Action Plan

1. Initial Consultation
2. Select Service Package
Agree to Terms (Non-Disclosure Agreement)
Sign Contracts
Make Deposit (two-thirds of total)
3. Gather Information
Complete Questionaire
Pre-Launch Strategy
Meeting
4. Strategy Development & Research
5. Plan Creation
Writing
Financial Projections
6. Draft Presentation
Review & Feedback
Make Final Payment (remaining one-third)
Final Edits
7. Final Plan Delivery
Begin Setting up your business ready for launch
Sign a NDA with company
Owner sends initial information/data/pictures, business plan etc.
Until Head of Terms has been finalized, JP will not spend time on next research.
Research macro data and analyze the company documents to create the Teaser
Prepare a questionnaire list
Build Financial Model
Negotiate assumptions with the business owner
Prepare a list of questions and clarifications
Discuss with the company management on the main business drivers.
Send requests to the company on the key uncertain items.
Adjust financial model
Brainstorm Critical Issues in team or with consultants.
Several rounds of meeting with the company
The company will begin providing more detailed confidential information in a vir
tual data-room or through email to JP
Simple
Describe the business and complete a simple one-worksheet financial statement.
Standard Plan: Multiple Topics and Linked Financial Tables
All the necessary topics to help you define the details in the business. Financi
al statements support detailed forecasting and cash-flow planning. Produces a t
raditional business plan.
Detailed: More Topics and Expanded Financial Options
Provides the maximum in terms of plan detail. Suitable for larger businesses wit
h more complex financial needs.
Financial Plan

Doesn't include topics. Produces set of financial statements with charts.

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