Custom Business Planning and Solutions

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WHY YOU CARE

Your consultant should have a view of the business environment that is compatible with what you believe. Even if you think you have a lot to learn the person you work with should be someone you think can help you learn what you need to. That is why we're sharing our views on a few important things.

GETTING VALUE

Business Plans

Our most successful partnerships have been with clients who view a business plan as an opportunity to really get grounded about what the business is and what it's goals are. They have the tolerance to question what they already believe about their idea or business and they can accept and use new information and ideas. They want to test their assumptions during the business planning process and expose potential gaps and problems before they get started turning their idea into a new, or part of an existing, business.

Clients that see a business plan as a checklist item that they need to get a bank loan or secure a property lease, are more inclined to start or expand their businesses on an ad-hoc basis and view planning in general as a less than productive use of time.

Solutions/Business Process

Clients who get the most from a solutions consult have an open mind, are able to admit to problem areas and will drive the necessary changes once decided upon. It is an opportunity to take your team and lift them to a new level of productivity and satisfaction. Good process and resolved problems lead to more sales and better customers with less effort. Nothing brings a team together like succeeding. Think about it, major successful companies have teams of people focused only on improving business operations. Doesn't it make sense that you should invest in it too?

WHY IT'S IMPORTANT

We think that for the foreseeable future, sources of capital will continue to be tight. We believe the lack of attention to Main Street by government and Wall Street will continue. Bank deals will be few and difficult. Raising capital will require creative methods and business sustainability will depend on new ways of collaborating and competing. In this reality, your business plan has to make an airtight business case. That's the opening bid. Wishful thinking, sloppy projections and vague business models will not carry the day.

We also believe that the rigors applied as part of an interactive, workshop based business plan development process is far superior to the questionnaire interview process employed by the vast majority of business planning firms, some of them market leaders. Having rewritten many of these plans, along with taking hundreds of our own to investors and underwriters, we believe we have a valuable perspective on how to create a plan that is more compelling than that produced by most business planning firms.

Finally, the most important point to remember: Who is helping you write your plan? Are they business owners? Have they started their own businesses or are they employees? Do they carry the responsibilities and face the risks that you will as a business owner, or do they have a steady paycheck and forty hours. If they haven't started a business themselves, never had to meet a payroll, or haven't lived through the daunting number of situations and choices an owner or a executive faces every day in business, they aren't qualified. We're owners: There is no better case study than our direct experience and the experiences of our clients.

CHOOSE WISELY

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