Who this is for

Two people end up here.

You are starting something

You have an idea and need to think it all the way through, or need a document that clearly explains what you do and how to a partner or investor. The plan is how you make sure everything is in place for you to thrive.

You are formalizing what you run

You have been running things out of your head for years. This gets it written down properly so it is something you can share, delegate, or build on.

What you get

A complete plan, section by section.

Every plan covers the nine areas a lender, investor, or partner expects to see. Nothing important gets left out.

01

Executive Summary

A concise overview of the business, its mission, goals, and strategy.

02

Company Description

History, mission, vision, structure, and what you offer.

03

Organization & Management

Company structure, hierarchy, and management roles.

04

Products & Services

Your offerings, their benefits, and the value proposition.

05

Market Analysis

Industry analysis and where the real opportunities are.

06

Competitive Analysis

Who you are up against and how you are different.

07

Operational Plan

Workflows, facilities, and the metrics that run the business.

08

Financial Plan

Financial goals and a straightforward 1 to 3 year projection.

09

Marketing & Sales

How you win customers and keep them coming back.

The honest answer

Why not just write it yourself?

You can, and if you have the time to do it right you probably should. Most owners get stuck somewhere else. They do not know where to start, or they finish and have no idea what they left out.

A plan has standard pieces a bank or a partner expects to see, and it is easy to miss the ones that matter. Part of the job is making sure every base is covered, and walking you through the sections to make sure you understand them.

Proof

Work like this, already done.

Flooring

Northeast Ohio Flooring

Northeast Ohio Flooring was a new business looking to establish operations and generate leads quickly. We created a comprehensive business plan, built a new website, implemented an SEO strategy that drove calls…

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Not sure where to start?

That is what the first call is for. Thirty minutes, free, and you leave with ideas either way.