How Our Business Plan Process Works

Create a custom business plan with our transparent and efficient process.
Step 1 – Get to Know you and your business;
Step 2 – We Create;
Step 3 – Together Finalize;
Step 4 – You Post.


Tell Us About Yourself and Your Business
Introduction. The first step in the process is to learn more about you, your goals and to put our heads together and formulate a winning strategy. To us, getting your vision right is the most important piece of this process.   Document Review. We will review any documentation that you have whether it is a sub-standard quality business plan written by a different business plan company, excel spreadsheets, presentations or even notes written on the back of a napkin.   Q&A. We ask thorough questions upfront so that as to make the most of your precious time. Most discussions take place over conference call.


Research, Analysis Writing and Proofing.
Table of Contents. The second step in the process is for us to get to work. We create the outline or table of contents and begin our research and analysis before we begin to write. Generally, we send the outline or table of contents to you in order to get your blessing before we start to draft your plan and work on your financial model.   Drafting. We go to work!   Module-system. We have broken the entire business plan down into 4 modules: (1) Industry Analysis, (2) Financial Model, (3) Executive Summary “the positioning” and (4) Everything else (“nuts & bolts”). We send you each module as we complete them for review, while we begin drafting on the next module. This way, we ensure that we are in constant communication and coordination with you.   Post Drafting. Drafting. Editing. Stress Test, Quality Control and Send to Client.


Let’s Get It Perfect
Review. We like to allow time for you to give your business plan a thorough review.  Edits? Questions? We expect you to have comments, questions and edits. We like to set up another conference call with you to walk you through the business plan and the numbers. After all, this is your business plan for your business, therefore you should understand it and be comfortable with it.


Investors Find and Fund Your Business Plan
Display Business Plan. Once you are totally satisfied with your business plan, upon your consent, we can upload it to our business plan gallery, which is accessible by our network of investors.   Monitor Traffic. You will be able to log into your business plan page and see who, when and how often your business plan has been reviewed by an investor.   Receive Feedback and Close the Deal. Also you will be able to receive and respond to questions from investors.