Business Growth Plans
That are strategic, attainable and customized to the objectives and character of the business and its executives and designed to convincingly and attractively demonstrate the proposed project present status, current needs, and expected future of a dynamic business growth
The Concept
Creation of the required analyses, documentation and presentations to effectively help the interested parties understand how and why the proposed business concept will work
Our Business Growth plans can be specially designed for:
- Venture capital providers
- Angel investors
- Grants
- Investor roadshow
- Potential business buyers
- Bank loan approval
- Development of strategic partnerships
- Attracting suppliers
- Motivating key employees
to provide persuasive answers and the required information to the following important topics of the project:
The Market Opportunity
What is the specific customer need that is both important and unmet or not well satisfied and how the proposed project will provide the solution that is currently unavailable
The Marketing Strategy
A comprehensive marketing strategy that will allow the company to establish and expand its brand in select markets and carefully move forward in to a future business growth
The Financial Projections
How it works
1. Project Initiation
We work closely with clients to develop and define all aspects of a company’s business planning strategy, including:
- Organization’s goals and objectives
- Business environment and competition
- Financials
- Manufacturing
- Marketing, sales and advertising challenges
- Performance measurements
2. Intelligence Gathering
Review and analysis of information from the initial meeting as well as available published information and data concerning the client’s industry, markets, products and services
3. Market Research
The commissioning of a market research study targeted to select consumer groups and/or businesses, that will identify and validate the market opportunity, providing the insights necessary to develop the marketing strategy
4. Planning Session
An “ideation“ planning session with The client and his advisors based on the findings of new information acquired from the above investigative stages
5. The Business Growth Plan
A presentation meeting of the business growth plan, that will include the following important sections:
A. INTRODUCTION
- An introduction to the company’s plan for the next years of dynamic growth
- Development timeline & costs
- Ownership structure
- Investment Highlights
B. THE COMPANY
- The story of the company, past accomplishments, sales history, market shares, distribution channels, profit margins
- The vision of the company for the future and all key critical factors of success
- Company’s products and/or services and their level of innovation or differentiation
C. MARKET RESEARCH
- Executive Summary
- Results
- Interpretation
D. MARKET ANALYSIS
- Industry overview, market structure, supply levels, demand analysis
- Identification of the high potential market niches that offer attractive business opportunities for the company’s products and/or services
- Estimation of the number of potential customers and the growth rates of the specific market segments
E. MARKETING AND SALES PLAN
That will include:
- Clearly stated objectives
- Strategies to support these objectives
- Marketing and sales programs designed for specific categories
- Development of the appropriate marketing materials
- A comprehensive timeline of necessary activities
- Sales forecasts and budgets
F. THE MANAGEMENT TEAM
That have the required expertise, experience and ability to implement the strategies and execute the programs in order to achieve the potential for significant growth.
G. FINANCIAL DOCUMENTS
- An introduction to company’s financial past, present and future
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- Budgets
- Proforma financial statements
- Financial analysis
- Investment Summary
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- Financing overview
- Investment exit valuation overview
- Indicative transaction structure
- Investment merits and consideration
Your Next Step
if you are interesting in more information about our
Business Growth Planning