some of our clients:
  • Johnson and Johnson
  • YPO
  • Bristol-Myers Squibb
  • US Army
  • Air New Zealand
  • WB
  • Red Bull
  • Frito Lay
  • Mercedes-Benz
  • Delta Airlines
  • bp

Writing Team for Business Plans and Proposals

Our business writing team consists of seasoned executives from a variety of backgrounds and industries. Having earned graduate degrees in business, they have established, run and grown successful private and public companies.  Instead of one person writing your plan, our professional team collaborates to analyze your competitors and market, evaluate funding options, and review legalities. Together, we optimize financial data, marketing and growth strategies. Our people share an unequivocal, relentless commitment to business optimization.

During the past 27 years, our team has achieved unparalleled success with business plans, proposals, and pitch decks, generating hundreds of millions in new revenue for our clients each year. By design, we are highly selective. We only accept business writing and consulting assignments when we wholeheartedly believe that we can optimize your  success.

  • Rosalene Glickman, Ph.D.

    Optimization Expert

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    Dr. Glickman is the President of OptimalThinking.com, a division of The World Academy of Personal Development Inc., based in Marina del Rey, Los Angeles. She has provided training. coaching and consultation for numerous organizations including the U.S. Army, Warner Bros., BP, California State University, Fullerton (School of Business Administration), Young Presidents Organization, Mensa, National Australia Bank, Johnson & Johnson, Century 21 Real Estate, Internal Revenue Service, Red Bull, Delta Airlines, Australian Society of Accountants, and Air New Zealand.

    Dr. Glickman is the recipient of the “Woman of the Year” award for National Business Women’s Week in Hollywood. She has also been nominated for special recognition by Queen Elizabeth II for Australia’s highest award, The Order of Australia.

    Dr. Glickman, who was born in Australia, lives in Los Angeles. She has earned a Ph.D. in Psychology, a Teaching diploma and a degree in Business Administration.

     

  • Richard L. Daniels, JD, MBA

    Senior Legal and Financial Executive

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    best advantage of clients and affiliated organizations.

    Rich has successfully handled litigation and transactional matters for clients in numerous industries. He served as the General Counsel at MGA Entertainment, Inc., an international consumer products company and Assistant General Counsel for the The Ryland Group, Inc., both multi-billion organizations.

    Rich has deep understanding of intellectual property, real estate acquisitions, strategic planning, contract drafting and negotiation, regulatory compliance and reporting, labor & employment, and international litigation.  He helps clients to minimize legal costs  through effective budgeting and optimum business planning.

    Rich received his J.D. from Southwestern University School of Law, where he was on law review and earned Dean’s List Honors.  He obtained his M.B.A. with an emphasis in Corporate Finance from the University of Southern California’s Marshall School of Business, where he was on the Dean’s List, and holds a B.A. in Finance from Michigan State University.  He is licensed to practice in California and is a member of the New York, Connecticut, Florida and the District of Columbia Bars.

  • Richard S. Guha

    Former Fortune 100 President

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    Mr. Guha worked as a Division Head at Mars, Inc, and CMO at US West and BMC Software. He created the consumer “broadband” market while at US West/Comcast, and built the most profitable retail energy business at Reliant Energy.

    Richard has advised the top management of many Global 2000 companies. He has advised numerous Pharmaceutical companies (Pfizer, BMS, Bayer, SKB, Boehringer-Ingelheim, and Novartis), device companies (BMS, Beiersdorf), health care providers (St. Luke’s Hospital, Cedars Sinai, Columbia Health), and health insurance companies (Wellpoint, Emblem Health).

    He has served on the board of eight highly successful companies, and four start-ups

    Mr. Guha works with our writing team to help companies – from startups to Fortune 50’s – to create new business model paradigms, align the market structure, and maximize revenue and profit growth.

  • Thomas J. Sandeman, CPA (inactive), MBA

    Senior Business Executive

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    such as Blimpie, Ponderosa, Wall Street Deli, Sizzler and Piccadilly.

    Mr. Sandeman has access to a national network of restaurant executives in marketing research, purchasing and operations, and nationally known professionals in banking, investment banking, merger and acquisitions, real estate, and franchising.  Mr. Sandeman has served as Chairman of the CFO’s Forum of the National Restaurant Association.

    Mr. Sandeman has written over thirty corporate business plans for start-ups, middle market and Fortune 50 companies; seven acquisition presentations resulting in increased revenues exceeding $100 million; three corporate sale presentations including the sale of a 1600 location international franchiser; an initial public offering (IPO); Board of Directors presentations and SEC filings resulting in $450 million of debt and equity capital; 300 proformas and proposals covering over $200 million of capital expenditures and new product introductions.

    Mr. Sandeman has also written or edited over 100 courses in finance, accounting, the stock market, Sarbanes Oxley, and insurance.  He has also authored two online books on financial analysis, prepared speeches and presentations for over thirty security analyst presentations and over twenty Uniform Franchise Offering Circulars.

