Added Capital for Business Plans is Available

Not only does our company complete business plans or, in some cases, edit or improve existing plans for our clients, we sometimes find capital for our client's business plans. Many of our client have startup business ventures or smaller regional companies and qualify for SBA or SBAExpress loan programs, let alone have the assets to consider local banks. If qualified, wherever possible we strongly suggest the business owners and entrepreneurs seeking $350,000 or less consider the SBAExpress program. We can provide local banks that participate as part of a business plan engagement and guide our clients in that direction.

For companies that are expanding as well as startups with new or improved produces, services, technology, web sites or Intellectual Property(IP), an equity partner is typically the best option. In considering equity there are usually three general options, as follows:

1. VC or institution equity – Our company has developed a proprietary Excel database of nearly 400 sources which can be sorted by the type of project, the amount of capital required as well as contact information.

2. Angels or private investors – We have established relationships with a variety of angel and private investor networks (2,000 plus) on behalf of our clients.

3. Private Place Memorandum (PPM) – We cannot act as your attorney, but we do know that opinions from the dozens of attorneys we have spoken with vary as to when a PPM is required. They typically advise us that 3-5 private investors require a PPM in addition to a business plan to meet SEC regulations. Aside from the legal aspects, a PPM can offer other advantages, namely raising capital in smaller increments from many investors to secure needed funds to launch or expand businesses.

To better serve our clients’ needs, we have added several investment bankers to our team, targeting equity capital raises for our clients. We do so as a finder with a separate provision in our agreement when completing business plans if we believe in the potential of your business in developing an agreement to help your company.

In the last 6 months, we have seen increasing interest from investors as the economy continues to improve. Interest in certain segments always remains strong such as new technology, IP and software applications. We see a dramatic increase in interest in renewable energy and green products in addition to interest in all types of businesses when there is clearly a proven market demand for unique products and services.

As well as offering a free consult (tim@thebusinessplanconsultants.com) on your business plans, we offer a similar consult to consider the financial options available for business owners.