- Funds Required
- Investor Equity
- Management Equity
- Board of Directors Composition
- Exit Strategies
Overview of Organization
- Registered Name
- Commencement of Operations
- Mission Statement
- Vision Statement
- Organizational Objectives
- Organizational Values
Marketing and Strategic Analysis
- External Environment Analysis
- Industry Analysis
- Customer Profile
- Competitive Analysis
Keys to Success
- Sustainable Competitive Advantage
- Basis for Growth
- Marketing Objectives
- Revenue Forecasts
- Sales Assumptions
- Marketing Strategies
- Service Marketing
Organizational and Personnel Plan
- Corporate Organization
- Organizational Budget
Financial Plan (5 Year Financial Model)
- Underlying Assumptions
- Financial Highlights
- Sensitivity Analysis
- Financial Proformas
- Profit and Loss Statement
- Common Size Income Statement
- Cash Flow Analysis
- Balance Sheet
- Expanded Sensitivity Analysis
- Breakeven Analysis
- Business Ratios
- General Assumptions
Our management consulting services focus on our clients’ most critical issues and opportunities: strategy, marketing, organization, operations, technology, transformation, digital, advanced analytics, corporate finance, mergers & acquisitions and sustainability across all industries and geographies. We bring deep, functional expertise, but are known for our holistic perspective: we capture value across boundaries and between the silos of any organization. We have proven a multiplier effect from optimizing the sum of the parts, not just the individual pieces.
Our distinguished and expert consultants provide comprehensive services including business strategy, marketing, organization, operations, technology, transformation and transformation, digital, advanced analytics, corporate finance, mergers and acquisitions.
John and his staff have been a wealth of information that has saved me time and money! I would highly recommend her firm to my friends and family!Raymond WestfieldBusiness owner
I just wanted to thank you sincerely for the excellent work that you have done on this business plan. It's very detailed and I'm especially impressed with your knowledge of the Medical Industry and how you emphasized the importance of economical downfalls not affecting this business. I will be recommending you to any all friends who are starting a business. Thank you again.Richard Young
Frequently Asked Questions
What is included in the business plan?
We offer a full business analysis including a five year financial statement (monthly profit and loss/cash flow analysis for the first year, and quarterly statements for Years 2-5) a balance sheet, business ratios page, and a breakeven analysis.
The plan also details the marketing, the market in which the business will operate, the owners, the products and services offered, the industry, organizational structure, corporate overview, and a general economic analysis.
Each business plan is roughly 45 to 55 pages depending on the complexity of the business.
Can Cozmo Realty, Inc. help us raise money?
We have the capability to refer you to sources that can assist you with raising debt capital such as business loans, business lines of credit, commercial mortgages, business acquisition loans, asset loans, and equipment financing/leases. The loan brokerages we refer our clients to use the business plan to present to their groups of lenders along with your loan application.
Does your firm do revisions once the business plan is done?
Absolutely. Once we submit the final business plan, you can review it and request what revisions you would like made. Revisions take approximately two to three days to complete. Revisions are done at no extra charge.
Does your firm do business plans for startup businesses or existing business?
Both. We can help you build a business plan to raise startup/expansion capital, or to showcase your existing business to potential buyers.
What about confidentiality regarding our concepts, ideas, and business practices?
Through our terms of service agreement, we fully guarantee your confidentiality regarding your business plan. Our firm will never release any documents to a third party unless you request us to do so. If you have your own confidentiality agreement that you would like us to sign, our CEO will happily do so.