Strategic Business Plan

Strategic Business Plan provides a blueprint, describing your company, its products, the competitive environment, management team, financial health, and business risks. It will assist you in obtaining funding, support growth, and provide a road map to success.


Preparing a strategic business plan will help you clarify your company’s direction. It ensures that your key leaders are all on the same page, and keeps both management and staff focused on the tasks at hand. Phenomenal Tax & Accounting Services, LLC can help you develop a powerful Strategic Business Plan that drives your business to the level of success you deserve.

Entrepreneurs and Business Owners often need a Strategic Business Plan when:

  • Starting a new venture, product or service

  • Expanding a current organization, product or service

  • Buying a new business, product or service

  • Selling your business therefore to show the full potential of your business to buyers

  • Turning around a declining business

  • Applying for E2/EB5/L1 immigration visa

 

Strategic Business Plan for SBA, Bank or Grant Funding:


Our Bank-ready Business Plan is a 25-30 page custom-written document with a market summary and comprehensive financial statements. The plan is guaranteed to exceed the requirements and expectations of banks and the Small Business Administration (SBA). It is perfect for SBA loans, seeking funding of $50,000 to $1,000,000, business acquisition, strategic alliance, merger, or partnership, internal use, and personal finances. This business plan will work for start-up companies, existing companies looking to expand with a loan, existing companies starting a new division. It can also be used in E2/EB5/L1 immigration visa application after adding a few features to meet immigration guidelines.


Bank-ready Business Plan includes the following sections:

  • Cover Page

  • Table of Contents

  • Executive Summary

  • Objectives

  • Mission Statement

  • Keys to Success

  • Company Summary

  • Company Ownership

  • Pre-operating Source and Use of Funds

  • Products and Services

  • Market Summary

  • Industry Analysis

  • Tapestry Segments

  • Demographics Summary

  • Marketing Strategy & Implementation

  • SWOT Analysis

  • Management Summary

  • Financial Summary

  • Revenue Forecast

  • Personnel Forecast

  • Income Statement

  • Statement of Cash Flow

  • Balance Sheet

  • Break even Analysis

  • Best and Worst Case

  • Year 1, 2, and 3 Financials

Strategic Business Plan for Investors and Venture Capitalists:

Our Investor-ready Business Plan is a 30-40 page expanded, custom-written plan with a comprehensive market research analysis and extensive Excel formatted financial statements. It includes 5 years of Financial Statements, a detailed Investor Return section, and additional in-depth market research.
This plan is designed for entrepreneurs and business owners who are seeking funds from Investors and Venture Capitalists. Investors will require a solid financial budget and this plan will exceed their highest expectations. In fact, most lending institutions and private investors will not even talk to you without a solid financial plan. With this Business Plan, there is no limit to the level of funds that can be sought .


Investor-ready Business Plan will include all section of the Bank-ready Plan, plus the following:

 

  • Investor Return & Exit Strategy

  • Financial Overview

  • Market Needs & Solutions

  • Market Analysis

  • Market Segmentation

  • Competitive Landscape

  • Industry Summary

  • Web Summary

  • Milestones

  • Management Gaps

Both of our Strategic Business Plans allow you to:

  • Identify and describe the target customer prole, features, advantages and benefits of your new venture, product or service.

  • Justify that your plans are credible by fully researching the need being filled with your new venture.

  • Develop staffing plans including identifying the key players, skills, and expertise needed to build the venture.

  • Develop management plans including full descriptions of management systems and timelines for implementation.

  • Develop financial plans including projected startup costs, operating costs, revenue, profits, and break-even analysis for the first 3 to 5 years.

  • Identify building and equipment needs including vendors and cost estimates.

Visit

1500 Rosecrans Ave Suite 500, Manhattan Beach, CA 90266

6131 Orangethorpe Ave, Suite 435, Buena Park, CA 90620

Call

T: (310) 406-4880

F: (310) 602-6304

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