WriteBusinessCaptial

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 Services Summary:  

  I. Executive Summary II. Standard Business Plan III. Platinum Business Plan IV. Other Services
Description Business plan highlights. High-level view of the company. Comprehensive and detailed business plan. Private Placement Memo ("PPM") - SEC Reg D (Rule 504, 505, 506) A. Teaser
B. Financial Model
C. Valuation
D. Presentation
E. Business Plan Review
F. Market Analysis
Funding Source Private investors, “Friends & Family”, Bank introductions SBA bank loan, commercial loan, Private Partners / Angel Investors, Venture Capital Venture Capital / Private Equity / Hedge Fund / Strategic Acquisition Varies
No. of Pages 5 - 10 pages 20 - 40 pages 50+ pages Varies
Timing 1 week 2 -3 weeks 4+ weeks Varies
Price $800 - $1,200 $1,500 - $4,500 Call for a Quote Varies

Satisfaction guaranteed - We will work with you until you are completely satisfied in accordance with our policies

 

Advisory and Consulting Services:

 In addition to flat fee based services, we also specialize the following advisory and consulting services based on an hourly, project or transaction basis:

Strategic Consulting Mergers & Acquisitions Advisory Expert Witness Litigation Support

 

 Services Detail:

Executive Summary / Business Overview

An Executive Summary/Business Overview is a 5- to 10-page summarized view of your whole company. 

WriteBusinessCapital Executive Summaries/Business Overviews typically feature:

  • Customized / Start from Scratch Work Product:
    • In-depth interview by investment banker / MBA with years of business plan writing/positioning experience
    • No software program. No canned/standard questionnaire
  • Same person service from beginning to end for maximum consistency
  • Long-termed view on gaining your trust and cultivating a valuable relationship
  • Free revisions until you are satisfied
  • 5 - 10 pages in length with 1 week turnaround

Contents:

  • Company Overview
  • Investment Merits/Positioning Highlights
  • Market Opportunity Highlights
  • Services/Products Highlights
  • Customers Highlights
  • Competitive Landscape
  • Strategy Highlights
  • Management and Key Personnel Highlights
  • Operations Highlights
  • Standalone Profit & Loss ("P&L") Projections and Build up model

 

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Standard Business Plan
Comprehensive business plan for the entrepreneur, small business owner, start-up, or existing growth company with the objective of attaining SBA loan, commercial loan, private investor, angel or venture capital funding.

WriteBusinessCapital Standard Business plan contents vary from company to company, but each is custom-written and handled by one person from beginning to end to ensure consistency and flow.

WriteBusinessCapital Standard Business Plans typically feature:

  • Customized, start-from-scratch work product:
    • In-depth interview by investment banker / MBA with years of business plan writing / positioning experience
    • No software program. No canned/standard questionnaire
  • Same person service from beginning to end for maximum consistency
  • Long-termed view on gaining your trust and cultivating a valuable relationship
  • Free revisions until you are satisfied
  • 20 - 40 pages in length with 3 - 4 week turnaround

Contents:

  • Executive Summary
  • Company Overview
  • Investment Merits/Positioning Highlights
  • Market Opportunity Overview
  • Market Sizing and Quantification
  • Market Sub-segments - Size and Quantification
  • Market Trends and Shifts in Demand
  • Market Need
  • Services/Products Overview
  • Product/Service Roadmap
  • Customers Overview
  • Competitive Landscape Overview
  • Competitor Sub-industry or sector classification
  • Detailed Competitor Service/Product Comparison
  • Strategic Overview
  • Detailed Strategy with milestones
  • Product or Service Roadmap Graphic
  • Management and Key Personnel Overview
  • Management and Key Personnel Biographies
  • Management and Key Personnel Plan
  • Operations Overview
  • IP Overview
  • Sourcing/Suppliers Overview
  • Manufacturing Overview
  • Sales/Advertising Overview
  • Distribution Overview
  • Financial Charts/Graphs/Tables on an Annual basis (Historical and Projected; Standalone and Pro Forma)
  • Financial Charts/Graphs/Tables on a Monthly or Quarterly basis (Historical and Projected; Standalone and Pro Forma)
  • Full Financial Model in Microsoft® Excel® as well as in business plan

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Platinum Business Plan (Private Placement Memo or "PPM")
In-depth business plan or offering memorandum for the entrepreneur, growth company with the objective of attaining venture capital, private equity, hedge fund or strategic acquisition capital.

The contents of the WriteBusinessCapital Platinum Business Plan vary from company to company, but each is custom-written and handled by the same person from beginning to end to ensure consistency.

WriteBusinessCapital Platinum Business Plans typically feature:

  • Customized/Start from Scratch Work Product:
    • In-depth interview by investment banker / MBA with years' of business plan writing/positioning experience
    • No software program. No canned/standard questionnaire
  • Same-person service from beginning to end for maximum consistency
  • Long-term view on gaining your trust and cultivating a valuable relationship
  • Free revisions until you are satisfied
  • 50+ pages in length with 4+ week turnaround

Contents:

