Looking for a world-class business plan consultant?
The business plan is the foundation of your investor package. However, most entrepreneurs are too busy with other priorities, such as product development, finding clients, and hiring a team, to prepare a compelling business plan.
Since 2020, WAM US Consultores has helped more than 400 entrepreneurs develop business plans that helped raise more than $ 1.3 million in funding. You can see our business plan samples to see why entrepreneurs choose us.
Most of our consultants have practical experience in starting and growing their own businesses.
Let us help you.
What do you really need ...
a business plan WRITER ... or a true business plan STRATEGY?
You found us because you need help with your business plan. And you wonder what differentiates business plan consultants like us from a common "business plan writing service."
These are the key differences:
A business plan writer ...
A business plan writer hopes you have all the answers.
They will ask you a series of questions and write your answers in some standard business plan software.
This is how most business plan companies work, keeping their fees so low.
Hey, if you know how to type and you already know all the answers, you can also buy a copy of Business Plan Pro and write it yourself.
A strategic business plan consultant ...
A business plan consultant is someone who will help you refine your ideas and strategies and shape them into a viable business.
We challenge your assumptions, we fill in the gaps in your thinking, we do many investigations and analysis independent and help formulate business models, tactics and strategies.
We help crystallize your long-term competitive differentiation, identify target markets, and plan for business scalability.
And then we help you express it in a compelling package, be it a business plan, presentation , PPM (working with your attorney), financial forecast , Business model canvas , elevator presentation or executive summary, which is most appropriate for your situation and target audience.
Consulting business plans within your budget
We do not have pre-set prices for our work. Every project is different. We need to interview you to understand how well you have developed your vision and to see what existing materials and research are available. We also need to agree who will be responsible for what.
Depending on your needs and budget, we will develop a proposal at some point on this spectrum:
Full service business plan consulting
We'll do the "heavy lifting" so you can focus on other priorities: developing your product, finding customers, and building your team.
We can help you optimize your strategy; research and analyze your market and competition; and create a clear and compelling business plan to articulate your vision.
We do not use conventional business plan templates; We develop your plans from the ground up to make sure you tell your unique story in the most compelling way possible.
Guided business planning
If you are on a more limited budget and have time to do most of the research and writing, we can:
Guide and prioritize your efforts;
Provide templates and other helpful materials;
Help you avoid common business planning mistakes ; Y
Critique, edit and format your drafts.
Please note that this is not for the faint of heart. This is a lot of work and will require a full-time commitment over weeks or months. Many entrepreneurs feel that it makes more sense to focus on building the business.
WAM US Consultores also serves large companies considering new initiatives, as well as rapidly growing businesses seeking large increases in post-round venture capital capital.
Tailoring your business plan to a specific purpose
A business plan is not a one-size-fits-all document: it must achieve a specific purpose. We have experience in developing business plans for:
Initial Funding from Family and Friends - You are targeting people who already know and trust you, so you need a simple document that explains the concept of your business and explains the risks (i.e. that your investors may lose their investment) . In this case, a short and simple business plan or presentation is often sufficient.
Angel Investor and Venture Capital Financing: You are launching wealthier and more sophisticated investors, be they individuals, groups or funds. They don't know you and there are many other entrepreneurs competing for your investment dollars. Your presentation and / or executive summary is usually the first thing they look at. While they may not request a business plan until they have done their due diligence, every detail of your business plan needs to be memorized every time you have a conversation with these investors.
Bank Financing: Look for a loan, usually one guaranteed by the SBA, from a local bank to finance the purchase of assets for a traditional business. Most banks will ask you for a basic business plan and financial forecast if you haven't been in business for at least a few years.
Homeowners - Many commercial owners want to see a business plan so they can see how a new tenant in a retail location plans to become successful. They don't want to invest in a lot of tenant improvements, only to have the space vacant again in a year or two.
Franchisee Business Plan - Many franchisors require prospective franchisees to submit a business plan to demonstrate that they understand the business concept and the local market.
