For this start up entity, created a Success RoadMap business plan that covered:
Business profile, including vision, products, markets and structure
Strategy and objectives, including key strategic advantages and goals
Marketing plan, including strategy, branding and pricing
Key success factors, including SWOT, risk assessment, business processes and strategic relations
Financial forecast including forecast performance for revenue, expenditure, working capital and capital expenditure.
For the business owner, developed a Personal Success RoadMap diagnostically assessing whether the business’s long term goals were congruent with personal objectives. Whilst not providing investment advice or financial planning, it helped bridge the individuals vision to the businesses development and valuation, ie “what you would like to be doing in 10 years”.