Financial Management for a Technology CompanyWind Turbine Manufacturer


An inventor with a breakthrough technology for wind turbines had:

 No business plan to show potential investors, and

 No clear plan for all that needed to happen from table‐top demonstration to manufacturing and distribution.

They invited Effective Learning for Growth to develop that business plan with them.


Effective Learning for Growth accomplished the following tasks to reach an effective solution:

 Met with the inventor, the engineer, and other stakeholders over the course of about 3 months

 Asked questions to force decisions about turbine size, distribution strategy, technical advantages, and more

 Gained clarity and agreement on how the future should look, and folded it into the plan

 Did rounds of sales projections, with conservative assumptions, mapping how to reach $4M in sales in 4 years

 Prepared and presented investor presentations


The business plan was credible with early investors, and attracted funding to take the company through the manufacturing prototype stage.

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Steve Callender is a personal trainer for emotional intelligence. He understands the things that make people good in this area, and the things that hold people back. Every client, every person is different and unique, and Steve works with where you are now and what you want to be different. Having helped so many different people, his experience makes him that much better able to work with you to offer ways to see and get past whatever it is that is giving you trouble, personally. Highly, highly recommended.

Steve Semler
HR Leader & Author, LearningSim

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