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Strategic
Business Plan
A strategic plan turns strategy into specific initiatives and actions that provide a clear roadmap to execute the strategy.
A strategic plan is critical to prioritizing resources (time, money and people) to grow the revenue and increase the return on investment. It focuses on building a sustainable competitive advantage and implementing and managing the strategic direction of an existing business.
Our strategic plans focus on our client’s mid- to long-term goals and establishes the basic strategies for achieving them. We guide our clients to shift their focus from the day-to-day concerns of the business to the broader and longer-term options by focusing on a few key questions about how the business operates, and what drives its profitability, where the business is going, and what changes need to be made to in order to deliver on those strategic objectives.
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.
Strategic Business Plan
- Audience: C-suite, Middle management, Steering committees, Investment committees, owners
- Size:up to 75 pages
- Timeframe: 15-30 days
- Assigned 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 award 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.
Robert N.
Senior Business Strategist
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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