Services & Rates

1. Initial Consultation

Objective: To gain a deep understanding of your business idea, goals, and direction.

• Discovery Meeting: An in-depth meeting to discuss your business concept, objectives, target market, and long-term vision.
• Needs Assessment: Identify key challenges, opportunities, and operational priorities.
• Goal Setting: Establish clear and measurable objectives and configure the necessary services accordingly.

2. Branding & Positioning Strategy

Objective: Define your brand identity and position in the market.

• Brand Identity Development: Create or refine your brand’s mission, values, voice, and visual identity.
• Market Positioning Strategy: Determine how your brand differentiates from competitors and resonates with your target audience.
• Brand Messaging: Develop clear and consistent messaging that effectively communicates your brand’s value proposition.

3. Operational Plan Development

Objective: Outline the day-to-day operations and processes needed to deliver products or services.

• Operations Overview: An overview of structure strategies, including facilities, equipment, and technology requirements.
• Production or Service Delivery Process: Detail how your products or services will be produced or delivered to customers.
• Quality Control Measures: Define procedures for ensuring quality standards are met.
• Supply Chain Management: Identify key suppliers and logistics partners, and outline inventory management strategies.
• Key Performance Indicators (KPIs) Management: Track the time to convert a lead into a customer to optimize sales processes.

4. Technology & IT Strategy

Objective: Establish a technology framework to support business operations and growth.

• IT Infrastructure Assessment: Evaluate current technology systems and identify areas for improvement.
• Technology Roadmap: Develop a plan for implementing new technologies that enhance efficiency and customer experience.
• Data Security & Privacy: Outline measures to protect customer data and comply with relevant regulations (e.g., GDPR, CCPA).
• Digital Transformation Strategy: Explore opportunities to leverage digital tools and platforms for marketing, sales, and operations.

5. Human Resources Planning

Objective: Develop strategies for recruiting, training, and retaining talent.

• Organizational Structure: Define roles and responsibilities within the company and create an organizational chart.
• Recruitment Strategy: Outline methods for attracting and selecting qualified candidates.
• Employee Training & Development: Plan programs to enhance skills and knowledge among your workforce.
• Employee Engagement & Retention: Implement initiatives to foster a positive work culture and reduce turnover.

6. Risk Management Strategy & Contingency Planning

Objective: Identify potential risks to your business and develop strategies to mitigate them.

• Risk Assessment: Conduct an analysis of risks, such as market volatility, regulatory changes, or operational challenges.
• Risk Mitigation Strategies: Develop proactive strategies to minimize the impact of identified risks on your business.
• Business Continuity Plan: Create a strategic plan to ensure operations can continue in the event of a disruption or crisis.
• Insurance Review: Evaluate insurance coverage to ensure adequate protection against potential liabilities.

7. Sustainability & Corporate Social Responsibility (CSR)

Objective: Integrate sustainable practices and CSR initiatives into your business strategy.

• Environmental Impact Assessment: Assess your business activities’ impact and identify opportunities for improvement.
• CSR Strategy Development: Define initiatives that contribute positively to society and align with your brand values.
• Stakeholder Engagement: Involve employees, customers, and communities in your sustainability efforts.
• Reporting & Transparency: Communicate your CSR progress to stakeholders through annual reports or other channels.

8. Exit Strategies Planning

Objective: Plan for the eventual transition or exit from your business.

• Exit Options Assessment: Evaluate various exit strategies, such as sales, merger, or succession planning.
• Valuation Analysis: Determine the current value of your business and the factors affecting its valuation.
• Succession Planning: Identify potential successors and develop a plan for transferring ownership or leadership.
• Legal & Financial Considerations Research: Outsourcing legal implications and tax considerations for exiting your business.

9. Market Analysis, Competitor Assessment & SWOT Analysis

Objective: To gather and analyze relevant data to inform strategic decisions.

• Market Analysis:
  • Market Size and Trends: Research industry trends, market size, growth potential, and customer demographics.
  • Target Market Identification: Define your ideal customer profile and segment the market accordingly.
• Competitor Assessment:
  • Competitive Landscape: Identify direct and indirect competitors, and analyze their strengths and weaknesses.
  • Competitive Advantage: Determine your unique selling proposition (USP) and areas for differentiation.
• SWOT Analysis:
  • Strengths: Identify internal strengths and resources that give your business an edge.
  • Weaknesses: Recognize internal weaknesses and areas for improvement.
  • Opportunities: Highlight external opportunities that can be leveraged for growth.
  • Threats: Identify external threats that could impact your business and develop mitigation strategies.

