Business Plan Review & Analysis

Planning process is intense, thorough, and highly collaborative. 

During our business planning process, we will help you and your team refine your business model, identify your most profitable customers, fine-tune your marketing plan, and improve your sales projections. We provide an objective view, so your final business plan makes a statement that is based on reality yet exudes confidence.

• We work closely with you to understand your goals and vision, and then develop your entire business plan, from “elevator pitch” to “exit strategy.”

• We don’t start with a “canned” business plan format — each plan is individually crafted to meet the unique requirements of each client.

• Unlike many of our competitors, we expect — even demand — several iterations. We understand that the first version is rarely perfect. If you are not happy with our work, we aren’t either.

• We don’t just “write a business plan.” We question assumptions, perform independent research on the market and competition, determine business feasibility, and explore and propose alternative ways to market your product or service. If you need to raise capital, we’ll evaluate your business plan from the viewpoint of a prospective investor or partner. Our experience allows us to quickly spot problems and fix them long before you meet with your first investor.

Rest assured that no matter how simple or complicated your underlying business is, we will spend the time and effort necessary to make your plan a major springboard towards your future success.

Business Plan Consulting

• Our Business Planning Process
• What’s Included in Our Planning
• Types of Business Plans
• Our Pricing

We work closely with you to understand your goals and vision, research your markets and competitors, and develop your business plan. Although most clients hire us to write a business plan, they often find that the process they go through developing a plan is ultimately more valuable than the documents themselves.

Our Business Plan Development Process.

What’s Included in our Business Planning Service

Our writing style is clear, direct, and simple. A complete strategic business plan includes the following components:

• Industry Overview — a general introduction to the industry
• Market Opportunity — a discussion of how large the business opportunity is in terms of revenue, number of customers, number of sub-markets, growth trends, etc.
• Customers — who are they, where are they, how many are there, etc.?
• Competition — understand the competitive landscape in as much detail as possible. If there are no direct competitors now, then who are your indirect competitors?
• Products & Services — What products and services will the business supply to customers?
• A description of the Business Model, including all major revenue streams. How will the business make money?
• Marketing & Sales Plan —?
• Investment Opportunity and Exit Strategy for Investors — what will investors get for their money or their time? When and how will they be compensated?
• Financial Projections — includes monthly cash flow projections (with all revenue sources and expenses included), pro-forma financial statements, marketing and sales costs, taxes, office space, development costs, etc. We also provide clear and detailed explanations of the assumptions behind the financial projections.
• SWOT (Strengths / Weaknesses / Opportunities / Threats) Analysis
• Supplementary Materials — patents, trademarks, trade agreements, letters of reference, etc.

The three most common business plan types are bank financing, internal planning, or investor financing. They are listed here, roughly in order of decreasing detail and complexity.

Investor Financing

Many businesses are simply not good candidates for bank financing. Generally, most start-ups and early-stage businesses that involve new technology, innovative business services, practices, products or concepts will be unable to obtain bank financing. Most technology businesses (Internet, Information Technology, biotech, cleantech), and green or sustainable businesses fall in this category.

These types of business usually seek to obtain equity financing, typically from angel investors or venture capital firms. Most angel investors are successful entrepreneurs or business executives who have many places to put their money. If they see a flawed business plan (sloppy, inconsistent, or poorly conceived) they will walk away.

Angel investors and venture capitalists expect and demand the highest quality, often following a due diligence process. That usually means a proven or innovative business model; detailed, accurate market research; scenario analysis; well-documented financial projections, as well as extensive supplementary materials (charts, graphs, sample materials, letters of intent, sample contracts, patent or trademark documentation, etc.)

Internal Planning

Bel Asset Management team will assist you to success and growth.