  • Brian Bertaux, MBA, CPA

    Senior Business Executive

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    Mr. Bertaux has held positions of increasing responsibility over the past 25 years in the publishing, utilities, and branded consumer goods manufacturing industries. He has managed numerous debt financings  through commercial and investment banking structures ranging from $25 million to $250 million in size.

    Mr. Bertaux has proven experience in moving businesses forward by developing and communicating results oriented business plans and strategies. Mr. Bertaux is adept at interpreting and discussing complex financial matters to all levels of the organization and making recommendations for funding initiatives, generating cash flow, optimizing liquidity and shareholder wealth.

     

  • Don Wright, MBA, CMA, CFM

    Senior Financial Executive

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    with particular attention to financial planning and modeling, establishing accounting policies and procedures, and accessing start-up and growth capital.

    Mr. Wright’s long term financial models are developed to be easily updated with actuals and re-forecasted to demonstrate trends and allow for consistency of presentation with existing management financial reports. The financial models serve as evergreen management tools.

    Mr. Wright holds both a BS degree in Mechanical Engineering from the U.S. Military Academy at West Point, NY and an MBA in Finance and Accounting from the University of Texas at Austin. He is a Certified Management Accountant (CMA) and a Certified in Financial Manager (CFM) from the Institute of Management Accountants.

  • Thomas P. Loftus, Jr, MBA

    Senior Financial Executive

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    corporate financing transactions, government grant and loan applications and capital authorization requests.

    Mr. Loftus has led annual financial budgeting processes to drive financial performance and budgets. He is a skilled financial analyst and financial accountant. Mr. Loftus has extensive experience negotiating purchase and sale agreements and long term supply agreements with private companies, debt and equity financing agreements with commercial bankers, investment bankers and government agencies. He maintains long-standing relationships with commercial bankers active in the transportation sector.

    Mr. Loftus is proficient in corporate valuations, operations planning, obtaining grant and loan funding and organization design for finance and accounting. He has served as the Chief Financial Officer of two companies and Senior Vice President, Finance / Treasurer of Genesee & Wyoming Inc., a mid-size company listed on the New York Stock Exchange. He has worked in China, India, Indonesia, Kenya, Mongolia, Mozambique, Philippines and Uganda.

    Mr. Loftus has a Bachelor of Arts from the University of Virginia and a Master of Business Administration from the University of Pittsburgh.

  • James T. Metzger, MBA

    Senior Business Executive

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    Jim identifies and leverages key drivers of business and financial performance in start-up, turnaround, and high-growth organizations.  He is also an expert in managing non-financial operational functions including Human Resources, Information Technology, Legal, Risk Management, Performance Improvement, Marketing, and Sales Administration.

    Jim has served as the CFO and/or SVP, Business Operations (COO) in the portfolio companies of private equity firms such as H.I.G. Capital, The Gores Group, and Patriarch Partners.  He specializes in technology, healthcare, financial services, professional services, and non-profit sectors, both domestically and internationally. He has completed engagements at Fortune 500 companies such as AIG, Citibank, Morgan Stanley, American Express, Fleet Bank (now Bank of America).

    Jim graduated from Baldwin-Wallace College in Berea, OH with a B.S. in Mathematics and History Education. He earned a Professional Certificate in Accounting from New York University and completed an Advanced Management Program for CFOs through the Wharton School of Business. He also holds an MBA in finance and international business that was jointly conferred by the NYU-Stern School of Business, London School of Economics, and HEC School of Management in Paris.

     

  • Robert Low, MFin

    Senior Financial Executive

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    in a wide range of industries. From 2005 to 2011, Mr. Low served as CFO of SunGard Energy Systems, a $100M+ global software company.

    Mr. Low has authored two books covering the essentials of financial management for non-financial managers including Accounting and Finance for Small Business Made Easy (Entrepreneur Press). He was also co-inventor of Cashé, a software program for doing financial projections and valuation. He holds a BA from Rice University and a Master’s from the MIT Sloan School of Management.

  • Michael J. Golde, CPA, MBA

    Senior Business Executive

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    He has accumulated strengths in Strategic Planning, Mergers & Acquisitions, Debt & Equity Financing, and Finance & Operations and has led rapidly-growing companies in both domestic and global markets, including New England Animal Health, Abest Power & Gas, Corporate Resource Services, Canrock Ventures, Integra Realty Resources, Wimba (now Blackboard Collaborate), Accretive Solutions, and Randstad North America.

    Mike has also developed expertise in change management, due mainly to the nature of the companies with which he has worked. Having dealt with investors including venture capitalists, private equity firms and individual owners, Mike has proven his ability to work with firms from start-up to billion-dollar enterprises. He has written many business plans.

    Mr. Golde earned a BBA and an MBA from Pace University, is a CPA and is the coveted winner of the “CFO of the Year” award from the Long Island Business News.

Call (424) 204-6133
Monday to Friday, 8:30 am – 5:00 pm PT

or contact us to discuss your project.