Team

Only the Best and Brightest at Plan It Business.
Your business deserves nothing less.


Eric Kim is a Managing Director at PlanItBusiness. For over 17 years, Eric Kim has been helping both large publicly traded companies as well as private corporations and small businesses with their funding and positioning needs. Eric has a natural skill that has been developed to "strip down" a business to its core strengths and then "build back up" the business value proposition by careful communi...

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Brad Francis is a Managing Director at PlanItBusiness. Brad has significant experience in investments, portfolio management and trading. Brad brings 14 years of experience in valuation, macro-economics and finance.

Brad currently is a portfolio manager for Pharo Asset Management where he is responsible for managing and allocating $100 million in Assets Under Management. Prior to Pharo, Brad wa
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Kat Cook is a Managing Director at PlanItBusiness. Kat has significant experience with business development and sales marketing. Prior to PlanItBusiness Kat served as Senior Managing Director at NASDAQ OMX Group in Copenhagen, Denmark, focusing on management of market data sales and product teams in Europe, Asia, Africa, and Australia. Prior to NASDAQ OMX Group, Ms. Cook served as Vice President a...

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Kimberly Nixon is the Director of Finance & Accounting at PlanItBusiness. She brings over 20 years of experience in finance, accounting, tax and bookkeeping experience. Kim's experience includes Accounting Manager at Oil2 Holdings, Inc., American College of Emergency Physicians Crown Media, Inc. and Bel-Aire Insurance Company.

Kimberly is based out of our headquarters in Dallas, TX and she enj
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Khara serves as the Director of Research at PlanItBusiness. In this capacity, she manages the research team in their quest of collecting, analyzing and customizing the most pertinent and relevant industry market statistics and sizing for our clients.
Khara has over 20 years of experience in research, analytics and compliance management. Her experience includes Chief Compliance Officer at Oil2 H
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John Lee is an experienced Internet marketing, sales and public relations professional. At PlanItBusiness he serves as our Marketing Associate as well as Senior Business Plan Consultant. Previously, John was on the team at THE LOFT in San Diego, where he led the promotional, marketing and sales effort of business development and talent booking at the venue.

John considers himself an expert in
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