Business Plan Banner


If you’re a start-up or need help developing a Business Plan to attract new talent, new business or new funds we will prepare the documents you need to share with your business partners or investors to achieve your objectives.

A Business Plan is a formal document to set your business goals (for-profit or non-profit), the reasons why those goals are achievable and the plans for reaching them. A Business Plan is a decision-making tool and its contents will vary depending on your type of business and your specific goals. However, these are some of the elements included in a standard Business Plan:

1. Executive Summary - Summarizes the key elements of the Business Plan including the business opportunity, the financial potential and the specific request (i.e. a loan, venture capital, resources).

2. Company Background - Describes the type of business, the company history, ownership, current position in the marketplace and main objectives.

3. Products / Services-Overview - Includes a competitive analysis, suppliers and new products development.

5. The Industry, Competition and Market - Defines the Industry, primary competitors, market size, trends and customer profile.

6.
Marketing Plan - Determines the competitive advantage, pricing strategy, distribution channels, promotional plan and communication.

7. Operating Plan - Contains a definition of the location and facility, equipment, suppliers, personnel and operations.

8. Management, Organization and Ownership - Explains the organizational structure, ownership, boards, professional consultants and management.

9. Goals and Strategies - Outlines the business goals, keys to success and future plans.

10. Financial Plan - Encompasses projections of income, expenses, Profit & Loss Statemens, Balance Sheet, Cash Plans and Ratio Analysis.

A Business Plan is the most complete analysis we offer for new and established businesses. It is a collection of a
Business Review, a Marketing Plan, an Operating Plan and a Financial Plan.

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