Our Process


Concord Business Plans services are based on a partner relationship with our clients, combining your business vision and experience with our planning expertise to produce a truly outstanding and successful plan. However, you do none of the work; we do the research, competitive analysis, marketing strategy and financial projections. Then, we send you the draft for review and revisions before completion.

Live or Virtual Meetings

We have clients all over the world and are able to conduct meetings in our office or virtually. We use live meetings at our office, telephone, email and Skype to contact our clients. We also use online services that help us to communicate with you.  No matter where you are, we can help with your plan.

Plan Development

Once we have been engaged, we conduct the first Strategic Planning session with you to go over your business model. We discuss your vision and your financing needs in coordination with your strategy and business goals.

Draft Delivery

We deliver your draft plan in PDF format within 10 to 20 business days from the initial Strategic Planning session. Then you have time to review it before a second meeting in which we discuss the revisions.

Revision Process

Once you have received the First Draft and had time to review it, we have a second meeting, either live or virtually, to go over the revisions. We work with the revisions for 1 to 2 weeks before delivering the final version. There may be one or two small changes after the final version and we ensure that you are satisfied before signing off.

Final Files

Once all revisions have been incorporated, and all arrangements completed, the final files are sent to you.  We know that our business plans are a cut above the average and you will be proud of the finished product.  Contact us to ask how we can help you with your next business plan.

Call Us at 1 (855) 689-2556 to Speak with a Business Plan Consultant
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