{{ ghost_letter | default: "N" }}
{{ wordmark | default: "Northpoint Advisory" }}
{{ cover_doc_line1 | default: "Business Plan" }}
{{ cover_doc_line2 | default: "Confidential · 2026" }}
{{ cover_eyebrow | default: "Boutique Operations & Strategy · Chicago" }}
{{ lockup | default: "Operating leverage, installed." }}
{{ cover_tag_pre | default: "A boutique consultancy that helps " }}{{ cover_tag_strong | default: "$10M–$150M operators" }}{{ cover_tag_post | default: " turn messy growth into measured throughput — and gets paid to make the math obvious." }}
{{ cf1_label | default: "Prepared by" }}
{{ cf1_value | default: "Elena Vásquez, Managing Principal" }}
{{ cf2_label | default: "Capital sought" }}
{{ cf2_value | default: "$75,000 equity + LOC" }}
{{ cf3_label | default: "Launch" }}
{{ cf3_value | default: "Q3 2026 Chicago, IL" }}
01

Executive Summary

{{ sec1_tab | default: "The thesis" }}

{{ exec_lead | default: "Northpoint Advisory is a boutique operations and strategy consultancy serving mid-market companies that have outgrown their systems but can't justify a Big-Four engagement. We embed senior operators inside the business, fix the constraint, and leave behind a scoreboard the client can run without us." }}

{{ exec_body | default: "The model is deliberately lean: a small bench of senior consultants, no junior pyramid, sold on retainers and fixed-scope projects rather than billable hours nobody can audit. Revenue is a clean function of two numbers we manage daily — blended bill rate and utilization — which makes the business legible to its owner and forecastable to a lender." }}

{% for m in exec_metrics %}
{{ m.value }}
{{ m.lead }} {{ m.rest }}
{% endfor %}
{{ exec_box1_label | default: "The opportunity" }}

{{ exec_box1_body | default: "There are roughly 28,000 mid-market firms in the greater Chicago region. Most face the same wall at scale — manual operations, no clean data, founders still in the weeds. They want senior help without a six-figure SOW and a deck nobody implements." }}

{{ exec_box2_label | default: "Why us" }}

{{ exec_box2_body | default: "Elena Vásquez spent eleven years as a director at a top-tier ops practice and two as a COO in private equity. Northpoint sells that seniority directly — partner-level work, no bait-and-switch staffing, and a fixed scope the client controls." }}

{{ exec_ask_label | default: "The ask" }}

{{ exec_ask_headline | default: "$75,000 to stand up the firm and fund a 6-month runway." }}

{{ exec_ask_body | default: "Mostly owner equity ($60,000) plus a small $15,000 line of credit to smooth the lag between signed work and collected invoices. It funds brand, tooling, and the founder's first two quarters — and carries zero growth debt." }}

{{ exec_ask_amount | default: "$75,000" }}
{{ company_legal | default: "Northpoint Advisory LLC" }}Confidential — Page 2
02

Services & Approach

{{ sec2_tab | default: "What we sell" }}

{{ services_intro | default: "Northpoint does one thing: find the constraint that's capping a company's throughput, fix it with the team that's already there, and hand back a metric the client can run. Three practice areas, one method — diagnose, install, transfer." }}

{{ practice_exhibit_label | default: "Exhibit 1 · Practice areas" }}
{% for p in practice_areas %}
{{ p.pn }}
{{ p.ph }}

{{ p.body }}

{% endfor %}
{{ engagement_exhibit_label | default: "Exhibit 2 · Engagement model" }}
{% for c in engagement_model %}
{{ c.h }}

{{ c.body }}

{% endfor %}
{{ ratecard_exhibit_label | default: "Exhibit 3 · Rate card" }}
{% for r in rate_card %}
{{ r.name }}{{ r.desc }}{{ r.unit }}{{ r.price }}
{% endfor %}
{{ company_legal | default: "Northpoint Advisory LLC" }}Confidential — Page 3
03

