Hire the Best Business Plan Consultants Near Dallas

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

No-Risk Trial, Pay Only If Satisfied.

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

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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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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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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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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Eric Till

Freelance Business Plan Consultant
United StatesFreelance Business Plan Consultant Since August 18, 2022

Eric is a financial services professional with 13+ years of experience as a sell-side, buy-side, and startup professional, advising on debt and equity deals from $10 million to over $1 billion. He has deployed more than $2 billion into funds at Apollo across various structures and sectors. During his experience at boutique firms and on his own, he has worked with both large and early-stage companies. Eric wants to work on challenging projects alongside his other small business owner endeavors.

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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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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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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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Dimitre Krouchev

Freelance Business Plan Consultant
United StatesFreelance Business Plan Consultant Since September 20, 2022

Dimitre is a financial consultant who has worked with over 50 clients in multiple corporate finance roles, such as interim CFO, VP of finance, and senior associate, helping startups and SMBs raise over 77 million in debt and equity financing. Dimitre was a former senior associate at Triple Enterprises, a top financial advisory firm in Los Angeles, and was the first senior associate to be offered partner there.

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Dev Penn

Freelance Business Plan Consultant
United StatesFreelance Business Plan Consultant Since March 9, 2022

Dev is an Eagle Scout and CFA charterholder who seeks to make a significant impact. His goal is to help firms find, grow, and scale over $1 billion in opportunities. Dev's past experiences include working for two billionaires and more than ten years of acting as a strategic executive at blue-chip firms in VC, PE, and investments. He's also experienced as a fractional CFO and acts as a strategist, banker, marketer, and investor rolled into one person.

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Pravin Raj

Freelance Business Plan Consultant
United StatesFreelance Business Plan Consultant Since February 15, 2023

Pravin excels at empowering strategic ambitions with the minimum of surprises. With 30+ years of experience, including AWS and Cisco, he has been a COO, professional services leader, management consultant, portfolio manager, software engineer, evangelist, marketer, and author. Pravin has led distributed teams on every continent, built teams of 15-1,500+, managed multi-hundred-million-dollar P&Ls, and delivered customer outcomes with a CSAT of 9.4/10 across 1,000+ clients.

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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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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 Dallas

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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