We offer 50 plus tools and agreements that have been developed by many professionals, over many years. You’ll be receiving tremendous value at a fraction of the cost of their development. Our tools are Word documents, spreadsheets, and presentations that create systems to explain concepts and help you to quickly get the job done. Our agreements are legal documents necessary to grow your business.

Tools and agreements are a value-add to our hourly fees on a pro rata basis and can also be purchased at a low cost.

Tools and agreements are a value-add to our hourly fees as follows:

  • 1 tool or agreement is provided with a 4 hour engagement
  • 3 with 10 hours
  • 6 with 20 hours
  • 20 with 60 hours
  • 50 with 120 hours
  • All with 150 hours

Tools and agreements can also be purchased at a low cost. Please contact us for details.

  • 5 tools or agreements - $1,000 (1/2 hour advisory included)
  • 10 - $2,000 (1 hour advisory)
  • 25 - $4,000 (1.5 hour advisory)
  • 35 - $5,500 (2 hour advisory)
  • 50 - $7,500 (2.5 hour advisory)
  • 62 - $8,500 (3 hour advisory)]


Tools and agreements are provided per our engagement agreement, which specifies a license for single use meaning they cannot be resold or shared with 3rd parties.

Thielen Group does not provide legal or tax advice.

 
Fundraising

Business Plan - External Format

For showing to investors. Title page, TOC, and section headings.

Fundraising Finder Agreement

Pay non-brokers legally on a commission basis to raise funds.

Private Placement Memorandum (PPM)

Legal agreement for accepting funds. Provides disclosure to investors and protection for company.

Offering and Investor Return Summaries

Summarizes key parameters of investment and shows potential return on investment.

Investor Subscription Agreement

Agreement for investor purchase of stock. Covers representations, warranties, and covenants to subscriber, and addresses shares, price, and dilution.

PowerPoint Pitch Guide

Identifies important slide content and provides attractive format.

Finance

Pro Forma Financials

Income statement, statement of cash flow, and balance sheet, all interconnected.

Pro Forma Financials - Detail Sheets

Covers in detail revenue, COGS, and operating expenses.

Pro Forma Financials - Summary Page and Description

One-pager for a high-level evaluation of projections, with document that describes the financial salient points.

Customer Acquisition Calculator

Provides a format for calculating cost of customer acquisition.

Budget and Action Plan

Tracks tasks by category, responsibilities, budget, and invoicing.

Revolving Promissory Note

Vehicle for principals to borrow money from company.

Ownership

Ownership Calculator

Tracks total shares, individual shares, % ownership, and dilution.

Stock Options Management System

Manages stock options pool, including allocated, granted, and vested shares, exercise price, and potential gain.

Stock Options Potential Summary

Provides format and process for presenting stock option potential to recipients.

Equity Incentive Plan

Corporate plan for incentive stock options, non-qualified stock options, and other equity-based awards such as restricted stock.

Non-qualified Stock Option Agreement

For anyone, including employees.

Incentive Stock Option Agreement

Generally for employees.

Stock Option Exercise Agreement

For exercising incentive stock options or non-qualified stock options.

Warrant Agreement

Covers purchase price and various restrictions.

Written Consent of The Undersigned Shareholder

For increasing the authorized capital of the company.

Administrative

Business Plan – Internal Format

To keep track of details for running business. Title page, TOC, and section headings.

One-Page Business Strategy “Mind Map”

This format provides a means to view on one-page various interrelated elements of business strategy.

Shareholder Control Agreement (SCA)

Controls for management of company. Addresses officer, board, and shareholder rights and restrictions.

Independent Contractor (IC) Agreement

Hire people for assistance. Addresses key issues including relationship, confidentiality, and intellectual property, with an exhibit for a modular approach to statement of work, schedule, level of effort, and compensation.

Consulting Services Agreement

Hire people for assistance. Addresses key issues including relationship, confidentiality, intellectual property, and non-competition, with task specific work outline built in.

Mutual Non-disclosure Agreement

Protects confidential information of two parties.

Unilateral Non-disclosure Agreement

Protects confidential information for one party, with non-circumvention.

Short Non-disclosure Agreement

Protects confidential information for one party, when one-pager needed.

Written Action of The Board of Directors

For matters that require approval by the Board. Short and long versions.

Joint Written Action of The Board of Directors and The Shareholders

For matters that require approval by the Board and shareholders.

Intellectual Property License Agreement

Short version and long version. For licensing patents, trademarks, and copyrighted materials.

Schedule Tracker

Easy to use format includes task name, start and end date, duration, predecessor, and lead responsibility.

Company Traction

Monitors growth items for investors and other stakeholders.

Partner and Investor Tracking

Establishes a means of maintaining a disciplined communications program.

Billing Templates

Timesheet, expense report, and invoice.

Corporate Quality Plan

For engineering services firm. Could be used as basis for ISO certification.

Corporate Project Management Plan

For engineering services firm. Could be used as basis for ISO certification.

Corporate Engineering Management Plan

For engineering services firm. Could be used as basis for ISO certification.

Corporate Configuration Management Plan

For engineering services firm. Could be used as basis for ISO certification.

Corporate Administrative Management Plan

For engineering services firm. This plan covers operational areas not covered by other “corporate plans” in this suite.

Mutual Non-Compete Agreement

Outlines the terms under which two companies agree not to compete.

Teaming Agreement

Outlines the terms for two companies to work together.

Acquisition Strategy and Plan

Outlines what is needed to optimize becoming acquired.

Science/Technology

Technology Transfer and Development Agreement

Outlines technology transfer and commitments for further development.

Requirement Tracking System

Tracks requirements by category for product development.

Research Tracking System

Tracks compilation of company research over many topics and sub-topics.

Technology and Patent Tracking System

Tracks title of technology or patent claim, priority, status, and description.

SBIR Phase I Grant Example Documents

Specific aims page, research strategy, biosketch, and more.

SBIR Phase I Grant Budget System

Ensures proper application of direct, indirect, and profit rates.

Marketing/Sales

Marketplace Tracking System

Tracks competitor products and overall marketplace.

Website Terms of Use

Designed for selling information, product, or service through website, but can be paired back for a less robust need.

General Privacy Policy

Addresses use of personal information collected from customer.

Services Engagement Letter

To offer your services. Short version and long version.

Example Proposal Formats

Engineering services firm orientation. Covers key proposal elements for success.

Opportunity Tracking System

Engineering services firm orientation. A system for tracking a variety of key business development elements including contract vehicles, RFIs, RFPs, proposals submitted, registrations, and more.

Firm and Potential Revenue Backlog System

Engineering services firm orientation. Calculates estimated values and weighted values for different backlog categories.

Marketing and Sales Plan

Lays out the key elements for an engineering services firm.

Client Project Description Format

Succinct and attractive way to summarize client work for use in business development.

Personnel and Project Finder Letter Agreements

For direct hire, contractor, or project referrals.

Beta Customer License Agreement

Covers scope and terms for a beta customer to try a product.

Sales Leads Tracking System

Simple system for tracking sales leads, with various filters for categorization.

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