Funding: Business Planning Case Study

A 30 page business financing plan was prepared for a technical client serving the oil & gas services sector.  The company was posed for rapid growth and needed funding to assist them achieve expand their product line and services.  The client found the plan very, very helpful for funding & investment purposes but also for focusing up and giving more attention to the key growth areas yielding the best results.  A 30 page business plan includes:  Executive Summary, Objectives, Vision / Mission, Keys to Success, Company Ownership, Products & Services Description, Market Analysis – Segmentation, Target Market & Service Business Analysis, Web Plan Summary, Strategy & Implementation Summary – SWOT, Competitive Edge, Marketing & Sales Strategy, Milestones, Management & Personnel Summary, Financial Plan – Cash Flow Projections, Break Even Analysis & Business Ratios.

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