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Our
investor-ready business plans are high-impact, 18-page documents,
designed to attract a full range of sophisticated investors or lenders.
Each design is crafted in Microsoft Publisher™, as double-sided copy in
topically-related subject pairs, printed on high-grade stock in fiery
color, and collated with a choice of die-cut window, embossed
presentation covers and
matching showcase folders.
Five printed and
bound originals, along with a
CD, containing all relevant
electronic files, are shipped by overnight
express. Wide variation is made possible through a host of
supplemental services,
freelance support, and
media supplements. Each
standard 18-page business plan design contains: |
Overview

$7,000
2-Page
Section Views
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Executive
Summary: Overarching grand summary, followed by 8
highlight paragraphs, each of which summarize a main text section of the
business plan.
Financial
Summary: Capitalization plan, operating highlights
table; short and long-term graphs projecting Sales, Gross Margin, Net
Income and Cash Flow.
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Company:
Mission-vision and business opportunity statements, legal entity,
ownership, history, location
& facilities and inception-to-start-up financial summary.
Products &
Services: Description and photographs of key products and
services; discussion of fulfillment, competitive advantages and new
product development.
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Market: Analysis of key market factors, including
market segmentation scheme, target markets, buying patterns and market
growth and trend projections.
Industry: Analysis
of industry characteristics and competitive
factors, plus comparative analysis of key competitors and summary of competitive
edge.
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Strategy: Key strategies for achieving the mission during the
plan period and
quantification of short and long-term goals for measuring actual success.
Implementation:
Key elements of the marketing and operating
plans, along with project schedule, detailing milestone tasks, budgeted
expenditures and revenues.
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Management: Overview
of management team and advisory support, biographical sketches,
functional position descriptions and 3 or 5-year personnel plan.
Risk
Assessment: General economic outlook, key success factors,
critical risk factors and anticipated management responses to various
contingent events.
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Capitalization Plan:
Start-up condition, resources and initial requirements, capitalization
plan, use of proceeds, exit strategies, and later-round financing.
Business
Projections: Projected operating highlights and
correlative chart, over 20 key financial indicators, plus breakeven,
benchmark and sensitivity analyses.
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Sales: Forecasted
Sales and Cost of Sales table for the first 12 months and all fiscal
years. Forecasted Sales graphs for first 12 months and all
quarters.
Net Income: Projected
Net Income Statement for the first 12 months and all fiscal years. Projected Net Income graphs for first 12 months and all quarters.
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Cash Flow: Projected
Cash Flow Statement for first 12 months and all fiscal years. Net Cash
Flow/ Cash Balance graphs for first 12 months and all quarters.
Balance Sheet:
Projected Balance Sheet for first 12 months and all fiscal years.
Key financial indicator summary, along with Management Representation.
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References:
Research endnotes, containing further amplification or references to
secondary sources, as a facilitation to lender, investor or buyer due
diligence.
Title Page/Table of
Contents: Window-view of Title contents, legal
disclaimer, Business Plan Highlights, Table of Contents, and
company contact information.
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San Francisco, CA USA
all rights reserved
toll-free (USA): (866) 558-7424
international: (415) 282-1044
e-mail:
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