Market Analysis

{{ sec3_tab | default: "The demand" }}

{{ market_lead | default: "The U.S. management-consulting market is large and resilient, but the mid-market is structurally underserved: too small for the global firms, too complex for the solo generalist. That gap is Northpoint's entire addressable market." }}

{% for m in market_metrics %}
{{ m.value }}
{{ m.lead }} {{ m.rest }}
{% endfor %}
{{ market_seg_label | default: "Target client segment" }}

{{ market_seg_pre | default: "Privately held operators doing " }}{{ market_seg_strong | default: "$10M–$150M in revenue" }}{{ market_seg_post | default: " — manufacturing, distribution, healthcare services, and PE-backed roll-ups. They have a real P&L, a leadership team stretched thin, and no internal strategy function." }}

{{ market_triggers_label | default: "Buying triggers" }}
    {% for t in buying_triggers %}
  • {{ t.lead }} — {{ t.body }}
    • {% endfor %}
{{ market_durable_label | default: "Why demand is durable" }}

{{ market_durable_body1 | default: "Mid-market firms can't carry a permanent strategy bench, so they rent one — and they renew when the work pays for itself. PE sponsors, who back a growing share of these companies, actively prefer outside operators on portfolio engagements." }}

{{ market_durable_pre | default: "Unlike discretionary marketing spend, throughput and margin work is funded out of the savings it produces. That makes the category counter-cyclical: when budgets tighten, the call for an operator gets " }}{{ market_durable_em | default: "louder" }}{{ market_durable_post | default: ", not quieter." }}

{{ market_note | default: "Serviceable available market (SAM) estimates ~0.6% of regional mid-market firms engaging a boutique advisor in a given year at an average $42K annual spend; Northpoint targets a fraction of one percent of that pool." }}
{{ company_legal | default: "Northpoint Advisory LLC" }}Confidential — Page 4
04

Competitive Landscape

{{ sec4_tab | default: "The edge" }}

{{ competition_intro | default: "The mid-market is contested from two directions: large firms reaching down and independents reaching up. Northpoint sits in the gap — partner-level seniority at a price and scope the mid-market will actually sign." }}

{{ positioning_exhibit_label | default: "Exhibit 4 · Positioning vs. the field" }}
{{ comp_col1 | default: "Provider" }}{{ comp_col2 | default: "Seniority" }}{{ comp_col3 | default: "Entry fee" }}{{ comp_col4 | default: "Mid-mkt fit" }}
{% for c in competitors %}
{{ c.name }} {{ c.note }}{{ c.v2 }}{{ c.v3 }}{{ c.v4 }}
{% endfor %}
{{ comp_you_name | default: "Northpoint Advisory" }}{{ comp_you_v2 | default: "High" }}{{ comp_you_v3 | default: "$18K" }}{{ comp_you_v4 | default: "High" }}
{{ edge_label | default: "Our edge" }}
    {% for t in edge %}
  • {{ t.lead }} — {{ t.body }}
    • {% endfor %}
{{ risks_label | default: "Honest risks & mitigations" }}
    {% for t in risks %}
  • {{ t.lead }} — {{ t.body }}
    • {% endfor %}
{{ company_legal | default: "Northpoint Advisory LLC" }}Confidential — Page 5
05

Operations & Go-to-Market

{{ sec5_tab | default: "The machine" }}

{{ ops_intro_pre | default: "Northpoint runs on a simple operating equation — " }}{{ ops_intro_strong | default: "revenue = consultants × billable hours × utilization × bill rate" }}{{ ops_intro_post | default: " — and a business-development engine designed to keep utilization full without a sales team." }}

{{ delivery_exhibit_label | default: "Exhibit 5 · Delivery & capacity model" }}
{% for c in delivery_model %}
{{ c.h }}

{{ c.body }}

{% endfor %}
{{ bizdev_label | default: "Business-development engine" }}
    {% for t in bizdev %}
  • {{ t.lead }} — {{ t.body }}
    • {% endfor %}
{{ hiring_label | default: "Hiring plan" }}

