Business Planning

Company Report

Strategic Planning

Financial Modeling

Offering Memorandum (PPM)

Corporate Structure

Funding Structure

Corporate Structure

Business Consulting

Marketing and Sales Consulting

Management Consulting

Service Fees:

Your typical business plan package includes research, graphic design, corporate structure advice, the business plan and financial projections -- this process usually takes 4 wks to 10 wks to complete, depending on several factors.

Service Fees range from $10,000 to $50,000 -- inital 30 minute consultation is free.

Business Plan Basics
A solid business plan precisely defines your business, identifies your goals, and serves as your company's resume. The basic components also include a current and pro forma balance sheet, an income statement, and a cash flow analysis. It helps you allocate resources properly, handle unforeseen complications, and make good business decisions.

It provides specific and organized information about your company and how you will repay borrowed money, a good business plan is a crucial part of any loan application. It also informs sales personnel, suppliers, and others about your operations and goals.

Every successful business plan should include some discussion about each of the following areas, since these are what make up the essentials of a good business plan:

• Executive Summary
• Market Analysis
• Company Description
• Organization & Management
• Marketing & Sales Management
• Service or Product Line
• Funding Request
• Financials
• Appendix

A business plan should be a work-in-progress. Even successful, growing businesses should maintain a current business plan.

Using the Business Plan
A business plan is a tool with three basic purposes: communication, management, and planning. As a communication tool, it is used to attract investment capital, secure loans, convince workers to hire on, and assist in attracting strategic business partners.

The development of a comprehensive business plan shows whether or not a business has the potential to make a profit. It requires a realistic look at almost every phase of business and allows you to show that you have worked out all the problems and decided on potential alternatives before actually launching your business.

As a management tool, the business plan helps you track, monitor, and evaluate your progress. The business plan is a living document that you will modify as you gain knowledge and experience. By using your business plan to establish timelines and milestones, you can gage your progress and compare your projections to actual accomplishments.

As a planning tool, the business plan guides you through the various phases of your business. A thoughtful plan will help identify roadblocks and obstacles so that you can avoid them and establish alternatives. Many business owners share their business plans with their employees to foster a broader understanding of where the business is going.

Strategic Planning
Most people think that strategic planning is something meant only for big businesses, but it is equally applicable to small businesses. Strategic planning is matching the strengths of your business to available opportunities.

To do this effectively, you need to collect, screen and analyze information about the business environment. You also need to have a clear understanding of your business -- its strengths and weaknesses -- and develop a clear mission, goals and objectives. Acquiring this understanding often involves more work than expected. You must realistically assess the business you are convinced you know well. Familiarity can breed contempt for thorough analysis; you cannot properly evaluate your firm's strengths or shortcomings.