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)
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Get Organized: Emphasizes the importance of a structured and well-prepared business plan.
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And Launch: Focuses on taking action and beginning the business.
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Successfully: Points toward the desired positive outcome.

G.O.A.L.S.™ Essentials Plan

The Business Model Canvas (BMC) - The One Page Business Plan
Cost: $ 289
Package overview:
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Economic alternative for new business owners.
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Aimed at individuals with a business idea who are not yet in business.
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Helps get ideas on paper for clarity and understanding.
Package deliverables:
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A one-page business plan, which serves as a strategic management tool. The Business Model Canvas Template Word document.
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Quickly defines and communicates the business idea.
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A single document with detailed instructions for each section of the plan
Process:
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The Consulting Engagement: A business owner and a consultant partner to develop or restructure business and product fundamentals.
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Methodology: The process involves close collaboration through both on-site meetings and remote videoconferencing, ensuring flexibility and consistent communication.
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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.

G.O.A.L.S.™ Deluxe Plan

Detailed Business Plan-For a Startup-Business, Established Business, or Non-Profit Business
Cost: $ 489
Package overview:
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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.
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Funding Preparation: Assistance in assembling the necessary information for a loan or grant application.
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Tailored for Non-Profits: An optional non-profit business plan is available for organizations with that specific structure.
Package deliverables:
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Comprehensive Business Plan: A detailed, 34-page Word document outlining your strategic plan.
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Core Financial Statements: The three essential financial statements—Balance Sheet, Income Statement, and Cash Flow Statement—to model your business's financial viability.
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Step-by-Step Instructions: Detailed written guidance to help you complete each section of your plan effectively.
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Personalized Consulting: One-on-one assistance via a business consultant for a focused, in person or video-conferenced planning session.
Process:
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The Consulting Engagement: A business owner and a consultant partner to develop or restructure business and product fundamentals.
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Methodology: The process involves close collaboration through both on-site meetings and remote videoconferencing, ensuring flexibility and consistent communication.
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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.

G.O.A.L.S.™ Premium Plan-Live Plan™

Proprietary Software
Cost: $ 1,089
Package overview:
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Collaborative process: Work with your consultant in real-time, online or in person.
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Custom pitch deck: A professionally designed presentation for investors or lenders.
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Financial integration: Pull your financial data directly from QuickBooks Online or Xero.
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Benchmarked sales forecast: Realistic sales projections based on industry-specific metrics.
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Key business analysis: Answers to your most important questions:
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Is the business feasible?
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When will it become profitable?
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What are the capital requirements?
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Which areas need the most attention?
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Where should the focus be?
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Package deliverables:
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Executive Summary: A concise overview of the entire business plan, summarizing the company's value proposition, key opportunities, and business model.
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Market Analysis: An in-depth look at the target market, including market size, key customer segments, and trends.
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Marketing Strategy: A blueprint for how the company will attract and retain customers, including specific campaigns and tactics.
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Sales Strategy: The approach for generating revenue, detailing sales processes, channels, and targets.
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Operations Plan: An outline of the daily business processes and infrastructure required to deliver the product or service.
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Technology and Intellectual Property: An overview of the proprietary technology or software that supports the business.
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Milestones and Key Metrics: A timeline of major company achievements and the key performance indicators (KPIs) that will be used to measure success.
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Management Team and Organizational Structure: A summary of the leadership team's expertise and a visual representation of the company's reporting structure.
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Financial Projections:
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Pro Forma Profit and Loss (P&L) Statement
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Projected Balance Sheet
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Projected Cash Flow Statement
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Process:
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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.

