Plan Overview

  • Executive Summary
  • Startup or expansion summary
  • Financial objectives
  • Products or Services

Market Analysis

  • Market Analysis
  • Market Needs
  • Targeted demographics
  • Location
  • Market Segmentation

Operations Analysis

  • Marketing objectives
  • Marketing strategy
  • Competitive analysis
  • Competitive advantages

Marketing Information

  • Management
  • SWOT analysis
  • Keys to success
  • Keys to success
  • Milestones
  • Barriers to entry

Investor Information

  • Shareholder description
  • Business valuation
  • Company exit strategy
  • Return on investment (ROI)
  • Use and allocation of funds
  • Business multipliers

Investor Information

5 year proforma financial projection include:

  • Personnel forecast
  • Cash flow statement
  • Financial assumptions
  • Income statement
  • Financial indicators
  • Break-even analysis
  • Sensitivity analysis
  • Revenue forecast
  • Balance sheet

Every plan includes our suite of professional services:

You’ll receive a document written in Microsoft Word, financials custom-built in Microsoft Excel, and a finished
plan laid out in professional graphic programs by skilled designers.


PowerPoint Presentation (Optional):
A Wise Business PowerPoint Presentation helps direct
investor attention to the points you most want to emphasize while offering an outline to streamline your
presentation to potential funding sources. Each concise, visually appealing business plan presentation for
investors is carefully written and designed to perfectly support your investor business plan.

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