Business & Financial Plans
Business Plans, when correctly formulated, are more than just fluff for your financing needs. They provide a blueprint for the methodical navigation of your business runway. They discuss concepts that might bring your business to the next level of greatness; and they allow you to dream in technicolor, within the framework of discipline and reality. Business Plans should be exciting, vibrant in look and feel, enticing, and compelling. We can help.
Our Steps To A Winning Business Plan:
- You are invited onto a collaboration dashboard (which uses Trello project management software)
- Every aspect of the business plan is detailed on the dashboard allowing for collection of all needed inputs and the mapping of a customized business plan format
- You provide essential data for your business, your vision, positioning strategy, financial assumptions, historical data, etc.
- We collaborate on the major issues and challenges until we are comfortable with all approaches to the plan
- The financial model is built in comprehensive detail -- capital investment assumptions, financial structure, revenue, and expense categories -- all feed into the P&L and allow for sensitivity analysis
- We arrive at final financial modeling that properly documents and supports the plan and objectives
- The business plan is drafted in a customized manner
- You review and provide ongoing input on drafts, until you approve the plan for completion
- The finished plan is placed in Power Point and PDF formats and delivered to you