Summary Overview / Opportunity Assessment: A preliminary stage document presenting an overview of the client’s proposed business opportunity; a snapshot of the overall industry with commentary on the specific market segment(s) / niche(s) targeted by the business; and an evaluation of whether or not the business appears to be viable and further exploration is warranted (in the case of a start-up), or if an existing business should move forward with a new opportunity. Generally speaking, this deliverable will range from 5 – 10 pages in length.
Complete Business Plan with Financials: A traditional business plan consisting of multiple sections including an Executive Summary; Company Overview; Products & Services; Industry Analysis; Strategy & Implementation; Management Team; Financial Plan; Appendices / Exhibits as appropriate. Plans are customized according to the client’s stated needs and objectives, and consist of a written narrative (MS Word and PDF formats) and MS Excel workbook that generates key pro-forma projections such as Income Statement (Profit & Loss), Cash Flow Analysis and Balance Sheet. Although length of the deliverable will vary depending on the opportunity, industry vertical, and stage of the business, typical length will range from 20 – 50 pages.
Strategic Brief: This deliverable is focused on summarizing in a concise manner the strategic concerns facing a client. It may be utilized as either a stand-alone product or a precursor to a business plan, and can be a companion piece to the Executive Overview / Opportunity Assessment deliverable. It consists of nine (9) sections including: SWOT Analysis; Management Vision; Mission Statement; Corporate Values; Business Objectives; Key Strategies; Primary Goals; Secondary Goals; and Strategic Action Items.
Executive Summary: For clients with an existing business plan, this consists of the extracted Executive Summary portion delivered as a stand-alone document. For clients that do not, as of yet, have a complete business plan, this deliverable serves as a short-form overview identifying key information that prospective investors and strategic partners expect to see. It should be noted that an Executive Summary alone, without a full business plan to back it up, is highly unlikely to secure funding. Length of this summary is variable, typically ranging from 2 – 5 pages.
Financial Model (Pro-Formas): For clients that do not require the writing of a Business Plan narrative, we offer MS Excel based models that are customized to the client’s needs and requirements which facilitate the automatic generation of key projections including Income Statement (Profit & Loss), Cash Flow Analysis and Balance Sheet. Typically these models are designed to project five (5) years which is generally considered the longest credible timeframe for speculative forecasting. The first two (2) years are typically broken into quarterly increments, although models may be customized to offer monthly increments for the initial two (2) years.
Management & Executive Biographies: For clients that require assistance in drafting professional biographies for key management, executive personnel, company directors, and advisors, we will develop this material utilizing existing resumes, biographies and/or interviews with personnel.
PowerPoint Pitch Presentation: This deliverable consists of a MS PowerPoint slide show containing key elements of the company’s business plan and highlights of the prospective investment opportunity, designed for maximum visual impact and to accompany a verbal pitch. As appropriate, the slideshow will consist of static slides, animation and/or other multimedia enhancement. Generally speaking, the length of this presentation will typically range from 10 – 20 slides.
Click here to download a comprehensive listing in PDF format of Black Rock Consulting’s various business and creative deliverables.