Investment Planning

Business plan is a written description of your business’s future

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Investment Planning

Business Plan

Business plan is a written description of your business’s future, a document that tells what you plan to do and how you plan to do it

The discipline of writing a unique and comprehensive business plan, backed by supporting data is the first and foremost step toward making it happen. However, most entrepreneurs are too busy to prepare a compelling business plan and so they need professional services.

Having the right research is essential when presenting a business plan. We write from scratch so that we capture client’s unique business aspects fully.

Components of a good business plan

  • An Executive Summary
  • An Industry Outlook
  • An in-depth description of the company and the overall business operation
  • A Market Analysis
  • An Assessment of Critical Risks and Solutions
  • An Evaluation of the Competitive Environment
  • Your Marketing Strategy
  • Management and Personnel Information
  • Future Financial Projections including:
    • Pro Forma Income Statements
    • Balance Sheets,
    • Cash Flow Statements
    • A Break even Analysis
    • Sources and Uses of Funds

Financial Modelling And Forecasting

Financial forecasting is the process by which a company thinks about and prepares for the future. Forecasting involves determining the expectations of future results

Financial modeling is the act of taking a forecast’s assumptions and calculating the numbers using a company’s financial statements.

Financial modeling is the task of building an abstract representation (a model) of a real world financial situation. This is a mathematical model designed to represent (a simplified version of) the performance of a financial asset or portfolio of a business, project, or any other investment.

Entrepreneurs struggle with the financial modeling and forecasting portion of their business plans and so they look for the best Financial Modeling & Forecasting services. The output of a financial model is used for performing financial analysis and decision making of the company. Whereas, the forecast is typically based on the assumptions, company’s historical performance, and requires preparing an income statement, cash flow statement, balance sheet and supporting schedules.

How Our Financial Modeling Services Will Help You?

Executives use financial models to make decisions about:

  • Growing the business organically (i.e. entering new markets, new stores opening etc.)
  • Raising capital (debt and/or equity)
  • Capital allocation (which projects to invest in)
  • Selling or divesting assets
  • Making acquisitions (businesses and/or assets)
  • Budgeting and forecasting (planning ahead)
  • Valuing a business

While completing a comprehensive financial model and 5-year projection for your business, included in the business plan, we can also offer our clients this as a separate service.

What financial projections include?

  • 5 Year Cash Flow Statements Proforma Income Statements
  • 5 Year Proforma Income Statements
  • 5 Year Balance Sheet
  • Graphics for key financial drivers
  • Break even Analysis
  • Sources and Applications of Funding
  • Capital Equipment List