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Business Plan Services, develops business plans for start-ups and later stage companies.

What is a Business Plan?

A Business Plan is roadmap for success. It is meant to guide the entrepreneur along a path that, if undertaken properly, will help achieve projected goals. Such a plan can help develop one’s vision and mission, ultimately guiding the strategies of the company with the hopeful intent that positive results will be achieved.

Following the service or product, a Business Plan is the single most important component for an early stage company and arguably for later stage ones as well. This is true to the extent that if one needs to raise capital or debt, an investor or bank will most likely require such a document if a serious discussion is to take place. Additionally, the Business Plan should be encompassed within and throughout the Private Placement Memorandum.

For investors, the Business Plan should include the following characteristics:

  • Generate interest in your product or service Prove why you can enter the market
  • Show that you have strong experience in the industry
  • Detail how you plan on making a profit and remain sustainable
  • Illustrate you exit strategies

Every successful Business Plan should include something about each of the following areas, since these are what make up the essentials of a good plan. Although not listed, many more features and sub-categories can be found under each major heading.

  • Executive Summary
  • Market Analysis
  • Company Description
  • Organization & Management
  • Marketing & Sales Management
  • Service or Product Line
  • Funding Request
  • Financials
  • Appendix

The Three Questions

As noted, in our experience a Business Plan, and by extension, a Private Placement Offering Memorandum must answer three questions related to one’s business. Better yet, the entrepreneur must know these three answers and be able, if need be, to discuss them in a conversation with confidence. The Three Questions are:

  1. How much capital do you need, i.e. where is the money going to be spent?
  2. When will the company break-even, i.e. how long until you have made the initial investment back?
  3. When will the initial investor see his/her initial money back with a return?

Why Write a Business Plan?

There are two major reasons why any start-up or expanding company should have a business plan. The first is that a business plan is an entry-level requirement for a number of different
methods of asking for capital, whether seed or growth. This applies when asking through a grant, SBA loan, the bank, angel investors or venture capitalists.

The second reason is that a business plan is regarded as a road map to a business' next steps and ultimate success. It forces the entrepreneur to think of all strategic aspects of the business
before execution. In order to write a business plan, the entrepreneur will define the company, research the market, assign tasks for the execution plan, and calculate the costs the company will incur and revenues the company will generate. By having this all down on paper, the management team can assess if the business will be profitable before they begin incurring costs. This can
save individuals needed capital as many underestimate the cost of starting a business before undertaking such thorough research.

A business plan can act as a guideline for how the company will be built or a new product will be introduced. Business plans should be updated on a regular basis to include the newest information with regards to the market and progress with the execution plan.

While business plans are crucial strategic documents and play an important role in fundraising, they are cannot take the place of other capital raising documents. When the moment comes when you and your investors are ready to lay out the terms of the investment, you will need a private placement memorandum. As opposed to the business plan, the private placement memorandum (PPM) describes the securities to be sold and for what price, fees, and risk disclosures, in addition to many topics covered in the business plan. World Class Business Plan Writers often acts as a business coach, particularly for those companies seeking capital. These three questions are always asked, as the founders of, who are investors themselves, always want to know how an
entrepreneur reacts to these questions.

Contact us for a free Business Plan consultation.

Contact Us


30 Wall Street
Suite 800
New York, New York 10005


(212) 930 - 0161


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