Business Consulting

Startups, Small and Medium Size Business Consulting Services

At BusinessVision Advisory


  1. We help established businesses grow and reach their maximum potential
  2. We assist startups increase chances of success and minimize risk of failure
  3. We transform underperforming businesses into successful enterprises


Springing Your Business Into Action

Tailored For Success

We have expertise in all management disciplines, but we primarily focus our efforts on driving your business success to meet your personal goals. Our customized hands-on services help businesses and their executives attain their ultimate objective by realizing their business vision as well as their personal dreams.

Our team consists of experienced and successful executives and entrepreneurs. Our experience in executive roles and in various industries includes:

  • Management
  • Operations
  • Finance
  • Technology
  • Marketing
  • Sales/Business development
  • Program Management


From small tweaks to transformational changes to turnaround management, we can help you:

  • Maximize efficiency of human and financial capital
  • Position the business to become competitive and prosperous
  • Drive business growth through marketing sales activation improvement
  • Grow customer relationships
  • Increase per client revenue
  • Enhance productive elements of the enterprise
  • Develop and pursue strategic initiatives
  • Minimize risks
  • Increase value

Startups are unique for many different reasons but most importantly because they have so many moving parts.  Let our team help you navigate the startup world and set you up for success.

Business Planning

Without the proper planning, businesses are poised for failure.  Planning does not mean spend months at a time writing a 100 page business plan.  Business planning is about preparing and knowing how to go about building the right product or service, reaching intended target customer, understanding customer acquisition cost, pricing strategy, distribution model, revenue model, competition, human resources, capital needs, and much more…


Having the right presentation for the right audience is of out most important.  A sales presentation is completely different than an investor presentation.  With the proper planning, a powerful presentation can be the difference between success or failure.

Executive Summary

The Executive Summary represents a short synopsis of the entire business and its plan in a document that is no more than 2 pages long.  It is arguably the most important document entrepreneurs and startups can prepare as it is mostly likely the one document investors, lenders, and bankers will read.  Further interest may only be possible due to a well executed summary.


Our team has many years of experience in starting, running and exiting businesses.  We are ready to coach you every step of the way from the early planning stages to running a successful operation and everything in between.

Mock Presentation and Critique

Presenting to the right audience is not only about having the right presentation, it is about being prepared and ready to properly answer questions that will be fired at you.  Our team can help prepare you for your sales or investor presentation using our mock presentation platform and critique.

Video Presentation and Critique

Separately or in conjunction with a mock presentation, we have the right tools and an experienced team to prepare you even further for the perfect pitch.  With the use of video we can help you in many ways including having the right posture, voice pitch, movement, attire, and much more.


There are multiple financing and funding options available for businesses and entrepreneurs.  Each of the available funding options has its own risks and benefits.  Our team can help you weigh each option against your own specific situation in order to select the option the best fits your needs.

As part of our services, we will help you research and develop a realistic operations budget to determine your actual financial needs. Ultimately you will need to have sufficient capital to start and/or operate your business.  Regardless of what method deems to be appropriate, having the right support team from legal to financial to operational professionals is imperative for your success.  We are here to help you every step of the way.


Some of the funding sources include but not limited to the following:

  • Your Own Money
  • Friends and Family
  • Vendors and Suppliers
  • Financial Institutions
  • Government Guaranteed Loans
  • Community Development Financial Institutions
  • Business and Industrial Development Corporations
  • Investors or Angel Investors
  • Venture Capital
  • Mezzanine Financing
  • Asset-Based Lending
  • Crowdfunding
  • Crowdsourcing Funding Platforms
  • Peer-to-Peer Lending
  • Grants

Executive Coaching

Executive coaching engages leaders in a series of dynamic and confidential sessions designed to establish and achieve clear goals that will result in improved business effectiveness for individuals and organizations.

Executive coaching may address:

  • Individuals leadership
  • Management development
  • Management culture issues
  • Behavioral or perceptual issues
  • Improving communication
  • Career development
  • Job performance
  • Team motivation and execution


We respect that executives, leaders and managers often work alone in an organization.  They are expected to know everything, have all the answers, and be on top of everything.  They are further expected to avoid activities or situations that threaten the organization before they occur.  They work hard putting in extremely long hours that others don’t see.  They are always on call and live on very little sleep.  All of it is perceived as a required skills with complete disregard to the physical and energy demands.

With Executive Coaching we work closely with you as a leader to restore your full capability, allow you to perform more efficiently, and better manage demands and challenges.

Financial Control

Business is a dynamically changing and challenging environment, but at its core, it consists of 3 basic elements:

  1. Product/Service
  2. Sales
  3. Finance


The finance portion of the 3-legged stool is a crucial part of being and staying successful.  Thereby for any business to stay ahead, it requires continuous and fully comprehensive financial acumen.

Our team of experienced financial professionals can assist you in many different areas including but limited to:

  • Budgeting
  • Financial statements
  • Cashflow analysis
  • Cashflow projections
  • Profit margins
  • Pricing strategies
  • Accounting and QuickBooks
  • Financial performance


Today’s marketing and sales efforts have to be aligned and integrated through multiple channels for effective results. It is essential to know all you can about your customers, competitors and industry overall; knowing your market size, product segmentation, customer profiles; learning about your audience’s demographics; understanding their emotional and behavioral characteristics; and identifying gaps in the marketplace where your company can stand out. The key is consistency and planning.

Regardless of where you are in terms of business growth, you need a plan along with a team to manage your marketing and sales strategies. Our experienced team helps you:


  • Tailor a productive strategy that streamlines your marketing and sales teams
  • Establish interactions with customers across all marketing channels
  • Develop a system to measure and assess your marketing and sales ROI based on specific KPIs
  • Grow your sales while remaining competitive and staying ahead of the curve
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