BUSINESS PLANS

WE WRITE EXCEPTIONAL BUSINESS PLANS FROM A WALL STREET PERSPECTIVE THAT ARE USED BY PRIVATE BUSINESSES FOR CAPITAL RAISING AND BOARD PRESENTATIONS.

Our Value: We understand the value and pitfalls of AI, preferring to rely on our 30 years experience on Wall Street drafting prospectuses for IPOs and private placements.  We have created and advised on over 50 plans for private companies in the USA and abroad, representing approvimately $1 billion in capital markets transactions.

Scope: We handle all aspects of the business description, including industry and market research, along with complete financial projections and assumptions for companies in any industry.

OUR CLIENTS
We work with entrepreneurial founders and CEOs of private businesses, to provide camera-ready business presentations primarily used for raising capital. Our clients require singular plans for presentation to their best sources of capital for start-up and expansion capital at any stage of the Company’s growth and development. They come to us because of our prospectus drafting and financial advisory skills from the best Wall Street has to offer. We do not specialize by industry and have worked in a wide range of sectors. Rather, our expertise is superior business plan creation using proprietary techniques that produce a premium-quality document that your business deserves.
THE PROCESS

We interview senior managers responsible for each aspect of the business, and first utilize information and analysis available at the Company. We supplement this foundation with primary and secondary research, and where specialized expertise is needed, we draw on a network of analysts and experts in each industry sector, management discipline or technology. We are a one-stop-shop for both the written and financial sections of a business plan, including industry research, product and service descriptions, competitive analysis, marketing plans, organizational and operational rationalizations, projections and financial analysis. We use AI as needed and control and check information from verified sources that may be useful.