Vertex Business Plans

BACKGROUND

Please describe your company and position.

I am the Business Development Executive of ATL Energy

Describe what your company does in a single sentence.

Our company provide solar powered energy solutions to consumers

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Vertex Business Plans to accomplish?

• To Develop Business Model and Financial Model for Solar Energy Project

SOLUTION

How did you find Vertex Business Plans?

Referral

Why did you select Vertex Business Plans over others?

• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Vertex Business Plans were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Scope of the work was to prepare financial model for our upcoming B2B Contracts

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Development of Financial Model

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes delivered on time, but for revisions they requested additional time

What was your primary form of communication with Vertex Business Plans?

Virtual Meeting

What did you find most impressive or unique about this company?

The unique about this company is that their financial model was according to our expectations

Are there any areas for improvement or something Vertex Business Plans could have done differently?

All is good but in communication a little bit can be improved

BACKGROUND

Introduce your business and what you do there.

I'm a financial analyst at AZ Consultancy, a business plan preparation service for immigration and investment.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Vertex Consultancy LLC to accomplish for AZ Consultancy?

We needed help with financial proposals and financial forecasts for E2 visa business plans and EB-5 financial models.

SOLUTION

What was the scope of their involvement?

Vertex Consultancy LLC provided financial proposals, including financial models, projections, and supporting documents.

What is the team composition?

We worked with 2–5 members of Vertex Consultancy LLC's team.

How did you come to work with Vertex Consultancy LLC?

Someone referred Vertex Consultancy LLC to me. I chose them over other options because they had high ratings, their pricing fit our budget, they were a great culture fit, and they offered good value for the cost.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We worked together between January–December 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Vertex Consultancy LLC conducted a US market study to prepare financial models, projections, and supporting documents for E2 and EB-5 visa business plans that met USCIS requirements.

How did Vertex Consultancy LLC perform from a project management standpoint?

They delivered ahead of time. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Vertex Consultancy LLC was very professional in their services and provided quality work.

Are there any areas they could improve?

They are exceptional in their work and there's nothing they could have done better.