Team Members
Pro Business Plans employs a specialist team model, where each project benefits from dedicated experts across key business functions. This collaborative approach ensures comprehensive, high-quality deliverables that meet institutional standards.
ENGAGEMENT STRUCTURE
Overview
Pro Business Plans has developed a business planning structure that it applies to most of its projects.
The following factors have been found on most plans and are reflective of the overall company operations:
- 1. Engagement Manager
- 2. Research Analyst
- 3. Financial Analyst
- 4. Business Writer
- 5. Designer
- 6. Editor
Over a decade of experience in investment banking and strategic advisory, supporting $4.0B+ in transactions across 60+ industries.
As Founder and CEO of Pro Business Plans, Chase has guided clients ranging from innovative startups to Fortune 500 companies. His career began at China Bridge Capital, where he worked directly with the CEO screening TMT investments.
Notable achievements include:
- Founded and successfully exited EquityUp, an enterprise-level private equity secondaries marketplace
- Regular Forbes contributor on business strategy topics
- Leads firm operations across New York, Dubai, and Toronto, serving clients in 30+ countries
- B.S. in Management Information Systems from Purdue University
Speak with an Advisor
Pro Business Plans is a team of professional researchers, writers, designers, and
financial
analysts. Speak with an advisor today.
Speak with Sales (646) 866-7619