Why 5 Steps?
Having written dozens of plans, we understand that not all business ideas are worth pursuing. We use a phased approach to determine if a business idea is worth pursuing by identifying the target customer, examining the market and doing the financial projections. Along the way, we may discover that the idea just doesn’t make good business sense and it is just better to explore a new idea. We believe this approach is better than just pushing forward and writing a business plan based on an invalid business idea. Those resources could be better used exploring other ideas.
Clients normally need business plans for the following reasons:
- For guidance on the growth of their business and a plan for execution
- A potential lender requires a business plan
- A potential investor requires a business plan
- A potential partner or program requires a business plan
Our plans have helped clients get approved for hundreds of thousands in funding, receive certifications, be chosen for special programs and help them better plan the growth of their companies.
To Get Started
We invite you to read the steps and schedule a call with us or choose a payment package below. We look forward to working with you.
Step 1- Discovery
We schedule local meetings or conference calls to help define how your business will operate and make money. We will work together to challenge concepts and determine the members of the team. During this discovery period, we offer blocks of consultation time for initial brainstorming and fact gathering. Then we move to Step 2.
Step 2- Business Assessment
We send you our Business Planning and Marketing Strategy Workbook to help you define your target market and product/ services. Next, we will schedule a 4 hour session to assess your business idea with a Senior Business Consultant. We will review the workbook together, testing the logic behind your product/ service and target market. If your idea is logical and seems like it could be a profitable business, the Consultant will recommend moving to Phase 3. If not, the Consultant will recommend that you rethink your approach.
Step 3- Market Research and Regulations
Our team will begin the process of researching your target market and studying the regulations that affect your business. We look at historical trends in the industry, in the area, other areas in the country and with the target customers. We also do a SWOT analysis. When completed, you will have an understanding of who your target market is and what/ how these target customers normally purchase products and services. You will have a better understanding of required permits and licenses. If the trends seem favorable, the Consultant will recommend moving to Step 4.
Step 4- The Numbers and the Team
Our team reviews the business model and assesses the expenses and skills sets necessary to run the day-to-day operations of your business. Next, the team will look at market trends and determines the market share needed to have a viable business. If the numbers make sense, the Consultant will recommend moving to Step 5.
Step 5- Completion of the Business Plan
Our team of professional writers uses the data we compiled in Steps 1-4 to write a compelling Business Plan to support your vision. We compile the expenses, marketing strategy, management team, financial trends and necessary graphs, charts and pictures into a logical assessment of what is required to have a successful business. A standard business plan can be as long as 20 to 45 pages and a multi initiative plan could be as long as 65 pages depending on the complexity of the business model. We work with you during this process so that we capture your dream and keep you informed on our findings. When Step 4 is complete, you will have a professionally written, logical plan that you can present to the state, investors, partners or lenders.
We will create a 3-4 person team to work with you when writing your business plan. Based on the need, we assign an accountant or CPA, Subject Matter Expert/ Financial Consultant, a marketing research expert and/ or researcher/ writer.
You can choose to pay for your standard or multi-initiative plan in full at the beginning of your project or in 2 payments. We give a discount to clients who choose the one time payment option.
Schedule a call to discuss your plan with a Senior Advisor or choose a payment option below: