- 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