10. Business Plan Creation

Objective: To create a comprehensive roadmap for your business.

• Executive Summary: Provide an overview of your business, including a mission statement, vision, and key objectives.
• Company Description: Detail the business structure, ownership, and history (if applicable).
• Market Analysis: Present findings from the market research, including industry outlook, target market, and competitive analysis.
• Organization and Management: Outline your business’s organizational structure, management team, and board of directors.
• Products or Services: Describe your products or services, including features, benefits, and lifecycle.
• Marketing and Sales Strategy:
  • Marketing Plan: Develop strategies for product positioning, pricing, distribution, and promotional activities.
  • Sales Strategy: Define the sales process, team structure, and goals.
• Financial Plan:
  • Financial Projections: Provide detailed financial forecasts, including income statements, balance sheets, and cash flow.
  • Funding Requirements: Specify funding needs, potential sources of capital, and planned use of funds.
• Appendix: Include additional documentation such as resumes, legal agreements, and product illustrations.

11. Review & Finalization

Objective: To ensure the business plan is thorough, accurate, and aligned with your vision.

• Plan Presentation: Present the business plan to stakeholders for review and feedback.
• Feedback Collection: Gather input from stakeholders, advisors, and potential investors.
• Revisions: Make necessary adjustments based on feedback to refine and improve the plan.
• Final Approval: Obtain final approval from key stakeholders.

12. Strategic & Advisory Support

Objective: To ensure continuous growth and adaptation of your business strategy.

• Regular Check-ins: Schedule periodic meetings to review progress and discuss any challenges.
• Performance Monitoring: Track KPIs and financial performance against projections.
• Strategy Adjustment: Adjust strategies as needed based on market conditions, performance data, and new opportunities.
• Advisory Services: Provide ongoing strategic advice and support for business development, marketing, and operations.

At every stage of our comprehensive business planning and development process, we are dedicated to equipping your company with the strategic insights and operational frameworks needed for sustainable growth and long-term success. Whether you’re a startup in the early stages or an established firm seeking expansion, our tailored approach ensures that your business objectives are met with precision and foresight.

• Initial Consultation: FREE (one-time only)
• Option 1: Comprehensive Service Package + 1 Month Strategic & Advisory Support: $3,850
• Option 2: Strategic & Advisory Support: Starting at $800 per month (4 Meetings + Additional Support)
• Option 3: Hourly Consulting Only: $40 – $60 per hour
• Option 4: Business Plan Creation Only: Starting at $350 (depending on complexity and scope)
• Option 5: Custom – Please contact us to create your custom plan

*Any recommended subscriptions or additional fees from third parties are not included in the packages.

1. Store Setup & Optimization

Objective: We create customized Shopify stores that combine professional design, navigation, and optimized user experience.

• Theme Customization: Tailored theme design and layout to reflect your brand identity.
• User Experience (UX): Streamlined navigation for effortless browsing and conversion.
• Mobile Optimization: Responsive design ensuring smooth performance across all devices.
• SEO Foundation: Optimized meta tags and structure for enhanced online visibility.

2. Product & Inventory Management

Objective: We help you organize and streamline your product data to maintain consistency, accuracy, and real-time inventory control.

• Product Structuring: Organized product listings, variants, and categories.
• Automated Inventory: Real-time tracking, restock alerts, and quantity synchronization.
• SKU Management: Consistent SKU coding for efficient backend control.
• Supplier Integration: Automated data sync with supplier databases and systems.

3. Sales Channel Integration

Objective: Expand your reach and unify operations by connecting your Shopify store to leading e-commerce and social platforms.

• Platform Integration: Seamless connection with Facebook, Instagram, Google Shopping, and Amazon.
• Centralized Management: Unified control of products, orders, and inventory across channels.
• Cross-Channel Marketing: Consistent branding and promotions across all touchpoints.
• Analytics Dashboard: Real-time insights to measure performance and optimize sales.

4. Order Fulfillment & Logistics Coordination

Objective: We coordinate fulfillment processes to ensure your customers receive their orders quickly, accurately, and cost-effectively.

