Copy of Email to you and Tim Sullivan: I greatly appreciate Tim’s leadership in organizing tthe 9/28 Clear Lake Mixer, and the opportunity to meet both of you. I don’t have Ray’s business card or Email address, but because I understand that you are partners I hope that this message will reach Ray as well. To be sure that I reach him I am planning to copy this message on the InHouston site that permits messages to individual members.
Since I talked at length to Tim when I first arrived I believe I have a reasonably good grasp of his special focus areas. I am less sure about Ray, but understand that he does both individual and business financial planning, including the optimization of each client company’s retirement planning structure and investments.
I have been involved in investment banking and project finance for more than 30 years and have reviewed more than a hundred business plans for small independent power companies. However I just recently acquired some outstanding business planning software to enable me efficiently to create a basic plan at low cost for a well-established, but small boutique investment firm whose founder asked me to prepare his first plan.
I am highly impressed by the power of this particular new software which includes a lean but high quality basic plan option, as well as 500 actual plans that span practically every business type which can be used as the basis for any new plan I create. Therefore I feel comfortable offering a fixed price of around $975 to new clients for whatever work is required of me for up to six months, so that my clients can proceed at their own pace.
I am not allowed to paste my complete Email here, but will provide added details as soon as I can connect with you. Perhaps you have already received the Email I addressed to both Timothy Sullivan and you. Thanks and best regards, John Burget
Welcome to InHouston! I don't know too many native Houstonians. I'm looking forward to meeting you face to face at one of our events! I would love to hear more about your business and see how I can help you.