Bespoke Business Plans

The decision to approach capital markets is a major milestone in a long and tedious process. Financiers want to appreciate the narrative that preceded the decision and learn about the benefits of an investment.

A tailored business plan tells this story, and its most powerful part is an executive summary, where management states why the project makes sense and how it will improve revenue and profit.

Despite advice to complete a written business plan, many organizations feel they can talk their way through the questions posed by investors. In nearly every case, their decision comes back to haunt everyone involved.

The most typical quagmire develops when funding sources begin to ask more detailed questions. The game of phone and email tag that ensues can stretch over weeks. This wastes everyone’s time, and the investor may lose patience and interest in the project.

The tailored business plan is the company’s opportunity to sell its story to investors, to explain why it is successful, and to share the strategic goodies about the company’s success in a competitive environment.

Your edge, your niche, and your innovation are your ongoing appeal. If you can define a clear strategic vision and convince the investor of the company’s merits, the likelihood for success will be much greater.

Expanded Plan Outline

1.0 Executive Summary
1.1 Objectives
1.2 Mission
1.3 Keys to Success

2.0 Company Summary
2.1 Company Ownership
2.2 Company History (for ongoing companies) or
Start-up Plan (for new companies)
2.3 Company Locations and Facilities

3.0 Products and Services
3.1 Product and Service Description
3.2 Competitive Comparison
3.3 Sales Literature
3.4 Sourcing and Fulfillment
3.5 Technology
3.6 Future Products and Services

4.0 Market Analysis Summary
4.1 Market Segmentation
4.2 Target Market Segment Strategy
4.2.1 Market Needs
4.2.2 Market Trends
4.2.3 Market Growth
4.3 Industry Analysis
4.3.1 Industry Participants
4.3.2 Distribution Patterns
4.3.3 Competition and Buying Patterns
4.3.4 Main Competitors

5.0 Strategy and Implementation Summary
5.1 Strategy Pyramids
5.2 Value Proposition
5.3 Competitive Edge
5.4 Marketing Strategy
5.4.1 Positioning Statements
5.4.2 Pricing Strategy
5.4.3 Promotion Strategy
5.4.4 Distribution Patterns
5.4.5 Marketing Programs
5.5 Sales Strategy
5.5.1 Sales Forecast
5.5.2 Sales Programs
5.6 Strategic Alliances
5.7 Milestones

6.0 Web Plan Summary
6.1 Website Marketing Strategy
6.2 Development Requirements

7.0 Management Summary
7.1 Organizational Structure
7.2 Management Team
7.3 Management Team Gaps
7.4 Personnel Plan

8.0 Financial Plan
8.1 Important Assumptions
8.2 Key Financial Indicators
8.3 Break-even Analysis
8.4 Projected Profit and Loss
8.5 Projected Cash Flow
8.6 Projected Balance Sheet
8.7 Business Ratios
8.8 Long-term Plan

Who writes your Bespoke business plan?

Your plan will be written by an expert in business planning - a former employee for Deloitte Touche.

The Business Plan expert will personally contact you and liaise with you every step of the way - if your business requires funding then this is the best way forward.

Once you have agreed a project - we estimate a 2 to 3 week turnaround.

How much does a tailored plan cost?

All plans start from $2000

Only fill out this form if you require a tailored (bespoke) business plan. A tailored solution starts from $2000. If this price is too much for your budget then why not try a pre-written business plan.