Our Process: STEP TWO

Prior to Face-to-Face Meeting
Prior to the first meeting an executive summary addressing the points outlined below should be prepared for our team. The purpose is to provide us with a few crisp but important pages of information to better understand your business and why it would be a good addition to our family.

Executive Summary/ High Level Business Plan
Company Overview

• An expanded version of the company description in Step 1
• Define your business and industry
• The Market & Opportunity
• Size of the opportunity & growth rate
• Target Market and current share
• Target Market & Strategy
• Explicit Market Niche & Your Solution
• Proprietary or Strategic Advantage
• Strategic Plan Overview

Management Team – Alliances - Partnerships
Financial Projections

• 3 Years of historical financial statements
• 3 Years of Tax returns
• 3 year forecast with supporting assumptions