WmHoffman Business and Financial Planning is a professional services firm which specializes in preparing business and financial plans for all types of businesses, including:

  • Service, manufacturing, wholesale, and retail businesses
  • Startups and established businesses
  • Small businesses and large corporations
  • Entrepreneurs and businesses seeking loans or investors

We also help facilitate funding through our strategic partners and extensive contacts.

In addition, we help clients with all their real estate and construction needs through our Commercial Real Estate (Lic#1861208) and General Contractor (Lic#933045) divisions.

Our extensive real-world experience helps you, the client, achieve your business goals. We help you define your current situation, objects, scenarios you may face, and possible business options. We then work with you to develop and refine effective strategies to achieve your goals. This cost effective approach allows our clients to organize, test, and model their business beforehand in order to minimize risk and maximize revenues.

Mr. Hoffman, principal of WmHoffman, has over 35 years experience in business planning, implementation, and operations with a wide range of startups and ongoing businesses. He has also held numerous senior management positions in finance and accounting, manufacturing and operations, marketing and sales, as well as IT systems design and implementation. In addition he is a licensed commercial real estate broker and general contractor.

His experience is with small, medium, and large service and manufacturing companies -- in the private, public, and goverment sectors -- operating in local, national, and international markets, as well as with private and institutional investors.

Mr. Hoffman has prepared and helped implement hundreds of business, financial, and operational plans for external funding and internal planning. External purposes have included private investor, venture capital, and public funding as well as credit and bank loans. Internal purposes have included financial statements, budgeting and cash flow, manufacturing and operational planning, sales forecasting, as well as IT and systems implementation.

Mission Statement
WmHoffman is a full service firm whose mission is to ensure the success of each client. To accomplish this, we accept only those engagements which we believe have a strong likelihood of success. We also serve as a management consultant in idea develoment, implementation, and day-to-day operations. We provide a realistic perspective to each of our clients during the course of each engagement. This candid, straightforward approach has allowed us to maintain a positive professional relationship with clients long after the plans have been implemented.

Geographical and Breadth of Coverage
WmHoffman is located in San Diego County, California, USA. By extensive use of technologies, We provide services to clients throughout the United States and the world.

WmHoffman.com help you prepare business and financials plans for public or private financing or funding or bank loans.

Business Plan

Services:business plan, business planning, business plans, business, plan, plans, planning, business plan, business planning, business plans, finance, money, startup, start-up, negotiation, contracts, strategy, marketing plans, financial plan, financial analysis, advisor, financial plans, proposals, investing, investor, investors, 501, 502, 503, 504, SBA, develop, development, consultant, investments, spreadsheets, analysis, business, advising, loans, funding, San Diego, Escondido, La Jolla, venture capital, planning, money, consulting, web design, Del Mar, Sorrento Mesa, Mira Mesa, Sorrento Valley, Vista, San Marcos, Rancho Bernardo, Fallbrook, Oceanside, Encinitas, Leucadia, Pacific Beach, Mission Beach, Point Loma, Ocean Beach, Mission Valley, Hillcrest, Clairemont, Kearny Mesa, Scripps Ranch, Poway, Ramona, Tierra Santa, La Mesa, El Cajon, Coronado, Chula Vista, Julian, Santa Isabel, Borrego Springs, Lemon Grove, Alpine, Carlsbad, Lakeside, Santee, Valley Center, Bonsall, Pine Valley, Temecula, Imperial Beach, San Clemente, Cardiff, Jamul, Rancho Santa Fe, California, Southern California, San Diego County, William Hoffman, Bill Hoffman

Securities and Exchange Commission
State and Federal Agency Search
Small Business Administration
Patent and Trademark Office
Advertising Age
San Diego Venture Group
Jupiter Research
Business 2.0
IPO Monitor
Red Herring
Venture One
Venture Wire
California Codes
Census Bureau
Price Waterhouse Coopers
Deloitte & Touche
Ernst & Young
Arthur Anderson
California Business Portal
National Venture Capital Association



© Copyright 1993-2009 WmHoffman. All rights reserved.