{{ hiring_pre | default: "The firm scales people, not overhead. A second senior consultant joins " }}{{ hiring_strong | default: "month 8" }}{{ hiring_post | default: " once the retainer base covers their draw; a fractional ops/finance contractor handles admin from day one." }}

{{ salescycle_label | default: "Sales cycle" }}

{{ salescycle_body | default: "Diagnostic to retainer averages 6–9 weeks. The LOC bridges the lag so growth never stalls on cash timing." }}

{{ company_legal | default: "Northpoint Advisory LLC" }}Confidential — Page 6
06

Financial Plan

{{ sec6_tab | default: "The numbers" }}

{{ fin_lead | default: "Lean, senior-only assumptions: one consultant ramping to two, 65% utilization at a $225 blended rate, and a fixed-cost base under $13K a month. Every figure holds with a 15% miss on utilization." }}

{{ usefunds_exhibit_label | default: "Exhibit 6 · Use of funds" }}
{{ usefunds_col1 | default: "Item" }}{{ usefunds_col2 | default: "Amount" }}
{% for r in use_of_funds %}
{{ r.item }}{{ r.amount }}
{% endfor %}
{{ usefunds_total_label | default: "Total" }}{{ usefunds_total | default: "$75,000" }}

{{ usefunds_note_pre | default: "Funded by " }}{{ usefunds_note_strong1 | default: "$60,000 owner equity" }}{{ usefunds_note_mid | default: " + a " }}{{ usefunds_note_strong2 | default: "$15,000 line of credit" }}{{ usefunds_note_post | default: " (drawn only to bridge invoice timing)." }}

{{ unit_exhibit_label | default: "Exhibit 7 · Consultant unit economics" }}
{{ unit_col1 | default: "Per consultant / year" }}{{ unit_col2 | default: "Value" }}
{% for r in unit_economics %}
{{ r.line }}{% if r.sub %} {{ r.sub }}{% endif %}{{ r.amount }}
{% endfor %}
{{ unit_total_label | default: "Gross revenue" }}{{ unit_total | default: "$263K" }}

{{ unit_note_strong | default: "~44% gross margin" }}{{ unit_note_post | default: " per senior consultant — the engine that funds the second hire and the firm's profit." }}

{{ projection_exhibit_label | default: "Exhibit 8 · Three-year revenue projection" }}
{% for b in projection %}
{{ b.yr }}
{{ b.value }}
{% endfor %}

{{ projection_note | default: "Year-2 growth comes from the second consultant at full utilization plus retainer renewals; Year-3 assumes a four-person senior bench, funded entirely from operating cash — no additional outside capital." }}

{{ company_legal | default: "Northpoint Advisory LLC" }}Confidential — Page 7
07

The Ask

{{ sec7_tab | default: "Let's build" }}

{{ close_lead | default: "Northpoint Advisory is a focused, capital-light firm entering an underserved market with a founder who has already done the work at scale. The plan below is the shortest path from a proven operator to a self-funding practice." }}

{{ milestones_exhibit_label | default: "Exhibit 9 · Milestones to break-even" }}
{% for s in milestones %}
{{ s.n }}
{{ s.when }}

{{ s.body }}

{% endfor %}
{{ bottom_label | default: "Bottom line" }}

{{ bottom_headline | default: "Break-even by month seven, self-funding by year two." }}

{{ bottom_body | default: "The firm reaches cash-flow break-even on a three-retainer base, repays the line of credit from contribution alone, and funds every subsequent hire from operating cash. The $75,000 doesn't buy a gamble — it buys a senior operator a six-month head start on a market already asking for her." }}

{{ bottom_ask | default: "$75,000 · Let's build." }}
{{ sign_label | default: "Prepared by" }}
{{ sign_name | default: "Elena Vásquez · Managing Principal" }}
{{ contact_line1 | default: "Northpoint Advisory LLC · Chicago, IL" }}
{{ contact_line2 | default: "[email protected] · (312) 555‑0188" }}
{{ company_legal | default: "Northpoint Advisory LLC" }} · {{ sign_name_short | default: "Elena Vásquez" }}Confidential — Page 8