On the surface, a business plan is a dry document, meant to be read by a small audience. However writing a good business plan is a lot like writing a great Pixar movie: The plan has to appeal to different audiences- at the same time, including:

a) Potential investors and financial institutions.

b) Influencers and media in your industry.

c) Industry partners and future employees.

Therefore, we use a 3-step fact-finding process to ensure that we’re writing your business plan for the right audience.

Step 1- Determine The Audience

Whenever we start a new plan, our first priority is to understand who your primary and secondary audiences are. For instance, while some startup companies are interested in seeking Angel investors, the audience for a new restaurant may be a loan officer at a bank. Whatever category your business falls into, understanding your ultimate goal, and then zeroing in on your intended audience is what we do first.

Step 2- Marry Poetry with Prose

In any good business plan, you need “prose” to accurately convey details, financials, and schematics. However, most great business plans also need a little bit of poetry to ensure that it isn’t only read by experts, engineers and accountants. Whenever crafting a powerful business plan, a clear description of your product and your company’s plans always serves as the “A” story-line. However other critical elements to your story- your MISSION, your ORIGIN STORY, and the talent level of your STAFF are all critical to packaging your new venture in the most compelling way possible.

Step 3- Collaborative Revisions

After the first draft, we’ll never email you the document and then ask for a generic laundry list of text revisions.

Instead, we find it useful to have extended conversations with our clients in order to ask some very important questions: Is everything clear? Did we accurately capture why your product or service is better than a competitor? Are we accurately portraying your firm’s revenue projections?

Because business plan writing is a multifaceted task that demands a meticulous nature, we craft corporate stories with the professional philosophy shared by CSI television detective Gil Grissom:

In this business, if you want to go fast- go slow.”

By going slow - engaging in extensive research, and fully understanding your service- we’re able to present a more cogent first draft, which ultimately makes the revisions process more meaningful and productive, down the road.

Our Business Plan Writing Process

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