Business Plan

The planning stage is an essential element of any successful business. Whether you need a business plan for internal planning or to obtain debt financing – we can help. We work closely with our clients to understand their goals and vision, and then develop the entire business plan. We will help you refine your business model, identify your most profitable customers, fine-tune your marketing plan, and improve your sales projections.

  • Description of Market Opportunity
  • Description of Product or Service and Competitive Differentiation
  • Assessment of Target Customer Base
  • Sales and Marketing Strategy
  • Organizational Mission and Management/Board Overview
  • Pro Forma Financial Statements, Outline of Funding Needs, and Sources of Funding
  • SWOT Analysis

Market Research and Analysis

We can help you develop a deeper understanding of your industry, customers and competitive environment so that you can better plan for the future. We gather information from a variety of sources such as trade publications, research analysts and financial statements to paint a picture of overall trends and how they may impact your business.

  • Competitor Assessments
  • Industry Trend
  • Market Sizing and Growth Forecasting
  • Branding Strategy
  • Pricing Analysis

Financial Modeling Services:

Going beyond the numbers; our corporate finance team will work with you to develop an understanding of the financial needs and implications around a new business idea, product or market.

Financial Models are built in easy-to-use Excel-based spreadsheets and include detailed descriptions of assumptions and methodologies used.

Below are some financial modeling projects we can conduct for you:

  • Annual Budgets and Sales Forecasts
  • Scenario Testing for New Product or Service Introductions
  • ROI and Break-Even Analysis
  • Valuation Modeling
  • Funding and Investment Requirements

 

Valuations

Whether acquiring, merging or selling a business or property our local and regional expertise can help you get a clearer understanding and informed expectations, you will be better equipped to make the correct decisions to maximize shareholder value.

At BUCO our corporate finance team has extensive experience in assisting clients in their pursuit of specific acquisition across a broad spectrum of industries and structures including privately held companies, business merger, acquisition or disposal and restructuring of a business.

Below are some of the different valuation types offered:

  • Discounted Cash Flows
  • Mark to Model
  • Mark to Market
  • Relative Value