Some of Our Services

Business Planning

The most important ‘Working’ document you will ever create, the pertinent information needs to be organized, formalized, edited, structured and concise. Our business plans are detailed in their creation and professional in appearance and address all the areas a credible investor or partner would want to see. We provide you with a detailed questionnaire that will prompt you to address the primary areas of interest and this will become a working document from which we will develop your business plan and other information documents. Pricing will depend on information and content provided by client and estimated time to complete. This document should allow the client to proudly put it in front of any bank or private investor with confidence that it paints a complete picture of the project.

Financial Projections

Equally as important and a necessary part of any business planning project is the accompanying financial package which should reflect attainable projected sales figures and realistic operational costs. These should include a minimum of a Cash Flow, Sales Forecast, start-up costs, Balance Sheet, Profit & Loss and Personnel Plan. We provide a complete customized set of financials covering all required financial information with guidance and rationale in setting realistic and attainable sales and cost projections.

Financing Proposals

This is where the client puts forth a suggested financial scenario to the potential investor, this should include equity offered, whether it’s a debt equity scenario, investors return and exit strategy. The difference between a ‘Financial Package’ and a ‘Financing Proposal’ is the financing package reflects general financial information whereas the financial proposal gets in to more specific details as to what a potential investor will expect. For most companies in their early days appropriate, affordable and timely investment is imperative for their success. We have many years experience in assisting new and early stage enterprises in locating suitable and credible avenues of funding. These include Government sources, Venture Capital Company’s, Private Investment Groups and Individual Private Investors. While we are not licensed to conduct investor negotiations for our clients we can provide ongoing guidance and consulting services to assist our client in making a prudent decision.

Marketing Strategy

A professionally prepared and separate marketing strategy is an expanded version of your marketing section in your business plan. A marketing strategy details out the various initiatives that are planned with stated time frames and anticipated results. This document is often a stand alone document and depending on the type of business, can be a very substantial document in its own right. A carefully prepared document will go a long way to adding credibility to your project and is an often under estimated component of your business presentation package.

Market Research

A critical component of your business plan and marketing strategy is to be able to back up any claims made by providing details of where your facts and figures have been obtained. This is especially vital when justifying financial projections and market size. We are able to provide expertise in this area by utilizing in house experts who specialize in online research to add substance to your overall business.

Effective Online Marketing

Every Company these days needs a professional looking website but did you know that 85% of the websites do not apply an effective online marketing strategy. We call this as having a Ferrari without an engine. If you don’t incorporate a varied and consistent online marketing strategy your business will not receive the visitors it deserves and you’ll be left wondering why you’re not getting the business through your electronic business card. Effective online marketing includes many tactics including using the right keywords, the use of e-zine articles, effective use of blogs and many more components. Many website companies will build you an impressive looking website but do not deliver an effective program of marketing it. We provide in house expertise in maximizing your exposure by incorporating a number of proven tactics guaranteed to increase your online traffic.

Special Projects

We draw on the expertise of our principal who has over 30-years experience in banking, private finance and operating successful businesses. We can provide a professional, neutral and informed opinion in an effort to solve your issue(s). Where we feel specialized advise is required we will refer you to one of our alliance partners who will be able to provide you with the specific expertise you need. These Special Projects could take many forms, for example, corporate partnering, help in selling a business, corporate representation, mediation, accessing new markets etc. We can act as an ‘Intermediary’ and bring the two entities together in a professional manner by providing guidance, attending meetings and assisting with an appropriate agreement. Cost for this service is determined by the time and complexity of the situation.

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