soon.
Cavell R Dudley
I am VERY proud of this plan. Thank you so much, please tell Brittany I said the dsame. Actually , I'll tell you guys that this Plan KICKS ASS !!!
Please make this one simple change. On Mission statement, please make it obvious that it states that the service is tested and is working well now for over 6 months. But with a better way of saying it., lol.
Thank you man! CS
William ... Thank you, to you and Kelly, for turning this around so quickly...
I really appreciate the professional work I received from MP.
Have a great night!
I got the Package , Monday or Tuesday.
Thanks for getting it done so fast.... tell the your team thanks!!!
And a great job.!
We'll keep in touch on our progress threw our growing process. We'll
spread the word for your company.
Call or Reply.
Poly Phan - (PoLee)
President / Creative Director
I wanted to thank you for a job well done. This is exactly what I was looking for... I am not sorry I trusted you, I was a little hesitant at first but you guys came through. Give my thanks to everyone,
I must say both products are outstanding; Everyone I show them to is blown away. Thank you and your team.
Mr. Bryan Howe, I would like to say thank you for your companies assistance in our Business Plan and logo design! Your staff did a great job, especially Paige and Matt. Both were very easy and patient to work with. Both had great personalities, and very professional! I would also like to thank their support staff for all the hard work and fast returns with feedback when needed!
Thanks again, keep up the great work!
Jon Holmes & Tammy Berardo
Jersey Shore Aquatics
Thanks so much for putting together my plan. As I mentioned before, my bank was impressed... I close next week.
Tom, you were right about the need to have a plan in general. It has helped me create a foundation that I can carry forward. I just didn't know how to get started. Now I have the basis for tracking growth and a well defined budget. Since I'm not a chart and graph person, this will be a great starting place.
Thanks again for the plan! Have a great 2010.
We can't thank you enough for such an outstanding job. The quality and attention to detail shown stands out the most for me personally and not only that, it captures everything and more that we had expected. We will make a few minor changes to some of the numbers in the projections and turn it back over to you rather quickly for a final run.
GreenEnergy Works LLC
...We look forward to working with you as we finalize this plan. We both are extremely impressed and satisfied with all you have done. Thanks for making this an educating and simple process...
Carl and Michelle
The plan looks great, everything I expected and more! I am very impressed. I will start with the revision process.
Thanks for all the hard work.
As your physician, which you surely need now, I am advising some intensive head clearing time, a little extra sleep and a night out for dinner to celebrate. I think you truly deserve a night to celebrate and if I were there I would buy you dinner. I will once again say that I have not had the pleasure to work with someone in the past on a project of mine who committed as much to the process as I did. Elizabeth, Mary and I have all agreed that we were extremely fortunate to be paired with you to assist us out of probably several other possibilities. Everyone I have spoken to has again had nothing but the best to say and feel fortunate to have you on our team with this challenge. You are a true professional but we are giving you an open invitation to keep in touch anytime as a friend to see what we accomplish with this.
Thank you again and best regards,
Joe, Lizzy and Mary
I wanted to thank you for your continued efforts to please, you Master Planners are great! This draft is very close to the vision I had, it's amazing what a few small changes will make. I'll review and get back to you Monday, but I think we're just about done. Have a wonderful weekend!
Hope you had a great, happy new year. Mine is very, very happy after I received the approval letter from SBA on our application yesterday. ...
I would like to take this opportunity to thank you and the whole team at Masterplans that was instrumental in preparing the business plan. I can say for sure, the first time I saw the draft, I knew it was a winner. There was no modification, very, very impressive. Would and will recommend you to anyone interested in this kind of service.
I thank you very much for your excellent work and please thank everyone including Bryan. ...
Muchemi Kamanja E.
Thanks Marisa! It has been a pleasure working with you guys! I will be recommending you all to all my contacts and to everyone in my professional network. Thanks!
Thank you ever so much Paige! ...
Honestly I can't thank you enough ... you & the entire staff over at MasterPlans have been nothing but the very best to work with and all of the professionalism that you've provided in getting us as far as you have has really paid off ...
I sincerely hope that you and the entire Paige family have a safe and wonderful Christmas & Happy New Year!
Wahoo! I love it. I have a made one or two small changes, and would like to see two of the graphs changed a bit. But I really couldn't be much happier....
I hope you had a great holiday. And tell your team I really appreciate the job they did.
Again my humble and profound thank you for your knowledge, your efficiency and your professionalism in turning out this—to me—impressive financial analysis. Not just a set of charts, but thoughtfully constructed with my unique situation in mind, responsive to my intention even when I was clueless how to express it.
I'm wowed and charmed and deeply grateful,
Dear Mr. Dean:
My team and I want to take a moment to extend our sincerest thanks to you and your team for the hard work, dedication, and professionalism that was displayed throughout the writing process of our business plan.
