Business Plan Consulting

Direct communication with an end client is what’s at the heart of good business consulting and planning. Our advisors will work closely with your managers to understand your goals and aims. It will benefit the subsequent business plan that we’ll be working on.

Most clients hire us to compose a business plan for them. But very often they find that the process they go through is more important than those documents themselves.

Our business planning process is quick, thorough, and very inclusive. Though more structurally sophisticated businesses (which often includes IT technologies or any other unique business assets, unusual or multiple revenue streams) may require more time to be processed and assessed by our team. It’s the case when we talk about larger organizations where multiple stakeholders are involved. Companies with a Board of Directors, Advisory Board, CEO, CFO, COO, CIO, Director of Marketing, Director of Sales, etc are such examples…

Our Business Planning Service Includes

• Industry Overview — a general introduction to the industry
• Market Opportunity — a discussion of how large the business opportunity is in terms of revenue, number of customers, number of sub-markets, growth trends, etc.
• Customers — who are they, where are they, how many are there, etc.
• Competition — understand the competitive landscape in as much detail as possible. If there are no direct competitors now, then who are your indirect competitors.
• Products & Services — What products and services will the business supply to customers.
• A description of the Business Model, including all major revenue streams. How will the business make money.
• Marketing & Sales Plan — how will you attract and retain customers, deliver your product/service to them, and earn their loyalty. How will you position your products and services relative to competitors.
• Operations — how will you get things done on a daily basis. This includes everything from research through production on to sales, billing and resources optimization.
• Management & Staff — probably the single most important factor in any effective business plan. Describe the management team in terms of experience, talents, connections, etc. What additional resources will you need to make the business succeed.
• Investment Opportunity and Exit Strategy for Investors — what will investors get for their money or their time. When and how will they be compensated.
• Financial Projections — includes monthly cash flow projections (with all revenue sources and expenses included), pro-forma financial statements, marketing and sales costs, taxes, office space, development costs. We also provide clear and detailed explanations of the assumptions behind the financial projections.
• SWOT (Strengths / Weaknesses / Opportunities / Threats) Analysis
• Supplementary Materials — patents, trademarks, trade agreements, letters of reference.