The presentation of the Company's story is an ongoing process that is repeated. It must be told to prospective investors, financial institutions, employees, outside advisors, customers, suppliers and the many people whose goodwill and cooperation are vital to the success of the business. The business plan is a blue print, it shows how the various elements of the business enterprise are integrated, creating an organization that is strong and vital, well able to meet its realistic goals and objectives.
Each business plan represents a unique and compelling opportunity, developed in a collaborative process with our clients. We help create business plans with a focus on innovation, growth and sound business fundamentals. For many clients, especially successful company founders, a business plan portrays a lifelong ambition.
| Purpose Seeking | Financing | Legitimacy | Vision |
|---|---|---|---|
| Target | Angels, Venture Capital and Bankers | Purchasers, Partners, Suppliers, Customers, Media | In-house |
| Emphasis | Management and Financial | Standards and Business Description | Process, Structures, Business Continuity |
| Approximate Cost | Refer to Table: Financing Plans | $5,000 to $8,000 | $5,000 to $8,000 |
Business plans are a necessary instrument for raising capital from potential investors, bankers and other lenders. It is also an essential document when taking your business public or selling all or part of a business. We work on a collaborative basis with clients and their management team in developing a high quality business plan tailored for presentation to venture capitalists, investment banks and angel investors.
| Grade | Compliance | Investment | Standard |
|---|---|---|---|
| Target | Venture Capital, Banks | Angels Investors | Other peoples money friends and family |
| Credibility and Assurance | Highest | Well considered | Moderate |
| Level of Analysis, Investigation and Independent Corroboration | Extensive | Moderate | Limited |
| Best Use | Appropriate in situations that involve public securities, and expansion capital for established companies. | Appropriate for start-up and first stage capital requirements. | Appropriate for small business enterprise. |
| Approximate Cost | $10,000 to $15,000 | $7,000 to $10,000 | $3,500 |
The Investment Opportunity Summary provides a synopsis of your entire business plan using our proven methodology, professional writing skills and press quality layout. Due to time or budget constraints, you may choose this abbreviated version of a business plan to be created first. It will provide a complete overview, summarize the most important facts, and touch upon all the major points of a full business plan.
Fees start at $2,500
We will provide you with a written opinion on your existing plan that includes:
Fee $1,000