With the help of our awesome Project Manager, Morgan Hrejsa we were able to develop our raw ideas into a working concept and finally into a business plan that is ready to be presented to just about any financial institution.
We will keep you posted as we secure our funding and move forward with the details of our plan. The future looks bright and we want to acknowledge your contribution to this rosy outlook.
Thanks again for being a trusted partner and advisor.
William R. Donato
Executive VP of Business Relation
you and your team have done a outstanding job on my business plan. I am very pleased.
you now have my approval on the acceptance of my business plan.
I hope all is well with you.
I just funded the distillery project!
I am grateful that you were able to help.
I will keep you informed with how things develop.
I wanted to let you know that your team was AWESOME!!! Morgan, Kelly and Mahesh are truly an asset to your company. They were extremely professional, timely and pleasant!!! And most importantly...their work on my business plan was incredible. Please commend them on my behalf as they exceeded my expectations.
I really appreciate the fact that you will be taking time from your busy schedule to review my plan. I look forward to your feedback.
Thanks so much Paige- and it will be my pleasure to recommend your service to other businesses that are in need of a Business Plan.
Dear Morgan and team,
I would just like to take this opportunity to say "PRINT"!!!! It is perfect. It appears to be very realistic and accurate and I think you guys have done a wonderful job. I will use you again in the future and recommend your services to anyone that wants this type of high quality workmanship and dedication to customer service. Thank you so much! If any further revisions have to be made it will be by whatever a lender may ask for. Personally, I think it is flawless.
Morgan, thank you again so much for working patiently with me and explaining to me the components that I did not understand. You run a top notch operation. Please express my appreciation and gratitude to your team as well.
Paige, good morning:
I am very impressed. You did a hell of a job in a very limited time frame. Thank you.
With renewed thanks.
I received my plans yesterday, and just wanted to say thank you again. They are perfect. You guys are great. I look forward to being added to your roster of successful clients.
I recieved the draft - thank you. I looked it over and didn't see anything that I wanted to change. I also had someone fron the Womens Business Center at SBA look at it yesterday and they said they wouldnt recommend any changes either. I'm happy with it the way it is, so there won't need to be any revisions.
I would like to thank you and your staff for all of your help with this project.
Here is the document with revisions. I must say the work you folks have done is fantastic. I do want to discuss some of the expenses. I have to make small adjustments to the data so now all the numbers in the spreadsheet will change. We can talk later today if possible.
Those last two corrections finished it! I've re-read and re-crunched the numbers and everything balances great!
Thank you for hanging in there Marisa till we got it right. It's a beautiful plan and I think it will be very effective when it's presented to the banks. Please ship me those bound copies you mentioned. The mailing address is:
If I know anyone else that is looking for help on their plan I'll make sure to mention Masterplans.com. Thanks again Marisa!
Thanks Morgan and you are the BEST. You've always been so willing to help me. it's great to have a project manager like you. I will make sure in my referrals the have them ask for you. Since i'm working with you and I see us working well together or have worked well together. In spite of all my questions or changes. Once my business model change, I'm sure when I have you guys to do investors; I should not have so many questions. I should understand the process and model better.
I'm just really trying to stay on top of everything; so I will be successful I do feel with everything the business will do well and we will come out on top. of course with much work and I'm not a stranger to Work.
Again thank you and your help is greatly appreciated.
Attached are the final edits for the business plan. They are minor text changes.
Please let me know the next steps and when we can expect the final product.
It has been a pleasure working with Masterplan.com and I would recommend your services to anyone.
Thanks a million - Okay, it's done - you get the green light!
I do believe you and your team have done a fine job for us, and I hope this BP will get us the financing we are seeking. I do appreciate your efforts on all the back and forth, thanks again for stepping up to bat for me.
Please remind me as to what format the final 'hard copies' will be? and when can I expect to receive it?
My apologies for the delayed reply. I have been attempting to get more focus and substantive feedback from my colleagues on the plan before signing off as final, but things move at a different speed in Montana. At this point, I will approve this version as final. Given that this is an internal document, I suspect my colleagues, over the next few months, will have comments and changes and use this as a more living document, so we will have to manage that internally. Given that I expect changes, I'm not sure printed and bound copies are necessary at this point. So, the only remaining request I would have is for any backup files used to generate the excel tables. Other than that, I approve this version as final, and I thank you and your team for generating such a high-quality product in a relatively short time period. Thanks.
I think it all looks great. Let's go ahead and get it printing. I'm going to see if I can get you the close to final logo, any possiblity of adding it to the front page?
You have been just great to work with. Thanks for all your help and time.
A business planning professional will respond shortly.