We have been
assisting companies with their business planning needs for many
years and have researched and completed business plans,
presentations, and other documents for in excess of 100 clients
spanning a range of industries and situations.
There are several different types of
business plans (or similar types of documents) that we complete:
Plans. These are
typically 30 - 60 page documents that are designed to be appealing and
informative to both sophisticated investors as
well as those unfamiliar with the company and its industry.
They will normally include several key elements, including: 1)
Executive Summary, which is a concise summary of the entire plan,
2) Company History, 3) Industry Background, 4) Company
Products/Services, 5) Marketing/Market Development Strategy, 6)
Competition, 7) Management, and 8) Financial. We often find
that the business plans we "inherit" are invariably deficient in
several key areas. Accordingly, we can be very helpful in developing a business plan
that covers all relevant areas as well as improve the presentation.
These documents can be helpful to companies attempting to raise
capital and for inclusion of excerpts in filing documents.
"Extended" Executive Summaries.
In certain circumstances, it may be effective
for companies to just have the introductory portion of the full
business plan completed. In these cases, the typical 5 -
10 page Executive Summary included in the business plan can be
extended into a more complete 10 - 15 page Executive Summary.
These documents have proven to work well in several cases..
In the emerging and fast paced digital age, what we have termed
the "Extended Executive Summaries have essentially morphed into
powerpoint presentations. In fact, many companies that do
not require comprehensive business plans are turning to these
presentations, which fulfill a number of critical needs,