Success in business through planning, monitoring and control

Wiley Advisors, LLC

Wiley Advisors, LLC provides a number of unique consulting services for businesses, non-profits, governmental organizations and individuals.  The services we offer are very affordable since we can provide many of the functions for which you would normally pay a full time executive.  Once the initial assignment is complete, we work with you, as needed, to help you succeed.

 

Typical engagements employ at least two seasoned executives who have had bottom-line responsibilities.  There are no brand new MBAs on the team. 

 

Engagements begin with a no cost assessment of your firm that includes our evaluation of  your company's biggest needs, the benefits to your of engaging us, estimates of time required to complete the project, the time required of your executives in completing the project and our fees and expenses.  In this way, you know the amount required to take your project to a successful conclusion

 

Often our service engagements are renewed.  These follow-up engagements usually cost less than the initial price because our focus is on coaching and training our clients to do much of our work themselves.  Of course we are always available to help with any assignment or with any of our added services.

Service List

By helping our clients formulate concrete and obtainable financial projections and a cohesive business plan, we guide toward a set of identifiable targets for raising capital.  Both investor and lender targets are addressed, and our consultants assist in putting our clients with likely lending and equity partners.  Then we help our clients negotiate realistic capital infusions and move the business toward the long term goals.

Business planning to raise capital

Business planning is usually done in order for business managers to set a direction for the short-term.  Often, however, there is no follow-up of actual day to day strategies or objectives that were integral to the final plan.  At Wiley Advisors, we use a tool, the One Page Business Plan^®  to help everyone follow through to meet the business mission in both the short and long term.

The One Page Business Plan system can be implemented from the top down in an organization of up to three levels, starting with the CEO.  The department/divisional managers and their staff can each be part of an integrated plan with any or all participants able to measure and report on successes and challenges on an ongoing basis.  Our advisors act as the coaches, helping to keep all the participants on track, meeting objectives, communicating with the group, and modifying the plan as time goes on.

Email:lwiley@wileyadvisors.com

Operational business planning

In addition to raising capital, it is important to model a business even before the decision is made as to strategy or implementation.  For example, in some businesses different channels of  product distribution can lead to differing costs, sales and timetables.

 

In order to decide on the best strategy, we assist clients in modeling their various alternatives in order to select the highest yield and lowest risk approach.

Financial modeling

Wiley Advisors knows that all negotiation should be well planned for success before the negotiation starts.  By utilizing the One Page Business Plan methodologies, a focus is set on the key negotiation’s planning components prior to entering into the actual negotiations. These components, mission, vision, objectives, strategies and action plans can effect a profitable negotiation.  The goal of all negotiations is to get the parties to a mutually beneficial end.  After a  well planned negotiation begins, our advisors can work with the client in various ways including providing data support, coaching in the implementation of the negotiation plan, or actually assisting in the face to face negotiation.

Negotiation planning

Marketing Planning – at Wiley Advisors, we know that businesses often succeed or fail because of marketing.  Marketing a service or product (even for a non-profit) requires a careful analysis of a number of factors including: distribution, competition, packaging, image, pricing, sales management, sales training, advertising and public relations.

Our consultants help clients devise and implement a marketing plan that will lead to successful market penetration in the minimum amount of time and at the minimum cost.  Here again we  use the One Page Business Plan methodologies to effect high sales (and profits) at a low cost by planning, monitoring and controlling the marketing plan

Marketing planning

Being at the top (or even not at the top) running any enterprise is often a lonely job.  New challenges come up often and decisions need to be made quickly.  Our advisors are ready to give objective, experienced counsel and help clients evaluate new ideas and opportunities.  The couching we offer in conjunction with planning, can also help with handling the day-to-day issues as they arise. 

Business coaching

One of the most difficult times in a business persons career is when it is time to sell the enterprise or turn it over to a successor.  Many issues can come into play including price, employee and customer loyalty, financing and choosing the right candidate for succession.  The consultants at Wiley Advisors have been through this process often   Their experience has proven invaluable to our clients.

Strategic and financial planning to sell an enterprise always begins with a One Page Business Plan.  This plan, done by the in-place management of the business, describes (and more “fairly” values) the outlook and success path for the new owner and/or management.

If selling the business, our consultants assist in preparing a complete sales brochure.  We also aid the business owner in locating and evaluating potential purchasers.  Finally, if needed, our advisors can participate in the final sales negotiation.  Our advisors always work toward a mutually satisfactory sale and can continue working with the new owner to implement the after-sale business plan.

Strategic and financial planning to help sell an enterprise