SHARED SERVICES CENTER CONSULTING BUSINESS PLAN

I. Executive Summary

Company Description

Based in Chicago, Illinois and launching in 2026, our firm is a management consulting startup serving the U.S. corporate market. We design, implement, and optimize custom Shared Service Centers (SSCs) for mid-to-large organizations. Our team of expert consultants uses a proprietary methodology to centralize and standardize back-office functions, turning traditional cost centers into strategic, high-performance assets through technology and process excellence. We focus on measurable efficiency, standardized governance, and scalable operating models that reduce cost and improve service quality.

We sell end-to-end SSC strategy, implementation, and optimization services and deliver them through project-based engagements, managed transition programs, and ongoing performance hubs. Our competitive edge is the combination of a tested methodology, hands-on implementation capability, and a Chicago-based delivery team experienced in U.S. corporate operations. Target customers are mid-to-large U.S. companies seeking operational scale and predictable cost reduction. Short-term goals: launch in 2026 and secure initial enterprise clients. Long-term goals: scale nationwide and embed SSCs as core strategic platforms for clients. One clear outcome: faster, cheaper, and more reliable back-office operations.

Problem

Large U.S. organizations suffer measurable operational drag from decentralized HR, IT, and finance functions: redundant processes, inconsistent service standards, higher administrative headcount and cost, obscured total administrative spend, and limited ability to scale or consolidate operations.

These gaps remain underserved by existing advisors that offer point solutions or technology-only fixes. Based in Chicago and launching in 2026, our firm designs, implements, and optimizes custom Shared Service Centers to centralize and standardize back-office functions and convert cost centers into strategic, scalable assets. One clear fact: decentralized back offices are a persistent, solvable drag on enterprise performance.

Solution

Growing U.S. organizations face high costs and inefficiencies from decentralized back-office functions—fragmented HR, IT, and finance create inconsistent processes, redundant staffing, and weak data for decisions. We design and implement high-performance Shared Service Centers that centralize finance, HR, procurement, and IT admin to lower operating cost per transaction and speed service delivery.

One clear outcome: measurable cost reduction, improved quality, and predictable performance across governance, compliance, and operations.

Mission Statement

We empower U.S. organizations to achieve operational excellence by transforming back-office functions into centralized, high-performance strategic assets. We deliver measurable cost savings and better service quality through a proprietary methodology and expert guidance. We commit to integrity, innovation, and relentless efficiency as we build scalable operational backbones for the future.

Key Success Factors

Five focused capabilities will drive early traction, margin, and recurring revenue.

• Proprietary methodology: combines process optimization with advanced automation tools.
• Top-tier consulting talent: competitive salary structure that attracts and retains experienced consultants.
• Rapid breakeven: target to reach breakeven within five months of the 2026 launch.
• Channel relationships: strong ties with technology partners and industry associations supplying qualified leads.
• Recurring advisory services: high-value ongoing engagements that create stable, predictable revenue.

Financial Summary

Financial summary for the Executive Summary: projected revenues, profitability, and return metrics for the first three years.

Financial requirements: $450,000 initial investment; breakeven May-26; minimum cash buffer $499,000; expected payback in 12 months; IRR 14.52% and ROE 26.74% as reported.

Outlook: strong growth to $17.525M revenue and $9.944M EBITDA by Year 5, with rapid payback and solid returns.

Funding Requirements

We require $1,344,000 to fund initial capital, working capital, and operations to breakeven in May 2026; we project Year 1 revenue of $2,728,000 and EBITDA of $714,000.