Hire the Best Business Plan Consultants Near Boston

Toptal is a marketplace for top remote business plan consultants. Top companies and start-ups in Boston choose Toptal Business Plan freelancers for their mission-critical initiatives.

No-Risk Trial, Pay Only If Satisfied.

Hire remote business plan consultants near Boston or in a similar time zone

Sean Middleton

Freelance Business Plan Consultant
United StatesFreelance Business Plan Consultant Since July 14, 2023

Sean has driven $3 billion+ in new revenue by helping B2B technology leaders grow their businesses. He blends 20 years of experience as a PwC consultant, an operating executive (president) for Cognizant, and the chief revenue officer at Toptal to create and execute market-winning strategies. Working with startups and Fortune 500 companies, Sean has deep expertise in sales, operations, finance, M&A, and the PE/VC ecosystem. He has an MBA from Wharton and a BS in computer science from Cornell.

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Aleksey N. Krylov, CFA

Freelance Business Plan Consultant
United StatesFreelance Business Plan Consultant Since November 15, 2016

Aleksey served in CFO roles of public and VC-backed private companies. As an investor, he contributed to 25+ private equity deals that have deployed $500 million. He has advised 50+ clients on raising $1.6 billion in equity in the healthcare, consumer, media, software, energy, and industrial sectors. Aleksey enjoys working with officers of early-stage and mature small-cap firms, and he freelances because it exposes him to a wide range of companies.

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Joseph Valentic

Freelance Business Plan Consultant
United StatesFreelance Business Plan Consultant Since November 9, 2018

Joe has 30+ years of middle-market financial services experience as an investment banker, CFO/COO, strategy consultant, public accountant, banker, and board leader. He excels with strategic planning, fractional CFO, pitch deck creation, fundraising, FP&A, M&A due diligence, and research. Joe helps businesses achieve their growth goals by integrating strategy, fractional executive services, financial planning, and capital placement services.

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Lori Moser

Freelance Business Plan Consultant
United StatesFreelance Business Plan Consultant Since February 25, 2022

Lori is an experienced finance expert who led and managed entire M&A processes for acquisitions, divestitures, and carve-outs. Specializing in strategy development, targets identification, market research, financial plan preparation and valuation, due diligence, LOI negotiation and agreement, and plan execution, Lori has worked at a Fortune 500 business, a startup, and an investment bank, dealing with SaaS, manufacturing, consumer products, and industrial automation.

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Kevin Roberts

Freelance Business Plan Consultant
United StatesFreelance Business Plan Consultant Since June 27, 2022

Over the last 20+ years, Kevin has closed 46 M&A deals totaling several billion in value. He started his career at leading investment banks—Bank of America and Merrill Lynch—and respected private equity firms—Trinity Hunt—advising clients ranging from $1-billion companies to startups and investment firms to family offices. Kevin joined Toptal mainly to leverage his capabilities in M&A and strategic finance, aiming at helping talented entrepreneurs and investors achieve their growth objectives.

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Mohamed Zarrugh

Freelance Business Plan Consultant
United StatesFreelance Business Plan Consultant Since May 12, 2022

Mohamed has held executive internal consulting roles for JPMorgan Chase and Wells Fargo, transforming operations with annualized expense reductions of up to $180 million. He is a finance expert who perfectly blends the academic knowledge of an Industrial Engineering degree and MBA with deep business acumen and technical know-how. Specializing in strategic planning, performance management, and process improvement initiatives, Mohamed is willing to leverage his experience with other clients.

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Niloufer Afzal, MBA, CM

Freelance Business Plan Consultant
CanadaFreelance Business Plan Consultant Since May 4, 2022

A growth strategy expert with tier 1 companies, Niloufer led the transformation of a $300 million pet business that was acquired for two times EBITDA. Her areas of expertise are strategic planning, innovation, customer strategy, and eCommerce transformation. She is an award-winning architect of iconic brands across North America, Europe, and Asia; J.M. Smucker, Reckitt, Philips, Kraft-Heinz, McCain, GSK, Tetra Pak, and Mars. Nilo joined Toptal to help organizations unlock and accelerate growth.

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Stephen Kelly

Freelance Business Plan Consultant
United StatesFreelance Business Plan Consultant Since December 16, 2020

With 20 years of experience working with family offices, institutional and entrepreneurial private equity funds, and consulting Big Four accounting firms, Stephen brings unique insights into the variety of investor mindsets. He freelances to help startups and established investors determine ideal investment, asset management, and fundraising strategies. As a senior executive, he has advised on multi-billion mergers, equity raises exceeding $2 billion, and transactions totaling over $5 billion.