• System Integration: Connection with couriers, warehouses, and fulfillment partners.
• Automated Processing: Real-time order confirmation, tracking, and notifications.
• Returns Management: Simplified setup for returns, exchanges, and refunds.
• 3PL Coordination: Collaboration with third-party logistics for seamless delivery.

5. Performance Monitoring & Optimization

Objective: We provide actionable insights through performance analysis and key metric reporting to help guide strategic decisions.

• Analytics Setup: Comprehensive tracking for sales, conversion, and customer metrics.
• Customer Insights: Behavior and retention analysis for improved targeting.
• Financial Reporting: Profit margin, cost efficiency, and turnover tracking.
• Data Visualization: Custom dashboards for clear and actionable performance insights.

6. Ongoing Maintenance Support

Objective: Our team provides continuous operational and technical support to ensure your Shopify store runs smoothly and stays up to date.

• System Updates: Regular maintenance and feature upgrades.
• Technical Assistance: Fast troubleshooting and error resolution.
• Data Security: Backup management and protection of store information.
• Performance Review: Continuous UX audits and optimization recommendations.

Whether you’re launching your first Shopify store or optimizing an existing e-commerce operation, VT Consulting Group provides the tools, strategies, and support you need to build a strong digital foundation and achieve long-term success.

1. Website Integration & Conversion Optimization

Objective: To strengthen your digital presence and maximize conversions through seamless website and social media integration.

• Website Building: Develop and optimize landing pages or microsites within social media platforms or external websites to enhance user experience and facilitate seamless conversions.
• Social Media Integration: Optimize social media profiles to drive traffic to your website through strategically placed CTAs, links, and landing pages.
• Conversion Tracking: Implement tracking mechanisms to monitor social media-driven conversions and ROI, enabling continuous improvement of conversion rates.

2. Account Setup & Optimization

Objective: To establish a strong and consistent brand foundation across all digital touchpoints.

• Platform Selection: Identify and set up accounts on key social media platforms (e.g., Facebook, Instagram, Twitter, LinkedIn) based on your target audience demographics and business objectives.
• Profile Optimization: Craft compelling and consistent profiles that reflect your brand identity, including profile pictures, cover photos, bio sections, and contact information.
• Integration: Ensure integration with your website and other digital platforms for seamless user experience and enhanced visibility.

3. Strategy Development

Objective: To develop a tailored strategy aligned with your business objectives and target audience.

• Goal Setting: Define clear marketing goals and KPIs to measure success.
• Strategy Planning: Develop a comprehensive social media strategy aligned with your overall marketing goals and business objectives.
• Continuous Optimization: Continuously refine and optimize social media strategies based on performance data, industry trends, platform updates, and audience feedback.
• Tactical Planning: Outline strategies for SEO optimization, content creation and distribution, social media management, influencer partnerships, and paid advertising (PPC).
• Competitive Analysis: Monitor competitors’ social media activities and performance to identify opportunities for differentiation and improvement.
• Budget Allocation: Allocate resources effectively across different marketing channels to maximize ROI.

4. Campaigns Implementation

Objective: To implement planned strategies effectively and efficiently.

• Content Creation: Develop engaging content aligned with the brand voice and target audience preferences.
• Campaign Launch: Execute targeted campaigns across chosen digital channels, ensuring consistency and relevance.
• Ad Management: Manage PPC campaigns, including bid management, ad copywriting, and A/B testing.
• Social Media Engagement: Foster community engagement through posting, interactions, and responding to audience inquiries.

5. Performance Monitoring & Optimization

Objective: To measure performance, identify optimization opportunities, and improve campaign effectiveness.

• Performance Tracking: Monitor key metrics such as website traffic, conversion rates, engagement metrics, and ROI.
• Analytical Insights: Use data-driven insights to evaluate campaign effectiveness and audience response.
• Optimization: Adjust strategies and tactics based on performance data, A/B testing results, and market trends to improve outcomes.
• Reporting: Provide regular performance reports with actionable insights and recommendations for further optimization.

6. Ongoing Maintenance Support

Objective: Our team provides continuous operational and technical support to ensure your Shopify store runs smoothly and stays up to date.

