Business Strategy
Everything should be made as simple as possible, but not simpler.Albert Einstein
Business Plan Review
Measure twice and cut once.
Investor Presentation Review
I would have made this shorter, but I didn't have enough time.Mark Twain
Sales Presentation Review
So, this was all put together by the lowest bidder?Walter Schirra, Apollo Astronaut
Interim Executive
We will either find a way or make one.Hannibal
Executive Mentoring
Uneasy lies the head that wears the crown.William Shakespeare
Financial Planning, Analysis, and Forecasting
An accountant is an economist with personality.
Impact Analysis
Everybody, sooner or later, sits down to a banquet of consequences.Robert Louis Stevenson
International Strategy
A sly rabbit will have three openings to its den.Chinese Proverb
Business Plan Review
Possibly the greatest value of a written business plan is that the principals in the business sat down and thought through all the issues thoroughly and then wrote them down in a comprehensive document. The process of stating matters clearly and concisely alone yields enormous value.
Unfortunately, business plans are usually out of date even before they are finished, and updates never quite keep up with changing circumstances. For these reasons, we don’t write or research your business plan, but review the plan in its current state. Early input might yield greater value than trying to retrofit good ideas into a document that already has a great deal of effort invested in it.
While it may seem obvious, there are a number of conventions that are commonly used with respect to the structure of a business plan, and these may even be mandatory if the plan is for presentation to investors. This is the first comment on your business plan that we offer. Does it conform to a conventional format, and specifically, is it in a form that investors are familiar with?
Next, we look at the content. Is this a viable business? How will the product or service be brought to market? Are the financial projections plausible? This is clearly the “meat” of the exercise, requires the most insight, and takes the most time. Again, this is an iterative process involving close interaction with the principals.
Finally, we consider the presentation of the plan. Have you made a compelling case? Have you been clear and concise about the plan and it’s detail. If it is intended for investors, is it obvious what the benefit is for the investor?