Business Plan Development and Review

Business Plan Development and Review

From Zero to Funded Business Plan Development

From Zero to Funded Business Plan Development

Our Team Works With You From Concept Design Through The Delivery of Your Pitch Deck and Funding to Present a Comprehensive, Thorough and Clear Vision for Your Business

The business plan is to your organization what a blue print is to a builder – it is the plan for success. Just like blue print specifies where each timber goes when building a home, your business plan must lay out in precise detail how your business will be successful in the face of economic, market and financial headwinds. Our team can help you prepare a well thought out business plan and package it in a presentation that captures the interest of both the technical and non-technical audience.

We will work collaboratively with you to develop your business plan by taking your ideas from concept, refining them into a well-developed document that is packaged to clearly demonstrate your understanding of the business, industry and how you will be successful and unique in the niche you have established. Our consultants will put your ideas under a microscope, challenge your assumptions, help you identify target markets, and plan your business for scalability. You will also find that our service includes the following elements:

  • We conduct independent research and analysis to provide you with accurate feedback and anticipate skepticism from your audience.
  • Development of business models that work under a wide array of market conditions.
  • Use of graphics, charts, tables and narrative to communicate your plan to the audience in a variety of platforms.
  • All financial projections, financial statements and analysis demonstrating that your plan makes market sense and provides an incentive for investors to take action.
  • Development of the 15-minute pitch deck summary of your business plan. The key must have in order to attract investment.

Once the plan is developed, documented and packaged we will continue to support you through the fundraising process. We can help you by presenting the plan to banks, investors and other funding sources. Our team will also provide you feedback on your pitch presentation so that you are putting your best foot forward every time you are in front of a potential source of funding.

Please contact us today to schedule a free consultation to discuss your business plan needs.

Review and Update of Existing Business Plan

Review and Update of Existing Business Plan

The Business Plan is a Living and Breathing Document Keeping it Current and Reflective of Market Risks Will Help Keep your Strategic Plans on Track

Many businesses create a business plan to as a check box requirement in order to obtain a loan for their initial funding and then place the plan on a shelf to collect dust. One of the first questions we ask a struggling business is to see a copy of their business plan, and too often they cannot find it, pull it out of the back of a file cabinet or pull it off of the top shelf where it has set for several years. Is it any wonder that these businesses were having trouble when their plan was not in the forefront of their mind?

The business plan is a living and breathing document. It answers the questions of why and how your organization is going to be successful, how results will be measured, and when those results are to be delivered. A business plan for a start-up should look considerably different than the plan of a mature enterprise. It is not always easy to find time to update the business plan, but it is a part of being successful in your business, just like budgeting, sales meetings and filing your taxes.

Our consultants can help you to keep your business plan current and make sure that your present operations are reflective of that plan. We will press your team and ask difficult questions including:

  • Are current assumptions working in the market environment?
  • How are results measured and what action is being taken based upon those results?
  • Was your last business plan accurate? If not, why not and what changes did you make in your business to reflect that variance?

When our team is complete working with you to update your business plan you will have a document that can be utilized as a compass to keep your organization focused on the important factors that drive success. This will result in greater alignment between the strategic vision for your organization and the tactical actions that are executed each day. This focus results in a healthy and engaged organization that is working towards the right objectives each day.

Please contact us to set up a complimentary consultation to discuss how our team can help you to update your business plan and align it with the tactical activities of your organization.

Business Plan Advocate

Business Plan Advocate

Doctors Don’t Practice Surgery On Themselves and Founders Shouldn’t be the Company’s Only Advocate. Our Experts Can Help You Sell Your Concepts to Investors In Their Language.

When it comes time to presenting your company for investment you can put a more credible presentation together with our team who can support you in selling your business plan. We have been on both sides of the table – both advocating for clients seeking funding and scrutinizing investment in young ventures. That perspective allows us to be an advocate for your business plan to bankers, investment funds, private investors, and strategic partners with the experience to know what they are looking for from your presentation.

Our team will work with you to plan your presentation, develop your pitch deck, polish the presentation, and anticipate challenging questions that may be asked by your audience. We are open to handling pieces of the presentation, especially as it relates to financial performance, strategic plan and market opportunities. Our team’s professionals are credentialed and experienced which can add a level of credibility to your presentation that may be lacking if you’re an early stage company.

Sometimes this correspondence is simply a notice issued because the IRS received different information than you reported on your return. Other times it is a complete audit of your income tax return. Regardless, even if you did nothing wrong, this can be a very stressful experience for most taxpayers.

Contact us today to discuss this service with our group and see how we can help you present a more professional image of your organization and win more investment opportunities!