Masterplans Sample Business Plan: Kirby/Lee Solutions

CONFIDENTIAL – Do Not Distribute Without Permission 6 EXECUTIVE SUMMARY In themodern business environment, technology is quite literally everywhere. In recent years, as data has migrated from servers to the cloud, many businesses have started to implement highly flexible web-based and mobile software to provide efficient operations management and better serve their customers. Prevalent examples of these solutions include e-commerce platforms, customer relations management (CRM) systems, and tools for big data management and analytics. Web-based and mobile solutions have many advantages: they are highly flexible, customizable, and increasingly essential. They are also complex. As business technology has evolved rapidly and launched itself into the cloud, many companies have found they benefit from hiring outside professionals to assist with the design, development, implementation, and maintenance of their Information Technology systems. Independent IT Professionals who either work alongside existing IT staff or assume that role themselves provide businesses with a high degree of flexibility, expertise, and an outside perspective on their technology needs. Kirby/Lee Solutions, LLC (also referred to as “Kirby/Lee” and “the Company”), is a female- and minority-owned, full-service IT consulting firm. Working with business clients across industries and around the United States, Kirby/Lee provides guidance on clients’ IT needs as well as access to the personnel needed to design, create, and implement customized systems. Depending on the needs of each client, Kirby/Lee can develop both front- and back-end solutions used to engage new markets, improve existing offerings, and streamline operations. Located in Portland, Oregon, Kirby/Lee will join America’s $438 billion IT Consulting industry, which is expected to reach $509 billion in annual revenue by 2023. Investment in new technology, a main driver for the IT Consulting industry, is expected to top $798 billion in 2018, up from $535 billion in 2010, and is the result of steady revenue growth of more than 5% per year over the past eight years. Kirby/Lee is owned and managed by lead consultants Jane Kirby and Stacy Lee, successful entrepreneurs with deep connections in the intertwined worlds of tech and business. Ms. Kirby and Ms. Lee’s knowledge of technology, leadership experience, and wealth of contacts will allow Kirby/Lee to hit the ground running and quickly develop a robust client base that will in turn generate strong word-of-mouth referrals. To supplement referrals, the Company plans to utilize a variety of marketing tactics to

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