Business Plans

Business Plans Preparation To Get You Funded

Your vision and ideas need to be manifested into something that will get you on the radar of investors who will understand that you have gone above and beyond your comfort zone in being prepared for a funding round.

Whether you are raising money for the first time or the tenth time, the convergence of the investment world with companies needing capital has evolved into a more transparent and social hierarchy of what separates entrepreneurs who close vs. those that are still knocking on investor doors.

While many any other business plan companies and consultants take a very short term and passive approach in working with clients, in certain instances if we fall in love with an idea and a team, we may discount our normal fees in exchange for some sweat equity.

Our clients have different investor targets and funding goals but our core is to provide plans ready for :

  • S.B.A. Loans

    Private Equity

Non-Profit Backers

  • Equity Crowdfunding

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Our business plans are customized to dig deep into your industry and vision so the final result will be a comprehensive 40-60 page presentation that will increase your probability of success internally and with investors.

All business plans encompasses 20-40 essential sections including these main sections

  • Executive Summary.
  • Investor Return and Financial Overview
  • Company summary
  • Products and Services
  • Market Segmentation
  • Market Summary
  • Demographics
  • Strategy and Implementation
  • SWOT Analysis
  • Competitive Landscape
  • Industry Analysis
  • Web Summary
  • Management Summary
  • Management Gaps
  • Revenue Forecast
  • Personnel Forecast
  • Income Statement
  • Balance Sheet
  • Break-Even Analysis
  • PPM With Blue Sky Laws*
  • Subscription Agreement*
  • Operating Agreements*
  • Investor Suitability Questionnaire*
  • If we also prepare a private placement memorandum (PPM) for you, the final presentation may be 60-100 pages.

For A Complimentary Assessment, please fill out the form below.
Alternatively we can be contacted at 310.651.0799

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