STRATEGIC PLANNING
“Strategic Planning” involves setting goals, making decisions, and allocating resources to guide an organization’s future. This includes assessing the current situation, defining a vision and objectives, developing strategies, implementing action plans, monitoring progress, evaluating outcomes, and continuously improving the plan.
Below are some specific Client Work examples of Business Planning that Hank has created.
Independent reviewers have said the Business Plans are the best they’ve ever seen, especially since they explain the details of what expenses are and how they are calculated. Most business plans usually just show expense totals with no explanations.

AMERIFUND CAPITAL GROUP
Strategic Planning services were provided to assist in the acquisition of a financial management and stock brokerage company.


PREMIER PUBLISHING
Services were provided to develop a complete Business Plan and 5-yr financials for a national magazine publishing company. The layout of the Full Financial Package was changed to legal size to make it easier to read.

BUSINESS PLAN ACCOLADES

Worldwide PetroMoly Corporation
I wanted to express my appreciation for the fine work that you did on redoing the Business Plan for PetroMoly. As you know we were much displeased with the results from a consultant that we hired a couple of years ago, but it was a joy to work with you. The plan that you developed last year for us, along with the recent update that you did has been outstanding. It has helped greatly in the marketing of our company to potential investors. I wanted to let you know that, as a result of the work that you did with us, we have now completed a merger of the company with Ogden McDonald and Company for more than $4,000,000 dollars. Thanks!
As Lance, the CFO, said, “Hiring you was some of the best money that we have ever spent.” Your ability to come into an unknown situation and walk us through the process of analyzing our own company and product was priceless. It was painful at times to face some of the issues and sho1i comings that you made us confront, but the results in clarity of vision and planning were worth it. We were also pleased to see how you gently worked with each of the players in the process to direct our efforts and elicit the required information in a manner that made everyone feel that they were a valuable player. Even with the problem personnel that we had at the time you accomplished the goals. I particularly appreciated your ability to take my hen scratchings and turn them into something that was effective.
We have received a number of compliments on the Business Plan. Of course the appearance is very professional, but one of the greatest benefits has been the exceptionally clear and understandable way that you presented the complex information about the company and our products. Without it I doubt that we would have gotten as positive a response from potential investors. I know that Gil has recommended your services to a number of people, and I will continue to do the same. Good luck in your future efforts and if can ever be of assistance please don’t hesitate to call.
Fred Lehman
Vice President of Sales and Marketing
Worldwide PetroMoly Corporation

Price Waterhouse
Let me say that I thought the presentation and content of the business plan was one of the best I have ever seen. Having been a part of a startup business process myself, I have an appreciation for how much effort it takes to gather and assimilate that much data into a coherent package. A good plan will certainly be one of the key elements in obtaining financing.
Ray Darnell, Senior Manager
Price Waterhouse

ESP Management Service
As you know, I have done numerous analytical studies of companies wishing to raise capital. As an analyst and investment advisor to a group of European investment trusts with over $100 million in equity, as you might expect, I have had the opportunity to review numerous business plans. This is one of the best business plans I have had the opportunity to review.
I doubt if most CEO’s and senior managers of these companies realize the importance of a properly prepared business plan. Your plan was succinct (considering the complex subject matter), informative in that it covered all of the important aspects of your business and it was well organized. This made my job immeasurably easier and, of course, it helped obtain the desired results.
Rarely do aspiring entrepreneurs raise capita1 without a well prepared, thought out business plan. No matter how good the product or technology, it is difficult to determine its value if the business environment and operating conditions cannot be defined or understood.
I just want to let you know, we recognize the work you have done and we appreciate it. Thanks.
Brian D. Pardo, President
ESP Management Service

KVM Technologies, Inc.
After reading your business plan, I am very impressed with the aggressive posture the company is taking. I have had the opportunity to read many business plans most of which fail to cover these essential points: Management Quality, Company strategy, Risk Assessment and how much money the company plans to raise. The Onasco business plan covers these points succinctly and with enough depth for a potential investor to know what he can expect as a return on his investment. The writer should get an A+ for this document. In fact, it is the most comprehensive I have seen to date.
Jim Reece
Manager, Business Development
KVM Technologies, Inc.

James B. Penny
I would like to commend you on the quality of your business plan. As an independent investor I review several such plans each year and have done so for the past ten years. Yours is certainly one of the best if not the best that I have ever read. It allowed me to understand the complexities encountered in present-day viral research.
James B. Penny