Zenith Wealth Partners

Business Planning

Every successful business begins with a solid plan. We specialize in empowering entrepreneurs to navigate the financial landscape of their businesses. Together, we’ll navigate a path to sustainable success and craft impactful growth strategies.

Business Owners

Unlock Financial Excellence for Your Business Growth ​

At Zenith Wealth Partners, our business planning services are crafted to empower minority-owned small businesses and entrepreneurs at every stage of growth. Whether you’re an early-stage solopreneur or an established company ready for significant expansion, we offer customized financial management and strategic guidance.

Explore Zenith’s Ongoing Engagements

Tailored Tiers for Every Stage of Your Business Journey

Every business has unique needs. Our ongoing engagement tiers are designed to provide the right support for entrepreneurs and businesses at various stages of growth:

Foundations - Tier 1

Are you an early-stage business or solopreneur facing challenges like inconsistent cash flow or unstructured finances? Our expert financial guidance is tailored to help you take control and navigate financial management with clarity and confidence.

$ 600 Month
  • Business Assessment
  • Strategy Creation
  • Cash Flow Projections
  • Tax Planning
  • Personal Financial Planning

Scaling - Tier 2

Are you a growth-stage business facing challenges with scaling and financial management? From budgeting to strategic planning, we understand your pain points and can help you manage growth with confidence. Let’s take your business to the next level!

$ 1500 Month
  • Everything from Foundation Focus plus…
  • Resource Allocation
  • Expense Management
  • Performance Metrics

Growth Accelerator Tier 3

Are you an established business in advanced growth or scaling? As you prepare for fundraising or expansion, we provide the sophisticated financial oversight you need to unlock your business’s full potential. Let’s work together to drive success!

$ 3000 Month
  • Everything from Foundation Focus & Scaling Smart plus…
  • Business Valuation
  • Dashboard Management
  • Fundraising Planning

Zenith Launchpad

Launchpad is our strategic onboarding process for mission-driven startups and nonprofits. We combine financial clarity with big-picture vision. Delivering custom financial projections, early-stage valuation insights, and investor-ready materials that reflect your values. Whether you’re raising capital or planning for a future sale, Launchpad equips you with the tools and confidence to grow sustainably and on purpose.

Launchpad is available for a one-time fee, with pricing based on the full scope of services.
The full experience typically spans 4–6 months, depending on your goals and timeline.

Whats Included in Launchpad?

5-Year Financial Projection

We create custom, user-friendly financial models that accurately reflect your mission and growth potential. These projections help you forecast cash flow, plan sustainably, and show funders or partners where you're headed.

Business Valuation

Understand what your business is worth and why. We utilize trusted valuation methods tailored to early-stage and growing organizations, enabling you to make informed, strategic decisions as you grow or raise capital.

Investor-Ready Pathway

We deliver the core tools you need to approach funders, from pitch-ready financials to a clear fundraising narrative, so you can pursue investment on your terms, at your own pace.

Build-your-own approach

Not ready for the full suite? We offer a build-your-own approach so you can get the right tools at the right time.

FAQ

Popular Questions

Our services streamline your financial management at every stage. Whether you’re just starting, scaling rapidly, or preparing for major funding, we provide customized support to navigate financial decisions and set you up for sustainable success.

Women Financial Advisors