• System Updates: Regular maintenance and feature upgrades.
• Technical Assistance: Fast troubleshooting and error resolution.
• Data Security: Backup management and protection of store information.
• Performance Review: Continuous UX audits and optimization recommendations.

At VT Consulting Group, our goal is to help you build a high-performing E-Commerce operation that runs seamlessly behind the scenes—so you can focus on growing your brand and connecting with your customers.

• Initial Consultation: FREE (one-time only)
• Option 1: Comprehensive Service Package + 1 Month Maintenance Support: $3,000
• Option 2: Hourly Consulting Only: $40 – $60 per hour
• Option 3: Website Building Only: Starting at $600 per site (depending on complexity and scope)
• Option 4: Shopify Store Building Only: Starting at $1,650 per site (depending on complexity and scope)
• Option 5: Ongoing Maintenance Support: Starting at $350 per month (depending on services)
• Option 6: Custom – Please contact us to create your custom plan.

*Any recommended subscriptions or additional fees from third parties are not included in the packages.

1. Initial Assessment & Diagnostic Review

Objective: To understand your startup’s current position, challenges, and growth potential.

• Discovery Consultation: Conduct an in-depth consultation to assess mission, market vision, and value proposition.
• Business Model Evaluation: Analyze your business model, competitive advantage, scalability potential, and market alignment.
• Financial Health Check: Review your financial statements, cash flow dynamics, burn rate, and identify funding priorities.
• Gap Analysis: Determine operational bottlenecks, challenges, and strategic blind spots that could impact investor confidence
• Readiness Report: Deliver a summary outlining priority areas for improvement, opportunity mapping, and risk assessment.
• Needs Identification: Highlight areas requiring support, such as funding strategy, product development, or operational improvement.

2. Strategic Support Plan & Growth Architecture

Objective: To design a clear and strategic plan customized to your startup’s goals and stage of development.

• Strategic Roadmap: Create a multi-phase roadmap outlining growth milestones, investment targets, and operational dependencies.
• Product Development & Innovation Strategy: Refine product-market fit, feature prioritization, and roadmap execution.
• Market Entry & Expansion: Build data-driven market entry frameworks, pricing models, and go-to-market strategies.
• Growth Enablement Systems: Design internal systems for sales enablement, marketing automation, and customer acquisition.
• Operational Infrastructure: Implement processes and governance frameworks that support lean scalability and resource efficiency.
• Risk Mitigation Framework: Develop policies for compliance, data governance, and legal readiness to align with investor due diligence standards.

3. Implementation & Growth Execution

Objective: To guide the hands-on execution of the strategic plan and ensure measurable progress.

• Execution Framework: Break strategic objectives into granular, actionable initiatives with defined KPIs, owners, and timelines.
• Resource Allocation: Optimize talent, budget, and technology allocation for maximum ROI.
• Progress Monitoring: Implement dashboards to track performance against financial, operational, and market traction indicators.
• Continuous Adjustment: Utilize agile methodologies to adjust tactics in response to new data, investor input, or market changes.
• Governance & Oversight: Establish advisory oversight mechanisms to maintain accountability and strategic alignment throughout execution.

4. Investor Readiness & Pitch Development

Objective: To prepare founders for investor engagement and improve funding success rates.

• Narrative Development: Craft a compelling brand and investor story that communicates your vision, traction, and market potential.
• Pitch Deck Creation: Design materials integrating financial models, TAM/SAM/SOM analysis, growth forecasts, and exit potential.
• Pitch Training: Deliver executive-level coaching in investor communication, negotiation, and storytelling.
• Investor Targeting: Build a curated pipeline of angel investors, VCs, and family offices based on industry and investment thesis.
• Investor Relations Management: Coordinate introductions, outreach schedules, and support follow-up communications post-pitch.
• Live Pitch Opportunities: Facilitate access to pitch events, demo days, and investor roundtables for real-world presentation delivery.

5. Capital Structuring & Funding Strategy

Objective: To secure the right mix of funding aligned with your startup’s valuation, growth targets, and long-term objectives.

• Funding Strategy Blueprint: Define capital structures (SAFE, convertible note, equity, or hybrid models) for each growth phase.
• Valuation Analysis: Conduct valuation modelling using revenue multiples, discounted cash flow (DCF), and market comparable.
• Investor Alignment: Match your company’s trajectory with investors who share your vision, ethics, and sector interest.
• Due Diligence Preparation: Assemble financial, legal, and operational documentation to meet investor scrutiny.
• Negotiation Support: Assist in structuring term sheets, share purchase agreements, and board governance provisions.
• Closing Management: Oversee final stages of funding—legal review, escrow, and shareholder registry updates.

