We Treat Each Business Plan as if It were our own
Your business deserves nothing less.
Eric Kim, CEO
Wall Street Investment Banker
FINRA Securities License: 7, 79, 63, 24
Lumos Partners (M&A and Private Capital)
Alternatives Direct (CFO, Co-founder)
BofA Merrill Lynch (Investment Banking)
Dresdner Capital (Venture Capital)
Google (Corporate Finance)
Arthur Andersen (Mgmt Consulting)
Eric Kim is a Managing Director at PlanIt Business. 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 communication of those strengths and opportunities to potential lenders and / or investors.
While at PlanItBusiness, Eric has written business plans to raise in excess of $150 Million dollars. In addition, Eric has significant start-up company experience, having founded three successful businesses and raised investor money for them.
Previously, serving as a Senior Vice President at a Bulge Bracket Investment Bank, Eric wrote business plans, private placement memoranda, public company prospecti, M&A sell-side offering memoranda, investment committee memoranda, management/investor/roadshow presentations, executive summaries, and "teasers" that resulted in over $20 billion of transaction deal value. Clients included private and NASDAQ-and NYSE- listed companies in technology, consumer, retail, real estate, service, financial, industrial and energy sectors. Eric developed financial and valuation models and instructed teams of analysts in financial modeling and valuation.
Prior to investment banking, Eric worked in the Financial Planning and Strategy group of an internet company, where he created financial forecasting models, analyzed budgets, and developed product pricing and customer contract value models. Eric has also worked at Google as a Manager in their Corporate Finance group.
Eric has also spent time in the Private Equity / Venture Capital and consulting worlds, where he worked on numerous investments, screened business plans and investment memos, and wrote investment committee recommendation memos.
Eric earned an Ivy League M.B.A. from The Wharton School of Business at the University of Pennsylvania, with a major in Corporate Finance and Private Equity / Venture Capital and B.S. in Business Management from The University of California, Berkeley.
Denise Huginnie, COO
Middle Market Advisor
Lumos Partners (Research)
ValueScope (Transaction Advisory)
Success Partners (M&A)
Economist Group (Financial Consulting)
Qwest, PacTel (Corporate Finance)
Denise Huginnie brings more than 20 years planning experience from major corporations, family-owned companies, start-up enterprises, and financial advisory firms. Her consulting work has a primary focus on privately-held middle market companies, ranging from emerging enterprises to well-established multi-generational businesses. She specializes in business planning, new business development, exit planning, mergers & acquisitions, and commercial finance. Denise brings extensive buy-side and sell-side M&A experience from both corporate and middle market transactions. Denise is the founder and Co-Chairperson of the Middle Market Advisors Network. She is also active in the Social Ventures Movement to bring business solutions to social issues through both nonprofit and for profit enterprises.
Denise previously held various corporate staff positions in Mergers & Acquisitions, Marketing & Sales, New Business Development, Corporate Treasury, Strategic Alliances, etc. for major corporations. This includes serving as the senior financial executive for various corporate business units ( with annual revenues ranging from $500K to $5B ) and also providing contract business analyst services for numerous startup ventures in the energy, technology and telecommunications sectors.
Denise holds a BS degree in Industrial Engineering from Stanford University. She holds an MBA degree in Finance & Accounting from Stanford Graduate School of Business. She is also a member of the American Mensa Society and the Commonwealth Club.
Amanda Trapp, Associate
On Target Digital (Manager)
Amanda Trapp is an Associate at PlanIt Business. Prior to PlanIt Business, Amanda was engaged at a digital marketing agency, where she developed reporting systems to optimize ROI for digital advertising efforts for local and national clients across several industries.
Amanda received a B.A. in English from Trinity University in San Antonio, Texas. She also earned a Masters of Business Administration and a Masters of Science in Marketing, with concentration in Marketing Analytics, from The University of Texas at Dallas. She is based at the PlanIt Business headquarters in Dallas.
RJ Visser, Sr. Analyst
RBSO Consulting (Mgmt Consulting)
Meyers Associates (Investment Banking)
RJ Visser joined the PlanIt Business team in 2013 as an Analyst. Prior to joining PlanIt Business, Mr. Visser worked as a Summer Analyst at Meyers Associates, a Manhattan based boutique investment bank, where he helped execute several debt and equity private placement deals.
Mr. Visser holds a Bachelors in Business Administration from Baylor University with majors in Finance and Economics.
Joy Francisco, Analyst
Hailing originally from Pasadena, CA, Joy earned a B.A.in Political Science from Occidental College in 2006. She first gained small business, marketing and writing experience as a business consultant for Subway franchisees in Los Angeles. Joy then went on to gain non-profit writing experience as a Graduate Teaching Assistant for the Politics Department at the University of Texas at Dallas and as a Special Services Teacher for Uplift Education. Joy joined the the PlanIt Business team in 2015 from TNT Dental and BCMS Corporate, where she worked as a professional copywriter and business technical writer, researching, drafting, and editing business marketing memorandums for the mergers and acquisitions markets and online content for business websites.
Johnny Troung, Analyst
Johnny Truong joined the PlanIt Business team in 2015 as an analyst. Prior to PlanIt Business, Mr. Truong worked on entrepreneurial ventures in food manufacturing as well as the clothing industry. Mr. Truong also has experience in fundamental and technical analysis of publicly traded companies.
Mr. Truong holds a Bachelor of Science in Finance and Accounting degree from the University of Texas at Dallas.