Business Plan Coaching

Most investors and entrepreneurs will tell you that a good business plan – one that is well written and that embodies a realistic business approach – is a key factor for success.

Bryan Brewer of Business Plans Northwest can help you and your team with the process of creating your business plan documents for the purpose of seeking investment capital. I have helped my clients raise more than $20 million since 2000.

Business Plans Northwest has experience developing business strategies and writing business plans in the following areas (and more):

Types of Businesses

  • Retail
  • Wholesale
  • Publishing
  • E-commerce
  • Manufacturing
  • Online Content
  • Public Agencies
  • Professional Services
  • Business-to-Business (B2B)
  • Business-to-Consumer (B2C)

Industry Sectors

  • Advertising
  • Agriculture
  • Alternative Energy
  • Art
  • Biotechnology
  • Computer Hardware
  • Construction
  • Consumer Products
  • Digital Media
  • Emergency Services
  • Entertainment
  • Financial Services
  • Healthcare
  • Hospitality
  • Internet Marketing
  • Legal Services
  • Medical Devices
  • Mobile Data
  • Music
  • Personal Services
  • Self Development
  • Social Networking
  • Software
  • Sports
  • Systems Integration
  • Training
  • Transportation
  • Travel
  • Video Games
  • Web Development
  • Wireless Services

My business plan coaching services help you create original and customized documents to suit the needs of your business and to position your company for target investors. I discourage the use of business plan programs or “canned” templates. (Such boilerplate documents are easily recognized by investors and usually merit far less attention than a custom-crafted business plan.)

Scope of Services

The scope of my coaching services for creating a complete business plan package includes the following:

    • In-depth consultation with you and your team on your business strategy.
    • Objective review of your revenue model, target markets, go-to-market strategy, and competitive position.
    • Connecting you with resources in my network of contacts to help you with legal, accounting, recruiting, marketing, advisory, and other start up business needs.
    • Coaching you on the creation of a full set of custom investor-ready business plan documents, including:
      • Business plan
      • Executive summary
      • Financial projections
      • Investor presentation.
  • Initial coaching and guidance in the process of raising angel investment.

Business Plan Package

A complete business plan package includes the following documents describing your company, each of which has a specific function in moving your company along the path to funding:

  • The Executive Summary is a brief overview, usually no more than two pages of text, designed to stimulate an investor to seek more details from you. This is the key marketing document for attracting interest in your company. The executive summary may be in the form of a narrative that tells the story of your business or in the form of a summary of pertinent facts about the company.
  • The Financial Projections are a set of spreadsheets that spells out the detailed metrics of your business model, including projected revenue, expenses, and cash flow. It may also include a balance sheet if your company has significant operational history. Summary points from the financial model are included in the other documents. This is the key analytical document for evaluating the potential profitability and growth of the company.
  • The Business Planis a text document, ideally no more than 20 pages in length, that provides enough information so that a potential investor may scrutinize the merits of all aspects of your business. (This is part of the process called “due diligence.”) It is the key detail document, with the appropriate amount of content that makes it neither too short nor too long. The business plan, which may also include diagrams and photographs as necessary, should cover the following main topics:
    • Market need and opportunity
    • Product or service offering
    • Revenue model and operating plan
    • Sales & marketing strategies and plans
    • Competition, barriers to market entry by others
    • Management team qualifications and experience
    • Financial summary, use of funds, and exit strategies
  • The Investor Presentation is a set of slides that serve as talking points when you have a formal meeting with an investor to “pitch” your company. This is the key sales document of the process, and it is critical that the structure and content of the slides properly support your verbal presentation. A set of between 10 and 15 slides in PowerPoint format is usually enough to do the job. You may also want to have specific additional slides to show in response to tough questions you anticipate investors might ask.

As a client of Business Plans Northwest, you receive expert coaching on how to create solid, well-crafted business plan documents that meet and exceed the current standards in the investment community. Equally important, you receive experienced, strategic advice about your business model and how to position your plan for maximum acceptance by investors.

Contact Bryan Brewer at bryanb@bizplansnw.com or 206-527-3168 to discuss your business plan coaching needs.