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Every Business needs a plan

 A good business plan or a case management plan is a necessary artifact not only to help focus on the specific steps necessary  to make business ideas succeed, but also to achieve short-term and long-term objectives.  We have assisted several investors, businesses in this initiative. 


Business plan is a must for every business to understand and follow a defined path to guide and grow their business. Imagine you going on a long road trip, can you go without a proper route plan ? Your business is something like that, it requires planning.  Whether, it is for financing your business or for general business purposes we can help you to get a robust plan put together that gives a comprehensive overview of how your business outcomes should like and project.

What is included ?

  • 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 — how will you attract and retain customers, deliver your product/service to them, and earn their loyalty? How will you position your products and services relative to competitors?

  • Operations — how will you get things done on a daily basis? This includes everything from research through production on to sales and billing.

  • Management & Staff — probably the single most important factor in any effective business plan. Describe the management team in terms of experience, talents, connections, etc. What additional resources will you need to make the business succeed?

  • 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.

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