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Anindya Roychowdhury

Freelance Business Plan Consultant
United StatesFreelance Business Plan Consultant Since August 17, 2022

Anindya is a former Big 4 partner and a transaction specialist who has advised governments, private equities, venture capitals, and conglomerates, including Fortune 500 companies. He leverages his 25+ years of experience in bringing businesses together to provide end-to-end advice on deal readiness, valuation, M&A, and joint venture negotiations. Anindya has an expansive global network of C-suite contacts and has mentored numerous startups, some of which have become large public companies.

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Fabian Schvartzman

Freelance Business Plan Consultant
United StatesFreelance Business Plan Consultant Since March 10, 2022

Fabian is a Stanford MBA with 10+ years of experience in business strategy, business development, and leadership. He led two healthtech startups and closed deals with leading pharma companies, built a business development unit at AeroFarms that partnered with Fortune 500 companies, such as Cargill, AB InBev, and Roche; saved Intel $400 million in its run rate through an out-of-the-box solution; and raised money from prominent VCs.

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Jay Schiff

Freelance Business Plan Consultant
United StatesFreelance Business Plan Consultant Since February 14, 2019

Jay is a 25-year private investment professional experienced in capital raising, deal sourcing, underwriting, capital markets, portfolio management, and restructuring. As the regional head of middle-market finance at Merrill Lynch and president of Centre Lane Investment Corp., he has invested $864 million in middle-market companies. Jay consults on corporate finance advisory issues while leading an angel-funded medical device business as a co-founder and CEO.

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A Hiring Guide

Guide to Hiring a Great Business Plan Consultant

Business plan consultants have the industry knowledge and expertise to develop a business plan that maximizes your company’s potential and attracts investors. This guide to hiring business plan experts offers insight into best practices, skill requirements, job description tips, and interview questions and answers to help you identify the best candidate for your needs.

Read Hiring Guide
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Despite accelerating demand for coders, Toptal prides itself on almost Ivy League-level vetting.

Our clients
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Testimonials
Martin so far is a complete Rockstar. His first bit of work produced a tool for us to model and forecast our financials and is far and away worth every penny we paid and more. Just thought I’d share that with you.

Pete Pellizzari

CEO

Erik has been an extremely valuable member of our team who has tremendous breath of experience with start ups in our lifecycle phase. What makes his contribution unique and highly effective is not only his excellent financial modeling skills and knowledge, but also the emotional intelligence with which he manages each relationship at Vault, understands our team dynamics, and helps us tackle start up challenges effectively. It is rare to find a part-time consultant who makes you feel like he/she is genuinely invested in the success of your company.

Romy Parzick

COO

Toptal has been an incredible key partner for Sidekick. As an early-stage start-up, we’ve leveraged both design and financial talent. The experience has been incredible, with those professionals bringing creativity, expertise, and advice to ensure Sidekick succeeds. My Toptal financial expert helped steer Sidekick’s business model, which resulted in an initial ROI of 650x! My experience with Toptal has given me great confidence in the future.

Doug MacKay

Founder / CEO

Chris was great to work with and was always available on my schedule. His communication skills and personality were a 10/10. His outputs on the project were top notch and allowed us to develop more efficient forecasting and initiative prioritization frameworks. I would definitely use Chris again.

Chris Pozek

CEO

What really sets Toptal apart is the caliber of finance talent available in their network. I had a very specific and pressing need, and Toptal quickly matched me with the perfect person for the job. The expert produced a thoughtful and robust financial analysis that has ultimately allowed us to forecast and prioritize initiatives much more efficiently.

Chris Pozek

CEO

How to Hire Business Plan Consultants Near Boston

1

Talk to One of Our Industry Experts

A Toptal director of finance will work with you to understand your goals, technical needs, and team dynamics.
2

Work With Hand-Selected Talent

Within days, we'll introduce you to the right business plan consultant for your project. Average time to match is under 24 hours.
3

The Right Fit, Guaranteed

Work with your new business plan consultant for a trial period (pay only if satisfied), ensuring they're the right fit before starting the engagement.

Tap Into World-Class Talent

  • Trusted Experts Only

    Trusted Experts Only

    All of our talent are seasoned experts who ramp up quickly, readily contribute as core team members, and work with you to minimize onboarding time.

  • The Right Fit

    The Right Fit

    We have a knack for matching you with the right fit. Start working with your new hire on a no-risk trial period, paying only if satisfied.

  • Scale as Needed

    Scale as Needed

    Hire talent within 48 hours and scale your team up or down as needed, no strings attached.

  • Seamless Hiring

    Seamless Hiring

    We handle all aspects of billing, payments, and NDA’s. Let us take care of the overhead while you focus on building great products.

  • Flexible Engagements

    Flexible Engagements

    Choose the engagement type that suits your needs — hourly, part-time, or full-time — with the ability to change anytime.

  • Expert Talent Matching

    Expert Talent Matching

    Focus on your project and enjoy support from your dedicated account executive and expert talent matcher.

Featured Toptal Business Plan Publications

Top Business Plan Consultants Are in High Demand.

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