The NewPlan team has worked with hundreds of companies of all sizes and thousands of senior executives. We know what works and doesn’t work when it comes to growing, scaling, or re-positioning a company. We also know the ins and outs of building strategic, business, and operating plans that are likely to drive transactions. This is our opportunity to pass some of our secrets along to you in the form of White Papers that you can use as guidelines for running your business.

Our White Papers and Presentations follow:

• The Seven Sins of Entrepreneurs (And How to Fix Them) (PDF) describes the key mistakes that senior executives tend to make as they try to make their companies better. More importantly, it suggests ways to eliminate those mistakes before they happen.
  
  
• Business Plans That Drive Transactions (PDF) provides a short guidebook for creating a strategy and related business plan that is likely to drive a successful investment. It details the types of documents you should write, what to put in each document, and the critical success factors in creating a compelling business plan.
  
  
• Business Plans That Drive Value (PDF) is a presentation that outlines all of the key issues in writing a business plan and related investment and sale documents.
  
  
• The Illusive Killer Investor Presentation (PDF) describes how to develop and deliver an investor presentation that gets the interest of investors. We outline what to include in the deck, how to deliver it, who should be there, and how to act in front of investors and buyers.
  
  
• Executive Summaries That Drive Meetings (PDF) explains how to write an executive summary that will drive a first meeting with an investor. We provide an explanation of the different types of executive summary and when each should used. We also deliver examples of how to write a summary for maximum effect.