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OUR BUSINESS PLANNING & CONSULTING PROCESS
To provide effective solutions, we first must understand your specific business requirements. We accomplish this by initial personal meetings with you at no cost. If we believe that our group can help you, we will then prepare an Engagement Agreement and an Activity Outline for your review.
We prepare an Activity Outline detailing specific items that we jointly agree must be completed or provided. Next we prepare the Engagement Agreement, which is a contract that describes the services Strategic Business Group will provide for your company along with a timeline and price structure details. The Engagement Agreement also provides you with certain options designed to avoid any “surprises” for either party. We will review both the Activity Outline and the Engagement Agreement with you so that we have a solid understanding of the work to be performed as well as any related issues. If you accept our proposal you will then be asked to sign the Engagement Agreement, which references and incorporates the Activity Outline.
Payment methods:
- If we are able to define the scope of the project in sufficient detail, we can provide you with a fixed price Engagement Agreement.
- If we are unable to immediately define the activities necessary for the project and their related times for completion, our Engagement Agreement will then be based upon an hourly rate. Often with Finance and Stock Business Plans we will fix the price of developing the plan.
- We also offer flexible monthly plans that allow you to purchase blocks of time at various discounted rates. Each plan allows for the use of flexible hours (i.e., more in one month and less in another), but never losing the value you purchased.
*Please note that the above does not include franchisee financing
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