Tuesday, August 16, 2011

Capital West Advisors Details the Components of a Comprehensive Business Plan

Capital West Advisors, which was founded in 2006, has developed several hundred business plans for clients from a wide array of industries. Capital West Advisors is led by a Management team of highly experienced investment bankers, consultants, and business planners. Capital West Advisors business plans are all fully customized from beginning to end. Capital West Advisors uses a team of at least one Managing Director, one Associate, and one financial planner for every project. The following are the components of a comprehensive business plan:

Executive Summary: The Executive Summary is the first section within the business plan or can be a stand-alone document. An Executive Summary is typically 3 to 5 pages and summarizes the key sections within the business plan and consists of only the most important and relevant information of the Company Overview, Market section, Marketing Plan, Management Team, and Financial Summary. (Note: A condensed business plan can also be referred to as an Executive Summary if it is under 20 pages in length).

Company Overview: The Company Overview focuses on the Company’s mission, Company history, and key strengths. Capital West Advisors typically includes a Mission Statement, Company Description, Value Proposition of the Business, Industry Background, and Business & Growth Strategy. The Value Proposition of the Business details all of the ways that the Company will offer value to its customer base. The Business & Growth strategy is a detailed growth plan on a 5 year basis that is typically organized in 2 to 4 stages of growth.

The Market: The Market section that Capital West Advisors develops typically consists of a Market Analysis, Target Market Analysis (or Target Consumer Profile Analysis), Local and/or National Demographic Information, Profile of Direct Competitors, Competitive Analysis, and Competitive Strategy. The Market Analysis is an assessment of the demand of a particular market, the projected demand within a particular market, and the recent past demand of a particular market. Capital West Advisors uses its direct access through subscriptions to market research databases to gather very current and comprehensive market research for any industry and anywhere around the world.

Products and/or Services: The Products and/or Services section should provide detailed information regarding each product and service that the Company will offer. This section should also contain the corresponding pricing of each product and service. Capital West Advisors will alternatively label this section “The Technology”, “The Website”, “The Business Model”, or “Food & Drinks” for relevant business models. Capital West Advisors will also include information on Intellectual Property in this section where relevant.

Marketing Plan:

The Marketing Plan is an essential component of the Business Plan that describes the company’s overall marketing and sales strategy. Capital West Advisors will develop a comprehensive marketing overview & strategy that plans the emphasis that will be placed on different forms of marketing as the company grows. Capital West Advisors typically includes internet advertising, radio advertising, television advertising, direct mail, public relations, promotional strategy, affiliate marketing, and promotions as marketing methods. Capital West Advisors carefully develops the marketing and sales campaign in accordance with the overall branding & pricing strategies.

Management & Staff
This section discusses the positions and biographies of each member of the Executive Management team. This section can also include an organizational chart.

Operations Plan:

The Operations Plan develops and organizes each of the key elements that comprise the company’s daily operations. Although every business is different to varying degrees, these elements can include hours of operation, office/facility layout, inventory control, maintenance, distribution, manufacturing, sales & billing, legal & insurance, accounting, and supplies.

Financial Plan:

The Financial Plan and Corresponding Pro-Forma Financial Statements are crucial elements when negotiating with investors or applying for a commercial/SBA loan. CWA develops defensible revenue, expense, growth, and capital requirement assumptions to project the five-year Pro-forma Income Statement, Statement of Cash Flows, and the Balance Sheet.

Capital West Advisors develops these financial assumptions during the preliminary business plan along with preliminary revenue and expense projections. Once the client reviews the business plan, then we proceed to further develop the financial statements.

Capital West Advisors uses a monthly breakdown I Year 1 and Quarterly in Year 2 through 5. Capital West Advisors also includes a Financing & Growth strategy section that provides a comprehensive financial strategy that details the capital requirements, stages of funding, risk analysis, and exit strategy.

Visit Capital West Advisors website:
Capital West Advisors
9107 Wilshire Blvd. #450
Beverly Hills, CA 90210
(888) 300-3090

Monday, February 22, 2010

Capital west advisors supports good news from Obama for small scale Businesses.
President Barack Obama, looking for ways to drive down high U.S. unemployment, will announce plans Friday to expand credit for small businesses, a main source of job creation in the United States.

