business planning 
 

 

Your Objectives
Create a Business Plan to:

  • Procure investment capital for your new business
  • Procure investment capital for expansion of your existing business
  • Present your company to a merger partner or buyer
  • Provide management and potential investors with a "road map" against which to measure future performance
  • Serve as the basis of valuation of your company

How We Can Help

  • Help prepare a Business Plan:
    • Help you fine-tune your business concepts and business strategy
    • Prepare a well written and thought out business plan showing your company's strengths, and potential for growth and profitability
    • Help you create a favorable but realistic presentation of the company
    • Help you meet the challenge of demonstrating clearly and objectively, why your company is the appropriate choice as an investment

  • Review your existing Business Plan:
    • Prepare an independent point of view to help identify gaps, inconsistencies, and areas that need to be strengthened
    • Review your business plan based on our experience working with investors and venture capitalists

Benefit
You benefit by

  • Having an objective outside professional examine your ideas carefully to minimize your risk of mistakes
  • Forcing you to think everything through carefully, to examine your own assumptions
  • Simplifying your vision and defining the path ahead
  • Maximizing the amount of investment funds received while minimizing the price, in terms of equity or other changes, that you will have to surrender in exchange for capital

Our Experience
Our experience includes

  • Conduct of business plan reviews and assessments. These included companies in various industry sectors such as high technology, financial services, transportation, health care etc.
  • Numerous business plans - many for financing purposes. As an example, recently completed a business plan for a financial services organization dealing in financial derivatives, in preparation for venture capital financing



Contact us to find out more about our services in this area.

contact us | terms of use | confidentiality