Leo W

Financial Planning & Business Plan Writer

Jul 2026 - Jul 2026 • 0 mos

At Crestline Financial Strategy, I supported startups and small businesses with financial planning and forecasting for new ventures and growing operations. My responsibilities included preparing startup cost estimates, revenue forecasts, operating expense budgets, cash-flow projections, profit and loss forecasts, break-even analysis, and multi-year financial projections. I worked with information provided by business owners to develop realistic financial assumptions based on their pricing, expected sales, operating costs, and growth plans. I also reviewed the figures for consistency and presented the financial information in a clear format that could be incorporated into business plans, loan applications, and investor presentations. business plan writer | startup business plan | business plan for startups | investor ready business plan | SBA business plan | SBA loan business plan | loan business plan | business plan for loan approval | bank loan business plan | financial projections loan ready business plan | startup financial projections | business financial plan | profit and loss forecast | visa business plan | immigration business plan | E2 visa business plan | EB2 business plan | L1 visa business plan |financial plan | financial forecast | financial model | business plan with financial projections | business plan and financial plan pitch deck | investor pitch deck | business proposal | grant business plan | funding business plan | business plan for investors | startup funding | market research | competitor analysis | market analysis

Market Research & Business Strategy Analyst

Jul 2025 - Feb 2026 • 7 mos

At VentureAxis Consulting, I worked with the startup owners to evaluate new business ideas and identify realistic market opportunities. My responsibilities included researching target markets, analyzing competitors, reviewing pricing models, studying customer behavior, and assessing industry trends before a business plan or growth strategy was developed. I also helped turn research findings into practical business decisions, including market positioning, customer acquisition strategies, marketing channels, competitive advantages, and expansion opportunities. I regularly contributed to business plans and strategy documents prepared for business launches, funding discussions, and investor presentations. business plan | business plan writer | startup business plan | business plan for startups | investor ready business plan | SBA business plan | SBA loan business plan | loan business plan | business plan for loan approval | bank loan business plan | financial projections | financial plan | financial forecast | financial model | business plan with financial projections | business plan and financial plan | pitch deck | investor pitch deck | business proposal | grant business plan | funding business plan | business plan for investors | startup funding | market research | competitor analysis | market analysis | break even analysis | cash flow forecast | profit and loss projection | 5 year financial projections | TAM SAM SOM | loan approval business plan | business plan for bank loan | financial projections for bank loan | loan ready business plan | startup financial projections / business financial plan | profit and loss forecast