Examples of our Work
 
First and foremost – Do not fall into the trap that most new 
businesses do and use samples, templates or software to write 
your Business Plan!  
 
Don’t be fooled by other so called business plan consultants who 
suggest you can use samples, let alone software, and complete a 
Business Plan (BP) that will achieve your goals.  The typical result: 
A BP that can clearly be seen as a template, it is almost always missing 
critically important information or has excess information in certain 
sections not suited to a particular business that is viewed with disfavor 
by investors and lenders your Plan targets.  The typical bottom line: the 
trash can.
 
We are providing these examples to demonstrate the diversity and 
flexibility needed to write a customized business plan that enables an 
investor to make an informed decision.  Our team has completed 
Executive Summaries (ES), BPs and related Appendixes or separate 
reports for a wide variety of businesses.  We have worked closely with 
nonprofit organizations and governmental agencies as well as with 
for-profit businesses as diverse as retail, wholesale, construction, green, 
technology, Web-based and healthcare.
 
Confidentiality is of paramount importance for our clients and limits our 
ability to provide a large number of examples of more extensive and 
lengthy business plans, particularly those with proprietary patents or 
trademarks, as is the case with many technology companies.  This 
SBA report begins with answering the question of how long a BP 
should be with the statement “It depends,” but then immediately goes 
on to conclude with the statement “Most business experts and 
counselors say it should be thirty to fifty pages as a minimum while 
others may say less or more than this depending on their own personal 
perspective.”  We agree with these statements, yet if you have an 
existing relationship with a lender or seek to “test” interest, an ES with 
a Forecast and/or a preliminary Market Study would suffice with a full 
BP to follow. Examples follow:
 
·        ABC transaction, the sale/leaseback of approximately $40 Million in 
real estate that resulted in our client obtaining a commitment for a 
$75 Million line of credit is summarized in this case study, which 
contains info on other transactions. It is unique in that the complexity 
of the transaction did not require a complete BP, but a series of ESs, 
with the ES of the overall transaction and a Table of Contents that 
summarize our extensive efforts. This is but one of many examples of 
our expertise in real estate, development, and financial consulting 
including investor/lender RFPs, HUD-insured loans, tax-exempt or 
taxable bond transactions, with summary of work with 
Non Profits and HUD here.  
 
·        We know the healthcare delivery system. This Report and 
Projections was provided to a government-owned hospital system 
regarding the utilization of former hospital campus, with the 
Table of Contents of said report providing a sense of the depth of 
information and appendixes.
 
·        Technology based BP usually require market research that is a more 
difficult and complicated effort, an area in which we can 
provide assistance.  This ES for ABC Technology gives some sense 
of the depth of the 45-page business plan, 30+ pages of financial 
forecasting and 23- page market share and market penetration 
appendix that we completed for this client.
 
·        Eco-friendly, green and sustainable business plans have gained our 
increased interest as we hope to do our part in saving the planet.  Like 
technology business plans, these plans oftencontain information such 
as patents that make it difficult for us to provide a sample plan of depth.  
As a partial example, an ES of a Green company is provided versus 
the 45-page BP, forecasts and other appendixes we completed as 
part of this engagement.
 
·        These Insurance Agency Forecasts that accompanied the business 
plan of an insurance agency were completed within the guidelines of 
the insurer and are examples of our expertise in varied settings.
 
·        The Restaurant Business Plan and the Spa Business Plan are two 
examples of our work for regional entrepreneurs, often in a retail or 
service industry setting.
 
Feel free to ask any questions you may have about your Business Plan.