Services
Our Services
Business Plan Preparation and Financial Modeling
We create business plans and financial forecasts for SMEs using a model that helps your company in several key areas.
Comprehensive business plans support and align Management to organizational goals, helping them visualize targets while providing them with a dynamic blueprint informing how to achieve and sustain them.
It’s a way to tell a company’s story through numbers, answering questions like:
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How will the company grow?
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What are the target audiences?
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What is the market or competition doing differently?
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What will we do to achieve our stated goals?
A strong business plan enables better understanding by clearly identifying business drivers, risks, and opportunities based on the current business model, industry assumptions, and future plans.
Detailed business plans with complete financials are suitable for sharing with high-stakes partners and investors, supporting companies in raising debt, restructuring, refinancing debt, and equity fundraising.
For companies engaged in capital raises or preparing to sell the business, the business plan substantiates valuations, opportunities, and risks to help investors and governance teams make critical decisions.
Top-Tier business plan deliverables include a financial model and financial forecasts, supporting long-range financial and business planning as well as opportunities for expansion and growth.
Three-Tiered Services
Not all business plans are created equally. While the ultimate goal is to articulate key aspects of the business model and establish a blueprint for future growth, the destination determines the structure of the plan and the details it contains.
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Tier One
Deliverables focus on a simple business plan, a simple set of financial forecasts, and a straightforward financial model, intended for internal decision-making purposes only. Since the plan is not intended for external stakeholders, it does not include the level of detail required for an externally facing presentation.
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Tier Two
Includes all deliverables in Tier One, plus a brief visual presentation and summary report to share with select stakeholders and provide talking points to support strategic planning activities.
3
Top Tier
A comprehensive and highly detailed business plan, report, and financial model, suitable for discussions with potential investors, lenders, shareholders, or equity partners.
Additional Services
You’ve completed your business plan – what’s next?
Square One Advisors offers a range of additional, complementary services to enhance the value of your business planning and financial modeling. Your plan illuminates the big picture, which may inform the need for greater detail and restructuring to address all possible outcomes.
Services include:
Business valuation/revaluation
Corporate restructuring
Capital raising
Exit strategies
Mergers and acquisitions
Succession planning
Family office services
Let’s discuss your plan through our visionary lens.