Executive and Key Employee Teams that Fit the Plan

The larger the Business Plan, the more depth of senior management that is primarily experienced in the service(s) or product(s) being offered is a must। Principals that venture into new business territory need to ensure that most members of the team have this direct industry experience. One of the most important considerations for all investors is the quality of leadership in new and expanding business ventures.

If your team is incomplete or not quite right for your venture, a team of experienced Business Plan consultants like our Company can help.

Avoid Upfront Fees When Seeking Capital

We are wary about upfront fees from proven institutions and never suggest that brokers, finders or even consultants such as us, consider upfront fees to review a Business Plan or to seek funding for that Plan. In addition, NEVER agree to exclusive agreements when it comes to obtaining the capital you seek, unless it is with the investment or lender with a very clear conditional commitment for funding. Do not fall into the trap of believing great references on closed transactions, and ask yourself if this company took 100 fees to close three transactions.

Many years back, as a Principal, I discovered after-the-fact that an investment banking firm of substance, with over $100 M in closed, verified transactions in a year possibly closed one in 20 transactions at best!
In conclusion, be careful and know there is a large universe of interested investors for large plans whose priority is to fund viable business plans and not collect upfront fees.

Detailed Marketing Plans are a Must!

Existing and Start-up Business Plans alike, usually require a detailed marketing plan that should have many different marketing directives, led by a very experienced sales and marketing team. Marketing Plans should include specific references to the resources to be utilized and be comprehensive, almost always including a quality Web site to reflect quality product(s) and service(s).

Small to large business plans like those we receive from prospective clients, typically fall far short in the required depth of the marketing plan, let alone a sufficient marketing budget or marketing/sales leadership to justify the revenue assumptions.
These are areas with which an experienced Business Plan team and marketing experts can help.