Business Immigration Visa Plans - The U.S. Department of Citizenship and Immigration Services (USCIS) requires a business plan from applicants for the E-2 Treaty Investor Visa, the Immigrant Investor Program Visa EB-5, L-1 Intracompany Transfer Visa, 1 Business Visitor Visa, and E-1 Treaty Trader Visa. In addition to the content found in a traditional plan, the business plan must explain how the applicant intends to meet the requirements of the corresponding visa program.
Partnership Business Plan - When an early stage company seeks a partnership with a more established company, it will need to produce a business plan or partnership proposal that explains how the relationship will work - the goals, opportunity, roles, and responsibilities of the parts. , the implementation plan, the potential risks and rewards, and a general argument for why the more established company is better off partnering with you than not.
Enterprise-level plans - Large, established companies often develop business plans when considering new initiatives.
What are the elements of a business plan?
Contrary to popular belief, there is no "right" way to structure a business plan; in fact, they can take many different forms. The important thing is to cover the Ten Big Questions as part of a compelling story.
With that said, here is a typical business plan outline:
Executive Summary - A brief overview (usually 1-2 pages) of your plan. If your executive summary doesn't captivate your audience, you won't get very far.
Opportunity: What need do you plan to address? It better be a great opportunity that many clients are willing to give you their money in exchange for your offer.
Solution: a description of how your product or service will meet the need.
Business model: What is your value proposition for the customer? How do you plan to earn money? How will you create customer value and how will you deliver it to your customers?
Market: Who is the customer, what are their characteristics, how many of them are there and how many can they reach before their competitors? What is your total market available ?
Marketing: How will you get your product in front of your customers and how will you persuade them to buy it?
Competition: Who else is working to meet the need, either directly or indirectly?
Competitive advantages: What competitive advantages do you have that will allow you to get ahead of them and stay ahead? Do you have any unique and protected intellectual property?
Team: What qualifies you and your team to achieve this?
Traction: What milestones have you already reached?
Operational plan: What are the basics of your business?
Risks: What can go wrong with your plan, and how can you mitigate these risks?
Financial plan: What financial resources do you need and how do you plan to use the money? What are the key assumptions underlying your financial forecast? Is there a viable exit plan?
In practice, some of these sections may be omitted or combined for brevity; for example, the market and marketing are often combined, as are competition and competitive advantage.
Business plans for single industries may require additional sections. For example, biotech and medical device plans require sections that describe the regulatory pathway (clinical trials and FDA clearance), reimbursement issues, and other issues.
Our business planning process
Each of our business plan consultants has their unique approach to how they work with clients. They will describe their approach during your initial conversations with them so that you understand what to expect as we move forward.
With that being said, here is an example of how a business planning engagement might proceed:
Initial discussion (s) to understand your needs.
Review your existing materials (business plan drafts, finances, market studies, competitor studies, etc.).
Follow-up discussion to agree on scope and fees for the work.
Preparation and execution of an employment contract.
Several in-depth interviews to better understand the details, develop strategies and agree on all the main elements of the business plan and financial forecast.
Conduct additional research and formulate additional strategies and tactics, as necessary.
Write a Pitch Deck and review it with you to make sure all parties agree on the big picture. Note that the Pitch Deck will have a lot of gaps at this point; We will use placeholders and incorporate financial facts, figures and projections as they become available.
Write the executive summary and review it with you to make sure we all agree on the next level of detail.
Prepare an outline of the business plan.
Fill in the details of the Business Plan. Get and incorporate your feedback on the go.
Customize our financial forecast for your business. Complete the assumptions with approximate and supported guesses. Work with you to refine the assumptions. Teach him to use the model so that he can explain it to his audience with confidence.
Finalize all deliverables, including editorial review and additional graphic design / layout work if required.
Advise you on the best way to present the Pitch Deck and how to address the questions.
Provide ongoing support, including making minor updates to deliverables at no additional charge for up to 90 days after final documents are delivered.
Of course, we understand that each client has different requirements and we will tailor our approach to meet their needs.
I would like to speak with a business plan consultant!
For an assessment of your needs and an estimate of the fee, please let us know how to contact you: