ServiceS

StartUp (or scale-up) business Plan

A Business Plan is an operational model of your business IDEA, before your business becomes operational; it is your operational roadmap. Basically, your business is operational in theory only.

Sounds crazy, right?

Actually, it is the best way to think out every aspect of your business before you actually launch your business.

If you are looking for funding like loans, investors, or crowdfunding, you will most definitely need a Business Plan to present to the lenders; same if you are looking for funding to scale-up, or make signficant changes to, your existing business. If you are applying for grants, you probably will not need a Business Plan; however, it will be a good companion for you as you fill out grant applications, because it will contain all the answers you will need!

YOUR Business Plan

A Business Plan is comprised of an Executive Summary, your Company Description, Mission/Vision/Value Statements, Market/Customer/Competitor Analyses, SWOT Analysis, Organizational and Management Plan, Products/Services, Marketing/Strategic/Staffing Plans, Timelines, and Financials (financial projections).

A Contingency Plan, Succession Plan, and even Exit Strategy, may also be applicable for already-operational businesses.

Your customized, lender-ready or investor-ready Business Plan will aid you in securing funding, help you make more informed decisions about your business, and provide a professionally-crafted roadmap to foster longterm business growth.

Sounds overwhelming, right? Have NO fear - help is HERE!

I will ask you a lot of questions, and there will be several iterations. Together, we will do all the research required to create a Business Plan that is a true reflection of your WHY. It will also contain your HOW, your WHERE, your WHEN, and your WHO.

And, it will contain your financial projections, as well as the names and roles of your paid advisory team.

I compare your technical Business Plan against your financial Business Plan to ensure that everything makes sense.

We will explore and clearly identify the key differentiators of your business model, and what makes your business a step above any of your competitors.

Together, we will craft a Business Plan for your business IDEA, poising you for success in your unique business.

launch schedule

I create a through and comprehensive schedule that details every aspect of taking your business from IDEA to launch … and beyond!

Style Guides, Processes, Procedures, Proposals, Document review, proofreading, COPYWRITING, Contracts, FRACTIONAL BUSINESS CONSULTING AND ROLES

During the initial meetings, and throughout the process, we will determine if you need any additional documentation and/or templates created in order to successfully launch your business. Once we have determined, together, what additional documentation your business requires, I will create those templates for your business.

I offer a number of other services, including copywriting, proofreading, and editing.

I can also help you out in your business by serving in a fractional role as your business manager; by helping you with leadership skills; and by developing your competencies matrix (and training your staff) as part of your Succession Planning activities so that you CAN take a vacation while your business operates and generates revenue!

Please contact me with your needs, and we will see how I can help you!

PITCH DECK

If you are seeking investment funding, you will need a Pitch Deck. A Pitch Deck is a snapshot of your business operations, your financial projections, and your financial ask.

It will also contain information about how you intend to use the investment dollars, and a projected repayment schedule. Investors entertain hundreds of requests each year, so I will work with you to create a visually-appealing Pitch Deck that hits all the points the investors want to have addressed, as well as a separate document containing your Speaker Notes for each slide in the presentation. We will rehearse your pitch as many times as you would like. If you want, I will also sit in on the pitch meetings.