6. Exit Strategy & Sustainability Design

Objective: To prepare your company for future liquidity events and long-term brand resilience.

• Exit Planning Framework: Map exit paths—M&A, IPO, strategic buyout, or secondary sale—aligned with shareholder objectives.
• Valuation Maximization: Optimize financial and operational metrics that drive exit valuation and investor returns.
• Succession Strategy: Create leadership transition and continuity plans to ensure business longevity post-exit.
• Sustainability & ESG Integration: Incorporate Environmental, Social, and Governance (ESG) frameworks into operations to attract impact-focused investors.
• Corporate Social Responsibility (CSR): Develop CSR initiatives that enhance brand equity and stakeholder confidence.
• Innovation Pipeline: Foster continuous innovation and technology adoption to maintain market relevance after funding rounds.

7. Mentorship, Advisory & Ecosystem Integration

Objective: To provide continuous mentorship, expert advisory, and access to a global network of investors and strategic partners.

• Mentorship Program: Pair founders with experienced entrepreneurs, investors, and industry veterans for guided development.
• Advisory Network: Provide access to specialists in legal, finance, marketing, and product development.
• Strategic Partnerships: Facilitate collaborations with accelerators, incubators, venture studios, and corporate partners.
• Community Integration: Connect startups with innovation hubs, pitch forums, and business councils to foster exposure and visibility.
• Board Advisory: Support the formation of advisory boards for governance, accountability, and strategic direction.

At VT Consulting Group, we believe successful ventures are built on clarity, structure, and execution. Our Startup & Venture Capital Support service integrates strategic advisory, capital readiness, and operational excellence—helping you attract investors, scale intelligently, and create enduring enterprise value. Whether you’re preparing your first seed round or managing a multi-million-dollar VC raise, we provide the strategy, structure, and investor access to help you grow with confidence and precision.

• Initial Consultation: FREE (one-time only)
• Option 1: Comprehensive Service Package + 1 Month Comprehensive Advisory Support: $3,600
• Option 2: Comprehensive Advisory Support: $800 per month (4 Meetings + Additional Support)
• Option 3: Hourly Consulting Only: $40 – $60 per hour
• Option 4: Pitch Training 5 Sessions + 1 Real-Life Experience (Present to Angel Investors): $600
• Option 5: Pre-Seed and VC/Scale Stages Funding: Hourly Rate + Commissions or Equity (Industry Standard Rate)
• Option 6: Business Plan Creation Only: Starting at $350 (depending on complexity and scope)
• Option 7: Pitch Deck Creation Only: Starting at $400 (depending on complexity and scope)
• Option 8: Custom – Please contact us to create your custom plan

*Any recommended subscriptions or additional fees from third parties are not included in the packages.

1. Investor Relations Strategic Development

Objective: Build an investor relations strategy and communication framework aligned with your vision and investor expectations.

• Strategic Assessment: Evaluate company objectives, investor demographics, and communication goals.
• Strategy Formulation: Develop a comprehensive IR plan defining communication channels, update frequency, and key messaging.
• Maintain Consistency: Maintain clarity and alignment across all investor communications to strengthen confidence and understanding.

2. Investor Materials & Content Preparation

Objective: Design and deliver clear, compliant, and impactful investor communication materials.

• Professional Reports & Presentations: Develop visually engaging investor decks, performance reports, and financial summaries.
• Targeted Customization: Tailor investor materials to different audiences and occasions. Customize content to address specific investor interests and concerns, showcasing how the company creates value and sustains growth.
• Performance Insights: Provide comprehensive insights and strategies into financial performance, including revenue trends, profitability margins, and cash flow analysis. Present strategic initiatives such as new product launches, market expansions, or efficiency improvements to illustrate the company’s forward-thinking approach.
• Regulatory Compliance: Assists you in ensuring all materials comply with regulatory requirements and disclosure standards.

3. Investor Communication & Engagement Support

Objective: Provide investor communication strategic support for regularly communicating with investors through meetings and reports.

