Our Business Planning ToolKits

Custom & Comprehensive

Within our library of 100’s of business tools lies a sophisticated suite of proformas and calculators meticulously crafted for dynamic business modeling. These ToolKits, born from years of development, offer a level of customization unparalleled in the industry. Unlike off-the-shelf software, our proformas model the uniqueness of your business operations, providing granular insights into financial, labor, time, and material projections. From rapid feasibility assessments for stakeholder decision-making to serving as the basis for comprehensive business plans, our proformas are versatile, efficient, and tailored to meet the exigencies of a rapidly evolving business landscape. Fast & affordable, even for very small businesses.

Multiple Uses

These Business Planning ToolKitsproject the $, labor, time & materials providing the ability to “right-size” the business and all of it’s internal operations to optimize performance. This becomes an internal Feasibility Study for stakeholder decision-making and for outside parties to “see the math” that went into the projections as part of their due-diligence. It also becomes the outline for a written explanation of the proforma – The Business Plan. Other uses include capital-raising activities, marketing & advertising content, cost-to-benefit analysis, staff training & performance accountability and more. When the plan is ready to execute, the final approved plan becomes the baseline to gauge the actual progress and keep all stakeholders informed.

Quicker

Our Business Planning ToolKits can be “Ready-to-Model” your business much faster than building something from scratch. Each of these tools typically took from a few nit-picking hours to hundreds of hours to create. Assembling those tools into an integrated, custom & comprehensive solution takes a fraction of that time. Most business owners often skip the step of detailed, built-from-scratch business projections because it could take months to create, but they need to move faster and can’t wait that long. Many times, new & expanding businesses are targeting an emerging demand and need to determine its’ feasibility quickly, and if it is feasible, to immediately have a plan to execute – time is of the essence.

Custom & Comprehensive

Within our library of 100’s of business tools lies a sophisticated suite of proformas and calculators meticulously crafted for dynamic business modeling. These ToolKits, born from years of development, offer a level of customization unparalleled in the industry. Unlike off-the-shelf software, our proformas model the uniqueness of your business operations, providing granular insights into financial, labor, time, and material projections. From rapid feasibility assessments for stakeholder decision-making to serving as the basis for comprehensive business plans, our proformas are versatile, efficient, and tailored to meet the exigencies of a rapidly evolving business landscape. Fast & affordable, even for very small businesses.

Lower Cost

With the work to create the tools already done, our time spent is on assembling & customizing the “Ready to Model” Business Planning ToolKit. It’s a fraction of the time, so it’s a fraction of the cost compared to built-from-scratch. All ideas can start on a cocktail napkin, but will certainly need more formal detail. Money is of the essence as well, especially in the early stages and is another reason this step could be skipped. Making these tools available at a much lower cost encourages more business owners to include this valuable step in their business planning.

ToolKits that go Beyond the Just the $..

Startup Costs/CapEx & Timelines; Identifying the ALL the Details

Determining what the new venture will take is critical and can be very accurate based on a series of specific, detailed calculators that are combined into a single consolidated result.

Income & Expense Rollups with detailed schedules & timelines

More individual calculators to get granular on the business operations, then combined to project the $, the Labor and the When to model different scenarios & determine the feasibility.

Production & Construction Schedules

Dynamic schedules that can be modeled easily to see the effects of time on the project. Once set, the projections better prepare managers for upcoming needs.

Sources & Uses of Capital; Costs of Capital

Detailed projections of where the $ are coming from and where its going needs to be accurate & granular, plus easily "updatable" for adjustments to timing, terms and conditions.

Process Steps & Labor Requirements

Too often the "Process" is not considered, or at least not adequately, in the project planning and can lead to surprises (costs & delays) down the road.

Owner & Investor Returns

The Returns on the project need to not only be accurate, but easily adjustable to reflect different negotiated scenarios with investors and other factors, such as costs of capital & exit strategies.