BUSINESS PLANS are a vital part of any organization.  They should be fluid and changes are to be made as conditions and growth warrant.
1.  Introduction is the Executive Summary –  This includes: a detailed description of the business; delineates the skills and experience that your organization provides; and discusses the advantages that you and your business provide.
2.  Management Structure – Establishes the responsibilities and job descriptions of management.
3.  Marketing Needs –  Identifies your company’s target audience, size of the company prospected and pricing.  It also includes the products and services offered and how they will be advertised.
4.  Financial Management – Describes the cash flow for the year as well as a gross profit margin requirement.  It provides projections based on realistic and well positioned assumptions.  Contingency plans should speak to changing conditions in the marketplace.
5.  Operations – As an ongoing concern, the daily management of the business needs to be addressed. A review of the equipment needed and the production and delivery of products and services is necessary.
6.  Conclusion – Summarize business goals and the objectives to be achieved

BUSINESS SOLUTIONS PROFILING STUDY:
To provide context and prior to development of the Business Plan, we will work with you in completing a Business Solutions Profiling Study.  This study will be an in depth look at market served and planning that is in place.  The sales and marketing area will be thoroughly explored.  We will look at your target market, means by which you will attract clients and why the business would be chosen over competitors.  The competition will be addressed and a review of your systems, are matters that will be reviewed.  The ideas relevant to retaining good employees to include growth and development as well as benefits provided are an integral part of the plan.

The objective is to better know you and your business.  In today’s business environment of employee “musical chairs” at the commercial banks, this leads to the lack of continuity in how they treat their clients. We are there for you every step of the way.  It is our goal to assist you in making the right moves at the right time in support of your business.

We will discuss the financials, risk management and to some extent collection procedures.  All of which lead to the accomplishment of the goals that you have set for yourself and your business.  Lastly, commitments and a call to action are addressed.

The cornerstones of our professional philosophy are communication, motivation, team building, a positive work ethic, and a drive for excellence.