Asked Questions



We have the answers ( Well, most of the time!)

Business Plan

What is the purpose of a business plan?

The purpose of the business plan is two-fold. Strategically, your business plan documents your core objectives and action plan to achieve them. From an investment standpoint, your business plan shows investors/lenders that you have a well conceived business opportunity that merits their investment.

What are the types of business plans?

By and large, business plans are all similar. However, depending on your objectives you can create a plan for: funding, for strategy, and for both. A strategic plan ensures you have the right strategy (marketing strategy, operations strategy, HR strategy, etc.) to grow a successful company. When the need for funding is added into this equation, you must create a plan that convinces funding sources why your company will succeed.

Who is a business plan written for?

Simple answer: your audience. Your plan is typically written for outside funding sources including banks, alternative lenders, angel investors, venture capitalists or private equity firms. There are also other stakeholders which your plan must speak to. these are: Employees, landlord, vendors, partners, and customers.

What are the components of a business plan?

1. Executive Summary,
2. Company Overview
3. Industry Analysis
4. Customer Analysis
5. Competitive Analysis
6. Marketing Plan
7. Operations Plan
8. Management Team
9. Financial Plan
10. Appendix

What are the most important parts of my business plan?

The most important part of your plan is your Executive Summary. This is what people read first, and if they are not impressed or excited after literally just 30 seconds, they often won’t read any further.

What are the characteristics of a good plan?

1. The plan must be professional
2. The plan clearly explains why the company is uniquely qualified to succeed.
3. Must be backed up by third-party research
4. Robust, realistic and defensible financial projections.
5. Most importantly, he plan must be concise and com

Financial Forecasting

How Does a Financial Forecast Differ From a Budget Forecast?

While a financial forecast estimates the revenue that your business can expect to earn in the future based on past efforts, a budget forecast is a reflection of the revenue that your business wants and plans to achieve for a future period of time.

What is a Cash Flow Forecast?

A cash flow forecast allows you to estimate both the amounts and the timing of the cash that’s expected to flow in and out of your business over the course of a future period , so that you can take any necessary steps to avoid becoming cash-strapped or short on liquid funds down the road

What Does My Small Business Bookkeeping Have To Do With Forecasting?

Organizing or outsourcing your bookkeeping in order to accurately and consistently track your business income and expenses, goes hand-in-hand with effective financial forecasting and budgeting

What Costs Does a Financial Forecast Consider?

The typical forecast will consider your company’s fixed costs and overhead (think rent, utilities, and wages), as well as variable costs like the cost of goods sold, customer service, and direct marketing

What is the Best Way to Estimate Revenues?

You can develop a conservative scenario, as well as a more aggressive one, in order to both define your financial expectations, and to inspire the goals that will help your business grow.

Should I Seek Professional Forecasting Help?

Many companies are involved with outside partners or investors who want to see professionally prepared financial projections, rather than just best-guess estimates based on instinct and enthusiasm. Even if this is not the case for your small business, predicting future finances can be challenging, especially if your company doesn’t have much of an established financial history to draw from.

Business Model Design

What is a business model canvas?

A strategic management template used for developing new business models and documenting existing ones, a one page business plan, the logic of how a business is sustainable.

Why do I need a business model?

To confirm you can be sustainable in the current environment, to confirm you can be sustainable to changing customers and changing industry sector, to share the business model with stakeholders to gain their support.

Why are business models useful for start ups?

The new product or service can be confirmed to be desirable, viable and feasible. A business model can be refined and tested until it is sustainable. Once the business model is proven then the business can scale up in size.

Where are the new opportunities in a fresh business model?

New customer sectors can be reached online. Technology can improve efficiencies. New services can assist your business remotely.

How can a business model used for competitive advantage?

Create business models of your competitors for comparison. Investigate new channels or methods your competitors are not using. Leverage new digital options most people are unaware of

How can a new business model be used for growth planning?

A business model can show both current and future attributes. Future business attributes can be developed for growth. New directions can be monitored for trends over time. This can be used in growth planning.

Feasibility Study

What is a feasibility study and what kind of study is it?

We conduct feasibility studies to provide an accurate assessment of the factors that could affect a campaign. The interviews evaluate internal readiness and external opportunities available to assure success. Personal interviews are held with key constituents to answer questions regarding Insert your institution name. Also remember to tell interviewees that comments in the study are not attributed to individual interviewees.

Why are we conducting this study?

The feasibility study will provide Insert institution name with the data necessary to decide if and how to proceed with a capital campaign to raise money for the opportunities identified.

How can my feedback be helpful?

Your feedback is very important for two reasons: a) You can assist us in understanding the perception of Insert your institution name constituents, and b) You can assist Insert institution name in its development and public relations efforts.

Why do you need my advice?

We are seeking the advice and counsel of our friends whose opinions we consider valuable.

What will you ask me?

We ask you to evaluate Insert your institution name’s image, strengths and limitations, communications, leadership and programs. Additionally, we will ask you to review the projects for which Insert your institution name wishes to raise money and ask your opinion of these projects.

