Document Preparation
Save Time & Money - let our Specialists assist you
Business Solutions
Thanks to you...
"Thanks to you we were able to raise the capital we needed - I thought our Business Plan was pretty good, but when you re-crafted it, I hardly knew it was the same company - looks like we're going to be working together a lot in the next few months...."
- Andy Lasco
Document Preparation
Planning, Marketing, Investor Presentations, Operational Plans, Brochures, Media Packs,
Sales Presentations, Trade Show collateral, etc
We can help you prepare most any type of document which doesn’t require a license to prepare.
We can write it, tweak it, re-format it and/or re-purpose it, and when we're done, we can also distribute it for you, whether it's digital, copies, mailings, email or standard mail.
Writing a Business Plan or creating an Investor Presentation may not make the Top Ten list of fun things to do, but we have a team who really enjoy taking a potentially lackluster document and bringing it to life.
Our turn-around-time is very quick without sacrificing quality. You give us the information and we will set a guaranteed date for completion - and we generally beat the deadline by 1-2 days.
Give us a call today and we'll get started - it's just that simple!
Plan Overview
Types of Plans
Our One Pager serves many purposes - it provides a great deal of information in a small package and takes nearly as much thought and planning as a complete business plan.
It's a summary of the Executive Summary and is most frequently used when you need to share the core essence of your business. This is the first document we send to potential investors - short enough so they will actually read it and just enough information to peak their interest.
An Executive Summary is the "reduction, clarification, and simplification of a highly technical document for the non-specialist reader." The Executive Summary is generally 8-10 pages not including financials or appendices.
We find this is the most useful plan to provide investors, lenders or potential business partners. It should have enough detail that it provides a clear cut description of your business and strategic plan.
A Business Plan is generally 30-50 pages and includes full financials (past, present & future). It includes detail about every facet of your business, including research and market analysis.
While lenders and investors may ask to see your business plan, generally a good Executive Summary will do, however be prepared to provide one, especially if you are seeking a significant capital raise.
Be sure you know your audience before you spend the time or the money to complete it. A Business Plan is not to be confused with a Strategic Plan.
A Strategic Plan focuses on the details of implementing the plans to start and/or grow your business.
Generally, the Strategic Plan includes a more specific time frame and responsibilities of the partners/owners. It really is a work in progress and should include frequent reassessments of the current strategies. It encourages the discipline to analyze existing situations and to determine future decisions.
The Marketing Plan describes in detail how you plan to promote your business, as well as research and analysis of your existing market.
Many feel this is the most important plan your business can have - it doesn't matter how good your product/service is unless people are aware of it and have an interest in purchasing it. The stage of your business will generally determine the detail which you include.
The best description of an Operations Plan is the plan that you need when the Owner/Manager is unavailable.
Details to include are the simple day to day operations, processes and responsibilities, as well as location of important documentation.
It is the Go To document when no one else knows the answer. You may also have a separate document for new employees which explains their responsibilities and includes business policies and procedures. This can be an invaluable document.
Your Action Plan is just that - it details what actions you plan to take and in what order.
Generally your Action Plan focuses on a specific purpose or special event. It does not need to be long or complicated, but should be very detailed.
Process
Consultation
We schedule a Complimentary Consultation to determine your needs and the level of our involvement.
Provide
We provide you a cost estimate and ask you to complete a questionnaire. You give us the document you would like tweaked or the details and core information about the document you’d like us to create
Schedule
After reviewing your questionnaire, your document or information provided, we will give you a Guaranteed completion date. We'll also schedule as many follow up meetings as necessary to complete the document to your satisfaction.
Features & Benefits
Experience
Because of our experience, we can accomplish in a few hours what might take you a few days. We can also include or exclude any necessary elements to be certain your document achieves the desired result.
Primary Benefit
While we tweak or create your document, you can focus on your business.
Delegation
Delegation is one of the most difficult facets of business that many entrepreneurs face and probably one of the most important to learn. Your time is much better spent focusing on your business – let us help you with the little details – much more efficient.
Results
Having been on both sides of the table, our Team has the experience to develop your document so that it provides all the necessary information in the fewest pages. There's no point in having a 50 page Business Plan if no one reads it. We Guarantee our work and your Satisfaction.
FAQ
Will you write everything for us?
You will need to provide us the majority of the information and our Team can take care of the rest. We'll discuss this with you in our Complimentary Consultation. We can participate as little or as much as you like.
What about Distribution?
We can manage the Distribution for most any type of document or video. We can even create an entire Marketing Plan which might include weekly or monthly contacts and schedule delivery for each piece in advance.
How fast can you do it?
This is probably the question we most frequently answer. It is always dependent upon the amount of information you provide and the number of revisions you request. We are very efficient and promise to get it done by the deadline we have agree upon.
How much information do I have to provide?
The more the better – we can create most anything from scratch if necessary; however, this is your business. The more information you provide, the faster we can get it done and the less it will cost you. Pretty straight forward.
What about a Marketing Plan – will you do all the research?
We can, however doing your own research is a great way to gain a better understanding of your market. Because research can be so time consuming, it can be rather costly. However, we are happy to help you do whatever you need.
Pricing
These are Pricing Guidelines - we do offer significant savings when you purchase one of our many package options. We can create most any document which doesn't require a license - below are some examples and costs. Please contact us for more details.
| Type of Plan | Review | Rewrite | Create | Template |
|---|---|---|---|---|
| One Pager | ||||
| Executive Summary | ||||
| Business Plan | ||||
| Strategic Plan | ||||
| Marketing Plan | ||||
| Operations Plan | ||||
| Action Plan |
Please Note: This pricing is just a guideline and will depend on the length and depth of the plan you need assistance with. Take advantage of your initial consultation and understand that the more information you give us, the less time we will have to spend and therefore the lower the cost. The reverse is also true.
Satisfaction is guaranteed on all of our products and services - your success if very important to us!
