"Thank you for your fine work, expert guidance and patience with all the various changes as we went along!"

-Dr. Thomas Conroy, Founder and President, Apollo Solar Power

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Business Planning and Strategy Development

We assist management teams of both early-stage businesses and more established companies throughout the areas of Business Planning and Strategy Development.  We supply experience on issues that management may not have faced before, and we supply additional bandwidth to experienced management teams who simply have too many demands on their time to accomplish all of the necessary tasks at once.  Some of the services we can provide in these areas include:

  • Distilling your concepts - together with our own insights - into a comprehensive written Business Plan. Our Business Plans generally contain all of key elements that investors look for when reviewing a plan, so you will be well positioned if you later seek outside capital. In the meantime, the Business Plan will serve as a comprehensive road-map for how you plan to execute the business, from identifying the target market, to developing the go-to-market strategy to penetrate that market, to quantifying the resources needed to achieve success.
  • Building a comprehensive Financial Model for your company, including multi-year projections. Like our Business Plans, our Financial Models are generally built with capital raising in mind, so they are robust enough to withstand the scrutiny of professional investors.
  • Analyzing your existing business plan (whether formal or not) and assisting with refining that plan both to enhance operational success and to enhance the viability of the plan when presented to investors, lenders and other audiences.  A key element to our analysis is assessing the “internal consistency” of the plan, helping you to identify and address variables and challenges that may not have been considered in the original plan.

Like with so many things, the value of a Business Plan or a Financial Model is as much in the creation process as it is in the end product. We know what questions to ask in order to get you - and us - thinking through the details of executing your business. And thinking about it in advance is the best way to ensure that you take the optimal action when each opportunity or challenge arises.

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