Professional Business Plans

Management Controls / Promotion & Marketing / Achieving Financial Objectives.

Our professionally prepared business plans and executive summaries precisely define business functions, factually illustrate projected income streams, define debt service solutions, and serves as your firm's résumé. Our work will serve as a guide for allocating resources, circumvent judgment errors, improve critical decision making, provide specific and organized information about your company's history.

To increase the effectiveness of our dossiers, an optional interactive referral service has been added to our Business Plans for clients seeking financial guidance or legal advice. The purpose of this service is to assist our clients with tax and legal matters relating to their business operation objectives. This service provides direct access to second party professionals at no charge for the first consultation. To further advance out work, a “write protected” compact disk containing the entire case database and other relative client information will be include with each dossier. The convenience of the disk allows the primary lender to e-mail original signed copies of our work directly from the disk to loan committee members, secondary lenders and/or other interested parties.

Our revised Executive Summaries and Business Plans include a commercial loan proposal and an interactive consulting service with third party professionals. This important link infuses a higher degree of integrity into our work, and produces a dossier lenders can interpret with ease. We believe these changes will be beneficial to you, and invite you contact us for more information.

The importance of a well thought out business plan cannot be overemphasized. Much depends on it: credit from suppliers, management of business operation, employee confidence and self-esteem, loan applications, promoting marketing strategies and advancing a higher probability of achieving objectives. It is a flexible document that evolves with change and should be revised as your business grows.

Despite its critical importance, many entrepreneurs do not possess the experience or the willingness to prepare a business plan. They argue that their marketplace changes too fast for a business plan to be effective. But just as a builder will not begin construction without a blueprint, business owners should not rush into new ventures or loan requests without a business plan.

Financial statements, income projection, balance sheets, cash flow analysis, federal tax returns and ownership status are all necessary to secure commercial financing. To capture a lender's attention, whether starting fresh or expanding and existing business operation, our narrative form business plan will outline your business operation, profile your business history, chart practical methods of increasing cash flow and retiring debt and give rise to your background, education, experience, skills and accomplishments.