The Business Planning Institute, LLC


small logo




We strongly encourage you to compare BPI's experience and core competencies with other providers of business planning services that you may be considering.


BPI Experience




Extensive Internet experience including having provided professional internet consulting services.  Experience with e-commerce, corporate Web site management, Web site strategy development, content script and promotion.



Distribution Channels

Established catalog operation, managed worldwide value added reseller organization with 140 distributors, and managed direct field sales organization. 




Six years as VP of Marketing, senior level marketing with divisions of two Fortune 200 companies, marketing consulting,  Written extensively on a wide variety of marketing related subjects. 





Managed a contemporary marketing research firm for four years that specialized in demand analysis, key driver analysis, surveys, focus groups



Business Plan Writing

Written award winning business plans for dozens of top tier domestic and international companies including many Internet related companies.  Taught classes on business plan writing, featured expert on a number of Web sites (




Vice President of Marketing for a consulting firm that specialized in new and early stage companies





Negotiated senior warehouse facilities of from $200 to $450 million with Merrill Lynch, Prudential Securities and Chase Bank Transamerica as well as sub-debt facilities of approximately $50 million with Varde Partners, Foothill Funding and others.




Attracted national media attention with creative advertising and sales promotion campaigns funded by a $1 million annual marketing budget for a $2 billion financial institution holding company





Vice President and Chief Financial Officer of Roselle Bank & Trust, a subsidiary of the Harris Trust Bank of Chicago, Senior Vice President Chief Operating Officer at Ben Franklin Holding Company, President and Chief Executive Officer at Palm Beach Federal Savings Bank, Vice-Chairman of the Board and C.E.O. of the Bank of South Florida. 



Venture Capital

Former Director of the International Venture Capital Network.  Extensive contacts with the financial community


The Business Planning Institute, LLC
580 Village Boulevard
West Palm Beach, Florida 33409
Suite 150
561-236-5533 (Office Phone)
561-689-5546 (Fax)

[ Home ] [ About Us ] [ Articles ] [ Investor Criteria ] [ Services ] [ Funding Sources Explained ] [ Pro Forma Financials ] [ Plan Reviews ] [ Testimonials ] [ Plan Template ] [ Writing Your Own Plan? ] [ Selecting a Writing Service ] [ Client List ] [ Contact Us ]