What We Do, Library, E-mail Us

Basic Plan, Complete Plan, Road Show, Presentation Coaching, Professional Review, Advisiory Consultation

Business Plan Development

The benefits of our approach to business plans include:

Standout

Enables a business to stand out to investors by ensuring that it presents both a compelling business concept and a tightly defined business design

Creates Momentum

Avoids management’s getting mired in the details of writing a business plan

Right Focus

Focuses on key strategic decisions

Professional Presentation

Results in a more professional presentation of the content and a clearer description of your business’s technology

Critical Review

Provides access to a rigorous professional review of the plan and road show presentation

 

We offer the following packages

Basic Plan

Complete Plan

Road Show Presentation

Presentation Coaching

Professional Review

Advisory Consultation

Basic Plan top

A solid plan with all of the fundamentals to be expected in a quality business plan. Ideal for smaller firms seeking capital, seeking advice, or simply exploring collaboration possibilities with other professional partners. For larger transactions and added impact, consider the complete plan. Basic plan includes:

Comprehensive

All sections, executive summary, market analysis, operations, etc.

Quality Content:

Usually 10 to 15 pages single-spaced including graphics.

Graphics:

Includes 2-3 basic graphic illustrations or scan-in’s to improve readability

Financial Statements:

A section to add financial statements or a standard financial model in professionally formatted financial statements

Electronic Master

An electronic master (PDF) which can be given to a printer. This electronic master can also be attached to e-mails, website, etc.

All the basics of a solid quality business plan. Four to six weeks. $9 — 15k

Complete Plan top

A complete plan that is ideal for raising capital or seeking a buyer. Include numerous enhancements for increased readability and a complete Road Show presentation. Complete plan includes:

Strategy

A one-day worksession to discuss and evaluate your business strategy

Comprehensive

All sections, executive summary, market analysis, operations, etc.

Expanded Content

Usually 15 to 30 pages single-spaced including graphics.

Graphics

Includes 5 - 8 basic graphic illustrations or scan-in’s to improve readability

Formatted Financials

Professionally formatted financial statements

Electronic Master

An electronic master (PDF) which can be given to a printer. This electronic master can also be attached to e-mails.

Road Show Presentation (See below).

We’ll work with you to extract key points, summarize your business plan, translate technical issues into clear terms and prepare a professional presentation.

From strategy to content to presentation. Six to ten weeks. $15 - $60k

Road Show Presentation top

Ideal for conferences and venture forums. We’ll work with you to extract key points, summarize your business plan, translate technical issues into clear terms and prepare a professional presentation. Includes:

Professional Look and Feel

Usually 12-20 pages in landscape format with easily readable presentation fonts and graphics. Advanced multimedia effects available for an extra cost.

Articulation of Key Points

Your business plan presented in clear and compelling terms

Financial Highlights

Summarization of your financial statement into most relevant figures and trends

Electronic Master

An electronic copy to use with PC projection systems and a set of color transparencies

The right facts and presentation for conferences and venture forums. $3K.

Presentation Coaching top

Our professionals have years of experience giving and critiquing presentations. We also have a proven systematic approach to developing and giving presentations. Includes:

Compelling Story

Up to a full day worksession to frame and refine a business’s compelling story to create the foundation for its total presentation

Critical Review

Up to two telephone conference calls or a total of two hours to discuss your presentation

Presentation Style

A full day workshop on presentation style and technique. Concepts will be applied real-time to your presentation by your management team.

An experienced consultant reviews your presentation and teams presentation techniques. Should allow 4 to 6 weeks for your team to prepare. $5- 7K

Professional Review top

We will take the time to write a detailed assessment of your business plan and make recommendations. We will provide advice on how to create a professional looking business plan. And, we will gladly sign a non-disclosure agreement as needed. Review includes:

Overall Strong/Weak Points

We will evaluate the major aspects of your business plan including: major issues, areas covered, depth of coverage, and presentation.

Section by Section

We will comment on every chapter and every page.

Quick Turnaround

Our comments and your business plan are collected, bound and air expressed to you in a few as 72 hours.

A fast, yet through, analysis with recommendations on how to improve your business plan. $1K

Advisory Consultation top

Ideal if you have a limited budget but would like to run your ideas by a professional. Includes:

Telephone Conference

Up to four telephone consultations for a total of up to three hours

Background Review

Some of this time may be spent reading and responding to background material that you provide

Access to a professional with whom to test your ideas. $450.

 

 

 

 

 

 

 

 

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