Business Plan Development + Financial Modeling Made Simple

Build the foundation of your investor presentation

Spend less time updating and iterating your investor documents by building a well-researched and organized business plan first. And be prepared when interested investors start asking the tough questions, because they will.

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Give lenders and underwriters what they need. No fluff.

In startup or business acquisition, the team at the bank and the Small Business Administration must satisfy key underwriting criteria and you have no room for error. We help you fine tune frequently overlooked items before you apply.

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Create a comprehensive leadership plan

All great leaders have a clear plan and can adapt rapidly. Boost the alignment, impact, and success rate of your organization by collaborating with a planning team to suit the needs of both you and your stakeholders.

Develop a clear understanding of how the two become one

Investment bankers, private equity and commercial lenders need to understand, with finite detail, how two companies will merge to become a greater whole. Your M&A plan needs to be detail rich and demonstrate key management initiatives and efficiencies.