Jeffrey Todd, MBA, Director of Finance and Founder

Jeffrey Todd, financial model guru and founder of EPIC Business Planning, has served thousands of satisfied clients throughout the U.S. While Jeffrey has a Masters of Business Administration in Finance, as well as a Bachelors Degree in Business and Economics, he has always emphasized the essential element of real world experience over credentials when writing a business plan. For this reason, he is actively involved in developing the financial model for each of EPIC's business plans. His secret to success is not really a secret at all: "Through tenacity, creativity, and a focus on the consultative process - which I believe sets Epic apart from other firms - I have always enjoyed helping my clients achieve funding and developing profitable business models." And his success shows: Jeffrey has personally advised, written, and prepared financial models for more than 500 business plans, and counting. Jeffrey's accolades and professional achievements make up a lengthy list. His expertise includes financial modeling, project valuation, tax accounting, financial analysis, mergers and acquisitions, and portfolio management, among others. Notable positions during the past decade include: Director of Investor Relations and Senior Financial Analyst, Mergers and Acquisitions Analyst, Security Analyst, Corporate Finance Analyst, and Operations Analyst for major corporations.

Peggy Newton, MS, Director of Business Plan Development

Since 2005, Peggy Newton has supported EPIC's clients by developing a wide range of business concepts and models into persuasive business plans. As the chief writer for numerous projects, she has helped a wide range of businesses solicit approximately $50 million in funds. She uses her healthcare and science background to concisely capture complex concepts. Recent examples include: the manufacture of biofuels, the manufacture of plastic products, building environmental housing, and the rapid detection of human infection. Her portfolio includes plans in the financial, food service, building, entertainment, education, human resources, and public relations industries. Ms. Newton is particularly adept at documenting new inventions and innovative business concepts. In the 1990s, Ms. Newton acted as Analyst and Project Manager for APQC, an internationally recognized non-profit organization that provides expertise in benchmarking and best-practice research. At this position, she managed six major consortium projects in CRM and technology implementation. In addition, Margaret authored chapters for two APQC books, "Call Center Operations" (2000) and "Educators in Action" (2004). She also has completed projects on data-driven decision-making in education, strategic workforce planning, and corporate policy and procedure management. In 2000, Ms. Newton worked as an associate of Response Design Corporation, where she managed a measurement database and wrote articles and case studies. Ms. Newton has a Master of Science degree in Nuclear Medicine from the University of Texas.

Louis Bartlett, Consultant

Having authored hundreds of business plans, grants, and proposals, Louis Bartlett still maintains that each business concept can bring a competitive edge to its industry: "it's just a matter of formulating a strong strategy and appropriate expectations during the business planning process." With more than 700 business plans under his belt, Louis has become one of the business plan industry's most experienced consultants. From implementing the Delta Model to researching esoteric market trends, Louis has done and seen it all in the business plan arena. He learned early on as a grant writer for Portland State University that obtaining funding requires determination, research and effective written communication. This experience naturally translated into the business plan industry, with past positions including: Market Research Analyst, Marketing Strategy Writer, and Project Manager (with more than 100 client engagements). His core expertise includes market and industry research, data mining, marketing and advertising, supply chain integration, and technical writing. Although Louis studied Finance and Economics in his undergraduate career, he ultimately obtained a Master of Arts in English and Rhetoric to pursue his lifelong passion writing business proposals. As a former Peace Corps officer, Louis is fluent in Portuguese and world travel.

Daniel Ullmer, MS, Writer

Daniel first began to appreciate the importance of strategic planning while participating in shipboard drills and operations during his time in the U.S. Navy. “Launching a successful business is a lot like carrying out a mission,” says Daniel, “both require clearly defined objectives, carefully planned operations, organizational alignment and effective communication.” After the Navy, Daniel became a student advisor at a local college where he helped students develop plans and strategies for achieving their educational goals. His managers soon noticed his talents as a writer and began offering him special writing assignments. Through these assignments he developed an increased enthusiasim for writing and decided to pursue it as a career. To further advance his skills, he obtained a Master of Science degree in Management and Organization and a Graduate Certificate in Technical and Professional Communication from the University of Colorado, Denver.  Daniel has managed both internal and external communications in several organizations, but writing business plans is what he loves most: “The entrepreneurial spirit is essential for keeping the American dream alive, so I'm always inspired by our clients. Helping them achieve their business goals is extremely rewarding work."

Tammy Jordan, Logistics and Implementation Specialist

Tammy Jordan brings to the table a vast array of business planning knowledge. Her Business Management and Financial degrees coupled with personal life experiences lend to her expert knowledge of the business planning process. Tammy's core expertise includes analysis of regional and national market research, effective written communication in multiple styles, data mining, and 'out of the box' thinking to emphasize the client's overall business plan. Having launched her own business more than eight years ago, she personally understands the importance of developing a strong business plan. She has leveraged her entrepreneurial success to write numerous plans for clients in a range of industries. In each of her projects, she emphasizes the need to establish a competitive stance in the respective industry. Tammy also has worked for several large corporations in the Supply Chain/Logistics arena, and understands the importance of using every resource available to implement effective operational strategies, develop feasible financial projections, and perform intensive data mining. Her belief that the business plan document is the single most important part of any business motivates her to consider all angles when crafting compelling documents for her clients.

Additional Support

EPIC Business Planning employs specialists in a range of industries, including: information technology, biotechnology, manufacturing, import/export, retail, hospitality and restaurants, marketing and advertising, e-commerce, management, corporate development, mergers and acquisitions, accounting, finance, banking, and more.