Obama meets with small business owners in suburban Maryland and later will announce plans to ask Congress to temporarily expand credit through two Small Business Administration programs, a White House official said.

One plan would expand an existing SBA program to support refinancing of loans for owner-occupied commercial real estate.

The White House official, who spoke on condition of anonymity, said the proposal would help refinance up to $18.7 billion worth of commercial real estate per year that might otherwise be foreclosed and liquidated.

To be eligible, small businesses must have certain types of first mortgage loans maturing within the next year. Firms would have to be current on payments for the previous year.

Obama will also propose a temporary increase in the cap on SBA Express loans to $1 million from $350,000. The added cost would largely be covered by fees, the official said.

The White House official said expanding the loan size would help a broader range of small businesses.

Announcement of the two programs comes just three days after Obama proposed using $30 billion from the TARP bank bailout program to create a lending fund for small businesses.

The White House official said the programs to be announced on Friday would complement Obama's broader agenda for boosting small business growth. The president is under intense pressure to reduce the 10% U.S. unemployment rate.

He plans to ease some taxes on small businesses, including eliminating capital gains for small businesses in 2010, the official said.

Obama also plans a tax credit that would pay up to $5,000 for every net new job. It also would cover payroll taxes on overall wage increases above inflation. The plan would cut taxes for more than 1 million small businesses, the official said.

Thursday, February 11, 2010

CWA is a great company.  We have completed hundreds of plans for companies that have gone on to success!

Sunday, September 13, 2009

Capital West Advisors spotlight on a wide group of industries and all stages of growth. Its clients range from entrepreneurial startups to Multinational companies world wide.

Capital West Advisors which services the entire United States with business plan writing, capital introduction, and strategic growth consulting services, has been headquartered in Los Angeles, CA and also maintains 1 Project Manager in New York, Chicago, and San Francisco for sophisticated business planning, capital introduction, and strategic growth consulting services. Capital West Advisors has now added a 5th location where clients can meet in person if they would like to meet in person: Seattle, Washington.

Capital West Advisors majorly focus on writing a business plan for all types of businesses in USA. Each business plan is carefully developed using fully customized proven business modeling techniques

Capital West Advisors will assess the existing business plan and provide an engagement letter with a fixed price quote that specifically details every function that Capital West Advisors will perform to modify the plan at a substantial discount.

Capital West Advisors has added a Managing Director that is located in Seattle, WA whose responsibilities will include financial planning, growth planning, capital introduction, strategic growth consulting, and advisory services. He has over 25 years of related experience.

Capital west advisors is headquartered in Beverly Hills, CA and has satellite offices in San Francisco, Chicago, and New York.. Capital west advisors are well-equipped to provide its business plan writing and investment capital services.

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For further details:
Capital West Advisors
9107 Wilshire Blvd. #450
Beverly Hills, CA 90210 U.S.A
Website: http://ping.fm/qTUj3
Email: info@capitalwestadvisors.com
Blogs: http://ping.fm/k6C4y,
Phone: (888) 300-3090, (888) 418-4237

Thursday, September 10, 2009

Capital West Advisors Reveals its Capital Introduction Strategy & Analysis

Capital West Advisors has approximately 1000 Venture Capital firms and 100 Angel Networks in its database.

The first step in the capital introduction process involves identifying every Venture Capital firm and Angel network that is appropriate for the particular client that is seeking capital. In the event that the client is looking for $250,000 to $2.5 million, Capital West Advisors will typically submit the business plan to only Angel Networks and possibly a few venture capital firms; when a client is looking for $2 million to $25 million, Capital West Advisors will typically submit the business plan to only Venture Capital firms and possibly a few Angel Networks. After Capital West Advisors identifies the appropriate investment firms and networks, Capital West Advisors will submit the business plan, executive summary, and financial statements, and follow up as extensively as possible with each venture capital firm. Capital West Advisors follows up for up to 3 months with each and every venture capital firm and Angel Network to ensure that it has been For both Venture Capital and Angel Network introduction campaign. The follow-up process is the single most important component to the capital introduction campaign and requires an extremely extensive follow-up with each and every venture capital firm and Angel Network.