• Investor Outreach: Identify and reach out to suitable investors, including angel investors, venture capitalists, and strategic investors.
• Reports & Presentations Preparation: Prepare comprehensive reports, presentations, and financial materials for you to your investors to keep them informed about the business trajectory.
• Regular Communications: Schedule regular conference calls or meetings with investors to assist you in discussing company performance, milestones achieved, market trends, financial results, and strategic developments.

4. Relationship Management & Investor Experience

Objective: Cultivate long-term, trust-based relationships with investors that create alignment and shared success.

• Personalized Engagement: Foster strong relationships with investors through personalized interactions, understanding their investment goals, and addressing their concerns proactively.
• Investor Events: Organize investor events, roadshows, or conferences to support you in showcasing company progress, leadership team, and future growth prospects.
• Feedback Integration: Solicit feedback from investors to understand their perspectives and incorporate insights into strategic decision-making.

5. Strategic Partnerships & Capital Collaboration

Objective: Utilize investor networks to forge strategic partnerships that contribute to mutual growth and success.

• Partnership Development: Leverage your network to forge strategic partnerships with potential clients, suppliers, and stakeholders.
• Joint Ventures & Collaborations: Explore opportunities for joint ventures or collaborations that align with investor interests and contribute to mutual growth and success.
• Deal Structuring: Support you in structuring investment deal strategies and partnerships that optimize value creation and align with long-term business objectives.

6. Performance Tracking & Reporting

Objective: Track key performance indicators (KPIs) to demonstrate operational efficiency and market leadership, ensuring transparency and accountability.

• Key Metrics Monitoring: Define and track key performance indicators (KPIs) relevant to investor expectations, such as revenue growth, profitability, market share, and customer acquisition.
• Benchmark Analysis: Compare company performance against industry benchmarks and competitors to showcase market leadership and operational efficiency.
• Compliance & Governance: Support you in research to ensure adherence to regulatory requirements and corporate governance standards to build investor confidence and trust.

7. Crisis Communication & Risk Strategic Support

Objective: Implement proactive crisis communication strategies to manage investor concerns effectively during challenging market conditions or operational disruptions.

• Crisis Preparedness: Implement crisis communication strategies to manage investor concerns during challenging times, such as market volatility, regulatory changes, or operational disruptions.
• Reputation Management: Protect and restore brand integrity through timely, transparent responses.
• Risk Mitigation: Identify and mitigate potential risks that could impact investor relations or company reputation, ensuring transparency and proactive risk management practices.

8. Long-Term Growth & Value Strategies

Objective: Develop long-term growth strategies that align with investor expectations and enhance shareholder value over time.

• Strategic Planning: Develop long-term growth strategies that align with investor expectations and enhance shareholder value.
• Growth Diversification: Explore opportunities for geographic expansion, product diversification, or new market entry that resonate with investor interests and support sustainable growth.
• Shareholder Value Optimization: Integrate financial performance and strategic initiatives into one cohesive narrative.

9. ESG & Corporate Social Responsibility (CSR) Integration

Objective: Integrate ESG principles into business practices to meet investor demand for responsible investing and demonstrate commitment to ethical business practices.

• Environmental, Social, and Governance (ESG) Framework Development: Integrate ESG principles into business practices and report on sustainability efforts to meet investor demand for responsible investing.
• Sustainability Reporting: Communicate sustainability progress and ethical initiatives to investors.
• Stakeholder Engagement: Provide strategic support for you to engage with stakeholders, including investors, employees, communities, and regulators, to demonstrate commitment to ethical business practices and sustainability goals.

10. Feedback Analysis & Continuous Improvement

Objective: Utilize investor feedback to improve communications, governance, and strategic focus.

• Stakeholder Engagement: Establish regular surveys, interviews, and follow-up sessions to understand investor expectations.
• Feedback Analysis: Analyze feedback to identify insights and actionable items for improving communication and governance.
• Strategic Integration: Respond promptly to feedback with transparent communications, integrating insights into strategic planning for you to align with investor expectations and enhance trust.

At VT Consulting Group, our Investor Relations Strategic Support services are designed to cultivate credibility, enhance communication, and strengthen investor confidence. We combine strategic insight with disciplined execution to help you maintain transparency, attract long-term capital, and foster meaningful investor relationships that sustain your business growth.

