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FAQ

What industries do you specialize in?

We take pride in our ability to learn the fundamentals of virtually any industry or technology quickly. We believe that the value we bring to the table is an understanding of what investors like to see in opportunity.

Can you guarantee that our plan will raise capital?

Of course not. Nobody can make that guarantee (and if somebody ever makes that guarantee, it’s a good idea to run away quickly). A good plan is essential, but a plan alone will not get funded.

Can you help us raise money?

We can sometimes make strategic introductions to potential investors or other intermediaries. In general, only brokers licensed with the Financial Industry Regulatory Authority can legally offer this type of service.

Do we really need a business plan?

If you run a business, then it’s probably safe to say yes. In fact, you may require more than one business plan: one for raising capital and one for running your business.

Why should we hire a consultant to write our business plan?

In addition to our expertise in preparing these materials, we offer independent, third-party insights into your business, and may raise questions that you might not have thought to ask.

What makes your business plans so special?

Most importantly, they work. In a world in which fewer than 1 in 250 business plans ever raise venture capital. Each plan is handcrafted to reflect the client’s specific circumstances.

What makes your financial projections special?

Balance sheets that balance. Cash flows, income statements, and balance sheets that tie together (you’d be surprised by how many consultants who don’t get the basics right).

How does the process work?

Every situation is unique. Depending on how we structure the project, you should expect to spend anywhere from 10-30 hours on the process over the course of a typical engagement.

How long does it take?

For a typical engagement, consisting of a business plan, financial forecast, and investor presentation, the typical time to completion is 6-8 weeks. The actual time can be influenced by the quality.

Can you work any faster?

Yes, but we may need to charge a “rush” fee. We typically work on multiple projects at any point in time, and rush projects can strain our schedules or inconvenience other clients.

Will you agree with everything I say?

Only if you’re always right. One of our jobs is to help you avoid mistakes. We’ll challenge your ideas and assumptions so that you’ll be ready for the tough questions when you meet with investors.

Can you send us samples of your work?

We are unable to email you a sample, but you can view several of our plans on our website. If you would like a closer look, we can schedule an online screen sharing session or in person in the form of a hard copy.