Meet the Team
Our Team
Our team at The Business Planning Institute is comprised of passionate professionals, each bringing unique experiences and skills in finance, communication, and client service. Together, we are committed to delivering personalized business planning and advice to help you achieve your business goals.
Advisors
Alan Franks
Lead Advisor
Alan brings decades of experience in financial planning and business consulting, helping owners build and transition their businesses with clarity and confidence.
Team Member
Business Advisor
Passionate about helping business owners create systems that drive growth and long-term enterprise value.
Team Member
Financial Consultant
Specializes in tax strategy and financial planning for business owners at every stage of the business lifecycle.
Team Member
Operations Specialist
Focused on helping businesses build scalable systems and processes that support sustainable growth.
Work With Our Team
Ready to start your business planning journey? Schedule a consultation with our team today.