The process of submitting to Angel Networks is slightly different than the process of submitting to Venture Capital firms. Submitting to Angel Networks is a highly more extensive submission process which often requires the filling out of comprehensive 1-4 page applications in a high quality format. Venture Capital submission is typically done through email or website submission. The vast majority of Angel networks will invest in only a specific geographic region, which could represent a city, state, or tri-state region. There are approximately 8 out of 100 Angel Networks though that will invest anywhere throughout the United States. The majority of Venture Capital firms also have some type of geographic focus; however, it is typically a wider geographic focus and approximately 35% will invest in companies located anywhere in the United States; however, the majority of these ‘open-minded’ venture capital firms will still lean towards companies with a few hundred miles of where they are located.

Capital West Advisors will target a specific Managing Director that focuses on the particular industry or the appropriate Associate during its follow-up, which at times can represent several people, but will typically, include 1 or 2 individuals at the firm. Capital West Advisors database is organized by several investment criteria, including geography, industry focus, investment range, company stage, and financial requirements.

The industries that venture capital firms are currently investing the most in include alternative energy, biotechnology, medical device, healthcare, software, Internet, Datacom, Business services, and consumer products.

Angel Networks typically have 50-400 Angel Investors and the Managing Directors of the Angel networks act as gatekeeper for further forwarding to specific investors that would look at the particular industry, consideration for future meetings and events, and several Angel networks allow the each posting to be reviewed on the website. The majority of Angel networks focus on a specific geographic region (either a particular state or few states), but there are 7 national Angel networks (worth mentioning) as well.

Venture Capital firms raise funds from groups of investors, funds, and businesses and invest according to a specific range of investment criteria that they define as they raise the capital to be invested. This investment focus can vary substantially and can be either very narrow or very wide; however, the majority of venture capital firms have between a narrow and middle of the road range of companies that they will consider.

Capital West Advisors specifically hand-selects every Venture Capital firm or Angel network that it will submit and follow-up with on behalf of their client and that figure will typically represent 50-200 Venture Capital firms or 10-20 Angel networks.

Capital West Advisors only gets involved with clients from a capital introduction perspective, who have a viable chance of raising capital and represent a solid investment opportunity for Venture Capital firms or Angel Networks. Factors that both Capital West Advisors and investors consider include the strength of the Management team, Stage of Concept, Historical Financials, marketing & distribution channels, strength of the market, size of the market, # of competitors.

Capital West Advisors will place Managing Directors to be involved from a business planning and capital introduction perspective that have specific experience in the industry that the client is involved with.

Capital West Advisors submits the business plan, executive summary, and financial statements to every prospective venture capital firm and Angel Networks.

Capital West Advisors’ business plans typically contain a Company Overview, Market section, Marketing plan, Operational plan, Management & Staff, Financing & Growth Strategy, and Financial Plan sections.

The Executive Summary is typically either the first section within a business plan or can be used as a separate individual document. Capital West Advisors separates the Executive Summary from the core document if this is what the client requests. The Executive Summary typically range from 3-7 pages (depending upon the sophistication of the business model and layout used). The Executive Summary provides a snapshot of the company and the business plan, and it summarizes each of the core sections of the business plan. The Executive Summary must be very concise, well organized, and must successfully and continuously promote the core strengths of the business model. Capital West Advisors often has 2 Managing Directors review and work on the Executive Summary to ensure that it is developed on a maximal level.

Capital West Advisors financial statements are typically 5 Year Income Statement, Balance Sheet, and Statement of Cash Flows broken down Monthly in Year 1 &2, Quarterly in Year 3 & 4, and Annually in Year 5.

Capital West Advisors Contact Information:

Capital West Advisors

9107 Wilshire Blvd. #450

Beverly Hills, CA 90210


(888) 300-3090

Monday, September 7, 2009

Capital west advisors (http://ping.fm/WumCi)