• Initial Consultation: FREE (one-time only)
• Option 1: Comprehensive Service Package: Starting at $3,800 per month
• Option 2: Project-Based IR: Hourly Rate + Commissions or Equity (depending on complexity and scope)
• Option 3: Hourly Consulting Only: $40 – $60 per hour
• Option 4: IR Materials Package Only: Starting at $500 (depending on complexity and scope)
• Option 5: Custom – Please contact us to create your custom plan

*Any recommended subscriptions or additional fees from third parties are not included in the packages.

1. Initial Consultation

Objective: Gain a comprehensive understanding of the client’s goals, resources and project requirements.

• Discovery Meeting: An introductory meeting to discuss investment objectives, risk tolerance, and key decision-makers involved.
• Financial Review: Review the client’s financial status, liquidity, existing investments, and financing options availability.
• Investment Criteria: Identify the client’s property preferences, geographic focus, investment timelines, and expected returns criteria.

2. Market Analysis & Opportunity Research

Objective: Evaluate market conditions, identify emerging opportunities, and design actionable investment strategies.

• Market Segmentation: Identify and segment target markets based on demographic factors (age, income, household size), psychographic characteristics (lifestyle, preferences), and geographic considerations (location, accessibility).
• Supply & Demand Dynamics: Analyze the balance between property supply (available inventory) and demand (buyer or tenant interest). Assess market absorption rates and inventory levels to gauge market stability and potential investment opportunities.
• Competitive Landscape: Evaluate competitors in the real estate market, including property types, pricing strategies, and market positioning. Conduct comparative analysis to identify competitive advantages and potential market niches.
• Market Forecasts: Monitor trends such as property appreciation rates, rental yields, vacancy rates, and economic indicators (Capital rate, employment rates, GDP growth). Utilize historical data and economic forecasts to predict future market performance.
• Regulatory & Economic Factors: Assess regulatory policies, zoning laws, and tax incentives affecting real estate investments. Evaluate economic factors such as interest rates, inflation, and economic growth that impact property values and market dynamics.
• Risk Assessment: Identify potential risks and uncertainties within the market, such as regulatory changes, environmental factors, or economic downturns. Develop risk mitigation strategies to safeguard investment portfolios and minimize financial exposure.
• Opportunity Identification: Identify emerging opportunities and investment trends. Evaluate factors like gentrification, infrastructure development, and urban revitalization projects that could influence property values and investment prospects.
• Investment Strategy Development: Design strategies for acquisition, financing options, portfolio diversification, and exit strategies.
• Actionable Recommendations: Provide strategic support on property selection, negotiation tactics, financing arrangements, and investment structuring.

3. Off-Market Property Sourcing

Objective: Access exclusive investment opportunities through private networks and research channels.

• Network Utilization: Tap into extensive industry networks, including real estate agents, developers, and private sellers, to access exclusive off-market opportunities.
• Due Diligence: Conduct strategic support in property evaluations, including physical inspections, financial analysis, and market research, to assess potential risks and profitability.
• Negotiation Support: Utilize negotiation skills and market insights to provide strategic support for you to secure favourable purchase terms, optimizing pricing and financing arrangements to maximize investment returns.

4. Vendor Take Back (VTB) Financing Strategic Support

Objective: Support clients in structuring VTB arrangements that optimize financing flexibility.

• Negotiation & Structuring: Provide VTB financing strategic support between the seller and buyer, including the loan amount, interest rate, repayment schedule, and any collateral requirements.
• Transaction Facilitation: Provide strategic support through the VTB process, ensuring compliance with legal and regulatory requirements.
• Risk Management Strategy: Evaluate risks associated with VTB financing, including market conditions, property valuation, and borrower creditworthiness and provide risk mitigation strategy.

5. Equity/Debt Structuring Strategy

Objective: Provide strategies in customized financing structures to optimize project profitability.

• Equity Structuring: Define equity ownership, voting rights, and profit-sharing to align interests and establish clear exit strategies.
• Debt Structuring: Evaluate loan terms, including amounts, interest rates, collateral requirements, and amortization schedules to minimize financing costs.
• Exit Strategy Planning: Develop comprehensive exit strategies tailored to investor preferences and market conditions. Include options such as property sale, refinancing, or portfolio diversification to maximize returns.

