Engage Clients. Attract Donors.
Our national GUIDED Business Plan™ training platform has 10+ editions for affinity groups of business owners. Small and Diverse. Start-ups and Established. Entrepreneur educators across the U.S. use our materials for…
Offer consistent but customizable instructor-led classes at one site or multiple locations when in-person events resume. Host online webinars for the wave of start-ups and shaken established business owners.
Certificate of Completion
Our complementary tools make it easy to transfer notes into a pre-formatted business plan style sheet and financial projections spreadsheet. Customize them for the pitches you want your clients to present.
Business Plan Outline
Participants see a demo.
Write their notes.
Discuss their answers.
Leave with a draft of their plan.
SBDCs, PTACs, WBCs, VBOCs, and other Entrepreneur Educators
Our GUIDED programming (books and facilitator training packages) at business development centers attracts funders due to the business owners’ results.
Our signature Demo.Write.Discuss. approach has been modified for online formats and competing “safer at home” responsibilities.
Online technical assistance with our proven format
Our GUIDED book could equal 5+ hours of advising time. Advisors should focus on strategy, not introductory concepts. Volume orders are personalized. Online or Printed. We can even mail books to your clients.
Award-winning GUIDED Business Plan™ | Build to Scale
In October 2019, the WBDC won a City of Chicago Innovation award based on the course we developed to guide micro-enterprises to scale to six-figure businesses.READ MORE
"The GUIDED Business Plan™ book conveys information in layman’s terms. It is very intuitive. Very clear. People love using your books.”
Edwidge - WBC Director
GUIDED Business Plan™ | Community edition
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"Today in class, it was just magical because the interaction that took place with veterans around the table was so natural. They just started talking with each other and helping each other. It was beautiful. Absolutely beautiful.”
Teri, Co-Founder, Not-for-Profit
GUIDED Business Plan™ | Military CEO edition