Business Plan Review and Critique

One of the more important issues to consider before creating a Private Equity Placement Memorandum is the inclusion of your business plan within the PPM. This is especially true if you have written your own business plan. Typically, we find that there are a number of facts that are material to your Private Equity Placement that have been inadvertently left out or is included but not fully and properly explained. On this website is available a free 15 page business plan outline. Avail yourself of the information in this document to see if you have covered all the categories of information needed to be included in your business plan. Have your final document reviewed by someone other than yourself. You will not be able to properly critique your own document. You are about to provide this document to prospective investors; don't have them say NO because your document is inadequate. Most of you have never raised any money and certainly have never written a business plan for that express purpose. Even if your effort is a very good effort we always see problems with these business plans. Do you want to risk having your effort fail because your plan was insufficient to the task? Especially when any deficiencies could have been easily corrected.

Description of work to be performed:

Review and critique your business plan

• Produce a written detailed critique of your business plan. You will receive the critique within 5 days of giving your approval to move forward.
• Immediately on sending you the critique we will schedule a conference call to discuss issues and solutions raised in critique. There is no time limit to the call and many calls exceed 2 hours.
• Attend a 2^nd conference call to discuss issues regarding structure of your proposed Investor Offering. This conversation primarily focuses on what to offer investors. There is no time limit on call. Though this is not directly related to the business plan we find that after critiquing the plan we are in a good position to help you with deciding how to structure the offering and what to offer the investor.

The subjects we will cover during the 2 conference calls are very diverse with the intention to provide you with as much information as possible. The purpose of these discussions is to round out your knowledge so that when you prepare the Investor documents you can immediately begin taking investor money.

If you are deciding whether to proceed or even how to proceed raising capital for your business or a new start up; you will find that there is a great deal of free information on this website. If you are taking your project to the next level you may want to consider reviewing our audio seminars. These seminars not only provide much higher level of knowledge and information but on completion allow you structure a “game plan” of what needs to be done and how to do it.

If you have any questions...Call 786-206-5309