Business Plans & Strategic Planning
for Start-ups & Existing Companies Seeking Loans or Investors
Collier Business Advisors'
Business Plan is the affordable, quick, easy, and professional way
for you to get the bank loan you need and start your business off
right.
As an
experienced entrepreneur who has started and built businesses,
obtained his own SBA loans, and worked extensively with banks for
his own business needs, Bill is the ideal person to help you with
your plan.
We'll work with you - via phone and email
- to understand your background,
your situation and your opportunity. We'll make recommendations
and help you "tweak" your plans to enhance both your
chances of success and your likelihood of securing a loan.
Includes:
- Executive Summary
- Company Summary
- Product or Service
Description
- Market Analysis
- Strategy &
Implementation Summary
- Financial Plan including
Pro-Forma Projections, Spreadsheets & Full-Color Charts
for Sales, Profit/Loss, Balance Sheet and Cash Flow
What you
should do first:
Make sure that
you are a good candidate for a business loan.
Here are some of the questions you
can expect any banker to ask.
The Process:
-
Getting
Started
Once we are hired, via contract and down payment (50% of the plan
fee), we provide you with a questionnaire which asks you for
the information we need about you and your business.
-
Data
Collection
While you're working on the questionnaire, we begin compiling
relevant industry data so we can provide you with an independent
market analysis.
-
Plan
Development
When all the information is in, we assemble the financial and
textual pieces. The business plan is then emailed to you so
you can make any notes or let us know about changes you'd like
made to the document.
-
Revisions
& Delivery
We go back and forth until the product is complete. We give
you unlimited revisions to the document for up to 3 weeks.
Extensions can be made on a case by case basis. The balance of
the plan fee is paid and the final plan is delivered
- ready to send to your banker. We can supply a hard-copy if
you prefer, but the standard format is a PDF that we email to
you. We can also make your plan available online for viewing
by you, your banker and others authorized by you.
Pricing:
$950 for most
plans. (If a business concept is particularly complex or if a
special amount of research is required, we'll quote a price.)

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