Business Valuation

What Is The Difference Between A Valuation And An Appraisal?

Financial professionals use these terms interchangeably. Both terms, however, are opinions of value.

Is More Than One Standard Of Value Used In Business Valuation?

Yes. There are different standards of value depending on the purpose and intended use of the valuation and sometimes the applicable legal jurisdiction. • Fair Market Value, Fair Value, Investment Value, Book Value.

What Types Of Business Entities Can Be Appraised?

S corporations, C corporations, Limited Liability Companies (LLCs), Limited Liability Partnerships (LLPs), Sole Proprietorships, General Partnerships

What Are Intangible Assets And Can You Value Those Assets?

Intangible assets are non-physical assets that grant rights/privileges and have economic benefits for the owner. Intangible assets can usually be valued (such as license agreements, trade names and trademarks, copyrights, and more).

If My Partner Wants To Buy Me Out, Can You Value My Ownership Interest?

Yes. A buy-sell or shareholder agreement be reviewed to value interest. Without the agreement, however, the appropriate standard of value will need to be defined and agreed upon.



What is a confidential information memorandum

A CIM tells a company’s story and lays out important facts and figures for prospective buyers.

Who receives the CIM and when?

Buyers receive a CIM after signing a non-disclosure agreement (“NDA”) and after passing our screening process. One of the CIM’s main purposes is to help buyers make informed, confident and swift go/no-go decisions.

What information goes into a CIM?

A CIM discusses a company’s products and services; history; customer base; end markets; operations; technologies, systems, processes and capabilities; management and personnel; facilities and fixed assets; key contracts and certifications; IP and intangible assets; strategic relationships; growth plans; and more. It presents and analyzes several years of financial statements with normalization adjustments, and may include financial projections.

How does a deal book benefit sellers?

A professional CIM improves business sale outcomes in several ways: Sets expectations. More interest. Perceived value. Speed Persuade stakeholders. Save your time. Less renegotiation. Secure your proceeds. Confidence in your team.


What is Regulation D?

“Regulation D” is a United States Federal program created under the Securities Act of 1933, indoctrinated in 1982, that allows companies the ability to raise capital through the sale of equity or debt securities (private or public stock shares) without registering the securities with Federal or State governmental agencies.

What is a Private Placement Memorandum (PPM)?

A PPM (private placement memorandum) is the document used to sell securities (stock shares or promissory notes) in a Regulation D Offering. The PPM discloses all the risks of the investment and details the company’s business plan, management team and other vital information an investor needs to make an informed decision.

What kinds of businesses are eligible for Regulation D?

Any kind of business qualifies for Reg D. Start ups, Mom & Pop Shops, Franchises, Any Private Business and/or Publicly Traded Company.

What materials will I need to complete my PPM?

Generally you will need a Business Plan, Financial Statement, Management Bios, Stock Records and a general knowledge of Regulation D (which you can get right here on our website or at

Investor Pitch deck

Is my pitch deck confidential?

Yes, of course! Your confidentiality is of the upmost interest to Jevo. We will not share, sell, or solicit any information you provide us

How long does it take to get my pitch deck?

That depends on how quickly you can get us all of the necessary information. Eight to twelve days is typical.

I'm a bit lost / my content isn't great... can you help?

Sure! We are help at your total disposition. We’re not only business strategists, we’re writers as well.

Is there a limit to how many slides you can do?

That depends on your needs. Decks are typically 22-26 when I do them.

Can I give feedback on the design? When?

Of course! We believe that we do our best work collaboratively. In fact, we encourage and solicit your participation in the project.

Market Research

What do I need to know about market research?

Market research should be carried out when you start your business, before launching a new
product or service and whenever an unforeseen threat or opportunity arises. The process of
SWOT analysis be useful to help you focus your thinking. You need to know:

Where are the market opportunities not filled by competitors?
What might the demand be, at what price level, and is it subject to seasonal or cyclical
What benefits of your product or service need to be highlighted?
Who is your target audience? And what is the potential?
 How can you reach and sell to these people or businesses most cost effectively?
What are the problems in delivering your product (sourcing components, design,
Can you make a profit; and what are the implications for your business plan?

How long will my market research take?

The time needed for primary research, where respondents are asked a series of questions, depends on the scale of the project (the sample size) and the method employed . As a guide, your minimum sample size should be at least 10% of your customer base. Many small businesses can get useful results in a week or two.

What market research methods would be useful for me?

The key to successful research is to first identify what information will help you move forward. Then weigh up the priorities – eg speed versus detail, or scientific accuracy versus more emotional feedback and so on. These parameters will help you choose the most suitable research method. There are two methods of research: Primary research and secondary research

How much can I trust the results of market research as a basis for business decisions?

The more information you have, the more specific it is and the more up-to-date it is, the more reliable it is likely to be. It is important to understand, though, that market research can never entirely take the risk out of business decision-making. You are in the driving seat of your own business and from time to time you will make unsecured decisions. Market research will almost certainly provide you with additional information and food for thought.

How do I know when to stop market research and go for it?

When you are reasonably certain you know what customers think and how they are likely to react, go ahead.