Business Plan Preparation Service

We began offering this service because many of the business plans and Private Placement Memorandums  sent to us are prepared improperly. Key information is missing, the project is structured wrong, valuation is lopsided, etc. For those reasons and many more the default answer is NO. However, in many cases had the documents been prepared properly the projects could have had a decent chance to be funded.

We will prepare your Business Plan, Private Placement Memorandum, Subscription Agreement & Investor Questionnaire

On delivery of these documents, you may begin accepting money from investors.

Documents you will receive are:

A completed Business Plan

A completed PPM - Private Placement Memorandum

(The PPM is Legend for use in all 50 States at No Additional Cost)

A completed Subscription Agreement

Investor Questionnaire

( a Federal Law Requirement )

Seminar 1: Raising Venture Capital

Seminar 2” Federal Securities Laws

Seminar 3: Creating Investor Documents

Copy of Federal Filing Form D

(and how, when and where to file)

We also Include Contact Info for All States Securities Regulators

The PPM will be appropriate for your corporate structure whether a C Corporation / S Corporation or LLC-Limited Liability Corporation

The PPM will be appropriate for your industry

The PPM will be compliant with Federal Securities Laws Reg D - Rule 504 / 505 / 506

Also included a sample Non-Disclosure Form

Also included a sample Confidentiality Agreement

The documents can be delivered in either MS Word (doc) or Adobe (pdf) format

All documents we prepare are automatically reviewed for investment interest.

How to Proceed

Preparation of Business Plan

• All conference calls are with Lance Shields.
• You will provide Mr. Shields with any sales brochures, write-ups, articles or other material that describes your business or industry. Where necessary provide financial information. (All information is kept in the strictest confidence including your name and the name of your business)
• All additional information will be obtained through discussion with Mr. Shields.
• Each phone conversation will last approximately 1 – 1 ½ hours. There is no set limit to the number of conversations. They will continue until all the information needed is obtained from you.
• Once all the information is gathered it will be organized into a draft format.
• The initial draft will then be turned over to an independent copywriter to complete an initial business plan draft. Depending on the complexity of the subject it may take the copywriter 2 – 4 weeks to complete the initial draft.
• When the initial draft is completed it will be emailed to you for comment. You will asked to review it for accuracy and possible further discussion.
• Only changes you agree to will be made. The changes will be given to the copywriter who will return to us the completed final draft within 14 business days. The time period depends on the extent of the changes.
• You will be provided a copy of the final business plan draft for review and final approval.
• I am responsible for paying the copywriter.

Preparation: Private Placement Memorandum

/ Subscription Agreement

/ Investor Questionnaire

• The final draft of the business plan is incorporated into the Private Placement Memorandum.
• We will have further discussions and decide the items required in the Private Placement Memorandum. These discussions will include such topics as structure, what terms are to be offered potential investors and what percentage of the company you should be offering the investors.
• Once these and other issues are discussed, the final draft is finalized and the details or terms of the Private Placement Memorandum and Subscription Agreement are complete.
• Within 5 business days after you sign off on the final draft, we will create the Private Placement Memorandum and Subscription Agreement.
• The Private Placement Memorandum will be legend for all 50 States. You can accept money from investors residing outside your state.
• Each document will be delivered to you via email in either MS Word (doc) or Adobe (pdf) format.

At this point you will have all the required investor documents to be able to accept investor funds.

About Creating a Business Plan

I have received and evaluated thousands of business plans. The uniqueness of your idea is what will incentivize a prospective investor to read your documents. However, it is the details of how you plan to execute on that idea that causes the investor to actually write you a check. To successfully raise capital from investors you must convince them of the viability of your project. That requires you to properly anticipate what they need to know and explain it in a manner that is clear and concise. This is at the heart of what we do really well. As investors ourselves, we know what information needs to be included in a business plan to result in a positive decision

Quality of Plan

All prospective investors will judge your business plan and its author's credibility by the business plan's quality. The sophistication of your business plan is a direct insight into your own competency. If you can't present prospective investors with a decent business plan both your credibility and the plan's contents and conclusions are called into question. This is the single greatest reason to have us prepare your business plan.

Read a professionally written business plan, in so doing, you will know what standard your own plan must meet to have any chance of successfully soliciting private investors. Here is a link to a 35 page professionally written business plan we have written (See...Business Plan Sample...). This is an example of the level of sophistication your plan must attain if you are to have any chance of success in raising capital.

Targeting the Wrong Investor Type (It's about risk)

There is a great deal of information on this website including information about selecting the proper (...Investor Type...) for your project. A business plan written for small angel investors is different than a business plan written for venture capitalist or professional investors. The single biggest difference is that if multiple investors are to be solicited, securities law requires you present each investor with a Private Placement Memorandum - PPM (See ...Private Placement Memorandum - PPM and Subscription Agreement Explained). To better understand the implications of this, (see… Business Plan v. Private Placement Agreement...)This is particular important with start-ups. To convince a Venture Capitalist or Professional Investors to invest in a start up company will require a first rate business plan. The bar to convince sophisticated professional investors is set very high. Picking the right investor type is critical to your success.

Finding Investors

Of course, for most of you that is the most difficult question to answer. All plans and documents that we prepare are automatically reviewed for possible interest and representation by us. However, you are also provided with the (4) audio seminars of which seminar 4 “ Finding Investors “ describes the process we ourselves use to find investors. During our several conference calls, we will discuss much of the information contained in the seminars. So on the completion of your documents, you will have the tools and knowledge to raise investor capital by knowing how to identify and approach your own investors. You won’t need outside help.

Federal Securities Laws

Did you know that almost all business plan services do not prepare the business plan to be compatible for incorporation into the Private Placement Memorandum? They prepare it with the intention to submit to a single source investor, such as a professional investor or Venture Capitalist. For the majority of you, your likely investor will be investing an amount in the range of $2,000 to $25,000 and you will be required to prepare and present them with a Private Placement Memorandum. This may require you to have your business plan redone so it can be included in the PPM.I recommend that you recognize before you start what this implies and act accordingly so it can eventually be incorporated into your PPM. There is no reason why your business plan can't be written in a manner that will allow you to solicit funds from all "investor type".

General Information:

• If not written properly, the contents in your business plan could end up invalidating the entire Private Placement Memorandum (PPM). This could necessitate you being required to return all the investors money. This is called a “right of rescission”. There is more information about this in Seminar 3 “ Creating Investor Documents”.
• An example of our work is available for download at (See...Business Plan Sample....) I want you to judge our work against everyone else.
• Expect that the business plan may become an integral part of your Private Placement Memorandum so have it written to be in compliance with all Federal and State Securities Laws.
• There are differences between plans written for an operating company versus a startup versus a large operating company. Make sure your plan is written for your specific circumstances. One size doesn't fit all.
• . If you don't believe fully in your project why should the investor. If you are not prepared to be "all in", you will not be successful. Why should any investor bet on you if you are not willing to bet on yourself.
• It is very important that you correctly select the proper investor type. For most of you, set your game plan for the small investor. You still can solicit the big investor. However, covering all investor types does seem to be the smart move. (See...Profile and Finding Investors...)

Please keep in mind that for timely completion, projects must be scheduled in advance since I only do a very limited number of plans each month. The earlier you get your project into the rotation the quicker it is completed.

Cost?

Contact Mr. Shields-- 786-206-5309 to discuss your project and obtain a price to prepare all the documents. Please prepare an outline of talking points for the conversation. All information is held in strictest confidence.