Business Plans & Feasibility Studies

Business Plans & Feasibility Studies
SERVICES PRESENTATION
©COPYRIGHT RK FISCHER & ASSOCIATES, 2010-2019. ALL RIGHTS RESERVED

Planning Services
©COPYRIGHT RK FISCHER & ASSOCIATES, 2010-2019 ALL RIGHTS RESERVED
 Our planning services are focused on helping
business owners determine whether their
business or business case is viable as well as
developing plans for financing or investing.
 We find in many cases a start-up can obtain
financing with a feasibility study in the place
of a full business plan. This is very
dependent on the lender and the amount of
financing/investing required.
 Included in our service are introductions to
lenders and investors and if needed speak to
the lenders/investors on client’s behalf if
needed after the completion of the plan.

Our Approach
 Though this is a consulting engagement with an end
deliverable, we also coach the business owner throughout
the process.
 If the business owner has not thought through their
business, we can provide other services to help them fully
develop their business to a point a feasibility study or
business plan can be developed.
 We do not leave after the plan is delivered. We will make
introductions to lenders and investors and our partner
who is a CPA will speak to the lender/investor on behalf of
the client to answer questions if required. Our goal is for
the client to obtain the required financing.
 After years of working with lenders and investors, we have
the knowledge and experience to understand whether the
business will be able to obtain financing / investment
based on the merits of the business.
• We cannot commit that a plan will be approved, as the
credit worthiness of the owner/business also play a role in
the approval process, as well as the risk the lender/investor
might see in that industry.

Planning Process
 Questionnaires are provided to client to gather the necessary
information about their particular business
 We provide spreadsheets and work on the revenue, costs,
expenses built based on market analysis, products, pricing,
seasonality and other assumptions that affect your business
along with what financing is required and outline what it will be
used for.
 We then set up an online meeting with the client to verify and
answer any questions that are outstanding.
 The financials and the business plan are prepared and are
provided to the client.
 A follow-up meeting is set-up to review the plan and answer
questions.
 If the business owner needs introductions to lenders/investors
or requires our partner who is a CPA to speak with a lender on
their behalf, this can be arranged.

Our Planning Services Offerings
 Feasibility Study
• Used by businesses, lenders, and investors to
determine if a project, business, or idea makes
sense from an economic perspective.
• The assumption is the client has an
understanding of their industry, market that they
plan to address and demographics prior.
• Feasibility Plan focuses on :
 Market Analysis
 Organizational Analysis
 Operational Requirements Analysis
 Financial Analysis
• Includes a 5 Year Proforma Financial Model
prepared by our partner that is a CPA.

Our Planning Services Offerings
 Business Plans
• Used by lenders, and investors to determine if a
project or business is viable for lending or
investment. We only do plans for financing.
• The business plan documents every area of
your business and verifies how the business will
meet their financial plan. If a lender/investor
cannot validate your numbers from the plan,
you will not receive the financing required.
• Includes a 5 Year Proforma Financial Model
prepared by our partner that is a CPA.

Our Differentiators – Financial Model
 We develop a multi-page Excel financial model for each plan we
create.
• For existing businesses we take the last 2-3 years of financials as well we
develop 5 years of proforma financials.
• The final statements are then copied into the plan, but the client and the
lender/investor is provided with the sheet.
 The sheets include:
• Detailed information on what the lending will be used for
• Detailed assumption sheet using market analysis, products/services,
pricing to develop a revenue model that coincides with the plan
• Expense sheets showing detail costs for the business monthly and
annually
• Other relevant financial information available
 A 5-year proforma is then developed by our Partner who is a CPA
which includes income statement, balance sheet, and cash flow.
 This model provides clarity to lender/investor how the financials
were obtained and support the plan.
 We also develop ratios that lenders/investors use to make decisions
on viability.

Our Differentiators – Our Experience
 Business Plans and Feasibility Studies are numbers focused
with supporting details. Unlike others who market business
plan writing, our focus is on content. Financing professionals
focus on numbers, not style.
 With our broad experience, we know the right questions to
ask in order to understand the business. We understand what
lenders and investors are looking for in order to assess the
risk of the plan. We ensure that the numbers correlate to the
plan and do not come across as being made up.
 You need to have an understanding of the interworking's of a
business and financials. Our Partners have over 25 years
experience in sales and budget planning. A CPA will present
the results in a format that financial institutions understand.
 We have successfully worked with businesses for over 10
years, helping them obtain financing, whether as a start-up, or
an existing business looking for working capital for growth.

Our Differentiators – Our Network
 Over the last 10 years, we have developed
a network of lenders and investors to
contact for those business owners who are
needing help in finding the right financing.
• In many cases someone may not qualify for
traditional financing, but there may be third party
lenders that can help.
 We do not recommend lenders or
investors that we do not know or have had
experience with working in the past.

Our Success
 We have obtained 7M+ in financing for businesses
through feasibility studies and business plans.
• Examples
 Recreation Facilities
 Retail
 Restaurants
 Brewery
 Construction & Land Development
 Manufacturing
 We have saved many potential owners from starting
businesses that could have bankrupted them due to
being too risky or costly for them at the current time.
 We have developed plans that have saved several
businesses from having the bank foreclose or recall
loans.

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