|
Our team has built business plans that have successfully raised over $500 million in funds and driven multiple M&A and spinout transactions. As part of our transaction and business process, we examine every aspect of a client's operations, including:
- Key market drivers
- Current market position
- Optimal positioning and feature-set for products
- Future roadmap for offerings
- Corporate sales process
- Steps to bring products to market and build partnerships to extend reach
- Strategic positioning against competitors
- Optimal operational and organizational structure
- Cross-functional milestones to reach the next level in the marketplace
- Current financial position and transaction needs.
We provide clients with a comprehensive roadmap for the next 24- to 36-months and position the client effectively for a future transaction – either near-term or longer-term.
Our deliverables include:
- Business Plan — is a comprehensive approach to creating the document that is used to make transaction decisions. It provides a complete view of a business and enables investors and buyers to quickly assess whether they are interested in "taking the next step" with a company. The transaction cycle is shortened, and the client's story becomes more polished and remains consistent throughout the transaction process.
- Corporate Presentation and Executive Summary — are what our clients use to create initial interest in the transaction market. Both documents provide a high-level view of a company's strategy and operations. They also demonstrate to potential investors or buyers that the company has a professional approach to its market, products, customers, competitors, and finances.
- Financial Model – puts the business into numbers byproviding a detailed picture of expected revenues, costs, and business assumptions over the next 3 to 5 years. The model is what makes the business plan real – showing through numbers that management’s plan is sane and achievable.
- Partnership and Marketing Plans — take a company's Operating Plan and delve deeper to build plans for detailed, tactical execution. We have extensive experience building alliances and partnerships that extend a company's market and product reach. We have also built marketing plans that have resulted in a successful product launch or new market entry.
|
