Welcome
Services
Professionals
Industries
Engagements
News
Newsletters
Careers
Contacts
Seminars and Training
Case Studies
Corporate Recovery
Automotive Supplier Turnaround
Real Estate Services
Corporate Finance
Operations & Manufacturing
Mergers & Acquisitions
Corporate Growth
Specialized Services
Public Sector
Business Plans & Financial Projections

Our firm's business plans have resulted in many successful outcomes for our clients.  These documents are extremely crucial in that they are given to investors, lenders, joint venture partners and prospective buyers.

Business plans include comprehensive financial analysis, collateral analysis and detailed financial projections.

Important components of the business plan include not only a description of the company but industry benchmarking, competitor analysis, strategic planning, pipeline projections, fallback and contingency planning, SWOT analysis, quantification of market, and competitive dynamics.

We are often retained by secured lenders to validate business plans in preparation for funding large credit facilities. Investors critique and improve the operating and financial plans of companies which they are considering for investment. Owners need to prepare thorough plans necessary to obtain requisite financing. Joint ventures' participants also need a comprehensive plan to effect an orderly and successful venture launch.

Deliverables:

  • Executive summary presentation
  • Full business plan presentation to stakeholders
  • Strategic growth plan
  • Product strategies
  • Business description and history
  • Marketing and sales plan
  • Revenue projections
  • Management and personnel description
  • Industry analysis
  • Competitor intelligence
  • Market target analysis
  • Integrated financial projections
  • Collateral analysis
  • Sources and uses of funds presentation
  • Return on investment proposal
  • Post financial statement presentation
  • Document compilation
  • Regulatory compliance

   
©2003-2008 Kenneth J. Dalto & Associates.  All Rights Reserved.