Startup Plan

  • 15-20 pages with full-color graphics
  • Guidance in seeking capital to start your business
  • Small business consulting throughout the planning process
Financial Projections for 2-3 years:
  • Custom Excel Model
  • Income Statements (monthly & annual)
  • Balance Sheet (monthly & annual)
  • Cash Flow Statement (monthly & annual)
  • Summary of Assumptions
  • Full Color Charts & Graphs

Expansion Plan

  • 20-30 pages with high-impact graphics
  • Custom Narrative- No templates used!
  • Current Market & Industry Research
  • Marketing & Sales Planning Guidance
  • Detailed history and analysis of existing company
  • Guidance in seeking growth capital
Financial Projections for 3-5 years:
  • Custom Excel Model
  • Inclusion and Evaluation of Historical Financials
  • Income Statements (monthly & annual)
  • Balance Sheets (monthly & annual)
  • Cash Flow Statements (monthly & annual)
  • Custom Statements (e.g., staffing or unit sales)
  • Debt Schedule
  • Optional Scenario Analysis (Best vs. Most Likely vs. Worst)
  • Full Color Charts & Graphs

Venture Capital / Private Equity Plan

VC Plans are highly polished, persuasive business plan uniquely crafted for presentation to VC or private equity investors. Used for raising more than $1 million in equity, these plans require a much higher level of analysis within a unique VC- focused format.

Financial Projections for 3-10 years:
  • Custom Excel Model with much more detail
  • Inclusion and Evaluation of Historical Financials
  • Income Statements (monthly & annual)
  • Balance Sheets (monthly & annual)
  • Cash Flow Statements (monthly & annual)
  • Custom Statements
  • Depreciation Schedule
  • Debt Schedule
  • Staffing Schedule
  • Unit Sales Analysis and Modeling
  • Investor Ratio Analysis
  • Optional Scenario Analysis (Best vs. Most Likely vs. Worst)
  • Full Color Charts & Graphs