6. Equity/Debt Funding & GP/LP Partnerships Strategy

Objective: Provide strategic support and assist you in sourcing equity/debt funds and finding suitable GP/LP partners.

• GP/LP Partnership Strategy: Structuring the partnership strategies between general partners (managing partners responsible for operations) and limited partners (investors providing capital), ensuring alignment of interests and distribution of responsibilities.
• Equity Financing: Provide strategies and introductions to support secured capital through equity arrangements with investors, tailoring deals to align with project timelines and return expectations. Benefits include enhanced liquidity and financial flexibility.
• Debt Financing: Connects you with loans or mortgages from financial institutions or private lenders for you to negotiate terms like interest rates and repayment schedules based on project feasibility and creditworthiness. Benefits include leveraging borrowed funds for larger investments while managing cash flow.
• Risk Mitigation Strategies: Assess and mitigate risks such as interest rate fluctuations and market volatility. Monitor financial covenants to maintain lender confidence.
• Regulatory Compliance: Monitor legal and regulatory standards for real estate financing transactions, ensuring transparency and accountability.

7. Comprehensive Project Management Support

Objective: Oversee real estate projects from feasibility to delivery, ensuring on-time and on-budget execution.

• Feasibility Studies: Conduct detailed feasibility studies to assess investment viability and develop strategic execution plans.
• Budgeting & Cost Control: Provides strategic support for you to implement rigorous budget management and cost control measures throughout the project lifecycle to maximize efficiency and minimize financial risks.
• Contractor & Vendor Oversight: Source and manage contractors, subcontractors, and vendors. Oversee bidding processes and negotiate contracts to provide strategic support for you to ensure adherence to quality and timeline standards.
• Construction Monitoring: Provide quality control strategies during construction phases. Monitor progress, resolve issues, and provide strategic support to enforce compliance with safety and building codes.
• Timeline & Workflow Management: Develops and maintains project schedules. Implement strategies to mitigate delays and optimize workflow efficiency to meet project milestones.
• Risk Assessment and Mitigation: Identify potential risks and develop contingency plans. Provides strategic support to implement proactive risk management strategies to minimize disruptions and ensure project continuity.
• Stakeholder Communication: Provide strategic support to facilitate regular communication among stakeholders. Provide comprehensive status reports and performance metrics to stakeholders to ensure transparency and alignment with project goals.
• Quality Assurance: Provide strategic support to implement quality assurance processes to uphold construction standards and deliver superior project outcomes for you to conduct inspections and quality audits to maintain high-quality deliverables.

8. Maximization of Investment Returns

Objective: Enhance profitability and asset performance through strategic value creation.

• Value-Add Strategies: Implement strategies such as property renovations, upgrades, and repositioning to enhance asset value and attract higher rental income or resale value.
• Asset Optimization: Implement proactive leasing and tenant-retention programs.
• Risk Management: Identify and mitigate potential risks through proactive asset management strategies, ensuring stable cash flow and sustained profitability over the investment horizon.

9. Tailored Strategic Support

Objective: Provide personalized strategic support based on client investment objectives and risk tolerance.

• Market Intelligence: Offer market analysis strategies and insights to support informed decision-making and capitalize on emerging real estate trends.
• Portfolio Optimization: Provides portfolio diversification and asset allocation strategies to align investments for long-term stability.
• Performance Review: Evaluate investment performance to inform future acquisition or divestment decisions.

At VT Consulting Group, we combine financial insight, operational discipline, and market intelligence to help investors and firms navigate the complexities of commercial real estate investment. Our advisory framework ensures every project — from acquisition to execution — is managed strategically to maximize returns, mitigate risks, and achieve sustainable growth.

• Initial Consultation: FREE (one-time only)
• Option 1: Comprehensive Service Package: Starting at $3,600 per month
• Option 2: Off-Market Property Sourcing: Hourly Rate + Commissions (Industry Standard Rate)
• Option 3: Equity/Debt Funding: Hourly Rate + Commissions or Equity (Usually GP higher than LP)
• Option 4: Project Management: Hourly Rate or Fixed Rate (depending on complexity and scope)
• Option 5: Hourly Consulting Only: $40 – $60 per hour
• Option 6: Custom – Please contact us to create your custom plan

*Any recommended subscriptions or additional fees from third parties are not included in the packages.