  • Description of Securities Offered for Sale
  • Cover Page
  • Table of Contents
  • Investment Summary
  • Disclaimers
  • Terms of the Offering, as well as the capital structure
  • Investor Suitability Standards
  • Offering Summary
  • Use of Proceeds Example
  • Capitalization Structure
  • Dilution and Ownership Structure
  • Risk Factors associated with the investment
  • Management Biographies Section
  • Business Plan Section
    • Company Overview
    • Investment Merits/Positioning Highlights
    • Market Opportunity (in-depth)
    • Market Sizing and Quantification (in-depth)
    • Market Sub-segments - size and quantification (in-depth)
    • Market trends and shifts in demand (in-depth)
    • Market Need (in-depth)
    • Services/Products (in-depth)
    • Product/Service Roadmap
    • Customers (in-depth)
    • Competitive Landscape (in-depth)
    • Competitor Sub-industry or sector classification
    • Detailed Competitor Service/Product Comparison (in-depth)
    • Strategy (in-depth)
    • Detailed Strategy with milestones
    • Technology Review
    • Product or Service Roadmap Graphic
    • Management and Key Personnel (in-depth)
    • Management and Key Personnel Bios
    • Management and Key Personnel Plan
    • Operations (in-depth)
    • IP Overview (in-depth)
    • Sourcing/Suppliers (in-depth)
    • Manufacturing (in-depth)
    • Sales/Advertising (in-depth)
  • Investment Structure
  • Terms & Conditions
  • Plan of Distribution and Placement
  • Investor Suitability Questionnaire
  • Subscription Agreement (or Promissory Note)
  • State Blue Sky Legends and Restrictions
  • Tax Considerations
  • Financial Charts/Graphs/Tables on an Annual basis (Historical and Projected. Standalone and Pro Forma)
  • Financial Charts/Graphs/Tables on a Quarterly basis (Historical and Projected. Standalone and Pro Forma)
  • Full Financial Model in Excel as well as in business plan
  • Full Valuation Packet including DCF, Comps and Precedent M&A Transactions

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Additional Products

Teaser
A Teaser is a 2- to 3-page "highlights" description of your company; typically positioned to provide a quick introduction to a venture capital, private equity, hedge fund, or similar institution, or a strategic acquirer, and "get on their radar screen" for follow-up dialog.

The WriteBusinessCapital Teaser service aims to arm you with a 2- to 3- page document that fits into the fast-paced lifestyle of an institutional investor. The Teaser succinctly summarizes your company and is positioned to introduce your company, whet appetites, and result in a follow-up meeting or request for information. The Teaser typically precedes the WriteBusinessCapital Deluxe or Platinum Business Plan.

WriteBusinessCapital Teasers typically feature:

  • Customized/start-from-scratch work product:
    • In-depth interview by investment banker / MBA with years of business plan writing / positioning experience
    • No software program; no canned/standard questionnaire
  • Same-person service from beginning to end for maximum consistency
  • Long-term view on gaining your trust and cultivating a valuable relationship
  • Free revisions until you are satisfied
  • 2 - 3 pages in length with 3-day turnaround

Contents:

  • Company Highlights
  • Investment Merits/Positioning Highlights
  • Historical and Projected Revs, GM, EBITDA, NI (Charts and Graphs only)

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Financial Model
As created and used by professionals in Investment/Commercial Banking, Venture Capital, Private Equity, Hedge Fund and other institutional organizations.

Complete financial model with all three major financial statements (P&L, Balance Sheet and Cash Flow statements) that are GAAP-compliant. Advanced Excel financial modeling featuring dynamic input and assumptions tables for maximum flexibility and sensitivity stress testing. Models feature intra-linked tabs and formulas and come professionally formatted with color-coded hardcode, input and formula conventions. Financial models come complete with all footnotes and assumptions page(s).

  • Profit and Loss Statement ("P&L")
  • Balance Sheet
  • Statement of Cash Flows
  • Annual and/or Quarterly
  • Standalone business or Pro Forma Funding basis
  • Extras:
    • Projection model
    • Revenue or sales build up model
    • Depreciation and Amortization schedules
    • Property, Plant & Equipment schedules

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Valuation Services
Investment Banking Styled Valuation Packet Utilizing Conventional Valuation Methodologies

When you have a complete working financial model and forecasts in place, WriteBusinessCapital can provide a valuation that packet contains widely accepted valuation methodologies widely accepted and used by the investment banking, Venture Capital, Private Equity and Hedge Fund industries.

  • Discounted Cash Flow Valuation ("DCF")
  • Comparable Public Company Trading Analysis ("Public Comps")
  • Precedent M&A Transaction Analysis ("M&A Comps")
  • Valuation Summary "Football Field"

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Management/Investor Presentation (PowerPoint)
Professionally-styled presentation to serve as talking points for that big investor live meeting

Slick and stylistic PowerPoint slide show that clearly and concisely positions your company in an effective and efficient manner to any investor / lender. The purpose of the management or investor presentation is to not only to serve as your talking points but also to bolster your business plan to convey the consistent message in a live meeting setting over no more than 30 slides and no more than two hours. Presentations can feature:

  • Investor-styled, professionally formatted
  • Slide templates, color schemes and fonts based on your preferences
  • Table of contents, appendices and section break slides
  • Graphics including tables, graphs, charts and photo images
  • Animation, slide transitions on click or timed, audio and video optional
  • Professional cover, back, section tabs, and binding

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Business Plan Review
Thorough review and professional assessment. Constructive comments and suggestions for improvement

Review includes assistance with conceptual framing/positioning, "word-smithing" (grammar and spelling), organization and financials

  • Conceptual business framing/positioning
  • Document organization and flow
  • Grammar, word-smithing, and spelling
  • Financial model stress test and troubleshooting

Note: The Business Plan Review is not a writing service; only critique and assessment are provided. For substantial documentation rework, refer to the Standard, Deluxe, or Platinum Business Plan services.

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Industry/Market Research Analyses
In-depth market analysis using 3rd party research, Wall Street research, news articles and trade journals

WriteBusinessCapital's in-depth Industry and Market Analysis and Competitor Benchmarking services include robust and comprehensive studies and expressive deliverables. Utilizing all available resources, WriteBusinessCapital will qualify, quantify and categorize the market trend, market demand, shifts in demand behavior; identify the competitive landscape and benchmark products / services.

Note: WriteBusinessCapital subscribes to most major research services. We retain the right to be reimbursed for any research expenses required from resources not in subscription, with your consent.

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