Business Plans
Are you seeking investors? Looking to secure bank financing? Trying to articulate your plans for your management team?

Spa Resource Group can help you tell your story.
Our experienced business consulting team can help you prepare a detailed written document describing your current operations and future business prospects and plans. We have a clear process that we employ in business planning, leading to completion of the formal business plan.

Internal Data Collection
We begin by reviewing your business documents including:

Historical financial statements, tax returns, lists of assets, significant contracts, other business related documents, etc.
All written plans and documents that describe your business and current strategies.

We meet with you to:

Understand your business objectives and strategies.
Confirm certain factual details about your business history.
Develop an initial financial model for the business utilizing our software that creates proper linkage between the sales forecast, the projected balance sheet, and the resulting cash flow for the operating business.

Identify additional informational requirements.
Establish a time line for completion of the business plan.

Producing a Business Plan
After the facts are straight, the magic begins. We take the "factual report" about your company and craft it into a business plan. This is the creative element of business-plan writing, where the owners' vision is clearly articulated, the economic and financial potential is "packaged" in a manner to generate and sustain prospective investor interest and excitement, and your company is positioned in its optimal light.

The business plan is then edited and "fine tuned" to hone a final document that conveys a compelling story about your company. Your "story" integrates the elements of marketing, operations, management and financial dynamics, rather than reporting on them as isolated business characteristics. Throughout the drafting process, your input is actively sought and warmly welcomed.

The final product of this process is a written business plan outlining the operational and financial plans of your company, along with prospective financial statements, as appropriate.