The Strategic Business Plan: knowing where you want to go as a company is paramount to success.
After the Corporate Diagnostic Evaluation, I will write, edit, or expand your business plan as a road map that describes where you want to go as a company. I will work with your CPA or financial advisor to provide financial modeling and forecasting, in addition to writing the narrative portion of the plan.
- Executive Summary
Clear, exciting, and effective as a stand-alone overview of the plan; includes brief description of each succeeding section of the plan; can be read in 5 minutes. Who is XYZ Company? What amount of money are we trying to raise? For what purpose and what return?
- Company Overview
Presents a vision, history, current status, strategy, goals, mission and objectives for XYZ Company.
- Products or Services
Describes the key features and benefits, current stage of development, proprietary position, and competitive advantages of XYZ’s products and services.
- Market and Competitive Analysis
Presents the growth trends and key driving forces of XYZ’s industry; identifies the key characteristics and needs of the target market(s); assesses the competitive environment; demonstrates market acceptance for the product or service.
- Management Team
Backgrounds and roles of key individuals; history and ability to work as an effective team; personnel needs; organizational structure.
- Operating Strategies
Addresses the marketing, production, research and development, personnel, administrative, and financial strategies for the proposed firm.
- Critical Risks
Realistically identifies the major internal and external critical risks that could threaten the business and presents viable contingency plans to address these issues.
- Cash Flow Statement
Presents a realistic assessment of cash requirements —inflows and outflows— over a projected 5-year period; cash flows are consistent with operating and marketing strategies outlined in the body of the plan; cash flow information is detailed for first 2 years, quarterly/annually for years 3-5.
- Income Statement
Demonstrates realistic and attractive income potential of the business; the income statement is consistent with the operating and marketing strategies outlined in the body of the plan; income statement information is detailed for first 2 years, quarterly/annually for years 3-5.
- Balance Sheet
Presents a realistic assessment of the working capital and fixed asset requirements of the business; appropriately reflects the projected capital structure of the business — long term debt and equity positions; balance sheet information is projected annually for 5 years.
- Funds Required/Used
Clear and concise presentation of amount, timing, type and use of funds required for venture.
Clearly articulates the proposal/terms to investors; identifies what entrepreneur is seeking from investors; states how much equity will be given up in return for investment capital; presents a realistic assessment of ROI potential; presents an appropriate deal structure and possible exit scenarios.
Steven B. Weintz, Founder & CEO
Phone: (843) 822-7664
E-mail: [email protected]