310 West 14th North Street, NY
(+1) 88 700 600
Bank/SBA
Business Plan
We help our clients refine their ideas and strategies, and mold them into
a viable plan of action.
The Small Business Administration and banks have one thing in common with respect to lending-they are both risk-averse. Lenders want to know that a borrower has a solid understanding of the trajectory of the business, a strong business strategy, and a robust financial model. It goes without saying that without a well-written, well researched business plan, the chances of successfully obtaining a loan are slim.
Our team of advisors have decades of collective experience crafting business plans in compliance with all requirements set forth by banks, and the SBA. We start by creating a baseline and roadmap for the company, communicating the company’s purpose and vision with a clear & cohesive story, and creating the foundation of the financing proposal for the lender to use to evaluate the company.
ANATOMY OF A
BUSINESS PLAN
BUSINESS PLAN
BUSINESS PLAN
CONTENTS
CONTENTS
WHAT LENDERS
LOOK FOR
LOOK FOR
ANATOMY OF A
BUSINESS PLAN
BUSINESS PLAN
A Jevo business plan comes with a clear and compelling narrative, credible marketing and growth strategies, in-depth market research, a robust financial plan,
and an aesthetically pleasing design.
BUSINESS PLAN
CONTENTS
CONTENTS
Our solution
We work together with our clients to develop a realistic action plan around sustainable growth that leverages their core strengths.
Bank/SBA Compliant Business Plan
- Audience: SBA, banks, financial institutions, private lenders
- Size: up to 75 pages
- Timeframe: 15 days*
- Assigned Team: Team: Senior Analyst, Senior Writer, Senior Financial modeler, Graphic Designer
- Graphic Design: Included
Document contents:
- Executive Summary
- Competitive Analysis
- Business Model
- Mission/Goals
- Services
- SWOT Analysis
- Marketing Mix
- Management Team
- Market Analysis
- Market Forecast
- Exit Strategy
- Business/Operating Strategy
- 5 Forces Analysis
- Marketing Strategy
- Financial Model
- Use of Proceeds
WHAT LENDERS
LOOK FOR
LOOK FOR
We’ve learned over the years that investors tend to invest in a certain kind of company. Our
team is comprised of former operators, investment bankers and even investors who know
what an awar winning plan looks like.
Hard Data
A lender’s goal is to achieve an adequate ROI. Companies must show that they’ve had historically excellent financial performance. Start-ups must show a compelling financial plan and robust projections.
Compelling Narrative
Lenders hear thousands of pitches packed with hard data. What makes an investor choose one business plan over the other? The story. Investors are people too and can be swayed by a compelling narrative.
Market
Investors prefer to put their money into market-driven rather than technology-driven or service driven companies. They are also less likely to invest in depressed industries. They expect entrepreneurs to dive into extensive market research.
Robust Financial Plan
Loan officers want to know that entrepreneurs and leaders have thought through the financial feasibility of the business. They will pay particular attention to the financial forecasts within your financial plan.
Maxine B.
Sr. Business Operations Analyst
Not sure what you need? Our team can partner with you to figure that out.
Investor Introduction
Leverage our extensive global network of
angel investors
As part of our commitment to the success of every project, we connect our clients to Private Equity firms, venture capital firms, and Family Offices whose investment theses align with our client's business model.
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