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Business Planning & Advisory
The marketplace is crowded with companies contending for investment capital. However, the business plan remains a cornerstone among the building blocks of any campaign to raise capital. The business plan spells out your company's mission, its strengths, and implementation plan.
It is your company's first opportunity to make a positive, permanent impact on a funding source. A poorly organized, unclear business plan, or one that lacks sufficient information, will not give a funding source confidence in the future performance of your company. There are no second chances.



Our corporate finance business plans are widely considered to be among the most professional, thorough and effective plans in the marketplace - at any price.
 Our Process
We first conduct an intensive planning, research and information-gathering phase that engages client company management closely in the process. We then articulate a strong message for your company that clearly defines the company's special value proposition. We bolster and support our narratives with sound financial modeling that can be easily interpreted by members of the investment community.

 Our Scope
We have prepared business plans for companies in a wide range of industries, including, but not limited to:

  • Telecommunications
  • Software
  • Medical devices
  • Consumer Electronics
  • Direct Response Marketing
  • Environmental Services
  • Apparel
  • Internet commerce, content, and enabling technologies
  • Wireless technologies
  • Computer Hardware
  • Medical Services
  • Specialty Retail
  • Resort/Entertainment
  • Themed Restaurants
  • Publishing
  • Biotechnology (life, environmental, agricultural sciences)

  • Fees for business planning services are set on a project-by-project basis, and are based on our estimation of project time.

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    CITIBANK CENTER
    444 S. FLOWER ST. SUITE 1675
    LOS ANGELES, CA 90071
    TEL 323.966.5555





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