Investor-Ready Plan


Investor-Ready Plan
Lender-Ready Plan
Seed Money Plan
Special Cuts
Media Supplements
Options
Process






Require
The Ultimate Plan?

Our 20-Page Design
Incorporates
18-Page Design, Plus...

2-Page Expansion With
8-10 Visuals & Text

Add:  $1,500



   Example 1   Example 2  

 

Need An
Electronic Slideshow?

Perfectly Keyed
PowerPoint Presentation

Linked To Financials
Add:  $1,500

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   Overview  

 

 

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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 produced 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 foldersFive 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
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$7,500

2-Page
Section Views


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Executive SummaryOverarching 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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CompanyMission-vision and business opportunity statements, legal entity and 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, key 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, capitalization plan, start-up requirements and resources, use of proceeds and notice of possible later-round financing.

Business Projections:  3 or 5-year  projected operating highlights, correlative chart, 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 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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ReferencesResearch 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-viewable Title contents, Business Plan Highlights, Table of Contents, securities disclaimer and company contact data.   

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