Fluidity Business Planning Group Fluidity Business Planning Group LLC Free Initial Consultation Call 920.562.3456

How We’ve Done

Business Owner

"Thank you for taking the time to speak with me about the bakery concept and giving me insight as to the importance of conducting a feasibility study first. There is no question that it is vital to our business success. After several weeks of careful consideration, we have concluded that now is not the right time for us to pursue the bakery idea.

My own analysis of what I saw of the building, its condition, and the equipment contained within it left me a little disheartened. I foresee large dollar signs for initial set-up costs in a market location that is questionable at best. This is debt that we are not ready to take on. When we are in a better financial position with more baking experience and business skills, we will be sure to contact you for the feasibility study. You came highly recommended from Associated Bank and I will remember that.

Thank you for taking the time to work with me on this opportunity."

- Dan, potential business investor


Business Relationship Manager

" I have had the pleasure of working with David developing business plans for two local start-up businesses. The time and effort David provided for his clients are far beyond expectations. From research to the finished product no detail was left out. Whether you are a current business owner looking to move to the next level or an individual looking at starting a business, you need to speak with David."

- Larry J. Homberger II, North Shore Bank


Business Investor
“Starting a small business is tough even in a good economy, and extra difficult in today's economy. Banks are fearful to lend to a start-up business, especially one that they may not understand. A few months ago, I decided to start a business with a friend. We’d been successful with other businesses in the past. I would provide the capital; she the expertise.

I went to three lenders to check on additional financing to go along with what I was able to provide. No business plan, just an idea. Well, to say that I was laughed out of the bank would be an understatement. One banker suggested that I contact David Rovinski, which I did.

Having spent a long career in Manufacturing Operations, I had no idea how to come up with a sales and marketing business plan. I just knew how to make things and do it cost efficiently. So with David's help, we came up with a totally professional business plan including sales and marketing plans as well as financials for the next five years. In the process, my manager and I learned a lot about launching a start-up business, and how important a good business plan is to success. I was also able to get an additional $22,000.00 in financing at one of the banks that had earlier rejected my request.

I find David to be very knowledgeable, professional, and easy to work with. He is willing to go that extra mile to insure the success of his client. I would highly recommend his services.

- Len, president of LD Enterprises


Business Development Manager
" We hired David to set up the business infrastructure for a new venture in the mortgage industry, and he made the process seamless for the customer to use. I am extremely pleased with the services provided." This infrastructure included business planning and execution, marketing planning, sales collateral development, web design, lead development, sales territories and sales training. “I had a customer comment that the reason they chose my company was due to the professional and quality image of the web layout. We had the best visual presentation on the internet.”

- John, President and Owner


Transportation Manager
"David was an excellent consultant for the transition to our new fuel program. His persistence and tenacity were exemplary and helped us avoid some project delays and missing our internal deadlines. He's shown dedication and passion for meeting our objectives throughout the process, without fail. The project was delivered on-time and resulted in benefits well beyond our expectations.”

- Sandra, Senior Transportation Manager, Whirlpool Corporation


Governor
“It was great to meet you during the ATV Tourism Ride. I would like to personally thank you, Terry, for all of your hard work in organizing this event. Your efforts were greatly appreciated by me and my staff, as well as by all of the participants.”

- Honorable Scott McCallum, Former Governor of Wisconsin


Tourism Secretary
“I applaud your efforts toward growing ATV riding into a viable and safe outdoor recreation throughout the state. Your assistance with this event (ATV Tourism Ride) helped us show the Governor how important ATV trails are to tourism.”

- Moose Speros, Former Secretary, WI Dept. of Tourism


Landscape Designer
“Thank you for the doors you opened for me and your help with the personality and lifestyle section of this book. May you always enjoy your own eco-friendly yard.”

- Tom Girolamo, Author, Your Eco-Friendly Yard
o www.landscapes4life.com


U.S. Air Force Base Commander
“I know Terry since he has just recently departed the Upper Peninsula where he was the Executive Vice President of the Delta County Chamber of Commerce. In that position he forged new trails and strengthened old ties in dealing with K.I. Sawyer (Air Force Base). If you’re looking for someone to get your community energized, I encourage you to call on Terry Misfeldt – he cares and is a doer. We miss him.”

- Colonel Eldon W. Joersz, Commander, USAF
o 410th Bombardment Wing (SAC)


Illinois State Representative
“Again, I thank you for your support on this critical issue. I firmly believe that your letters, which I forwarded to the Director and Governor, played a major role in the decision to keep our unemployment office.”

- Honorable William B. Black, IL State Representative, 105th


Business Association
“Thanks again, Terry, for your presentation to the On Broadway businesses. I found your presentation to be clear and concise – just what I was looking for.”

- Karen, Board of Directors


Chamber Executive
“On behalf of the Mequon-Thiensville Chamber of Commerce, thank you for speaking to our membership.”

- Linda, Executive Director


Transportation Manager
" David is thorough, results driven, and meets deadlines on everything he does. I've had the opportunity to work with David during some stressful times and have always found him to be great to work with. David has strong analytics to go with his personable management style and I've not been disappointed with his work."

- Scott, Transportation Manager, Whirlpool


Product Manager
" As new products were developed and rolled out, David was extremely detail oriented and expounded in depth as to the features and benefits of those products. It was then made very clear to us in the field as how to go to market and sell them. His attitude was always very professional and his can do attitude and professional demeanor are admired."

- Jon, Territory Manager, Greenlee Textron