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Business Plan Service Details

G.O.A.L.S.™  The G.O.A.L.S. System™

G.O.A.L.S. (Get Organized And Launch Successfully)

 

  • Get Organized: Emphasizes the importance of a structured and well-prepared business plan.

  • And Launch: Focuses on taking action and beginning the business.

  • Successfully: Points toward the desired positive outcome.

Book Pages

G.O.A.L.S.™ Essentials Plan

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The Business Model Canvas (BMC) - The One Page Business Plan

Cost: $ 289

Package overview:

  • Economic alternative for new business owners.

  • Aimed at individuals with a business idea who are not yet in business.

  • Helps get ideas on paper for clarity and understanding.

Package deliverables:

  • A one-page business plan, which serves as a strategic management tool. The Business Model Canvas Template Word document.

  • Quickly defines and communicates the business idea.

  • A single document with detailed instructions for each section of the plan

Process:

  • The Consulting Engagement: A business owner and a consultant partner to develop or restructure business and product fundamentals.

  • Methodology: The process involves close collaboration through both on-site meetings and remote videoconferencing, ensuring flexibility and consistent communication.

  • Focus Areas: The core of the work centers on foundational elements such as strategy, structure, and product design to create a robust and sustainable business model.

Book Pages

G.O.A.L.S.™ Deluxe Plan

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Detailed Business Plan-For a Startup-Business, Established Business, or Non-Profit Business

 Cost: $ 489

Package overview:

  • Customized Business Plan: A comprehensive document that details your strategy, including a section on marketing, a breakdown of your daily operations, and a full financial analysis.

  • Funding Preparation: Assistance in assembling the necessary information for a loan or grant application.

  • Tailored for Non-Profits: An optional non-profit business plan is available for organizations with that specific structure.

Package deliverables:

  • Comprehensive Business Plan: A detailed, 34-page Word document outlining your strategic plan.

  • Core Financial Statements: The three essential financial statements—Balance Sheet, Income Statement, and Cash Flow Statement—to model your business's financial viability.

  • Step-by-Step Instructions: Detailed written guidance to help you complete each section of your plan effectively.

  • Personalized Consulting: One-on-one assistance via a business consultant for a focused, in person or video-conferenced planning session.

Process:

  • The Consulting Engagement: A business owner and a consultant partner to develop or restructure business and product fundamentals.

  • Methodology: The process involves close collaboration through both on-site meetings and remote videoconferencing, ensuring flexibility and consistent communication.

  • Focus Areas: The core of the work centers on foundational elements such as strategy, structure, and product design to create a robust and sustainable business model.

Book Pages

G.O.A.L.S.™ Premium Plan-Live Plan™

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 Proprietary Software

Cost: $ 1,089

Package overview:

  • Collaborative process: Work with your consultant in real-time, online or in person.

  • Custom pitch deck: A professionally designed presentation for investors or lenders.

  • Financial integration: Pull your financial data directly from QuickBooks Online or Xero.

  • Benchmarked sales forecast: Realistic sales projections based on industry-specific metrics.

  • Key business analysis: Answers to your most important questions:

    • Is the business feasible?

    • When will it become profitable?

    • What are the capital requirements?

    • Which areas need the most attention?

    • Where should the focus be?

Package deliverables:

  • Executive Summary: A concise overview of the entire business plan, summarizing the company's value proposition, key opportunities, and business model.

  • Market Analysis: An in-depth look at the target market, including market size, key customer segments, and trends.

  • Marketing Strategy: A blueprint for how the company will attract and retain customers, including specific campaigns and tactics.

  • Sales Strategy: The approach for generating revenue, detailing sales processes, channels, and targets.

  • Operations Plan: An outline of the daily business processes and infrastructure required to deliver the product or service.

  • Technology and Intellectual Property: An overview of the proprietary technology or software that supports the business.

  • Milestones and Key Metrics: A timeline of major company achievements and the key performance indicators (KPIs) that will be used to measure success.

  • Management Team and Organizational Structure: A summary of the leadership team's expertise and a visual representation of the company's reporting structure.

  • Financial Projections:

    • Pro Forma Profit and Loss (P&L) Statement

    • Projected Balance Sheet

    • Projected Cash Flow Statement

Process:

  • The Consulting Engagement: A business owner and a consultant partner to develop or restructure business and product fundamentals.

  • Methodology: The process involves close collaboration through both on-site meetings and remote videoconferencing, ensuring flexibility and consistent communication.

  • Focus Areas: The core of the work centers on foundational elements such as strategy, structure, and product design to create a robust and sustainable business model.

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