What you can expect

The project involves the relocation and expansion of “T’s” Business. The objective is to provide strategic and operational advisory services to assist the Owner's efforts to evaluate how best to secure funding to build an accessible facility. The overall work includes input from a consultant able to advise on formation of two entities, revision, and expansion of the existing business plan, securing financing for the construction of a dedicated, accessible facility, and implementing accounting and marketing strategies.

Assist in the formation of two entities related to land and facility for the business expansion.

Provide guidance on legal and regulatory requirements for entity establishment.

Review and enhance the existing business plan to reflect the expanded scope and vision of “T’s” business and brand.

Address the specific needs of differently abled individuals, ensuring accessibility for both staff and clients.

Collaborate with the client to incorporate their unique perspective and requirements.

Research and identify potential sources of financing for the construction and build-out of the new accessible facility.

Develop a comprehensive financing plan, including bank loans and grant applications.

Create financial projections and cost estimates for the construction and outfitting of the facility.

Implement accounting software suitable for the business.

Configure and link relevant accounts to streamline financial management.

Provide training to the client and staff on using the accounting software effectively.

Develop a reporting system to monitor financial performance.

Generate regular financial reports for internal use and external stakeholders.

Ensure compatibility with the requirements of banks and grantors.

Prepare a comprehensive funding package for presentation to banks and grantors.

Include financial projections, business plans, and any other necessary documents.

Collaborate with the client to create a compelling case for support.

Develop a marketing plan to promote “T’s” new facility.

Include strategies to attract both differently-abled and fully-abled clients.

Align marketing efforts with the funding preparation package to enhance overall business appeal.

The project is estimated to require approximately XX hours of work. The scope of the project may involve a stage two project scope TBD. Any discussion of engagement should consider this possibility.

Invoice procedure: XXXX

The consultant will act as the single main provider overseeing the entire project.

Additional resources may be brought in under the guidance of the main provider as needed.

Milestones will be established to track the completion of key project components.

Given the unique nature of this project, it is not possible to define a firm project completion timeline. As with all consulting work, it is key to maintain flexibility and the ability to adapt to the client's needs and the ability to work with the consultant.

Maintain open and regular communication with the client throughout the project.

Seek client input and feedback at key stages to ensure alignment with their vision.